Relationship Analyst - Wealth Management, $90K

Relationship Analyst - Wealth Management, $90K
in Boston, Massachusetts 02110 - US

Job Description

Relationship Analyst - Wealth Management, $90K


This is a full-time permanent opening to join one of the most respected financial services company in downtown Boston. We are hiring immediately to help support our rapidly growing global relationships department handling major client services. As a client analyst you'll be responsible acting as the liaison for different departments in the company compiling and analyzing different reports for the relationship management team. This position reports directly to the relationship manager and has unlimited potential for growth as this company has a reputation for promoting from within.
 

Responsibilities Include:
- Provide centralized coordination of various service functions which are the foundation of overall relationship management effort, including client and consulting reporting, client and consultant presentations
- Participate in various projects related to the relationship management function.
- Oversight of the account opening, transition management, account restructurings and account closing processes
- Preparation of consultant reporting and due diligence questionnaires
- Preparation of briefing memos, including stock stories
- Participation in in-house client/consultant meetings and conference calls as appropriate
- Establishing and maintaining relationships with a broad range of our US institutional clients and consultants
- Commanding a knowledge of the investment business and marketplace
- Participation in the quarterly reporting process, including the letter writing and editing process, factchecking, and related quarter-end functions
 

Qualifications:
- 2-3 years of investment related experience
- 4 year degree, finance or economics preferred
- Ability to work in a fast-paced and team-oriented environment
- Strong interpersonal and organizational skills using sound business judgment
 

Please submit your resume to apply

 

For questions, please call 617-250-1000. There are no costs for candidates utilizing our services as our clients pay for all related hiring fees. All PSG job postings are either actual positions we had available at the time of posting and/or are representative of positions we typically fill or expect to fill. If you see a job that interests you, respond to the ad or give us a call so that we can help you find a job you'll love. As one of the area's largest staffing firms, we help 2,500 people find jobs a year so chances are good that we can help you too.

Professional Staffing Group is an equal opportunity employer and considers qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran's status, sexual orientation, or any other protected factor.

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