Asset & Wealth Management, Wealth Management Professional, Senior Analyst - Boston

About the role

Our Wealth Management Professionals support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication and organizational skills, and client service expertise are essential to maintaining and enhancing our business.

Responsibilities

• Manage the onboarding of client relationships
• Ensure meeting client investment objectives
• Manage fraud risk
• Leverage understanding of organizational documents, estate planning, and tax concepts
• Introduce new and existing clients to the firm's offerings
• Identify opportunities for wealth advisory services for clients
• Understand client suitability and risk tolerance
• Identify and prevent fraudulent activities
• Work with middle and back-office colleagues to ensure an exceptional client experience
• Execute, process, and reconcile trading and other investment-related transactions
• Lead or participate in divisional efforts to improve efficiencies within PWM business
• Participate in local training and recruiting
• Serve as a coach/mentor for less tenured teammates

Requirements

We're looking for a Bachelor's degree and 2-4 years of experience in client service and/or the financial industry. Candidates should be able to work in a fast-paced environment and think clearly under pressure. Strong verbal and written communication skills, as well as strong organizational and interpersonal skills, are also required. A commitment to excellence and a high level of integrity is expected. Additionally, Series 7 and 63 certifications are required (must be obtained within three months of employment).