Junior Client Service Associate

Company:  Fanning Personnel
Location: Boston
Closing Date: 01/11/2024
Salary: £150 - £200 Per Annum
Hours: Full Time
Type: Permanent
Job Requirements / Description

Setting up new relationships through opening/closing/transferring of accounts, assembling materials for prospect meetings, account conversions, and other general account maintenance, as well as communicating directly with clients/prospects, equity trading, serving as a liaison between traders, brokers, and the operations team as needed.

Qualifications:

  • Bachelor's Degree
  • Minimum of 1 year of industry experience
  • Experience in a Registered Investment Advisor firm or Financial Services firm
  • Strong knowledge of Excel
  • Willingness/ability to become proficient with proprietary accounting & trading systems
  • Exceptional attention to detail, strong organizational, written, and communications skills. Collaborative demeanor, team player a must
  • Self-motivated, ability to juggle multiple projects as well as focus on primary tasks
  • Willingness to enroll in the Claritas Program and other applicable educational courses

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