A Boston-based investment firm is looking to add a Client Advisor to its team. This is a highly visible role, you’ll report directly to the CEO and work closely with clients and the firm’s research team. The CEO has over 25 years of industry experience and is an awesome mentor.
Highlights & Responsibilities:
Work directly with Clients on assets allocation, manager allocations, reporting, etc.
Business partner internally with the CEO and the Director of Research
Awesome company culture where everyone gets along really well
Office is very convenient to both the Commuter Rail and T