Client Analyst: Wealth Planning & Investments
$72k - $89.25kChoate, Hall & Stewart LLP
A leading investment advisory firm is seeking a Client Analyst to provide exceptional client service. Responsibilities include preparing financial reports, assisting in client communications, and creating customized financial plans. The ideal candidate holds a Bachelor's Degree, has 1–5 years of experience, and is detail-oriented with excellent communication skills. This full-time position is based in Boston, MA and offers a pay range of $72,000 to $89,250 per year, including the potential for a discretionary bonus. #J-18808-Ljbffr Choate, Hall & Stewart LLP
Vacancy posted 2 days ago
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