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Onboarding Specialist

Wellington Management

Wellington Management in Boston is seeking an Investment Management Analyst to provide exceptional client service for its sponsored funds. The successful candidate will be the key contact for financial advisor clients and will help coordinate client account openings, closings, and reporting. The ideal candidate has 3-5 years of experience in the investment sector, strong project management and relationship-building skills, and a college degree. This role offers a competitive salary and a flexible working environment. #J-18808-Ljbffr

Vacancy posted 4 days ago
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