Investment Marketing & Client Relations Associate
Longfellow Investment Management Co., LLC
Longfellow Investment Management Co., LLC is seeking a Marketing & Client Service Associate in Boston, Massachusetts. This role involves supporting client relationships and business development efforts through material preparation and follow-up inquiries. Ideal candidates will possess a Bachelor's degree, 1-3 years in investment management or financial services, and proficiency in Excel, PowerPoint, Word, and Power BI. The firm provides a collaborative work environment and competitive compensation and benefits. #J-18808-Ljbffr Longfellow Investment Management Co., LLC
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Investment Marketing & Client Relations Associate in Boston, MA vacancy
$40k - $59.8k
...for a culture that puts its clients and associates first: a culture where... ...Perform clerical functions related to opening client accounts... ...General understanding of the investment brokerage industry and securities... ..., project managers, marketing specialists, developers, bankers...SuggestedWork at officeImmediate startFlexible hours$120k - $150k
Job Overview - Client Services Associate (Investment Management) Compensation: $120,000 - $150,000/year + bonus Location: Boston, MA Schedule: Monday... ...Investor Support: Respond to limited partner requests related to reporting, fund activity, performance metrics, and investor...SuggestedWork at officeMonday to Friday$60k - $101.25k
As the Client Implementation Associate, you will:Lead the planning, coordination and execution of client and product events at State Street Investment Management (SSIM) across multiple global regions including... ...and vehicles and how these relate to client eventsStrong desire...SuggestedTemporary workFlexible hours- LIM Marketing & Client Service Associate Longfellow Investment Management Co., LLC (LIM) is an independent, 100% employee-owned investment firm managing over $... ...an integrated team spanning marketing, consultant relations, sales, and client service. This individual will support...Suggested
$70k - $80k
Voya Financial is seeking an entry-level Customer Relationship Associate to handle inbound calls, assisting retail customers with their... ...for incentives based on performance. Responsibilities include client service requests, account setup assistance, and learning financial...SuggestedWork at office$80k - $115k
...firm providing a wide range of investment banking, securities,... .... The Firm's employees serve clients worldwide including corporations... ...offices in 43 countries. As a market leader, the talent and passion... ...and global footprint as they relate to invoice calculation and distribution...Contract workTemporary workWorldwide$44k - $66k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and... ...problems, processing account forms and related paperwork, maintaining appropriate account... ..., skills, and registration status, market conditions and business needs. You have...Flexible hoursRoyal Bank of Canada
Boston, MA2 days ago$180k - $230k
...Private Client AssociateHemenway & Barnes LLP is seeking a dedicated mid-level Associate for our Private Client group. The ideal candidate... ...will be determined based on job-related, non-discriminatory factors,... ..., education, external market data, and internal equity considerations...Hemenway & Barnes
Boston, MA5 days ago$70k - $80k
...Customer Relationship Associate Together we fight for everyone's opportunity for a better... ...influence our culture, serve our clients and enrich our communities is essential... ...Experience: ~ Bachelor's degree in finance or related business field is preferred and...Work at officeLocal areaFlexible hours$120k - $150k
Atlantic Group is hiring a Client Services Associate (Investment Management) in Boston, MA. This hybrid role supports investor servicing and client communications within an alternative investment environment. The ideal candidate will have a Bachelor’s degree and 4-6 years...$80k - $90k
...looking for? CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge... ...reviews, proposals, and other client-related materials, this includes proofreading... ...knowledge of alternative investments is a plus Strong proficiency in Microsoft...Temporary workWork experience placementWork at officeLocal areaFlexible hours$44k - $66k
...branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a... ..., processing account forms and related paperwork, maintaining appropriate account... ..., skills, and registration status, market conditions and business needs. RBC's...Full timeFlexible hours- ...Winged Keel Group Client Services Senior Associate Winged Keel Group is the premier national platform for the structuring, implementation, and... ...Ability to pick-up and understand new software and technology relatively quickly ~ Understanding of basic financial math...Weekend workAfternoon shift
Winged Keel Group
Boston, MA1 day ago - ...Client Service Associate Boston, Massachusetts, United States About the Job An established regional wealth management and investment services firm is looking to bring on a CSA to their team. Ideal... ...in Finance, Economics, or a related field ~1-3 years of...Work at office
SDL Search Partners
Boston, MA2 days ago - ...Client Service Associate We are seeking a personable and highly organized Client... ...within our Registered Investment Advisory Firm (RIA). The role... ...company policies that relate to client satisfaction standards... ...interest in financial markets/wealth management ~ Excellent...Work at office
Beacon Bank
Boston, MA1 day ago - ...creating unforgettable travel experiences for clients. Whether booking your own vacations or... ...-time remote role for a Client Services Associate. The Client Services Associate will be... ...skillsBasic knowledge of Finance and related processesProven ability to multitask and...Full timeRemote work
Hellosunshinetravels
Boston, MA3 days ago - ...established, full-service law firm in Boston is seeking an associate to join its growing Private Client Services group. This is an opportunity to work... ...estate planning documents, including wills, trusts, and related instruments Support trust and estate administration...Private practice
LHH
Boston, MA3 days ago $15 - $40.87 per hour
...Registered Client Service Associate Registered Client Service Associates provide exceptional... ...FA/PWA/team Answering general non-investment related questions concerning client accounts... ...Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance)...Hourly payTemporary workWork at officeLocal area$65k - $80k
...Partners Capital is a Global Investment Office acting for distinguished... ...portfolios for its clients tapping into its deep network... ...Description The Client Service Associate located in Boston will support... ...and privacy controls, and any related issues are raised via the appropriate...Temporary workWork experience placementWork at officeLocal areaFlexible hoursShift work$70k - $80k
...Overview As a key member of the Insight Client Service Team, this is a dynamic and pivotal... ...closely with the Client Directors and Investment Professionals from across the business... ...point of contact for clients on all account‑related matters and coordinate internally on...Work at officeLocal area$60k - $70k
...qualified individual for the position of Client Service Associate. The individual selected for this... ...Familiarity with brokerage or registered investment advisory firm operations. Strong... ...partnership of fiduciary wealth management and related financial services firms. Focus...Work experience placementWork at office$225k - $275k
...investors, the companies we invest in, and the... ...global fundraising and marketing initiatives as well as... ...Operations, Institutional Client Solutions, Finance, Tax... ...and apply regulations related to the operation,... ...practicing law as a law firm associate or in-house counsel,...Local areaFlexible hours- ...negotiations. Advise principals, headmasters, executives, managers and supervisors regarding labor and employment issues. Lead litigation related to labor grievances at district level disciplinary hearings, arbitrations regarding employee performance, discipline and contract...Contract work
$295k - $400k
Project Finance Associate - DC or Boston Our client is a top firm, seeking a mid-level... ...understanding of energy markets, financial instruments, and... ...finance, economics, or a related field strongly preferred.... ...teams, prepare investment memorandums, and assist in...$15 - $43.27 per hour
...Description POSITION SUMMARY Registered Client Service Associates provide exceptional service to our... .../PWA/team • Answering general non-investment related questions concerning client... ...Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance...Hourly payFull timeTemporary workWork at officeLocal area$55k - $60k
...and look forward to every day. Position Overview: As a Client Success Associate you will play a key role in managing day-to-day operations... .... This role requires 40% local travel within the Boston Market, along with weekly office attendance. What You’ll Be Doing...Full timePart timeWork experience placementWork at officeLocal areaImmediate startFlexible hoursFooda
Boston, MA6 days ago- ...financial services firm in Boston is seeking a Wealth Management Associate to enhance client relationships by supporting Financial Advisors and Private... ...for providing client support and assistance with marketing strategies. Ideal candidates should have a strong understanding...
$45k - $110k
...corporations from offices in 32 markets throughout the United States,... ...oversees $208 billion in client assets as of February 28, 202... ...its growing team as a Client Associate. The Client Associate will work... ...money movement Completing investment subscription documents Cash...Work at officeLocal area$45k - $110k
A leading financial advisory firm based in Boston is seeking a motivated Client Associate to join their Private Advisor team. The successful candidate will interact directly with high-net-worth clients, assisting with account management, providing service, and handling...- A mission-driven investment firm is seeking an associate to join their Client Team in Boston. The role involves managing complex relationships with financial and philanthropic institutions and ensuring exceptional client service. Candidates should have 1-3 years of relevant...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Marketing & Client Relations Associate. Be the first to apply!
Related searches
- senior investment advisor Boston, MA
- investment consultant Boston, MA
- investment advisor Boston, MA
- product marketing assistant Boston, MA
- growth marketing associate Boston, MA
- brand marketing assistant Boston, MA
- marketing assistant Boston, MA
- music marketing assistant Boston, MA
- marketing operations assistant Boston, MA
- creative assistant Boston, MA