Client Portfolio Analyst — Wealth Growth & Onboarding
$82k - $107.6kDormont Manufacturing Co
Dormont Manufacturing Co is seeking a Client Portfolio Analyst to join their expanding wealth management team in Boston or Springfield. This role involves creating efficiencies in client onboarding and maintaining strong relationships with advisors and clients alike. The ideal candidate will have a Bachelor’s degree, operational experience in financial services, and strong analytical and communication skills. The position offers a competitive salary range of $82,000 to $107,600, along with opportunities for growth and professional development. #J-18808-Ljbffr Dormont Manufacturing Co
Vacancy posted 2 days ago
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