Client Portfolio Associate
Excellent opportunity to join a great financial services firm in Boston as a Client Portfolio Associate. The individual in this role will be responsible for client service and various projects. The Client Portfolio Associate will:

Organize, prepare for and participate in client, consultant and prospect meetings and conference calls
Distribute meeting notes and ensure meeting follow up items are completed
Handle daily requests for information for assigned set of clients
Interface with various teams to resolve and follow up on client requests and issues
Assist Client Portfolio Manager
Assist with quality review of client reports on a monthly and quarterly basis
Ensure completion and delivery of client data requests for performance info, data questionnaires etc
Coordinate books and review for accuracy

Candidates must have the following qualifications for consideration:
Bachelor’s degree; MBA desired
Progress towards CFA
A minimum of 5 years experience in client service or marketing
Solid understanding of Fixed Income markets and products in a must!
Strong computer skills; PowerPoint and Excel expertise a plus
Excellent communication and organizational abilities

Strong Salary

For More Information, CONTACT: Lynn Tyburski @ 617-728-4100 or fax resume to 617-728-4115 or E-mail lynn@fanning-boston.com

Fanning Personnel is a full service professional staffing agency specializing in financial services, administrative support and legal recruiting. Our success is our ability to find the right job for each candidate and to become a partner with our client companies in their search for that individual who will make a positive, enthusiastic contribution. Boston Staffing Agency

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