Boston Hot Jobs: Director of Client Service & Client Advisor

Director of Client Service

Interested in leading the client service team at a firm that’s just exploding with growth? Here’s an exciting opportunity for a Director of Client Service at a Boston-based boutique wealth management firm.

The ideal candidate will have a Bachelor’s degree along with a minimum of eight years of relevant experience. They must also possess outstanding organizational, communication, and writing skills. The selected candidate will be in charge of managing a team, making managerial experience a necessity. Experience in financial services, particularly at a wire house or smaller money manager, is a must.

Compensation will be $100,000 to $150,000. That compares favorably with a national average salary of $100,000 for a Director of Client Service, according to Indeed.com. If you are looking for more information on the position, contact the experts at Daley and Associates today at 617-832-2040.

Client Advisor

Here’s an outstanding opportunity to join a company that is experiencing explosive growth in the current market while taking your previous experience and transitioning into a career enhancing role? A Boston-based boutique wealth management firm is looking for a Client Advisor to join its team.

The selected candidate will serve as the Client Advisor to 50+ relationships which comprise a significant portion of the AUM. (The company has more than doubled their AUM in the last two years and currently has 2B AUM.) The Client Advisor will also support the managing directors in their coverage of the ultra-high net worth clients that comprise a large majority of the business.

The selected candidate will have eight or more years of experience in wealth management/financial services, along with outstanding interpersonal skills, excellent writing ability, CFP, exposure to tax, attention to detail, and organizational skills. CPA certification is a plus.

Compensation will be $100,000 to $150,000. That’s considerably higher than the national average salary of $45,000 for a Client Advisor, according to Indeed.com.

For more information about these and other highly desirable jobs, contact Daley and Associates. We have the expertise to help you find the ideal job in the ideal location.

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