Boston Investment Staffing Group - Specializing in the permanent and contract placement of investment and financial services professionals

Job Postings

Client Advisor Services Associate
Salary: Open
  • Our client, a private wealth manager with HNW and UHNW clients is hiring an Associate to join their team
  • The role sits on a newly created client advisor services team, supporting the client advisors who manage their private client business, HNW and UHNW clients
  • This person will lead new relationship onboarding efforts with custodian banks
  • They will facilitate money movement and maintain internal records
  • This team manages ad hoc client requests, reporting, and transfer of assets
  • They will also work on projects designed to improve the overall client experience
  • This is a great opportunity for someone to join a newly created team, have an impact and build their career at a flat organization


If you are qualified and interested, please submit a Microsoft Word formatted resume to resumes@binvsg.com.