Client Intake Specialist
Location: Boston, MA Type: Direct Hire Job #43427 Salary: $85,000 An individual in this position will be responsible for the complete review process for all documents related to new accounts for financial intermediaries, support for the onboarding of institutional separate accounts, pooled products, high net worth dual contracts, and assist with legal document review for […]
Client Service Associate
Location: Boston, MA Type: Direct Hire Job #43589 Salary: $80.00 Client Service Associate Position Overview: Client Service Associate needed to join our Commingled Funds Client Service team. This role supports 35+ Commingled Funds and Collective Investment Trusts (CITs). This role is best suited for a dedicated, detail-oriented, organized individual who knows and loves the financial industry […]
Relationship Manager
Location: Boston , MA Type: Direct Hire Job #44588 Salary: $70,000 Hi All, Congress Wealth Management is about a 70-person, $6B RIA located in the Seaport District. Awesome firm! Great culture, Great place to learn and grow! I placed 4 RM's who are currently there, and they all love it! This role involves providing comprehensive […]