Career Services

By John Stabinger
Posted on 2 April 2020 | 2:40 pm

Alumni Career Services

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Boston, Massachusetts

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Portfolio Analyst/ Client Services
A brief description of responsibilities as follows:  Supporting the Client Advisers to provide excellent service to high net worth clients & investors, maintaining a high standard of service quality in all work and output  A strong understanding of complex client requirements, acting as the clients’ key interface in direct interactions and communication  Partnering Client, Business Support and Third-Party Service Providers to ensure smooth and prompt transaction processing & service delivery of client requirements  Provide market updates to clients, prepare client statement and reports related to the portfolio, as well as specific product performance  Receive and ex

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