Client Portfolio Analyst Wealth Growth & Onboarding

Dormont Manufacturing Company

Boston, MA

JOB DETAILS
SALARY
$82,000–$107,600 Per Year
SKILLS
Analysis Skills, Communication Skills, Customer Relations, Financial Services, Manufacturing, Onboarding, Portfolio Analysis, Wealth Management
LOCATION
Boston, MA
POSTED
1 day ago

Dormont Manufacturing Co is seeking a Client Portfolio Analyst to join their expanding wealth management team in Boston or Springfield. This role involves creating efficiencies in client onboarding and maintaining strong relationships with advisors and clients alike.The ideal candidate will have a Bachelor's degree, operational experience in financial services, and strong analytical and communication skills. The position offers a competitive salary range of $82,000 to $107,600, along with opportunities for growth and professional development.#J-18808-Ljbffr

About the Company

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Dormont Manufacturing Company