Portland, ME 04101
Opening new client accounts: Uploading new account/transfer of assets forms to custodian, sending welcome letter to new clients
Responding to all client inquiries on the phone, email, and occasionally, in person
Regular coordination with the client s team, frequent correspondence with related professionals (legal, tax, etc.)
Preparing client presentation materials ( books ) for client meetings
Assisting portfolio managers in transitioning accounts to ETF models, entering and executing trades for portfolio managers, dealing with trade errors and corrections, allocating the Portfolio Manager s trades after market closing
BA, BS required
2-3 years of work experience in the financial industry is desirable. $45 to $50K.