Quick Base jobs in Boston, MA - 41 jobs

Account Executive, FastField Company: Quickbase, Inc. Department: Sales Reports To: Sales Director, FastField About Quickbase: At Quickbase, we are on a mission to end a universal problem: Gray Work. The ad-hoc, manual work we do looking for documents, resources, etc. when technology isn't working for us-that's Gray Work, and it negatively impacts productivity, employee well-being and a company's bottom line. Quickbase's platform for Dynamic Work Management (the first ever) empowers nearly 12,000 organizations like Consigli, Suffolk, Valvoline, Daifuku and more to take on Gray Work by bringing people, processes, and data together into one central location, so employees can stop chasing information across systems and focus on work that makes an impact. FastField is a stand-alone solution under the Quickbase portfolio that is a powerful mobile forms solution for field teams to simplify data collection. It enables field teams to capture data, dispatch work tasks, and automate the entire field workflow. We compliment Quickbase as a field data collection tool with features like image capture with annotation, pdf generation, and signature capture. Position Overview: This is an evergreen role, which means we're not actively hiring right now but always love connecting with talented Account Executives. If this sounds like the right fit for you, please apply-your application will be considered as new opportunities open up in the future. We are seeking a motivated and experienced Account Executive to join our dynamic sales team. The ideal candidate will have a proven track record in converting inbound leads into high-quality opportunities, effectively managing those leads through the Force Management sales methodology, generating a robust pipeline, and closing deals. This role is critical to our growth, and the successful candidate will play a key role in expanding our customer base. Key Responsibilities: Lead Conversion: Qualify and convert inbound leads into sales opportunities by understanding the prospect's needs, challenges, and decision-making processes through discovery. Engage with prospects through calls, emails, and virtual meetings to build relationships and understand their business requirements. Sales Process Management: Utilize the Force Management sales methodology to systematically qualify opportunities and drive them through the sales pipeline. Manage the entire sales cycle from initial contact to negotiation and closing. Pipeline Generation: Actively contribute to the generation and maintenance of a healthy sales pipeline by developing upsell opportunities and nurturing existing prospects. Collaborate with marketing and other internal teams to identify opportunities for cross-selling and upselling. Customer Engagement: Establish strong, long-term relationships with key decision-makers and stakeholders within prospect organizations. Ensure a seamless handoff to the customer success team post-sale to maintain customer satisfaction and facilitate renewals and expansions. Reporting and Forecasting: Maintain accurate records of all sales activities, opportunities, and forecasts in the CRM. Provide regular updates to the sales management team on pipeline status, deal progress, and any challenges. Qualifications: 1-2 years of experience in B2B sales, preferably in SaaS or technology solutions. Proven experience with the Force Management sales methodology or a similar qualification framework. Strong ability to uncover customer pain points, business drivers, and buying processes. Excellent communication, negotiation, and presentation skills. Self-motivated with a strong work ethic and a track record of exceeding sales targets. Proficiency with CRM tools and other sales technology platforms. What We Offer: Competitive salary and commission structure. Health, dental, and vision insurance. Opportunities for career advancement in a fast-growing company. A collaborative and supportive work environment. At Quickbase, we believe in pay transparency and are committed to equitable pay practices. The range for this role is $120,000- $160,000. The range shown reflects the total expected On-Target Earnings (OTE) for this role, which includes both base salary and target commission. The commission potential is equal to the base salary. OTE applies specifically to sales positions and represents the amount an employee can expect to earn when performance goals are met. The exact compensation offered will be based on experience, skills, and alignment with internal equity. Beyond salary, employees receive access to a full benefits package including health insurance, retirement, paid time off, etc.

Operations Administrator, Data A global consulting firm based in Boston is looking to add an Operations Administrator, Data to its team. This role will be part of a four-person team and report to a Manager who loves to mentor people. The ideal candidate has a strong skillset working with databases and Excel. ** This is a hybrid position - 3 days per week onsite are required ** Highlights: Coordinate, oversee, and enhance the utilization of data resources across the firms consulting endeavors. Proactively manage the ongoing enhancement of our database knowledge repository by incorporating updates from consultants and third-party vendors. Assist consultants in submitting applications for external data sources, perform basic database queries, and fulfill tasks necessary for data acquisition. Collaborate with the Manager, Healthcare Data Operations, to compose tailored oral and written communications for both internal stakeholders such as senior consultants and external entities including third-party data vendors and clients. Assist in managing operations and processes related to the firms partnerships with third-party vendors. Qualifications: 1+ year of relevant professional experience Bachelor's degree Strong Excel/systems skills For immediate consideration, please email your resume to ********************.

An established regional wealth management and investment services firm is looking to bring on a CSA to their team. Ideal candidates will have 1+ years experience in wealth management or client support roles. This role sits in the downtown Boston office and will have a hybrid schedule. Excellent opportunity to learn from high-performing team and advance your career in the wealth management sector. Responsibilities: Interact with firms' external clients and provide a high level of service and engagement Perform operational and administrative tasks in support of Financial Advisors' portfolio of clients Partner internally with Financial Advisors and Senior leadership to fully service clients Develop and maintain clients' onboarding process Monitor client management system, keep up to date with current information Interact with custodial partners to facilitate client needs Support Managing Director with ad-hoc projects as needed Qualifications: Bachelors degree in Finance, Economics, or a related field 1-3 years of financial services experience Experience in wealth management, brokerage firms, or retail banking is ideal Excellent communication skills and client-services mentality

Boutique asset management firm in Harvard Square is looking for a highly promotable, top performing, Director of Finance & Operations to step into a newly designed, hands-on & entrepreneurial role. Reporting to the Managing Partner, the Director of Finance & Operations will lead the finance, operations & compliance efforts for the organization. The ideal candidate has a strong background in investment management, excellent analytical skills (Advanced Excel / modeling), strong communication & writing skills (ability to write RFP's, create presentations, etc), and a desire to grow long term in an operational path. This is a succession planning role, and ideally this individual will grow to be Chief Operating Officer / Chief Financial Officer. The team is open to a top performer with anywhere from 7 - 15 years of experience, as long as the individual is highly motivated and eager to grow in their career. The Director of Finance & Operations should be incredibly self-directed, able to notice gaps in process & workflow and jump to action to create seamless solutions. A strong finance, compliance background would be an asset in this role. The Director of Finance & Operations will create reporting for the leadership team, & build strategic analysis to support critical decision making. The team works mainly onsite in Cambridge, with a flexible schedule. There is the ability to WFH 1-2 days per week, but ideally, this individual will want to learn and work closely with the team, on-site, to grow their career. Generous compensation package including strong benefits & competitive bonus structure. Qualifications: BS, Finance, Business, Accounting, Economics 7-15 years experience in investment management / asset management / hedge fund / private equity environment Desired candidate is looking for blended role, a mix of strategic analysis, finance/accounting, compliance & operational projects self-directed, entrepreneurial, able to thrive in a wear-many-hats, dynamic role highly analytical with Advanced Excel and modeling skills Some compliance experience is a plus progressive experience in finance, accounting, compliance, operations proven success and promotability Thrives in a top performing environment excellent process improvement skills strong relationship building abilities Eager to grow long term with a small, well-positioned, firm Interested candidates please send resumes to: **********************

We are seeking a detail-oriented and strategic Portfolio Analyst to join our dynamic real estate investment firm. This role will support the management and performance analysis of real estate investment funds, working closely with senior leadership to drive portfolio optimization and decision-making. Key Responsibilities: Support portfolio monitoring and performance analysis across multiple real estate funds Develop and maintain fund-level financial models to support forecasting, scenario analysis, and investment decisions Prepare executive-level financial reports and presentations for internal stakeholders, investors, and partners. Collaborate with acquisitions, asset management, and finance teams to consolidate portfolio data and track key performance metrics Identify and implement process improvements to enhance reporting accuracy, efficiency, and scalability Assist in annual budgeting, reforecasting, and valuation processes for real estate portfolios Qualifications: Bachelor's degree in Finance, Real Estate, Economics, or a related field 35 years of relevant experience in real estate investment, fund analysis, or portfolio management Strong financial modeling skills with experience in fund-level modeling and performance tracking Proven ability to prepare and present financial data to executive stakeholders Proficiency in Excel, PowerPoint, and data visualization tools (e.g., Tableau or Power BI); experience with real estate software platforms is a plus Excellent analytical, organizational, and communication skills. Preferred Qualifications: Experience with private equity real estate funds or REIT structures Understanding of real estate valuation methodologies and performance metrics Exposure to process improvement initiatives and cross-functional collaboration

Treasury Manager - Private Debt Highly reputable Investment Management firm headquartered in Boston, MA is currently hiring for a Treasury Manager under their Private Debt Finance Organization. Eligible candidates will have 5+ years of experience within Financial Services Treasury, ideally with CLO experience. This is a great role for an individual looking to gain complex, global company experience within a team that prioritizes Professional Development, Promotion & Growth Tracks, and opportunities for leadership. Compensation & Benefits: Above market base pay + bonus + profit sharing + Health / Dental / Vision + 401k match + Company perks / discounts + Opportunities for promotion, growth, & professional development Responsibilities: Directly responsible for management / reporting for specific financing arrangements for the firm's debt organization Provide ongoing status updates for transactions and proactively work with banks and other financial institutions to confirm transaction settlement Coordinate directly with the firm's Portfolio Management team for required reporting, and for any specific transactions Responsible for management, supervision, and mentorship of a small team Work as an adaptable teammate who proactively assists with operational workload rebalancing and high-priority items and collaborates with colleagues Optimize the company's cash and liquidity position to support daily operations and growth initiatives, including intercompany capital requirements Responsible for managing relationships with foreign banking partners, globally Assist with foreign exchange risk management and ensure regulatory compliance Provide valuable input and oversight to the company's cash flow forecasts and financial models, contributing to accurate financial planning and decision-making. Work with cross-functional teams, such as accounting, tax, and legal, to ensure compliance with relevant financial regulations and reporting standards. Ad hoc projects as they arise Requirements: 5+ years of Treasury experience within an Investment Manager Experience with Private Debt / Private Credit / CLO is preferred Global company experience highly preferred Strong communication Analytical, logical, methodical and intellectually curious Interest in growth, promotion, and professional development Problem solving and issues resolution management

Senior Auditor Greater Boston management consulting and public accounting firm is looking to hire a Senior Audit Associate for their growing team. Ideal candidates will have prior experience in public accounting and currently hold (or are in process of obtaining) a CPA license. The firm is well-established and has a highly progressive culture that places huge value on work/life balance, encouraging internal growth, and utilizing new technologies. Overview of Responsibilities: Lead and execute financial statement audits for a variety of clients, including privately-held companies, nonprofits, and governmental entities. Collaborate with engagement partners and managers to plan audit engagements, assess risk, and establish audit objectives and procedures. Oversee junior auditors, provide structure on engagements and mentorship Perform detailed audit testing, evaluate internal controls, and assess financial reporting accuracy to identify potential areas of improvement. Prepare comprehensive audit reports and communicate findings to clients in a clear and concise manner. Develop strong client relationships, providing expert advice on accounting, financial reporting, and compliance matters. Qualifications: Bachelor's degree in Accounting or Finance; CPA certification preferred. 3+ years of progressive auditing experience within a public accounting firm. Thorough understanding of GAAP and PCAOB standards. Strong Excel experience. Strong analytical and critical thinking skills, with an eye for detail and accuracy. Excellent communication skills, both verbal and written. Proven leadership abilities, with a passion for mentoring and guiding team members.

A prominent financial services organization headquartered in Boston, committed to delivering innovative solutions to its clients is seeking an Accounts Receivable Specialist. This role will play a pivotal part in optimizing the accounts receivable processes and ensuring the financial health of the organization. As the Accounts Receivable Specialist, you will be responsible for overseeing the end-to-end accounts receivable function, including billing, collections, and reconciliation. This role requires a strategic thinker with strong leadership skills, a deep understanding of accounts receivable processes, and the ability to collaborate effectively with cross-functional teams. This is a hybrid position with 2-3 days per week on-site in Boston. Compensation / Benefits / Perks: Above market base pay Bonus Profit Sharing Health / Dental / Vision Hybrid working environment Defined Promotion Track / Opportunities for Growth & Professional Development Many more company perks Responsibilities: Oversee the accurate and timely generation of invoices. Ensure billing processes align with company policies and client agreements. Monitor and analyze aging reports, identifying and addressing overdue accounts. Collaborate with clients to resolve billing inquiries and discrepancies. Analyze reports to provide insights into receivables performance. Identify opportunities for process improvements to enhance efficiency. Work closely with cross-functional teams to implement changes and best practices. Ensure compliance with accounting standards, company policies, and relevant regulations. Stay informed about changes in accounting practices and communicate updates to the team. Qualifications: Bachelor's degree in finance, Accounting, or a related field. Experience in Financial Services or Professional Services is ideal. Strong knowledge of accounting principles and receivables best practices. Excellent leadership and team management skills. Strong Excel skills (Pivot Tables & vlookups) Exceptional analytical and problem-solving abilities.

Wealth Planning Associate (Remote Options) National Wealth Management firm is looking to add a Wealth Planning Associate to the Relationship Management team. This is a great role for an individual who either already has obtained, or is in pursuit of their CFP, and is looking for a new opportunity with unlimited growth potential. This position would be strictly focused on financial planning, so no sales / cold-calling. Key responsibilities would include assisting clients, developing financial plans, and working directly with the Directors on the team. Responsibilities: Generate client account reports and documents for service meetings Write comprehensive financial plans with recommendations and creative solutions Analyze client investment portfolios Review prior meeting notes and correspondence to complete meeting agendas and identify items needed; prepare appropriate forms, paperwork, product illustrations Manage and distribute incoming client information Complete trades and new business submissions Monitor transactions and new business for completion and accuracy Complete Contact Manager notes and/or follow-up correspondence Qualifications: CFP designation, or in process Bachelors degree in accounting, finance or equivalent Excellent written communication skills Detail oriented Able to manage and prioritize many time-sensitive tasks simultaneously Team player

Private equity backed biotech company is currently looking for an FP&A Manager to act as right-hand to VP of Finance, leading strategic finance, ad hoc reporting & analysis & business partnering across dynamic organization. The Manager, FP&A is a newly created role due to the growth of the organization. Ideal candidate has strong financial modeling skills, the ability to act as a strategic-minded business partner with department leads & c-suite, and prior experience in a rapid-growth biotech / life sciences / pharmaceutical organization. This role reports to an excellent mentor, the VP of Finance who loves to support and develop their team. To start, this will be a stand-alone role, but will grow to hire and manage as the company expands. In addition, this is a progressive organization with excellent all-around benefits, generous salary & equity program, and a supportive, employee-first culture. Requirements: 5-10 years FP&A experience biotech / life sciences / pharmaceutical experience required prior consulting, investment banking or public accounting experience is a plus excellent written and verbal communication and strong presentation skills strong process improvement skills, highly entrepreneurial individual, proven problem solver top performer eager to grow long term with the organization strong Excel & financial modeling skills financial planning, budgeting, & forecasting experience does not need to be a people-manager but ideally would like to grow to manage a team Interested candidates please send resumes to: **********************

Top Manufacturing company headquartered off of 495 near Mansfield, MA is hiring for a Senior Cost Accountant to lead the month-end close & financial reporting for inventory, while partnering closely with the manufacturing plant. Eligible candidates will ideally have experience working for a Global company handling the Cost & Inventory function. Strong systems experience (data analysis / visualization tools / large ERP) is a plus. Compensation / Benefits: Strong base pay + bonus + Health / Dental / Vision / 401k + Hybrid work environment (3 days in office) + Opportunity for growth / promotion Responsibilities: Manage monthly closing of financials for the manufacturing plant in accordance with US GAAP and company policies Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies Help design, implement and enforce effective controls, accounting processes, systems and procedures Responsible for analysis of Inventory, including journal entries for intercompany inventory movement Serve as liaison for Division finance functions/needs and administer finance policies Track and manage reconciliation schedules for prepaid expenses, fixed assets, accrued liabilities/expenses, and deferred revenue Inventory control and providing support for physical inventories and perpetual transactions Coordinate and oversee physical inventories and audits of manufacturing facilities; Help design and implement consistent inventory count procedures Investigate complex information reported in the internal financial statements and other periodic financial reports Vendor Management & ability to partner with external resources Communicate key drivers in regards to the full financial profit and loss statement (sales, customer drivers, adjustments, etc) Ad hoc projects as they arise Requirements: 5+ years of relevant experience Cost / Manufacturing / Tangible-product environment experience highly preferred Interest in growth, promotion, and leadership Communication & Business Partnering skills Strong systems experience (data analysis / visualization tools / large ERP) is a plus Bachelor's Degree in Accounting, Finance, or equivalent Interest in growth, and professional development If interested please reach out to ********************

We're looking for a reliable and detail-driven AP/AR Specialist to join one of our top clients. This role is responsible for managing day-to-day accounts payable and accounts receivable functions, ensuring timely and accurate processing of financial transactions. This is a temporary role with a high probability of turning into a full-time role for the right person. Key Responsibilities: Process vendor invoices, match purchase orders, and issue payments Monitor and reconcile AP/AR accounts to ensure accuracy and completeness Generate customer invoices and apply incoming payments Follow up on outstanding receivables and handle billing inquiries Assist with month-end closing and financial reporting Maintain accurate records and support audits as needed Requirements: Bachelor's degree in accounting, Finance, or a related field 1+ year of hands-on experience in accounts payable and/or receivable Strong organizational and communication skills Proficiency with accounting software and Microsoft Excel High attention to detail and ability to meet deadlines

Financial Reporting Associate - Private Equity High-growth Private Equity firm is looking for a Financial Reporting Associate to add to the team! Candidates will have prior experience in Public Accounting with Financial Services / PE clients, or with prior corporate industry experience. Compensation: Above market base + Bonus + Profit sharing plan + 100% Healthcare coverage Hybrid work environment Opportunities for growth & promotion Responsibilities: Oversight of monthly journal entry preparation, review and related reconciliations Extensive interaction with our fund & tax accountants Quarterly GAAP Financial Statement preparation Quarterly GAAP disclosure items Reconciliation of Partner Contributions and Distributions Preparation of Federal and State Tax Estimates Partner analysis and explanation of tax information as requested Annual preparation of audited Side-by-Side Financial Statements Sarbanes Oxley compliance Requirements: 1-3 years of experience Big 4 / Public Accounting experience with Financial Services clients highly preferred Corporate Private Equity / Financial Reporting experience is a plus Interest in long-term growth & promotion within the organization BS in Accounting, Finance, or related field

A Top Asset Management firm is looking for a Compliance Manager as a new addition to the team. This is a great role for an individual with 5+ years of related experience looking for opportunity to take ownership of the Compliance function, within an established company that continues to grow organically. Compensation & Benefits: Strong base pay Bonus Profit Sharing Opportunities for growth & professional development Health / Dental / Vision / 401k Fantastic company culture Hybrid work model Responsibilities: Establish and maintain compliance rules in the core compliance engine Maintain up to date understanding of new and proposed regulations to determine applicability to the firm based on a thorough understanding of the current business model Preparation of monthly and quarterly reports Support daily monitoring of pre and post trade activities for specific equity, fixed income and alternative funds and accounts, including complex investment strategies Reporting of beneficial ownership in an accurate and timely manner Work with Compliance leadership to ensure relevant regulatory filings including form ADV Review and updating compliance policies and procedures Assisting with investment compliance Review and approving of marketing materials Identify and resolve potential material non-public information and information barrier matters Provide management with information on current trends and issues recognized during assignments and recommend plans for improvement Participate in and leading strategic initiatives within the team and in partnership with various business partners Requirements: 5-10 years of relevant experience Bachelor's degree in Finance, Accounting, Economics, or related field preferred Experience in the financial services industry, compliance and/or operations Regulatory and policy experience a plus Ability to business partner across departments & levels, as well as with the leadership team, and external parties Interest in growth & promotion with the firm

SDL is partnering with a cutting-edge biotech research company in need of a Staff Accountant. The ideal candidate will have 2-4 years of accounting experience, including public accounting exposure, and be either a CPA or on a CPA track. This position plays a key role in month and quarter-end close processes, SEC filings, and audit support. This role does require in office presence 1-2 days per week . Key Responsibilities: Assist in the preparation of SEC filings (10-Q, 10-K) Perform month-end and quarter-end close activities, including journal entries and reconciliations Support internal and external audit processes Prepare financial reports in accordance with GAAP Maintain accurate and organized general ledger records Collaborate cross-functionally with finance, legal, and operations teams Continuously improve accounting processes and internal controls Qualifications: Bachelor's degree in Accounting, Finance, or related field 24 years of relevant experience, including time in public accounting CPA certification or actively pursuing CPA preferred Strong understanding of GAAP and SEC reporting requirements Excellent attention to detail and organizational skills Proficiency in Excel and experience with ERP systems (e.g., NetSuite, SAP) a plus

Join the Quickbase Sales organization as a Manager of Commercial Accounts. You'll manage a team of Account Executives responsible for our existing customers within our Commercial segment. You'll also be a part of the growing team to help lead business initiatives and create a positive work environment where employees feel connected and empowered. In this role, you will: * Lead a team of Account Executives that prospect with existing and work on inbound leads within our Commercial segment * Build and lead a strong team of sales professionals to provide an exceptional customer experience and achieve revenue goals * Directly support front-line sales professionals to teach, mentor, coach and drive the sales process * Conduct calibration sessions and deliver reviews regarding performance expectations, initiative prioritizations and goals/results * Create a productive, high-energy and achievement-oriented team environment * Identify, analyze, and implement process improvements and effectively communicate and lead change management initiatives * Exceed assigned quarterly/annual sales quotas and growth targets * Maintain a 12-month rolling pipeline of sales opportunities that from new business, cross sell/upsell and renewal sources * Work cross functionally to advocate on behalf of both customers and sales professionals, communicating needs with internal teams including marketing, product, and customer success * Successfully drive adoption of processes and key metrics that improve performance * Reinforce formal sales processes and methodologies * Demonstrate deep technical understanding of the QuickBase product, the PaaS market, as well as SaaS sales models * Partner closely with marketing to ensure teams are communicating the correct message, strategize new ways of capturing customer leads, and develop content for all stages of sales cycle Ideally you will have: * 2+ years of sales leadership, including direct experience building and leading data-driven sales teams and determining GTM strategy for the segment * 3+ years of individual contributor quota-carrying SaaS experience and demonstrated history of meeting and exceeding revenue targets * Experience hiring and leading high-performing Sales teams * Demonstrated success driving adoption of sales processes and key metrics * Bachelor's Degree preferred but not required At Quickbase, we believe in pay transparency and are committed to equitable pay practices. The range for this role is $178,000- $280,000. The range shown reflects the total expected On-Target Earnings (OTE) for this role, which includes both base salary and target commission. The commission potential is equal to the base salary. OTE applies specifically to sales positions and represents the amount an employee can expect to earn when performance goals are met. The exact compensation offered will be based on experience, skills, and alignment with internal equity. Beyond salary, employees receive access to a full benefits package including health insurance, retirement, paid time off, etc.

A Boston-based private equity firm is hiring a Assistant Controller for its Accounting Operations team. This position will report directly to the Controller and manage a three person team. The day to day will be a mix of Accounts Receivable, Accounts Payable, and process improvement. Compensation includes a strong bonus and a 401k matching plan. **Three days per week are required on-site in Boston** Highlights: Manage entire Accounts Receivable/Revenue function Train & mentor team of three Ensure all AR processes are following compliance guidelines Business partner cross functionally to improve process efficiency Assist Accounts Payable team when necessary Qualifications: CPA preferred Bachelors degree in Accounting 8+ years of accounting operations within financial services For immediate consideration, send your resume to Dan Alber at ********************

One of Boston's top RIA's is hiring for an Assistant Financial Planner as an add-to-staff, growth position. This firm has tripled in size over recent year (both organic growth, as well as through acquisitions). This role will be responsible for Client Relationship Management, Financial Planning, as well as partnership with key internal team members (Legal, Compliance, Operations, Accounting). Cultural fit is extremely important - this team is dynamic, vibrant, humble, intelligent, and operates as a cohesive unit. Compensation / Benefits: Strong base pay Annual Bonus 401k match Opportunities for growth, promotion, & professional development Fantastic team & a dynamic environment Great company benefits & perks Key Responsibilities: Work closely with Portfolio Managers/Leadership to develop tailored financial plans for clients Investigate and uncover clients' wealth planning needs, goals, and issues through detailed data and information gathering process Build relationships with clients through authentic support and guidance Complete financial plans, investment reports, tax and estate analysis Liaise with product providers to obtain quotes, projections, and product information Coordinate cross functionally for relevant information (Legal, Compliance, Operations, Accounting) Gather, input, and analyze client data to develop tailored recommendations Perform scenario modeling, stress testing, and asset allocation analysis Assist in the ongoing maintenance and updates of existing financial plans to ensure they remain aligned with clients' goals and any changes in their circumstances Prepare and organize client-facing presentation materials Monitor industry trends and regulatory changes to support compliant advice Skills & Qualifications: 2-10 years of experience in Wealth Management, FS Clients Services, or related Bachelor's degree in Finance, Accounting, or related CFP or CFP track required Positive, collaborative attitude/team-player Interest in growth, and professional development within the firm

Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group. This is a great role for anybody looking to launch their career in Wealth Management - this position provides the opportunity to learn and grow alongside some of the best in the business. If you have, or are looking to obtain your Series 7 / 66 licenses and kickstart your career in Wealth Management, please apply here! Responsibilities: Work directly with the clients on Financial Planning as well as cash flow planning for retirement Assist clients with their accounts, including maintenance and creation of new accounts Manage and validate accounts transfers Assist with any distributions / checks / wire transfers Assist with file coordination for quarterly administrative and investment reviews Ad hoc projects when required Qualifications: Series 7 / 63 / 66, SIE highly preferred 1-3 years of experience in Wealth Management as either a CSA or comparable role Experience with Word / Excel / PowerPoint Ability to work in an entrepreneurial atmosphere Ability to communicate effectively and to establish relationships