Client Success & Compliance Associate

Wellesley Asset Management, Inc.; Portsmouth (NH); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Very Competitive salary

Benefits

Job summary

Wellesley Asset Management, Inc. in Portsmouth, NH, seeks a detail-oriented Client Service professional to support private client and institutional sales teams. You will handle onboarding, client inquiries, and reporting, working closely with trading, compliance, and finance.

The role requires a four-year degree and 2–3 years of client service experience in asset management or custody. Strong Excel/PowerPoint skills and the ability to multi-task in a fast-paced environment are essential.

Qualifications

• Four-year college degree required.
• 2–3 years’ experience in Client Service for an asset manager, RIA, or custodian preferred.
• Excellent written and verbal communication skills.

Responsibilities

• Client Onboarding – open new client accounts and oversee asset transfers with advisory and trading teams.
• Direct Client Servicing – interact daily with clients by phone and email handling transactions and requests.
• Client Reports – prepare statements and detailed portfolio analyses for meetings with clients and prospects.
• Account Maintenance – collaborate with finance for billing and reporting; coordinate with investment teams and compliance.
• Other duties include compliance testing, ethics administration, and review of materials and procedures.

Skills

Client service

Microsoft Excel

PowerPoint

Communication

Multitasking

Education

Bachelor's degree

Tools

Salesforce

Tamarac

Job description

Wellesley Asset Management, Inc. in Portsmouth, NH, seeks a detail-oriented Client Service professional to support private client and institutional sales teams. You will handle onboarding, client inquiries, and reporting, working closely with trading, compliance, and finance.

The role requires a four-year degree and 2–3 years of client service experience in asset management or custody. Strong Excel/PowerPoint skills and the ability to multi-task in a fast-paced environment are essential.