Accepting applications for:
Client Service Associate
Zevin Asset Management has an immediate opening for a full-time Client Service Associate. This is a multi-faceted support role that requires top notch organizational skills, attention to detail, and a service-oriented mind-set.
Founded in 1997, Zevin Asset Management is a Boston-based employee-owned investment firm specializing in Socially Responsible Investing. Our staff and clients are attracted both by our long history of active engagement in the socially responsible investment movement and by our investment philosophy and long-term results.
This position will involve working with our portfolio managers on many different client service duties with the ability to manage several tasks simultaneously and to be flexible about tackling new and unanticipated challenges. Attention to detail, good communication and writing skills, the ability to work independently and take initiative, and also to appropriately handle confidential client information are required. The tasks associated with the role are:
The position calls for a mature and trustworthy individual with strong communication skills. If you have the following, we’d like to hear from you:
Client service experience in a wealth management firm is essential.
Zevin Asset Management offers a compensation program that includes base salary, annual bonus, and equity participation in the business. Additionally, we provide fully paid health insurance, a fully paid defined benefit plan, a 401k plan and full compensation for public transportation commuting costs.
To apply, please send a cover letter and resume to email@example.com. No phone calls please.
Zevin Asset Management, LLC is committed to providing equal employment opportunities to all persons regardless of race, color, class, age, religion, disability that can be accommodated, marital status, ancestry, nationality, family status or sexual orientation.