The following positions are currently available at our firm:

Client Service Associate

A client service associate will be part of three-person team handling the day-to-day needs of our clients and portfolio managers and the office. Primary responsibilities for this person will be to:

  • Handle requests from clients, portfolio managers, and management.
  • Support marketing and social media efforts by updating databases and client and prospect contact information and assisting with special projects.
  • Help maintain the firm’s websites and social media accounts.
  • Perform general office duties such as greeting visitors, answering main phone line, maintaining supplies and written records, and coordinating mailings.Assist in completing other business, compliance, and marketing projects as they arise.

Please respond with your resume and a cover letter to