BRECKINRIDGE JOB OPPORTUNITY
TITLE: Client Services Associate
LOCATION: Boston, MA
JOB SUMMARY: Breckinridge Capital Advisors is seeking a Client Services Associate to become a member of the Client Services Team. The Associate will provide support and assistance to all client lifecycle events, such as new account onboarding and terminations. In addition, he/she will interact directly with clients, advisors and internal teams to ensure requests and other servicing matters are completed in a timely manner. A general understanding of the financial services industry and the fixed income markets is beneficial. The position will report to the Chief Operating Officer.
KNOWLEDGE, SKILLS AND ABILITIES:
EDUCATION AND EXPERIENCE:
ABOUT BRECKINRIDGE: Breckinridge Capital Advisors is a Boston-based investment advisor specializing in the management of high-grade fixed income portfolios for institutions and private clients. Working primarily through a network of investment consultants and advisors, Breckinridge offers municipal, corporate, government, and sustainable bond strategies in customized separate accounts. Our mission is to provide the highest caliber of fixed income management, thereby facilitating the sustainable flow of capital from long-term investors to responsible corporations and impactful municipal projects. As a certified B Corporation and a UN PRI signatory, we are deeply committed to the integration of sustainability standards throughout the company. www.breckinridge.com
OUR RECRUITING PHILOSPHY: Breckinridge is looking for talented individuals who believe in our vision and are eager to help us reach our goals. We are especially committed to fostering a strong company culture that emphasizes collaboration, innovation, and excellence. If you are interested in exploring this opportunity, please contact Bob Conlon, Director of Human Resources, at firstname.lastname@example.org
EQUAL EMPLOYMENT OPPORTUNITY:
It is the policy of Breckinridge Capital Advisors to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy / childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status or any other category protected by federal, state and /or local laws.
Equal Employment and Opportunity Employer / Disabled / Veteran