Eaton Vance Wealth Strategies Group Coordinator in Boston, Massachusetts
By joining Eaton Vance, you’ll become part of a company that has one of the best employee retention rates in the financial services industry. We offer competitive salaries, generous benefits, and tremendous opportunities for growth and development. If you do not see a position that fits your career objectives, please return to this site in the future as our hiring needs will change. We look forward to your becoming a part of our continued success!
Responsible for supporting sales efforts of Associate and Strategy Specialists for the firm’s high net worth sales team. This includes assisting with analysis requests, facilitating the onboarding of new accounts for clients, providing client service support, and assisting the team in requests that come through the group telephone line.
Run transition and hypothetical analyses for use with financial advisors selling Eaton Vance products.
Assist in onboarding new clients into the various investment vehicles the team covers (separately managed accounts, option overlay programs and private placements). This includes helping clients fill out paperwork and having a working knowledge on trusts and different types of entities.
Update and maintain SalesPage (CRM) as needed.
Master proprietary software applications to be able to pull data for ongoing client servicing.
Assist with daily WSG team activity, including being reactive to telephone and email inquiries from financial advisors.
Assist the team with business development (i.e. territory campaigns for ongoing pipeline and new opportunities).
Bachelor’s degree or equivalent preferred.
Minimum one year of sales and/or leadership experience or FINRA Series 6 & 63 licenses.
Obtain FINRA Series 7 and 66 as required.
Strong communication, sales ability, and presentation skills.
Must be extremely motivated and have demonstrated sales success.
Must be very comfortable with technology.
Team player, shows initiative/resourcefulness, actively seeks opportunities to make a contribution.
Able to learn quickly, retain knowledge and information
Ability to work in fast paced environment
Be able to multitask and prioritize different projects
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The Company is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment. It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, pregnancy, parenthood, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service, gender, gender identity or expression, registered domestic partner status, domestic violence victim status, status with regard to public assistance, or any other characteristic protected by applicable federal, state or local laws. Eaton Vance also prohibits discrimination based on the perception that a person has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. This commitment applies to all persons involved in the operations of the Company, and prohibits unlawful discrimination by any employee of the Company, including supervisors and co-workers. All employment decisions shall be consistent with the principles of equal employment opportunity.
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Eaton Vance is a leader in pioneering innovative investment strategies that address investor needs amid changing market environments. As a company, we have long embraced six core values: integrity, professionalism, teamwork, client focus, creativity/adaptability and excellence. As a workplace, Eaton Vance offers its employees a quality work environment and a congenial, collaborative atmosphere.
The company is consistently ranked among the Top 100 Places to Work in Massachusetts by The Boston Globe.