By joining Eaton Vance, youll 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!
To support Florida Investment Counselors and Business Development in the cultivation of new business and in the administration of client accounts and to serve as a primary point of contact for our West Palm Beach office.
Collaborate with other team members, including Senior Client Service Associates and Client Relationship Associates, to provide high level service to EVIC clients. This will include management of flow of procedures, documents, initiative and projects between Boston and Florida. Maintain up to date knowledge of custodial, administrative and operational requirements in order to maintain compliant client records, files and billing information. Work closely with Florida Investment Counselors and Florida Business Development on anticipating client needs, account workflows, and service requirements. Manage daily service requirements and respond to client requests in timely manner. Work with Investment Counselors and Business Development in Florida and Portfolio Account Specialists in Boston to onboard new clients and open new accounts on custodial and EVIC systems. Work with Florida Investment Counselors and Florida Business Development on preparing marketing materials and resources for client and prospect presentations in coordination with Marketing Team in Boston. Carry out reporting requirements related to quarterly statements, communications, distributions, and client meetings, coordinating with Boston. Provide general administrative support for the West Palm Beach office related to facility administration, e.g. mail, deliveries, reception, maintenance, supplies, etc.
Bachelors degree with quantitative skills preferred Minimum 1 to 3 years experience in investment management or related service industry Computer skills, including MS Excel, Word, Power Point, Acrobat, and Windows Strong work ethic with the ability to work independently on multiple tasks at the same time Excellent verbal, written, and interpersonal communication skills Organized self-starter seeking career path in wealth management
This policy applies to Eaton Vance Corp. and all subsidiary companies (the Company).
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.