Jaden Keliher
Client Relationship Associate @Mayflower Advisors
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WORK HISTORY
Client Relationship Associate @Mayflower Advisors
Boston, MA, US
Support advisory team serving 350+ high-net-worth households and $900M in AUM, helping maintain high client satisfaction and operational efficiency. Prepare performance reports and client materials used in portfolio reviews, financial planning discussions, and investment decisions. Serve as a primary point of contact for clients, handling day-to-day inquiries, account maintenance, and money movement with a high level of accuracy and professionalism. Coordinate account openings, transfers, and onboarding to ensure a seamless client experience. Work closely with custodians and operations teams to resolve account issues promptly while maintaining compliance with firm and regulatory requirements.
EDUCATION
Amesbury High School
High School Diploma
Wheaton College Massachusetts
Bachelor's degree, Business Administration and Management
The London School of Economics and Political Science (LSE)
Summer Session, The Science and Art of Decision Making
ABOUT JADEN KELIHER
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