About this opportunity
PowerToFly lists this Elite Client Services Associate for Wealth Advisory Support opportunity in wellesley, Massachusetts. Review the employer’s description below for duties, qualifications and application requirements.
Job description
A leading financial services firm is seeking a Client Service Associate in Wellesley, MA. This role involves providing exceptional service to clients and supporting Financial Advisors with daily tasks, such as managing account inquiries and promoting digital tools. Ideal candidates possess strong organizational and interpersonal skills. The position offers competitive compensation with potential bonuses and comprehensive benefits. An opportunity to advance in a dynamic and inclusive work environment is also provided.
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Worksite address
wellesley, MA, 02482, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.