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Job description
A private wealth management firm in Boston is looking for a Senior Registered Client Service Associate to support Financial Advisors and deliver exceptional service to high-net-worth clients. The ideal candidate has over 3 years of experience in wealth management and holds active SIE, Series 7, and Series 65 licenses. This role emphasizes client service excellence and offers a collaborative, people-first culture. Competitive compensation and benefits are provided.
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Worksite address
boston, MA, 02298, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.