About this opportunity
Grimes & Company lists this Wealth Management Client Experience Associate (Hybrid) opportunity in westborough, Massachusetts. Review the employer’s description below for duties, qualifications and application requirements.
Job description
A Registered Investment Advisory firm in Westborough, MA seeks a Client Service Associate to join their dynamic team. This role requires attention to detail and strong communication skills as the associate will support onboarding and servicing clients. The firm offers growth opportunities and a comprehensive benefits package including a 401(k) match and health insurance. Ideal candidates should have a bachelor’s degree and experience with CRM tools. Join us in delivering exceptional service to clients.
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Worksite address
westborough, MA, 01581, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.