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UHNW Client Relations Analyst & Path

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Winged Keel Group
Full Time position
Listed on 2026-01-10
Job specializations:
  • Business
    Business Development, Client Relationship Manager
Job Description & How to Apply Below
Position: UHNW Client Relations Analyst & Growth Path
A prestigious life insurance brokerage in Boston is seeking a Client Relationship Analyst. This entry-level position offers an opportunity to develop into a Client Relationship Manager, requiring strong analytical skills, attention to detail, and proficiency in Microsoft Office. The ideal candidate will have a Bachelor's degree with a graduation date of May 2024 or 2025 and will assist in preparing client presentations and financial analytics.

Competitive compensation and a comprehensive benefits package are offered.
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