Client Manager - Financial Services
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-02-06
Listing for:
Osaic
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A financial services firm in Boston seeks a Relationship Manager to meet service expectations and enhance client experiences. Responsibilities include managing client accounts, processing paperwork, and supporting Wealth Managers. The ideal candidate has 1-3 years of experience in client service, strong communication skills, and a bachelor's degree. This position offers a hybrid work schedule and comprehensive benefits including health insurance and retirement plans.
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