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Financial Services Bank Customer Service Financial Advisor

Wealth Client Services Associate

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Advisor Group
Full Time position
Listed on 2026-02-11
Job specializations:
  • Finance & Banking
    Financial Services, Bank Customer Service, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Boston is looking for a Client Service Wealth Associate who excels in client service and operational excellence. The role involves guiding retail investment clients through their account needs while partnering with internal teams to ensure high-quality service. Candidates should have 1–3 years of experience in financial services and strong communication skills. Competitive salary and additional benefits are offered.

This is a full-time position with opportunities for bonuses.
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Position Requirements
10+ Years work experience
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