Wealth Ops Senior Client Service Associate; Hybrid
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-02-12
Listing for:
Masis Professional Group
Full Time
position Listed on 2026-02-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services, Financial Advisor, Financial Analyst
Job Description & How to Apply Below
A financial services organization is seeking an experienced Senior Client Service Associate to support complex client portfolios. This hybrid role requires strong investment operations knowledge and includes responsibilities such as client onboarding, portfolio transactions, and daily inquiries. Ideal candidates will have a Series 65 or equivalent and 5-12+ years of experience in financial services. This position offers competitive compensation, a bonus potential, and the opportunity to join a collaborative team.
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Position Requirements
10+ Years
work experience
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