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Wealth Management Client Lead
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-02-18
Listing for:
Morgan Stanley
Full Time
position Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services company in Boston seeks a Wealth Management Associate to provide exceptional client support, assist Financial Advisors with their business plans, and engage in digital marketing strategies. The ideal candidate will possess strong leadership skills, interpersonal abilities, and a thorough knowledge of financial products. This role emphasizes delivering a superior customer experience while managing tasks in a dynamic environment.
Competitive salary offered, above $68,000 depending on experience.
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