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Hybrid Senior Client Service Associate — Wealth Management

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Wealth Enhancement Group
Full Time position
Listed on 2026-02-19
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A wealth management firm in Boston is seeking a Senior Client Service Associate to act as a liaison between clients and Financial Advisors. Responsibilities include preparing client transactions, managing accounts, and ensuring high-quality client relations. The ideal candidate will have 2-3 years of financial industry experience and a strong background in customer service. This hybrid role also offers comprehensive employee benefits and opportunities for professional development.
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Position Requirements
10+ Years work experience
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