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Wealth Client Services Associate; Hybrid

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Focus Partners Wealth, LLC
Full Time position
Listed on 2026-06-05
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 - 65000 USD Yearly USD 60000.00 65000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Client Services Associate (Hybrid)
Focus Partners Wealth, LLC in Boston is seeking a Client Service Associate to enhance client relationships and support Wealth Advisors. This hybrid role requires delivering timely service and handling multiple requests efficiently. The ideal candidate holds a Bachelor’s degree, has 1+ years of relevant experience, and possesses strong communication and problem-solving skills. The position promises growth within a collaborative team and an annual base salary between $60,000 and $65,000 along with additional benefits.
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Position Requirements
10+ Years work experience
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