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Client Services Associate — On-Site Wealth
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-06-26
Listing for:
Lead Advisor
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A prestigious financial services firm in Charlestown is seeking a Client Service Associate to join their team. This full-time role is focused on providing exceptional service to clients, managing inquiries, and supporting operations. The ideal candidate has 3 years of experience in financial services, strong organizational skills, and excellent communication abilities. This position requires on-site work five days a week and offers a dynamic environment to foster client relationships.
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Position Requirements
10+ Years
work experience
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