Client Onboarding & Wealth Operations Specialist
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-01
Listing for:
Beacon Bank
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
Beacon Bank is looking for a detail-oriented Operations Specialist in Boston, MA, to support our Registered Investment Advisory Firm's operations. This role involves managing client onboarding, account maintenance, and custodial requests, ensuring an excellent client experience.
The ideal candidate must have 3-5+ years of experience in financial services operations, along with a Bachelor's degree. A strong interest in financial markets and excellent interpersonal skills are essential for this position.
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