Client Success Specialist – Wealth Management
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-08
Listing for:
Modera Wealth Management
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Modera Wealth Management is seeking a Client Service Specialist in Boston, MA to support our advisors and clients. This role includes comprehensive client service and general administrative tasks, ensuring the accuracy and timeliness of all work.
The ideal candidate must possess an Associate’s Degree and have at least 3 years of experience in a financial services environment. The position offers competitive salary and benefits including a Safe Harbor 401(k) plan and generous paid time off.
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