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Wealth Portfolio Analyst: Client & Solutions
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Jobtailor in Boston seeks a client operations specialist in wealth management to support onboarding and ongoing relationships with advisors and clients. You will help create efficiencies, ensure excellent service, and monitor portfolios against investor objectives and market conditions.
The role requires a Bachelor’s degree, 2+ years in financial services client experience, and licensing (Series 7 and 66) or ability to obtain within 180 days; CFA or similar designation is a plus.
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