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Hybrid Client Service Associate – Wealth Management
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-14
Listing for:
Wealth Enhancement Group
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Financial Services, Wealth Management
Job Description & How to Apply Below
Wealth Enhancement Group in Boston is seeking a Sr. Client Service Associate to drive onboarding, client relationship management, and operational support in a hybrid work environment.
You will use CRM tools to track assets, coordinate with brokers, and assist advisors with transactions and reviews. The ideal candidate has 2–3 years in financial services, a 4‑year degree preferred, and strong communication and detail‑oriented skills.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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