Wealth Client Services Specialist
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-21
Listing for:
Advisor Group Inc.
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
Advisor Group Inc. in Boston is seeking a client-focused financial services professional to deliver exceptional service, manage accounts, and support operational excellence as part of a new advisory team backed by Osaic Wealth.
You will serve as a primary contact for clients, guide them through account openings and transfers, prepare documentation, and collaborate with Wealth Consultants to tailor financial solutions while meeting regulatory standards.
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