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Wealth Client Services Associate
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-22
Listing for:
Advisor Group
Full Time
position Listed on 2026-07-22
Job specializations:
-
Finance & Banking
Financial Services, Wealth Management
Job Description & How to Apply Below
Osaic is seeking a Client Service Wealth Associate in Boston to serve as the primary contact for retail investment clients, guiding them through account needs and onboarding. You will work with Wealth Consultants to provide a seamless client experience, maintain accurate documentation, and ensure compliance with regulatory requirements.
Ideal candidates have 1–3+ years in financial services, strong communication skills, and experience with account activities such as openings and transfers.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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