Senior Wealth Client Services & Operations Lead
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-30
Listing for:
CapTrust Advisors, LLC
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Cap Trust Advisors, LLC is seeking a Senior Client Management Associate to provide exceptional client service and support to the Wealth Client Service team in Boston, MA. Responsibilities include assisting with client reviews, maintaining CRM systems, and handling onboarding processes.
The ideal candidate will have a four-year degree, 3+ years of experience in wealth management, and strong proficiency in Microsoft Office Suite. This full-time position offers a competitive salary between $80,000 - $90,000 along with comprehensive benefits.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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