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Wealth Management Client Services Associate
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-08-04
Listing for:
Lead Advisor
Full Time
position Listed on 2026-08-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Lead Advisor is a wealth management consulting and search firm seeking a detail-oriented professional to support two to three Financial Advisors with daily client service and operational needs.
You will prepare and process account paperwork, transfers, beneficiary updates, and other client requests, coordinating meeting preparation and follow-up activities to ensure timely engagements.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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