More jobs:
Wealth Management Client Services Associate – Onsite Boston
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-08-28
Listing for:
KBW Financial Staffing & Recruiting
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
KBW Financial Staffing & Recruiting in Boston, MA, is seeking a client service professional to support wealth management clients. In this onsite role with some flexibility, you will act as the primary point of contact, manage inquiries, assist with account openings and administration, and coordinate with investment professionals.
You will handle transfers, distributions, and client reporting, maintain accurate CRM records, and help prepare materials for client meetings.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×