Wealth Ops Senior Client Service Associate; Hybrid

Position: Wealth Ops Senior Client Service Associate (Hybrid)
A financial services organization is seeking an experienced Senior Client Service Associate to support complex client portfolios. This hybrid role requires strong investment operations knowledge and includes responsibilities such as client onboarding, portfolio transactions, and daily inquiries. Ideal candidates will have a Series 65 or equivalent and 5-12+ years of experience in financial services. This position offers competitive compensation, a bonus potential, and the opportunity to join a collaborative team.
This posting is for the Wealth Ops Senior Client Service Associate (Hybrid) role at Masis Professional Group, based in Boston, MA, United States. If your experience matches this role, we encourage you to apply. All applications are reviewed carefully by our team. The position is based in Boston, MA, United States. This opportunity is part of our work in Sales.