Client Service Advisor; CSA/Financial Services
Job in
Cambridge, Middlesex County, Massachusetts, 02140, USA
Listed on 2026-02-12
Listing for:
New England Legal Search
Full Time
position Listed on 2026-02-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
Client Services Representative
New England Legal Search is seeking qualified candidates who will be responsible for delivering superior service to high-net-worth clients by managing cash needs, coordinating custodial paperwork, processing transactions, and assisting with trust and estate matters. The CSA will also support relationship managers and portfolio managers, ensuring that client needs are proactively met with accuracy, discretion, and professionalism.
Qualifications- Bachelor’s degree in finance, accounting, or business
- 2–5 years of experience in client service, wealth management, or financial services
- Strong knowledge of trust administration, estate planning, and investment account operations
Full-time – 5 days a week in the office
LocationWaltham, MA
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