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Wealth Management CSA — In-Office
Job in
Concord, Middlesex County, Massachusetts, 01742, USA
Listed on 2025-12-22
Listing for:
Masis Professional Group
Full Time
position Listed on 2025-12-22
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A well-established wealth management firm is seeking a detail-oriented Client Service Associate to support Advisors in Concord, MA. The ideal candidate will have 2–5 years of experience in client service or operations within financial services and possess strong organizational skills. Responsibilities include account management, transaction execution, and preparing client reports. This full-time, in-office role offers competitive compensation with growth potential in a relationship-driven environment.
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