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Wealth Management Financial Services

Wealth Management Client Relations Specialist

Job in Danvers, Essex County, Massachusetts, 01923, USA
Listing for: OneDigital
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services
Salary/Wage Range or Industry Benchmark: 75000 - 95000 USD Yearly USD 75000.00 95000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm in Massachusetts is looking for a Client Service Associate. This position involves guiding clients through onboarding and managing their accounts, while ensuring compliance with relevant regulations. The ideal candidate should have a bachelor's degree and over 5 years of experience in wealth management. The role offers a competitive salary range of $75,000 to $95,000 per year, along with various health and financial benefits.
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