More jobs:
Family Office Client Services & Portfolio Advisor
Job in
Dudley, Worcester County, Massachusetts, 01571, USA
Listed on 2026-06-30
Listing for:
Nichols College
Full Time
position Listed on 2026-06-30
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Nichols College is looking for a Client Service Manager to support Advisors in delivering comprehensive financial services. The role involves managing client relationships and contributing to financial analyses, reports, and recommendations.
Qualified candidates should have relevant experience and be proficient in Microsoft Office applications. The position offers a supportive work environment with a wide range of benefits, including paid holidays and 401k match.
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