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Private Wealth Associate — Client Services & Reporting
Job in
Dudley, Worcester County, Massachusetts, 01571, USA
Listed on 2026-07-08
Listing for:
Nichols College
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Siharum Advisors, LLC based in Dudley, Massachusetts is seeking a Wealth Management Associate to deliver top-notch service to clients. You will work closely with Advisors and Operations Team, manage client requests, and assist in creating reports.
The ideal candidate has a Bachelor’s degree, 1-2 years in financial services, strong organizational skills, and proficiency in Microsoft Office. This role offers a chance to grow in a dynamic environment, contributing to client satisfaction and operational efficiency.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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