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Client Relationship & Wealth Planning Specialist
Job in
Dudley, Worcester County, Massachusetts, 01571, USA
Listed on 2026-07-17
Listing for:
Nichols College
Full Time
position Listed on 2026-07-17
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Nichols College in Massachusetts seeks a Client Relationship Manager to execute recommendations in the financial planning process and deliver exceptional client service. The role emphasizes innovation, knowledge of investment solutions, and cross-team collaboration.
Responsibilities include serving as the primary client contact, finalizing proposals, onboarding new clients, and supporting meetings and wealth planning efforts. Licenses and U.S.
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