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Senior Wealth Management Associate: Client Success
Job in
Dudley, Worcester County, Massachusetts, 01571, USA
Listed on 2026-08-27
Listing for:
Nichols College
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Wealth Management Associates is seeking a senior client service professional to support Financial Advisors and Private Wealth Advisors in delivering exceptional client experiences. You will cultivate relationships, assist with meetings and follow-ups, and ensure timely completion of client service tasks.
The role emphasizes collaboration, staying updated on firm policies and platforms, and supporting business development efforts within a fast-paced environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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