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Financial Services Client Success Specialist

Job in Franklin, Norfolk County, Massachusetts, 02038, USA
Listing for: Fwainvest
Full Time position
Listed on 2026-06-04
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 45000 - 75000 USD Yearly USD 45000.00 75000.00 YEAR
Job Description & How to Apply Below
Fwainvest is looking for a Client Service Associate in Franklin, Massachusetts. The role involves servicing client inquiries, providing administrative support to financial advisors, and managing client accounts. The ideal candidate should have experience in financial services and possess strong communication skills. A Bachelor’s degree is preferred, along with proficiency in CRM software and Microsoft Office. This position offers a salary range of $45,000 to $75,000, with eligibility for various benefits and a collaborative work culture.
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