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Wealth Client Service Associate | Hybrid
Job in
Needham, Norfolk County, Massachusetts, 02492, USA
Listed on 2025-12-12
Listing for:
Focus Partners Wealth
Full Time
position Listed on 2025-12-12
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Customer Service/HelpDesk
Office Administrator/ Coordinator
Job Description & How to Apply Below
A leading wealth management firm in Needham is seeking a Client Service Associate to assist wealth advisors and service specialists. This entry-level position involves client correspondence, Salesforce documentation, and project coordination, supporting a hybrid schedule with three days in-office and two remote. Candidates should excel at problem-solving, teamwork, and professionalism, with strong tech skills, particularly in Salesforce and Microsoft Office.
A comprehensive benefits package is offered with a competitive salary ranging from $60,000 to $70,000 based on experience.
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Position Requirements
10+ Years
work experience
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