Wealth Client Service Associate; Hybrid
Job in
Needham, Norfolk County, Massachusetts, 02492, USA
Listed on 2025-12-25
Listing for:
Focus Financial Partners
Full Time
position Listed on 2025-12-25
Job specializations:
-
Customer Service/HelpDesk
HelpDesk/Support, Client Relationship Manager, Customer Service Rep
Job Description & How to Apply Below
A leading wealth management firm is seeking a Client Service Associate responsible for assisting with client service tasks. The role entails coordinating materials, managing RMD projects, and maintaining client information within Salesforce. Ideal candidates are detail-oriented, possess strong problem-solving skills, and can manage difficult customer interactions. This position offers the flexibility of a hybrid work model, requiring 3 days in-office and 2 days remote.
Competitive annual salary ranges from $60,000 to $70,000, plus additional benefits.
#J-18808-Ljbffr
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×