Wealth Client Service Associate
Job in
Needham, Norfolk County, Massachusetts, 02492, USA
Listed on 2026-06-03
Listing for:
Focus Partners
Full Time
position Listed on 2026-06-03
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
Focus Partners in Needham, Massachusetts seeks a Client Service Associate to support Wealth Advisors and enhance client relationships. This role emphasizes accuracy, communication, and ownership of client requests while working collaboratively in a hybrid environment.
The ideal candidate has a Bachelor’s degree and relevant experience, with strong skills in time management and effective communication. The position offers a compensation range of $60,000 to $70,000 with additional benefits.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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