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Wealth Client Services Specialist

Job in Needham, Norfolk County, Massachusetts, 02492, USA
Listing for: Focus Partners Wealth
Full Time position
Listed on 2026-06-02
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 70000 USD Yearly USD 60000.00 70000.00 YEAR
Job Description & How to Apply Below

Focus Partners Wealth is seeking a Client Service Associate to enhance client relationships in Needham, MA. The role involves managing requests, providing operational support, and ensuring precision in financial transactions.

The position offers a hybrid work model of 3 days in office and 2 days remote, alongside a competitive salary range of $60,000-$70,000 annually, plus additional benefits.

Ideal candidates will possess a Bachelor’s degree and relevant experience, excelling in communication and problem-solving skills.

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