Wealth Advisory Client Services Specialist
Job in
Needham, Norfolk County, Massachusetts, 02492, USA
Listed on 2026-07-14
Listing for:
Confidential
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Confidential, a boutique wealth advisory practice in Needham, MA, seeks a detail-oriented Client Service Associate to strengthen client experience and operational efficiency. This foundational hire will ensure seamless interactions and support the day-to-day workflow of the advisory team.
The role involves account operations, custodian coordination, meeting preparation, and proactive communication with clients and advisors, contributing to the firm’s growth and client satisfaction.
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