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Wealth Client Services Associate

Job in Needham, Norfolk County, Massachusetts, 02492, USA
Listing for: Focus Partners Wealth
Full Time position
Listed on 2026-08-21
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 65000 - 70000 USD Yearly USD 65000.00 70000.00 YEAR
Job Description & How to Apply Below

Focus Partners Wealth is seeking a Client Service Associate to join our growing team in Needham, MA. You will support Wealth Advisors, serving as the primary contact for operational and service needs, and own requests from start to finish in a collaborative, fiduciary-focused environment.

The hybrid role requires 3 days in office per week with up to 2 remote days. Base annual pay ranges from $65,000 to $70,000, with a comprehensive benefits package and potential bonus opportunities.

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Position Requirements
10+ Years work experience
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