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Senior Client Services Associate - Wealth Management

Job in Newton, Middlesex County, Massachusetts, 02165, USA
Listing for: Masis Professional Group
Full Time position
Listed on 2026-01-04
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A well-established asset management firm is seeking a Senior Client Service Associate in Newton, MA. The role requires a detail-oriented professional with over 4 years of experience in financial services, focusing on exceptional client service and operational support. Responsibilities include preparing client reports, managing accounts, and assisting clients with inquiries. The firm offers competitive compensation, professional growth opportunities, and a collaborative culture.

Additionally, an annual bonus is part of the compensation package.
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Position Requirements
10+ Years work experience
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