Private Wealth Client Experience Associate; Hybrid
Remote / Online - Candidates ideally in
Wellesley, Norfolk County, Massachusetts, 02482, USA
Listed on 2026-03-01
Wellesley, Norfolk County, Massachusetts, 02482, USA
Listing for:
Masis Professional Group
Full Time, Remote/Work from Home
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services, Wealth Management
Job Description & How to Apply Below
A registered investment advisory firm is looking for a Client Wealth Associate in Wellesley, Massachusetts. This role involves providing essential support to Financial Advisors, managing client accounts, and ensuring a superior client experience. Ideal candidates should have over 4 years of experience in a client service capacity, familiarity with high-net-worth clients, and proficiency with custodial platforms. The position offers a competitive compensation package and a mix of in-office and remote work days.
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Position Requirements
10+ Years
work experience
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