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Senior Client Service Associate, Wealth Management
Job in
Tewksbury, Middlesex County, Massachusetts, 01876, USA
Listed on 2026-07-03
Listing for:
Baker Tilly Advisory Group, LP
Full Time
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Baker Tilly Advisory Group, LP in Tewksbury, Massachusetts is looking for a detail-oriented Client Service Associate (CSA) to join their team. The CSA acts as a primary point of contact for clients, ensuring seamless service and exceptional client experiences.
The ideal candidate has a Bachelor’s degree, over 3 years of experience in financial services, and excellent communication skills. This role offers a comprehensive compensation package and numerous opportunities for professional growth.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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