Client Service Associate - On Site, Bonus Eligible
Job in
Waltham, Middlesex County, Massachusetts, 02254, USA
Listed on 2026-08-03
Listing for:
Allworthfinancial
Full Time
position Listed on 2026-08-03
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
Allworth Financial seeks a Service Associate – Client Support in our Waltham, MA office. This full-time, on-site role focuses on delivering exceptional administrative support to the financial advisory team and ensuring a seamless client experience.
Base salary $60,000–$65,000 with potential annual bonus, five days per week on-site. You will handle client inquiries, transactions, onboarding, and documentation, collaborating with custodians and advisors to maintain accurate records and respond
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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