Wealth Management Client Services Associate — Hybrid
Job in
Waltham, Middlesex County, Massachusetts, 02254, USA
Listed on 2026-08-15
Listing for:
HighTower Advisors, LLC
Full Time
position Listed on 2026-08-15
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
Argent Wealth Management in Waltham, MA is seeking a Client Service Associate to support advisor client teams with onboarding, account maintenance, and money movements. You will handle inquiries via phone, email and in person while maintaining accurate client records and collaborating with Fidelity, Schwab and other custodians.
The role requires 2+ years in a similar client-service capacity within wealth management, a high level of organization, and a client-first mindset.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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