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Client Services Associate — Wealth Management, Hybrid & Growth
Job in
Waltham, Middlesex County, Massachusetts, 02254, USA
Listed on 2026-07-19
Listing for:
NextPhase Search
Full Time
position Listed on 2026-07-19
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Next Phase Search is seeking a Client Service Associate to join a close‑knit, high‑performing team in a hybrid office setting in Waltham, MA. This role centers on day‑to‑day portfolio administration, reporting, and client support with exposure to Investments and Operations teams.
Ideal candidates have 2–3 years of wealth‑management client service experience, strong Excel/Microsoft Office skills, and a willingness to obtain Series 7.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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