Client Services Associate, Financial Advisory
Job in
Waltham, Middlesex County, Massachusetts, 02254, USA
Listed on 2026-07-25
Listing for:
Allworth Airline Advisors (Formerly RAA)
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Bank Customer Service -
Customer Service/HelpDesk
Office Administrator/ Coordinator, Bank Customer Service
Job Description & How to Apply Below
Allworth Financial seeks a Service Associate – Client Support to provide essential administrative support to the financial advisory team, handle client inquiries, process transactions, and manage documentation for a seamless client experience. The role is based in our Waltham, MA office and is full-time, on-site five days a week.
The position requires 2–5 years of client-facing admin experience in financial services, a BS/BA preferred (HS diploma acceptable), strong communication, CRM
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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