Wealth Management Client Services Specialist
Listed on 2026-10-17
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Finance & Banking
Wealth Management, Financial Services
Argent Wealth Management is seeking a client services associate to support wealth management clients, onboarding new accounts, and handling money movements. You will coordinate with advisors and custodians to ensure accurate processing and timely responses.
The role emphasizes a client-first approach, confidentiality, and collaboration across teams. A 2+ year track record in similar roles and proficiency with Outlook and Salesforce are required.
We are seeking a motivated Wealth Management Client Services Specialist to join Colonial Group in Waltham, MA, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Management Client Services Specialist role in the description above.
We appreciate your interest in this position.
Join Colonial Group and contribute to our ongoing work.
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