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Client Service Associate Financial Advisors

Job in Wellesley, Norfolk County, Massachusetts, 02482, USA
Listing for: 711 MS Smith Barney, LLC
Full Time position
Listed on 2026-06-01
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 31200 - 90000 USD Yearly USD 31200.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Client Service Associate for Financial Advisors

711 MS Smith Barney, LLC is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors. The role requires strong interpersonal and organizational skills, with duties including assisting with client transactions and managing administrative tasks.

The successful candidate will have a High School Diploma, with a preference for college education and some industry experience. Expected base pay ranges from $31,200 to $90,000 per year, with full compensation packages including bonuses and benefits.

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Position Requirements
10+ Years work experience
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