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Elite Client Services Associate Wealth Advisory
Job in
Wellesley, Norfolk County, Massachusetts, 02482, USA
Listed on 2026-02-23
Listing for:
PowerToFly
Full Time
position Listed on 2026-02-23
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
A leading financial services firm is seeking a Client Service Associate in Wellesley, MA. This role involves providing exceptional service to clients and supporting Financial Advisors with daily tasks, such as managing account inquiries and promoting digital tools. Ideal candidates possess strong organizational and interpersonal skills. The position offers competitive compensation with potential bonuses and comprehensive benefits. An opportunity to advance in a dynamic and inclusive work environment is also provided.
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Position Requirements
10+ Years
work experience
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