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Wealth Management Client Service Associate; Hybrid

Job in Westborough, Worcester County, Massachusetts, 01581, USA
Listing for: Grimes & Co
Full Time position
Listed on 2026-06-26
Job specializations:
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 45000 - 65000 USD Yearly USD 45000.00 65000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Management Client Service Associate (Hybrid)

Grimes & Co in Westborough, Massachusetts is seeking a Client Service Associate to support new and existing client onboarding. This role involves processing client requests, ensuring document accuracy, and collaboration with team members.

Candidates should possess excellent communication skills and a keen eye for detail, with optional industry experience.

A comprehensive benefits package including a 401(k) plan and health insurance is offered.

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Position Requirements
10+ Years work experience
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