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Financial Advisor

Wealth Management Client Services Specialist

Job in Westborough, Worcester County, Massachusetts, 01581, USA
Listing for: World Insurance Associates
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A client-focused wealth management firm is seeking a detail-oriented Client Services Associate to assist financial advisors. Responsibilities include scheduling client meetings, preparing documentation, and managing account operations. The ideal candidate should have 2–5 years of experience in financial services, excellent organizational skills, and a commitment to client service. This position offers a competitive salary, benefits including health insurance, and opportunities for career growth.
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