More jobs:
Wealth Management Client Experience Associate; Hybrid
Job in
Westborough, Worcester County, Massachusetts, 01581, USA
Listed on 2026-11-04
Listing for:
Grimes & Company
Full Time
position Listed on 2026-11-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Services
Job Description & How to Apply Below
A Registered Investment Advisory firm in Westborough, MA seeks a Client Service Associate to join their dynamic team. This role requires attention to detail and strong communication skills as the associate will support onboarding and servicing clients. The firm offers growth opportunities and a comprehensive benefits package including a 401(k) match and health insurance. Ideal candidates should have a bachelor’s degree and experience with CRM tools.
Join us in delivering exceptional service to clients.
We are looking to fill the Wealth Management Client Experience Associate (Hybrid) position at Grimes & Company in Westborough, MA, United States. We are currently recruiting a Wealth Management Client Experience Associate (Hybrid) for our team in Westborough, MA, United States. This is a genuine role to take on the Wealth Management Client Experience Associate (Hybrid) role at Grimes & Company.
Position Requirements
10+ Years
work experience
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