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Client Services Associate
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$50,000 - $70,000 a year
Full-time
- Our client is a Wealth Management firm, and they are looking to bring onboard a Client Services Associate to their Boston office.
- Responsibilities include client onboarding activities, collaborating with advisors to expand their client base.
- Daily client engagement through phone calls and emails will keep you connected to the financial pulse.
- Contribute to client reports and account maintenance, ensuring a seamless flow of communication and accurate billing processes.
- This role will allow you to put into practice your analytical and problem-solving skills, managing a myriad of tasks in a fast-paced environment.
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