Wealth Management Client Support Analyst

A financial services firm is seeking a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors. This entry-level role requires strong organizational skills, advanced Microsoft Office proficiency, and a willingness to obtain necessary financial licenses. The analyst will engage with clients regarding their accounts, manage schedules, and assist in financial planning and reporting. This is a full-time position based in Boston, offering a supportive team environment. #J-18808-Ljbffr