Wealth Management Client Services Specialist

A national wealth-management advisory group in Boston is looking for a Client Service Associate to enhance client experience. The role requires 3-6 years of experience in wealth management and involves supporting advisors, managing client inquiries, and ensuring compliance. Ideal candidates are detail-oriented, professional, and possess strong communication skills. This full-time position offers a collaborative environment and a chance to work closely with high-net-worth individuals. #J-18808-Ljbffr