Client Relationship Analyst for Private Wealth Team

A leading financial services firm in Boston seeks a Client Relationship Analyst to provide exceptional service and support to financial advisors. The successful candidate will build trusted client relationships while executing transactions and assisting in digital tools education. Applicants should have strong interpersonal, organizational, and Microsoft Office skills, alongside a high school diploma. This role requires a detail-oriented individual capable of thriving in a fast-paced environment. #J-18808-Ljbffr