Logo
Masis Professional Group

Wealth Management Client Associate — Hybrid

Masis Professional Group, Lexington, Massachusetts, United States, 02173

Save Job

A wealth management recruiting firm is seeking a Client Associate to support Senior Advisors. This role involves client onboarding, account maintenance, and executing portfolio transactions. Ideal candidates will have 2-5 years of experience in wealth management, possess strong organizational and communication skills, and be able to manage multiple tasks. The position offers a salary range of $75,000 – $85,000, with a hybrid working model in Boston, MA. #J-18808-Ljbffr