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Nichols College

Wealth Management Client Specialist

Nichols College, Dudley, Massachusetts, us, 01571

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A leading educational institution in Dudley, Massachusetts is seeking a Client Specialist to provide exceptional operational support to Financial Advisors. Responsibilities include client onboarding, managing communications, and maintaining the CRM system. The ideal candidate will have at least 2 years of experience, proficiency in Microsoft Office, and excellent communication skills. Must be willing to obtain required licenses within 18 months, with training provided. This is a full-time position offering a dynamic work environment. #J-18808-Ljbffr