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Senior Client & Operations Associate
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2025-12-11
Listing for:
Wealth Enhancement Group
Full Time
position Listed on 2025-12-11
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager
Job Description & How to Apply Below
A leading wealth management firm in Boston is seeking a Sr. Client Service Associate to act as the liaison between clients and Financial Advisors. This role requires strong customer service skills and a minimum of 2-3 years of experience in the financial industry. The ideal candidate will assist with client paperwork, manage accounts, and ensure a seamless client experience. This position offers competitive benefits and a salary range of $51,450 to $84,000, depending on qualifications.
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Position Requirements
10+ Years
work experience
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