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Client Services Associate Touch Wealth Management
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2025-12-13
Listing for:
Coda Search│Staffing
Full Time
position Listed on 2025-12-13
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
A national wealth management advisory group is seeking a Client Service Associate to enhance client experiences in their Boston office. The role involves supporting advisors, managing client inquiries, and ensuring compliance with firm standards. The ideal candidate has 5 years of experience in wealth management, demonstrates strong communication skills, and handles sensitive information discreetly. The position offers full-time employment within a collaborative team environment.
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Position Requirements
10+ Years
work experience
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