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Senior Client Associate: Trust & Wealth Advisory; Hybrid
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-01-14
Listing for:
Beacon Hill
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A respected advisory firm is seeking a Senior Client Associate to manage trust and estate activities and deliver exceptional service to high-net-worth clients. This hybrid role requires strong communication skills, along with the ability to oversee client onboarding and assist with investment recommendations. Candidates should have a solid understanding of trust processes and a proactive mindset in a dynamic environment.
Join a committed team dedicated to providing personalized client support.
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Position Requirements
10+ Years
work experience
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