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FinTech Platform Adoption Specialist

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-30
Job specializations:
  • Finance & Banking
    Financial Consultant, FinTech, Financial Services, Financial Sales
Job Description & How to Apply Below
A leading financial services firm in Boston is seeking an Advisor Success Associate to enhance the client experience with its Tax-smart Platform. The ideal candidate will develop strong relationships with financial advisors, demonstrating a passion for financial technology and providing scalable solutions. You should have at least 2 years in financial services, CRM expertise, and a collaborative approach.

This role offers an opportunity to leverage cutting-edge tools to support clients effectively.
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