Wealth Management Client Specialist

A leading financial services firm in Dudley, MA is seeking a Client Specialist who will play a pivotal role in providing outstanding client service and operational support to Financial Advisors. Key responsibilities include coordinating onboarding, managing communications, supporting account operations, and organizing impactful client events. The ideal candidate should have prior industry experience, excellent communication skills, and proficiency in Microsoft Office.

Licenses related to the financial industry will be required or must be obtained within 18 months.
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