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Business Administration

Investment Client Relations Specialist

Job in Hudson, Middlesex County, Massachusetts, 01749, USA
Listing for: Avidia Bank
Full Time position
Listed on 2026-03-04
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
    Business Administration
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Massachusetts seeks an experienced professional to provide high-level administrative and operational support to financial advisors. The successful candidate will manage client relationships by coordinating onboarding, maintaining accurate records, and ensuring excellent client service. A strong background in customer service within financial services, exceptional communication skills, and proficiency in Microsoft Office applications are essential.

This role offers an opportunity to contribute significantly to client satisfaction and operational efficiency.
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