Wealth Management Client Services Specialist; In-Office
Job in
Florence, Hampshire County, Massachusetts, 01062, USA
Listed on 2026-02-28
Listing for:
Transcend Practice Management
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
-
Administrative/Clerical
Job Description & How to Apply Below
Location: Florence
A comprehensive financial planning practice is seeking a Client Service Administrator to ensure world-class service and planning. You will manage client requests, process forms, and liaise with investment managers. The ideal candidate will have 3-5 years in a client-facing role, mastery of Microsoft Office, and the ability to work in a fast-paced environment.
This role offers a competitive compensation range of $70,000 to $90,000 per year, along with opportunities to grow within the firm.
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