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Client Services Associate
Job in
Waltham, Middlesex County, Massachusetts, 02254, USA
Listed on 2026-01-20
Listing for:
Masis Professional Group
Full Time
position Listed on 2026-01-20
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Client Service Associate needed at growing wealth management firm. This role involves supporting 3-4 Senior Advisors with client requests, performing client investment portfolio maintenance, preparing materials for client meetings, executing portfolio transactions, and maintaining the CRM database, etc. This is a FANTASTIC opportunity for an individual looking to be a part of a team that fosters growth and career development.
The ideal background will be someone with a Bachelors degree, and 2 plus years of financial services experience ideally within a Wealth Management firm. Compensation includes a base salary 75-90K base plus bonus, depending on experience. Full office schedule!
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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