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Wealth Management Client Concierge

Job in Waltham, Middlesex County, Massachusetts, 02254, USA
Listing for: Argent Wealth Management, LLC
Full Time position
Listed on 2026-02-05
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A wealth management firm located in Waltham, MA is seeking a Client Service Associate responsible for delivering exceptional service to clients, onboarding new clients, and maintaining accurate client records. The ideal candidate has over 2 years of experience in a similar role, possesses strong organizational and communication skills, and is proficient in MS Outlook and Salesforce. The firm offers competitive benefits including medical coverage, paid parental leave, and a hybrid work model.
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