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Wealth Management

Wealth Client Services Manager

Job in Wellesley, Norfolk County, Massachusetts, 02482, USA
Listing for: Moneta
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 65000 - 75000 USD Yearly USD 65000.00 75000.00 YEAR
Job Description & How to Apply Below
A registered investment advisory firm in Wellesley, Massachusetts is seeking a Client Service Manager to enhance client relationships and provide dedicated support. You will work directly with Advisors and Partners, assisting with complex client needs and ensuring comprehensive service delivery. This full-time position offers a starting salary of $65,000 - $75,000, alongside extensive benefits, including PTO and health insurance, emphasizing growth potential within wealth management.
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