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Client Service Associate — Path & Hybrid
Job in
Westborough, Worcester County, Massachusetts, 01581, USA
Listed on 2026-03-08
Listing for:
Altara Wealth
Full Time
position Listed on 2026-03-08
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Bilingual
Job Description & How to Apply Below
A growing financial advisory firm in Massachusetts seeks a motivated Client Service Associate (CSA) to enhance client experience and support advisors. The role involves managing client relationships, mastering financial planning systems, and processing service inquiries. Ideal candidates possess relevant client service experience or a Bachelor's degree in finance-related fields. This position offers career advancement opportunities and a hybrid work schedule aimed at a collaborative team culture.
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Position Requirements
10+ Years
work experience
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