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Client Services Specialist Financial Planning
Job in
Westwood, Norfolk County, Massachusetts, 02090, USA
Listed on 2026-03-02
Listing for:
Edelman Financial Engines
Full Time
position Listed on 2026-03-02
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A leading financial services firm in Westwood, Massachusetts, is seeking a Client Service Associate to provide exceptional customer service and support to clients. Candidates should have financial services experience and strong communication skills. Responsibilities include coordinating meetings, supervising client activities, and maintaining compliance. The offering includes a competitive salary and various benefits, with a salary range of $50,000 to $65,000 based on experience and responsibilities.
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