Senior Wealth Service & Operations Associate
Bartholomew & Company Inc
Bartholomew & Company seeks a Senior Client Service Associate (Sr. CSA) to support BPW clients and advisor teams from Framingham, MA. This full-time, hourly role focuses on delivering exceptional service, mentoring junior staff, and ensuring risk-aware, compliant operations across client relationships. You will manage complex workflows, coordinate transactions, and partner with advisors to maintain high service standards while contributing to process improvements and client satisfaction. #J-18808-Ljbffr
Vacancy posted 2 hours ago
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