Hybrid Wealth Client Services Associate
SDL Search Partners
A regional wealth management firm in Boston is seeking a Client Support Associate (CSA) to enhance their team. The ideal candidate will have 1 to 3 years of financial services experience and a Bachelor's degree in Finance or a related field. Key responsibilities include client interactions, supporting Financial Advisors, and managing client onboarding processes. This position offers a hybrid work model and the opportunity to develop skills in a dynamic environment focused on client service and wealth management. #J-18808-Ljbffr SDL Search Partners
Vacancy posted 3 days ago
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