Wealth Client Services Specialist
Savant Wealth Management
Savant Wealth Management in Wellesley, MA is seeking a Client Services Associate to be the trusted first contact for clients and a key partner to Advisors. You will manage client requests, maintain accurate information, and ensure a polished, personal experience in a fast-paced wealth management environment. You will support the team with task coordination, account paperwork, and proactive client service, contributing to a collaborative culture and smooth office operations at our Wellesley #J-18808-Ljbffr
Vacancy posted 4 days ago
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