Wealth Management Client Services Specialist
PowerToFly
A financial services firm in Boston is seeking a Registered Client Service Associate to enhance client relationships by managing service requests, onboarding clients, and preparing financial documentation. The ideal candidate should have active Series licenses, strong organizational skills, and four years of industry experience. This role offers professional development opportunities and is integral to client-focused service delivery within a supportive environment. #J-18808-Ljbffr
Vacancy posted 3 days ago
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