Senior Private Wealth Client Services Specialist
Atlantic Group
A financial services firm is seeking a Senior Client Service Associate in Boston, MA, to manage daily operations and provide tailored support for high-net-worth clients. The role demands strong client relationship management and over a decade of experience in private wealth services. Candidates should hold a Bachelor’s degree, with CTFA or equivalent credentials welcomed. Responsibilities include account administration and advanced client communication. The position offers a competitive salary with potential bonuses. Hybrid work is not indicated, making it in-office work only. #J-18808-Ljbffr
Vacancy posted 14 hours ago
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