Wealth Advisory Client Services Specialist
Confidential
Confidential, a boutique wealth advisory practice in Needham, MA, seeks a detail-oriented Client Service Associate to strengthen client experience and operational efficiency. This foundational hire will ensure seamless interactions and support the day-to-day workflow of the advisory team. The role involves account operations, custodian coordination, meeting preparation, and proactive communication with clients and advisors, contributing to the firm’s growth and client satisfaction. #J-18808-Ljbffr Confidential
Vacancy posted 3 days ago
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