Wealth Client Services Associate
PowerToFly
Boston, MA, United States
Full Time
Expires On: 03/05/2026
A leading financial services firm in Boston is seeking a PWM Client Service Associate to enhance client relationships and provide support to Financial Advisors. This role includes onboarding clients, managing requests, and aiding marketing strategies. Candidates should have a high school diploma, strong computer skills, and excellent interpersonal abilities. The position offers a competitive salary and comprehensive benefits.
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