Wealth Management Client Experience Associate (Hybrid)
grimes companyWestborough, MA
Wealth Management Client Experience Associate (Hybrid)
grimes companyWestborough, MA
9 days ago
Occupations
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsBrokerage ClerksIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities IntermediationAbout the role
A Registered Investment Advisory firm in Westborough, MA seeks a Client Service Associate to join their dynamic team. This role requires attention to detail and strong communication skills as the associate will support onboarding and servicing clients. The firm offers growth opportunities and a comprehensive benefits package including a 401(k) match and health insurance. Ideal candidates should have a bachelor’s degree and experience with CRM tools. Join us in delivering exceptional service to clients.
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JOB OVERVIEW
Experience level
Mid
Location
Westborough, MA
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
9 days ago
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