Description

Our client is a Wealth Management firm in the Westboro area, looking to add a Client Service Associate to the team.

This professional will be responsible for supporting two Advisors with preparing for meeting, working on data and research, preparing new investment account paperwork, performing portfolio administration, working on answering client requests and more.

This is an ideal opportunity to join a firm with nice culture and gaining tons of exposure. This role starts fully in office and becomes hybrid as time goes by and the person is accustomed to the team, clients, etc.

Requirements

Ideal candidate will bring 3+ years of experience, knowledge in CRM tools and knowledge of the Wealth Management space is ideal.

If you'd like to be considered, please reach out to Thatiane Abrantes.

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