A leading wealth management firm in Boston is seeking a Sr. Client Service Associate to act as the liaison between clients and Financial Advisors. This role requires strong customer service skills and a minimum of 2-3 years of experience in the financial industry. The ideal candidate will assist with client paperwork, manage accounts, and ensure a seamless client experience. This position offers competitive benefits and a salary range of $51,450 to $84,000, depending on qualifications.
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Client Experience Associate • Boston, MA, United States