Established Metrowest Registered Investment Advisory firm seeking a Client Service Associate to support the onboarding and servicing operations of new and existing clients. This role works closely with Client Service Managers and Administrative Coordinators to perform many of the administrative tasks related to client accounts and requests. The ideal candidate must be detail-oriented, have excellent communication skills, and posses a keen sense of prioritization, organization, and urgency. Industry experience preferred but not required. Flexible hybrid work schedule.
Responsibilities
Skills
Education, Training & Experience
Job Type: Full-time
Pay: $50,000.00 – $57,000.00 per year
Benefits:
Schedule:
Supplemental pay types:
Work Location: One location
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