grimes companyWestborough, MA
Wealth Management Client Experience Associate (Hybrid)
Wealth Management Client Experience Associate (Hybrid)
Wealth Management Client Experience Associate (Hybrid)
grimes companyWestborough, MA
10 days ago
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsBrokerage Clerks
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
Apply for this 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.
Also on the board Same function, level within a rung
Level
Mid
Location
Westborough, MA
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
10 days ago