Join one of Boston's top wealth management firms as a Private Wealth Client Associate (hybrid) . In this role, you'll be the primary contact for assigned custody clients , including family offices, investment advisors, and foundations. Responsibilities include handling client inquiries, reviewing transactions, supporting the account manager and operations team, maintaining workflows, and participating in client reviews. Ideal candidates have a Bachelor's degree, 2+ years of client service experience (financial services or custody operations preferred), MS Office proficiency, and strong organizational and interpersonal skills. This is a great opportunity to advance your investment industry career —apply now!
Job Code: 17481
*Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Variables include years of work experience, industry-specific experience, education level, etc. to be considered!