Client Experience Associate - Needham Heights, MA

Only for registered members Needham Heights, MA , United States

1 month ago

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Job summary

We are seeking a Client Experience Associate to join our advisory team and serve as a central point of contact between our clients and advisors.
This role sits at the intersection of client experience and operational execution,
and is critical to maintaining the high standards, responsiveness, and consistency our clients expect.
  • Support the implementation of financial planning recommendations.

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