Servicing Financial Advisor - Boston
1 month ago

Job summary
Servicing Financial Advisor will be a vital link communicating between the client-facing team and the in-house operations team.
+Responsibilities
- Serve as the secondary chair in client meetings for administrative and service follow up
- Establish strong relationships with new and existing clients
- Maintain accurate and detailed records of client interactions, financial plans, and investment decisions
Job description
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