Client Service Specialist - Boston
1 week ago

Job summary
We are seeking a Client Service Specialist to join our growing Boston-based team. The Client Service Specialist role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client's goals and long-term priorities.
Responsibilities
- Deliver accurate, timely service to advisors and clients with a "one-contact resolution" mindset.
- Serve as the primary liaison among custodians, the operations team, advisors, and clients.
Job description
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