Client Service Specialist - Boston

Only for registered members Boston, United States

1 week ago

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Full time $70,000 - $75,000 (USD)

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.

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