Client Relationship Consultant - Boston, MA

Only for registered members Boston, MA, United States

2 weeks ago

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Job summary

We believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.

  • Close interaction with Operations team working closely on daily processing and questions/research/attention items through automated workflow system (task manager/client workflow)
  • Typically have 2-4 clients

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