Savant in Wellesley, MA is seeking a Client Services Associate to be the trusted first contact for clients and a partner to Advisors. The role focuses on coordinating client requests, maintaining accurate information in Salesforce, and ensuring a polished, personal client experience.
The ideal candidate has 2+ years in financial services client service, proficiency with CRM tools, and the ability to manage multiple priorities with strong communication.
#J-18808-LjbffrWealth Client Services Specialist in wellesley at Unknown Company
This position is listed as full time and onsite.