Soni in Boston is seeking a Client Services Associate to support financial advisors and wealth managers in delivering exceptional service to high-net-worth clients. You will manage client account administration, coordinate transactions, and maintain accurate records, ensuring regulatory compliance and confidentiality.
The role requires strong communication, organization, and proficiency with Microsoft Office, CRM systems, and custodial platforms.
#J-18808-LjbffrWealth Management Client Services Associate in boston at Unknown Company
This position is listed as full time and onsite.