About this role
Client Service Associate at Ceritypartners. Location: Boston, Massachusetts, United States. Role: processing paperwork, scheduling meetings, maintaining CRM Requirements: Bachelor's degree, 1+ years experience; strong communication, organizational and compliance skills; custodian interaction, account processing, cash transfers, CRM maintenance, and client meeting support. Category: Customer Service Seniority: Entry Level Tools: CRM Commitment: Full Time Workplace: Onsite Languages: English