About this role
Wealth Management Client Associate at Ghr. Location: Boston, Massachusetts, United States. Role: providing service, supporting advisors, managing materials Requirements: Client service support for financial advisors; strong communication, detail orientation, and ability to learn technology platforms; SIE/Series licenses preferred; high school diploma required. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce Certifications: sie, series 7, series 66, series 63, series 65 Commitment: Full Time Workplace: Onsite Languages: English