About this role
Wealth Management Client Associate at Ghr. Location: Boston, Massachusetts, United States. Role: providing service, supporting advisors, managing clients Requirements: Provide client service support to financial advisors, manage client requests, ensure accuracy of materials, and promote banking solutions; strong computer and communication skills required. Category: Finance 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