About this role
Senior Client Service Associate at Wealthenhancement. Location: Boston, Massachusetts, United States. Role: onboarding client, preparing transactions, managing relationships Requirements: 2+ years financial industry experience preferred, 4-year degree preferred, proficiency with Microsoft Office and CRM systems, strong communication, attention to detail, and ability to learn financial products. Category: Finance Seniority: Entry Level Tools: Microsoft Office, Salesforce, Wealthscape, CRM Commitment: Full Time Workplace: Hybrid Languages: English