About this role
Client Service Specialist at Modera Wealth Management. Location: Boston, Massachusetts, United States. Role: providing service, processing transfers, preparing reports Requirements: Associate's degree minimum, 3+ years experience in an RIA or financial services, intermediate custodian/finance knowledge, proficiency with financial planning software and Microsoft Office, strong communication and discretion. Category: Customer Service Seniority: Mid Level Tools: financial planning software, Microsoft Office Commitment: Full Time Workplace: Hybrid Languages: English