About this role
Client Service Associate at Beacon Bank. Location: Boston, Massachusetts, United States. Role: responding requests, coordinating services, maintaining database Requirements: Bachelor’s degree; 3-5+ years client services in wealth management/financial services; familiarity with RIA custodial platforms (e.g., Charles Schwab); strong multitasking, organization, and communication. Category: Customer Service Seniority: Mid Level Tools: Microsoft Office, Adobe, CRM systems, Salesforce, Wealthbox, Orion, Addepar, Tamarac Commitment: Full Time Workplace: Onsite Languages: English