Client Services Associate

Description Our client is a Wealth Management firm in the Westboro area, looking to add a Client Service Associate to the team.This professional will be responsible for supporting two Advisors with preparing for meeting, working on data and research, preparing new investment account paperwork, performing portfolio administration, working on answering client requests and more.This is an ideal opportunity to join a firm with nice culture and gaining tons of exposure. This role starts fully in office and becomes hybrid as time goes by and the person is accustomed to the team, clients, etc.Requirements Ideal candidate will bring 3+ years of experience, knowledge in CRM tools and knowledge of the Wealth Management space is ideal.If you'd like to be considered, please reach out to Thatiane Abrantes.Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .