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Wealth Relationship Manager — Onsite Client Services Pro

Daley And Associates, LLC, Acton, Massachusetts, us, 01720

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A successful Wealth Management firm is looking for a Relationship Manager in Acton, MA. The role involves providing exceptional client service, maintaining accurate records, and supporting advisors. Candidates should have a bachelor's degree and 2-3 years of experience in financial services, preferably in an RIA environment. Proficiency in Salesforce and strong organizational skills are essential. This full-time role offers competitive compensation and significant career growth opportunities. Interested applicants should submit their resumes to a specified contact. #J-18808-Ljbffr