The Colony Group jobs
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CLIENT SERVICE ASSOCIATE
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, client-specific requests at various custodians (e.g., check requests, distributions); and communicating with the comp...
| Company | The Colony Group |
|---|---|
| Address | Needham, MA |
| Category | Retail |
| Salary | $70.2K - $88.9K a year |
| Date Posted | 2 months ago See detail |
Client Service Associate
The Colony Group
Needham, MA
$70.2K - $88.9K a year
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, client-specific requests at various custodians (e.g., check requests, distributions); and communicating with the comp...
2 months ago seen See more...
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