Description
New England Legal Search is seeing qualified candidates who will be responsible for delivering superior service to high-net-worth clients by managing cash needs, coordinating custodial paperwork, processing transactions, and assisting with trust and estate matters. The CSA will also support relationship managers and portfolio managers, ensuring that client needs are proactively met with accuracy, discretion, and professionalism. Candidates with bachelor’s degree in finance, accounting or business with 2 – 5 years of experience in client service, wealth management, or financial services. Strong knowledge of trust administration, estate planning, and investment account operations welcome to apply. 5 days a week in the office in Waltham, MA.
