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1330 Beacon Street
Brookline, MA 02446
Client Services Specialist
Category: Accounting
Brookline, Massachusetts based Wealth Management Company Beacon Wealth Advisors LLC is seeking a Client Service Specialist to support firm Partners and their team. The Client Service Specialist will perform the following tasks: Responsibilities: Facilitate the smooth and efficient functioning of the office Assume responsibility for all aspects of client service and problem solving for the firm’s clients Manage team member’s calendars by scheduling meetings with existing and potential clients more
Johnathan Stearns
Phone:(617) 731-1099