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Walpole, Massachusetts

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Client Service Associate
Duties and Responsibilities Assist Busey Wealth Management in meeting the goals and objectives of the organization utilizing the Wealth Advisory program. Prepare letters, forms, and reviews to assist with servicing existing clients and prospecting for new clients. Respond to client correspondence and interact daily on the phone or in person with prospective and existing clients. Handle financial operational issues that might occur with statements and transactions. Process incoming correspondence, checks, mail, and email. Review daily reports from Raymond James Financial Services and take necessary actions. Forward all account information to home office for approval and scanning. Prepare adviso


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