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Winthrop Wealth

Operations Associate

Reposted 4 Hours AgoSaved
Hybrid
Boston, MA, USA
65K-73K Annually
Entry level
65K-73K Annually
Entry level
Fintech • Insurance • Financial Services
The Operations Associate will manage client account operations, support adoption of AI tools, maintain data accuracy, and enhance client relationships while contributing to the firm's growth initiatives.
Top Skills: Artificial IntelligenceFinancial Institution Custodial PlatformsMicrosoft Office 365Portfolio Management SystemsSalesforce CRM
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