Job Title: Senior Client Service Representative
Location: Worcester, MA
Salary: $70,000 – $90,000
We’re seeking a detail-oriented Senior Client Service Representative with 3–5 years of experience, ideally in financial services. This role supports advisors and clients with complex administrative tasks, including annuity applications, account maintenance, and fund transfers. You’ll also guide and delegate to junior staff, ensuring efficient daily operations.
Key Responsibilities:
Qualifications:
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