Client Service Associate

Job Description

Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to individuals, families, and businesses. Our firm adheres to a comprehensive approach helping high net worth clients address key areas of planning that are critical to financial success : Investment, Retirement, Estate, Tax, Business, and Insurance. We manage over $4 billion in client assets across nine offices nationally.

We are seeking a Client Service Associate (CSA) to join our wealth management team. The CSA will be the “go-to” person for both clients and internal team members, ensuring exceptional service and timely completion of projects.

What it Means to Work for Prosperity - An EisnerAmper Company

• Prosperity is a wholly owned subsidiary of EisnerAmper, part of one of the largest and fastest‑growing accounting and advisory firms.
• Flexibility to manage your days with a commitment to work / life balance.
• A culture that has received multiple top “Places to Work” awards.
• We believe that great work is accomplished when cultures, ideas, and experiences come together to create new solutions.
• We embrace differences that unite us as a team and strengthen our foundation.
• Showing up authentically inspires us to do our best work.

What Work You Will be Responsible For

Basic Qualifications

Preferred / Desired Qualifications

EisnerAmper is proud to be a merit‑based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.

Preferred Location : Boston, MA

Should you need any accommodations to complete this application please email : talentacquisition@eisneramper.com

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