In-Office Wealth Management: Client Service Associate
Beacon Hill
Beacon Hill is seeking a Client Service Associate in Acton, MA to provide essential administrative support in wealth management. The role involves assisting advisors with client accounts, processing transactions, and maintaining client records. Applicants should have over 3 years of experience in the financial sector, strong communication skills, and familiarity with investment products. This position offers a competitive salary, bonus potential, and comprehensive benefits package. #J-18808-Ljbffr Beacon Hill
- Job Overview Our client, an independent wealth management firm, is seeking a Client Service Associate to support advisors and provide daily administrative and operational support... ...Location: Acton, MA Work Model: In office Degree: Not Required Responsibilities Support...Work at office
- ...Description: Merrill Wealth Management is a leading provider of comprehensive... ...investment products and services for individuals, companies,... ...and Wealth Management Client Associates help clients pursue the... ...Merrill is committed to an in-office culture that supports...Work at officeSeasonal workWork from homeShift workDay shift
- ...primary point of contact for client inquiries via phone, email, and... ...client accounts to ensure service quality and identify opportunities... ..., customer service, account management, or a related role. Excellent... .... Proficiency in Microsoft Office Suite (Word, Excel,...Work at officeContract work
$17 - $22 per hour
...Acton Medical Associates, PC is looking for Patient Services Associates to join our team! This role is essential to... ...multi-task, prioritize workload, manage time effectively and perform under... ...to different patient needs Medical office experience a plus Acton Medical Associates...Work at officeHourly payWeekend work$120k - $130k
...opportunity to work closely with clients, developing customized estate... ...exceptional estate planning services. We have high standards and... ...of Windows and Microsoft Office environments, HubSpot is a plus... ...especially Inter Active Legal or Wealth Docx) is a strong plus....Work at office- ...Manage and grow the Service Team to ensure that specific service practices, procedures, and expectations... ...conjunction with Sales, Engineering, and Client representatives. Plan, grow, oversee,... ...email, spreadsheets, and Microsoft Office programs, especially Outlook, Excel, and...Work at officeShift work
$110k - $125k
...is looking for a Senior Account Manager. We are seeking highly motivated... ...business. We are passionate about our clients’ success in the areas of... ...Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to...Work at officeContract workLocal area- ...dynamic and results-oriented Account Manager to join our team. The ideal... ...responsible for managing a portfolio of client accounts, ensuring exceptional service delivery and fostering strong... ...Proficiency in CRM software and Microsoft Office Suite. - Analytical mindset with...Work at officeRemote workFlexible hours
- ...Description: Merrill Wealth Management is a leading provider of comprehensive... ...investment products and services for individuals, companies,... ...and Wealth Management Client Associates help clients pursue the... ...Merrill is committed to an in-office culture with specific...Work at officeWork from homeShift workDay shift
$47.52k
J.P. Morgan Wealth Management - Private Client Advisor - Marlborough, MA Marlborough, MA, United States Job... ...delivering extraordinary customer service while maintaining a strong commitment... ...who work out of 3,500 branches and 21 offices. We work directly with clients every...Full time- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
$20.2 - $22.49 per hour
...accessible to everyone. The Opportunity The Service Leader is responsible for maintaining a... ...Leaders Assisting with miscellaneous office administration duties such as banking, cash... ...compensation Opportunities for advancement (80% of managers started as Crew) Pay Transparency Base...Work at officeLocal areaShift work$125k - $135k
...different plans into place for clients. The attorney we hire... ...exceptional estate planning services. We have high standards and provide... ...we do! This is an in-office position with a solid work-life... ...Inter Active Legal or Wealth Docx) is a strong plus. Ability...Work at officeLocal area- Chipotle Mexican Grill is seeking a Service Leader to uphold a positive customer experience by ensuring safe, quality food and trained... ...safety, and help develop future Service Leaders while handling office duties such as banking and paperwork. This is a hands-on leadership...Work at office
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...Accounting & Finance Professionals Customer Service Representative We are seeking an... ...Specialist to join the team of one of our clients in the service industry, in the Greater Boston... ...communication skills. Proficient in Microsoft Office. Ability to thrive in a fast-paced...Work at officeFull time$18 - $19 per hour
...Mailroom & Office Services Associate Pay: $18.00-$19.00/hour (paid weekly) Schedule: Monday-Friday | 8:30 AM-5:00 PM Location: Waltham, MA... ...and communication skills. ~ Good organizational and time management abilities. ~ Basic math and filing skills. ~ Ability to...Work at officeWeekly payContract workMonday to FridayFlexible hours$40 - $45 per hour
...integrator, redefining client experiences through... ...technology, unrivaled service, and passionate people... ...to our Support Center Manager. Responsibilities Provide... ...is a requirement. In office presence at least 3 days... ...proper use of all associated tools and safety Ability...Work at officeLocal areaRemote workWeekend work3 days per week- firstPRO, Inc is looking for a Senior Corporate Accounting Manager to oversee general accounting functions as well as month-end close... ...financial reporting processes. The role is situated in a hybrid office environment. Ideal candidates will have a BS in Accounting or Finance...Work at office
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...Accounting & Finance Professionals Client Service Administrator A growing and... ...Prepare and manage financial account opening paperwork... ...client funds Support general office operations and administrative... ...Seniority level Seniority level Associate Employment type Employment...Work at officeFull time$90k - $110k
...the leading web-based event management and sales platform designed... ...planning process, allowing our clients to focus on delivering... ...based out of our Concord, MA office. This position is open to candidates... ...in local hospitality associations and industry groups, generating...Work at officeTemporary workLocal areaFlexible hours$21 - $23 per hour
Patient Services Representative-Radiology Schedule: Part Time Pay Range: $20.70 - $23.00 / Hourly Shift: Day shift Hours: 7a-330p, 8a-4... ...administrative skills preferred. Experience One year in a medical office environment preferred. Customer service, data entry, and HIS/...Work at officeHourly payFull timePart timeMonday to FridayShift workDay shift$36k - $90k
...Order Management Specialist This is where you save and sustain lives... ...What You'll Bring ~ Associate degree from a two-year college... ...+ years of previous customer service experience ~ Excellent verbal... ...in the role, business line, and geographic/office location....Work at officeWork experience placementRemote workWorldwideMonday to FridayFlexible hours$53k - $85.47k
...level and acting as an extension of the client; selling new services, understanding and communicating... ...role. Training will be full time in office, hybrid once fully trained. This position... ...monthly sales strategy meeting with manager Meet or exceed sales goals...Work at officeMinimum wageFull timeLocal areaFlexible hours- ...providing end-to-end enterprise mobility, managed services, printing and mobile data capture... ...Responsible for managing a portfolio of client accounts, ensuring high levels of customer... ...ownership. Proficiency in Microsoft Office suite and CRM software. Ability to thrive...Work at office
- A leading accounting firm is seeking a Client Accounting Services (CAS) Manager to provide day-to-day accounting support for diverse clients. The ideal... ...assisting with client onboarding. The position requires in-office presence 2-3 days a week. #J-18808-Ljbffr Sansiveri,...Work at office2 days per week3 days per week
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...Senior Account Manager, Business Insurance Our not-so-secret sauce... ...benefits, retirement, and private client insurance solutions to... ...limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with...Work at officeMinimum wageLocal areaNight shift$64.7k - $120.4k
...Senior Account Manager, Business Insurance Our not-so-secret sauce... ..., retirement, and private client insurance solutions to organizations... ...limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with...Work at officeMinimum wageLocal areaNight shift- ...Marlborough, MA. We help our clients to thrive by offering the industry... ...comprehensive solution for managing participation in Bundled... ...delivering exceptional client service on a day-to-day basis. Monitor... .... Expert at Microsoft Office Suite, Google Apps, Salesforce...Work at officeWork experience placementCasual workFlexible hours
- Carlisle Auto Body Co Inc in Massachusetts is seeking an office manager experienced in customer service and basic accounting. The ideal candidate will interact effectively with customers and insurance adjusters, process payments, and maintain accurate transaction records...Work at office
$130.1k - $234.6k
...Employees enjoy multiple wealth-building opportunities... ...sales and account management activities. Primary functions... ...of products, services, and sales methodologies... ...solutions that meet specific client needs, ensuring high... ...CRM and Microsoft Office CRM & Microsoft Office...Work at officeFull timeTemporary workPart timeWork experience placementLocal areaFlexible hours
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