Client Service Associate
SDL Search Partners
Client Service Associate
Boston, Massachusetts, United States
About the Job
An established regional wealth management and investment services firm is looking to bring on a CSA to their team. Ideal candidates will have 1+ years experience in wealth management or client support roles.
This role sits in the downtown Boston office and will have a hybrid schedule. Excellent opportunity to learn from high-performing team and advance your career in the wealth management sector.
Responsibilities:
- Interact with firms' external clients and provide a high level of service and engagement
- Perform operational and administrative tasks in support of Financial Advisors' portfolio of clients
- Partner internally with Financial Advisors and Senior leadership to fully service clients
- Develop and maintain clients' onboarding process
- Monitor client management system, keep up to date with current information
- Interact with custodial partners to facilitate client needs
- Support Managing Director with ad-hoc projects as needed
Qualifications:
- Bachelors degree in Finance, Economics, or a related field
- 1-3 years of financial services experience
- Experience in wealth management, brokerage firms, or retail banking is ideal
- Excellent communication skills and client-services mentality
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Service Associate in Boston, MA vacancy
$31.2k - $90k
...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build...SuggestedTemporary workWork at officeLocal area711 MS Smith Barney, LLC
Boston, MA2 days ago$72.5k - $80k
...80BR City : Boston Your team : You'll be working with the Wealth Management team in Boston. Key Responsibilities Educate clients on account services and capabilities Input client information into the financial planning tools and Firm tools Assist with the preparation of...SuggestedFull timeWork at officeUBS
Boston, MA2 days ago$65k - $80k
...the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider... ...are valued. Position Description The Client Service Associate located in Boston will support and work closely with senior...SuggestedTemporary workWork experience placementWork at officeLocal areaFlexible hoursPartners Capital
Boston, MA2 days ago$42.8k - $53.5k
...About the Job: The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and requests as well as acting as a liaison between departments within FMI, and between FMI and its partners, customers and the patient...SuggestedWork at officeFoundation Medicine
Boston, MA16 hours ago$60k - $80k
...money movements, process tasks with Custodians. Schedule client meetings. Basic preparation and follow-up for client... ...people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total...SuggestedLocal areaFlexible hoursCerity Partners
Boston, MA3 days ago- ...Client Service Associate Boston, MA Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing...Work at officeLocal area
Waverly Advisors LLC
Boston, MA1 day ago $20 - $25 per hour
...Each and every person on our team works in pursuit of a singular goal: to take care of our clients' precious moments as if they were our own. This dynamic, creative client service position is responsible for providing excellent service to our customers on a variety of...Hourly payFull timeTemporary workWorldwideWinston Flowers
Boston, MA2 days ago- ...About the job Client Service Associate Client Service Associate Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group. This is a great role for anybody looking to launch their career in Wealth...
SDL Search Partners
Newton, MA1 day ago $70k - $85k
...developing investment solutions at scale for its clients. Managing $13+ billion in assets ,... ...technology innovation, and client-first service , Concentric offersan innovative... ...We are seeking a dynamic Client Service Associate to support our client service operations...Work at officeFlexible hoursPathstone
Boston, MA4 days ago$65k
...Location: Boston, MA, Massachusetts Type: Perm (Contingency) Job #49538 Salary: $65,000 Job Overview - Client Service Associate Compensation: $65,000 - $80,000/year + bonus Location: Boston, MA Schedule: Monday to Friday (Hybrid)...Permanent employmentMonday to FridayAtlantic Group
Boston, MA4 days ago$60k - $70k
...Focus Partners Wealth seeks a motivated and qualified individual for the position of Client Service Associate. The individual selected for this opportunity will be distinguished in academic achievement, dedicated to client service, and have the highest ethical and professional...Work experience placementWork at officeThe Colony Group
Needham Heights, MA3 days ago$33.84 - $37.41 per hour
...meaningful impact? At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives... ...join our #OneTeam. As a critical member of the Client Service team, you will work closely with lead advisors to ensure...Hourly payFull timeSummer workWork at officeLocal areaImmediate startFlexible hoursBrighton Jones LLC
Boston, MA4 days ago$75k - $85k
...is a wealth management recruiting and consulting firm. This role is for one of our clients in Charlestown. To view other open roles, visit jobs.lead-advisor.com Client Service Associate Our client is an established boutique financial services firm located in historic Charlestown...Full timeWork at officeLead Advisor
Boston, MA16 hours ago$70k - $80k
...Client Service Associate Boston, MA The Client Service Associate serves as a primary point of contact for high-net-worth clients, delivering high-touch service experience while partnering closely with Portfolio Managers, custodians, and internal operations. This...Work at officeLocal areaRemote work1 day per weekGW&K Investment Management
Boston, MA4 days ago$45.42k - $65.55k
...Client Service Associate The Client Service Associate is key to providing excellent customer service and meeting our policyholders' and agents' needs. The Client Service Associate is responsible for responding to, documenting, and resolving various types of inquiries...Work at office$60k - $65k
...Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized...InternshipWork at officeLocal areaRemote work2 days per weekFocus Financial Partners Inc.
Needham, MA2 days ago$31.2k - $90k
...POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted...Temporary workWork at officeLocal areaMorgan Stanley
Wellesley, MA2 days ago- ...About the Company Our client is a well-established and growing boutique wealth management firm based in Waltham, MA, advising multiple... ...balance. About the Role This is an opportunity for a Client Service Associate or Registered Client Services Associate to join their close‑...Summer workWork at officeFlexible hours
NextPhase Search
Waltham, MA1 day ago - ...work for the global leader in the language services and technology industry? Are you... ...legal support services. All services and client partnerships are aided by best-in-breed... ...The position of the Client Services Associate is responsible for serving as the first...Permanent employmentFull timeInternshipLocal area
- ...Job Description Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As an Associate I in Investment Middle Office Services - Client Operations, your key responsibility will be to provide...Work at officeFlexible hours
$60k - $65k
...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... .... Job Description The firm is seeking a Registered Client Service Associate to join our Private Client Division in Boston, MA. The RCSA...Local area- ...Insurance portfolios. Position Summary: Winged Keel Group’s Client Services department focuses on delivering best in class service to our... ...a timely fashion. The successful Client Services Senior Associate will use his or her knowledge of life insurance and client...Weekend workAfternoon shift
$15 - $40.87 per hour
...POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build...Hourly payFull timeTemporary workWork at officeLocal area$31.2k - $90k
...Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities...Full timeTemporary workWork at officeLocal area$50k - $60k
...management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding... ...is multi-faceted, as the individual will be part of the Client Service Team and will also provide support to the main receptionist....Work experience placementWork at officeLocal area- ...seeking a dedicated individual to join Merrill Wealth Management in Boston, MA. This position focuses on providing exceptional client service while ensuring timeliness and completeness of client materials. Candidates must hold FINRA licenses and have advanced knowledge...Hourly payFlexible hours
Bank of America
Boston, MA22 hours ago $25 - $44 per hour
...Wealth Management is a leading provider of comprehensive wealth management and investment products and services. This role supports financial advisors by delivering client service and operational excellence. Responsibilities Provide excellent client service to bank...Hourly paySeasonal workShift workDay shiftBank of America
Cambridge, MA1 day ago- ...Bank of America is seeking a driven individual for a client service role supporting Financial Advisors in Boston, Massachusetts. The ideal candidate will excel in providing client-centric services and build strong relationships while promoting the bank’s products. Responsibilities...
Bank of America
Boston, MA4 days ago $100k - $125k
...Boston Partners Global Investors, Inc. in Boston is seeking a Client Relations & Trading Associate to support portfolio operations and client services. The ideal candidate will have 3-5 years of experience in wealth management. This role requires strong operational oversight...Work at officeBoston Partners Global Investors, Inc.
Boston, MA23 hours ago- ...Description We are seeking a motivated and detail-oriented Client Support Associate to join our growing team. In this role, you will serve as a... ...requests Provide timely and accurate information regarding services and operations Coordinate with internal teams to ensure efficient...Full timeWork at office
Park 6 Logistics
Boston, MA3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate. Be the first to apply!
Related searches
- client relationship associate Boston, MA
- client services associate Boston, MA
- client success associate Boston, MA
- client solutions associate Boston, MA
- client account associate Boston, MA
- registered client associate Boston, MA
- transaction services specialist Boston, MA
- patient service specialist Boston, MA
- protective services officer Boston, MA
- salesforce service cloud consultant Boston, MA