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 5 days ago
Similar jobs that could be interesting for youBased on the Client Service Associate in Boston, MA vacancy
- 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 premier service delivery...SuggestedWork at officeFlexible hours
- ...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...SuggestedWork at officeLocal area
Waverly Advisors LLC
Boston, MA1 day 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, MA2 days ago$60k - $80k
...Frequent custodian interaction & paperwork processing. 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...SuggestedLocal areaFlexible hoursCerity Partners
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...Suggested
SDL Search Partners
Newton, MA3 days ago $20.44 - $30 per hour
...make to show up for each other and for the clients we serve. We help individuals,... ...retirement, and wealth management products and services. HUB is one of the world's largest... ...an opportunity for an Client Services Associate to join our Employee Benefit s team...InternshipWork at officeLocal areaFlexible hoursHUB International
Boston, MA1 day ago$70k
...Overview: Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter... ...providing a fast, high-quality client experience. As an Associate on the Client Service team, you will play a central role in delivering...Temporary workSummer workCasual workInternshipWork at officeFlexible hoursGuidepoint
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, MA2 days ago$70k - $130k
...High visibility client-facing role managing complex business queries and supporting a variety of client business management responsibilities... ...daily interaction with client counterparts in maintaining service levels and addressing a wide range of business issues Manage...Temporary workFlexible hoursState Street Corporation
Quincy, 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, MA4 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...Full timeTemporary workWork at officeLocal area$15 - $40.87 per hour
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...Hourly payTemporary workWork at officeLocal area$60k - $70k
...Client Services Associate Boston, MA About Alumni Ventures Alumni Ventures is one of the world's most active venture capital platforms, with $1.4B+ in assets raised and investments in 1,600+ companies. Our network of 850,000+ members and 40+ dedicated investors...Work at officeImmediate startFlexible hours- ...Currency Administration Manager The role involves managing daily operations and providing client support for Currency Administration. A comprehensive understanding of team protocols is essential to fulfill client obligations efficiently. Responsibilities: Handle...
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$65k - $75k
...Osaic Careers Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 02110 Role Type: Full-time, Non-Exempt Salary: $65,000$75,000 annually + eligibility for an annual bonus Actual compensation offered will be determined individually...Full timeWork at office- ...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
Winged Keel Group
Boston, MA6 days ago $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 areaOppenheimer & Co. Inc.
Boston, MA11 days ago- ...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...Temporary workWorldwide
Winston Flowers
Boston, MA6 days ago $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 areaMorgan Stanley
Boston, MA26 days ago$65k - $70k
Job Description Summary: Focus Partners 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 advice...InternshipWork at officeLocal areaRemote work2 days per week- BNY Mellon in Boston is seeking a Client Service Associate to deliver exceptional service to clients via phone, email, and direct communication, ensuring a professional and responsive experience. You will own client service, cash movement, and operational requests end-...
- Guidepoint is seeking an Associate for its Client Service team in Boston. You will recruit experts, conduct targeted research, and perform outreach to build a robust advisor network for client consultations. The role combines fast-paced project work with mentorship, emphasis...InternshipWork at office
- BNY is seeking a Client Service Associate to join our Wealth Management, Private Bank team in Boston. You will deliver exceptional client service through phone, email, and direct communication, managing end-to-end client requests from onboarding to servicing with accuracy...Bank staff
- Senior Registered Client Service Associate Ashton Thomas is seeking a Senior Registered Private Wealth Client Associate to join our growing team in Boston, MA. We specialize in delivering sophisticated investment management and comprehensive financial planning solutions...
$65k - $70k
Focus Partners Wealth is seeking a Client Service Associate to join our growing team in Needham, MA. You will support Wealth Advisors, serving as the primary contact for operational and service needs, and own requests from start to finish in a collaborative, fiduciary-...Work at officeRemote work3 days per week$110k - $140k
...are seeking a high-performing individual who excels in a fast-paced, deadline-oriented environment. Role Summary As a Client Services Treasury Associate, you will support the day-to-day delivery of treasury servicing across asset classes—including credit, private equity...Local area$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 trusted...Temporary workWork at officeLocal area$31.2k - $90k
DUTIES And RESPONSIBILITIES CLIENT SUPPORT Cultivate and enhance new and existing client relationships through active communication with... ...documentation remains current Identify and assist with Firm services and solutions that support clients’ needs including banking products...Temporary workWork at officeLocal area- A regional wealth management firm in Boston is seeking a Client Support Associate (CSA) to enhance their team. The ideal candidate will have 1 to 3 years of financial services experience and a Bachelor's degree in Finance or a related field. Key responsibilities include...
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 solutions associate Boston, MA
- client account associate Boston, MA
- client success associate Boston, MA
- registered client associate Boston, MA
- client engagement associate Boston, MA
- health service specialist Boston, MA
- office service associate Boston, MA
- patient service specialist Boston, MA