Client Associate
Phyton Talent Advisors
The FX Currency Administration Client Service Representative is responsible for supporting the daily production and client servicing activities for Currency Administration mandates. This role ensures all client deliverables are completed accurately and on time while providing exceptional client support. The ideal candidate is detail oriented, organized, and able to thrive in a fast paced, deadline driven environment. Key Responsibilities: Perform daily operational tasks for a designated portfolio of Currency Administration client relationships. Respond to client inquiries in a timely and professional manner while ensuring all service level expectations are met. Coordinate and provide effective handoffs to regional offices to ensure seamless completion of daily client deliverables. Adhere to established procedures and operational controls while demonstrating strong product knowledge. Support day to day processing activities and contribute to maintaining high standards of accuracy and client service. Qualifications: Bachelor's degree or equivalent combination of education and experience. Entry level opportunity; no prior professional experience required. Ability to follow established procedures and work with a high level of accuracy. Proficiency with Microsoft Excel. Strong verbal and written communication skills. #J-18808-Ljbffr
$29 per hour
We are seeking a client-focused and detail-oriented Senior Client Services Representative to serve as a key liaison between clients and internal operations teams. This role is responsible for delivering exceptional service by managing inquiries, coordinating issue resolution...SuggestedHourly payFor contractorsWork at officeLocal area$130k - $150k
...forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together.... ...across regions worldwide.Position OverviewThe Client Portfolio Associate is a member of the North American Client Portfolio Manager (...SuggestedFull timeWork at officeLocal areaWorldwide$180k - $230k
DescriptionOur client, a well-established law firm, is seeking a mid-level Attorney to join a private client practice serving individuals... ...to building lasting client relationships.Role: Private Client Associate AttorneyLocation: Boston, MASalary: $180,000 - $230,000 (...SuggestedPrivate practiceRemote work- ...worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated... ...customize solutions tailored to clients’ specific needs.As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business...SuggestedLocal area
$49.5k - $77k
...Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...SuggestedFull timeFlexible hours- ...is 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
- ...Private Wealth Client Associate Boston, Massachusetts To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new...Seasonal workWork at officeWork from homeShift workDay shift
- ...Wealth Management is a leading provider of comprehensive wealth management and investment services. Responsibilities Provide excellent client service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensure timeliness,...Hourly paySeasonal workWork from homeShift workDay shift
$28 per hour
Seeking a detail-oriented FX Currency Administration Client Service Representative to support the daily administration of foreign exchange (FX) client accounts. This role is responsible for completing daily operational tasks, responding to client inquiries, and ensuring...Hourly payFor contractorsWork at officeLocal area- 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...Work at officeFlexible hours
$25 - $44 per hour
Bank of America seeks a dedicated professional for their client service team in Cambridge, Massachusetts. The role involves providing excellent service to clients, educating them about bank offerings, and maintaining strong client relationships. The ideal candidate will...Hourly pay$65k - $75k
...in-house quantitative investment process, running on software we wrote ourselves. We have higher account minimums to ensure fewer clients and deeper relationships. We take process and organization seriously. Every person here has real impact on how the firm operates....Full timeWork at officeLocal area$49.5k - $77k
...Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...Full timeFlexible hours$225k - $250k
Job Information Job ID: 4683 Position: Associate Location: Boston, MA Practice Area: Private Clients Open Date: Thursday, June 25, 2026 Job Function: Legal Job Description At Nixon Peabody, we are committed to attracting talented individuals from a wide range of experiences...Work experience placementPrivate practiceWork at office- Cambridge Associates LLC in Boston seeks an Associate for the Private Client Practice to support business development and client relationships. You will help coordinate RFPs, proposals, pitch materials, and prospect meetings, ensuring high-quality submissions and timely...Private practice
$60k - $70k
Overview We are seeking a Client Reporting Associate to join our Boston office. This individual will take a leadership role within the Client Reporting team, act as a key liaison to the Client Service Team, and help design and implement efficient operational workflows...Work at office$55k - $75k
About the Role We are looking for a Client Associate to support our wealth management team in Boston. Responsibilities Keep management systems up‑to‑date with client information. Educate clients on account services and capabilities. Help with the preparation of reports...Full timeWork at office$25 - $44 per hour
Bank of America is seeking a Client Service Support for its Merrill Wealth Management team in Cambridge, MA. This role will focus on providing exceptional service to Financial Advisors and their clients, ensuring operational excellence and effective communication. The...Hourly pay$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...Temporary workWork at officeLocal area- ...detail, and a shared commitment to continuous improvement Job 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 key point of contact for clients, ensuring smooth communication...Full timeWork at office
$72.5k - $80k
...Reference # : 335380BR 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...Full timeWork at office$70k - $130k
...Client Relationship ManagerHigh visibility client-facing role managing complex business queries and supporting a variety of client business management responsibilities. The role requires proficiency on Enterprise platforms to function as a cross-client subject matter...Temporary work- ...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 daily...
$20.44 - $30 per hour
...choices our people make to show up for each other and for the clients we serve. We help individuals, families, and businesses protect... ...International. We currently have an opportunity for a Client Services Associate to join our Employee Benefits team in our Boston, MA office on...InternshipWork at officeLocal areaFlexible hours$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...Temporary workWork experience placementWork at officeLocal areaFlexible hours- ...SCS Financial is seeking an Associate to join the Client Service Solutions team in Boston or Portsmouth. You will support client relationships, process cash movements, and help maintain client data and onboarding projects. This role interfaces with custodians and multiple...
$70k
...Overview Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter... ...role in providing a fast, high-quality client experience. As an Associate on the Client Service team As an Associate on the Client Service...Temporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours$31.2k - $90k
...Registered Client Service Associate 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...Temporary workWork at officeLocal area$42.8k - $53.5k
...Client Services Associate 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...Work at office$60k - $65k
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 advice aligned with...InternshipWork at officeLocal areaRemote work2 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Associate. Be the first to apply!
- client services associate Boston, MA
- client engagement associate Boston, MA
- client solutions associate Boston, MA
- client success associate Boston, MA
- client relationship associate Boston, MA
- registered client associate Boston, MA
- client account associate Boston, MA
- seasonal client associate
- client services associate
- client engagement associate

