Private Wealth Trading & Client Services Associate
$100k - $125kBoston Partners
Boston Partners is seeking a Client Relations & Trading Associate to deliver exceptional client service and maintain operational excellence. This role supports both portfolio operations and direct client engagements. The successful candidate will have 3–5 years of experience in wealth management and provide timely support in trading activities, ensuring adherence to client specifications and regulatory compliance. The compensation ranges from $100,000 to $125,000, complemented by a benefits package and potential bonuses. #J-18808-Ljbffr Boston Partners
$52k - $84.76k
...of State Street Global Services (SSGS). SSGS gives asset... ...like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment... ...investment research & trading and investment management... ...match your needs. And our wealth of development programs...PrivateTemporary workWork at officeFlexible hours$15 - $40.87 per hour
...Registered Client Service Associate 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...PrivateHourly payTemporary workWork at officeLocal area$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...SuggestedWork at office$31.2k - $90k
...Overview 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...PrivateTemporary workWork at officeLocal area$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...PrivateTemporary workWork at officeLocal area- ...Winged Keel Group Client Services Senior Associate Winged Keel Group is the premier national platform for the structuring, implementation, and... ...Traditional Life Insurance, Business Continuation Insurance, Private Placement Life Insurance and Annuities, and Corporate-...PrivateWeekend workAfternoon shift
$25 - $44 per hour
...Dormont Manufacturing Co is looking for a dedicated client service support representative to assist Financial Advisors in Quincy, MA. This role is crucial in providing personalized support and ensuring client satisfaction. The ideal candidate will have a client-centric...Hourly pay$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$110k - $140k
...communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic... ...paced, deadline-oriented environment. Role Summary As a Client Services Treasury Associate, you will support the day-to-day delivery of treasury servicing...PrivateLocal area$52k
The Client Services Data Operations Associate will be responsible for the maintenance and integrity of internal databases, supporting RapidRatings’ clients... ...Management. Ensuring the integrity of our database of private companies and contacts is critical to our overall...PrivateWork at officeFlexible hours3 days per week$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...PrivateHourly payFull timeTemporary workWork at officeLocal area$25 - $44 per hour
...Overview Merrill 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...Hourly paySeasonal workShift workDay shift$40k - $59.8k
...for a culture that puts its clients and associates first: a culture where everyone... ...supervision, client services associate (NR) assists one or... ...support to clients, may enter trades as directed by the FA(s).... ...a start-up. We are a global wealth management and investment banking...Work at officeImmediate startFlexible hours$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park... ...with the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance...Work at office$52k - $90.5k
...Department: Wealth Management Reports to: Head of Operations Status: Exempt Grade: 9 Pay Range: $52,000-$90,... ...Overview: We are seeking a personable and highly organized Client Service Associate to work directly with wealth advisors to deliver an...Work at office$70k - $85k
...solutions at scale for its clients. Managing $13+ billion... ...with a like-minded wealth management partner,... ...innovation, and client-first service , Concentric offersan... ...Client Service Associate to support our client... ...with internal teams (trading, portfolio management,...Work at officeFlexible hours- ...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...
$60k - $65k
...investment bank and full service broker-dealer. With roots... ...institutional sales and trading, investment banking (both... ...is seeking a Registered Client Service Associate to join our Private Client Division in Boston... ...operations of a growing wealth management practice. This...Local area- ...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...Work at office
$65k - $80k
...Job Overview – Client Service Associate Compensation: $65,000 – $80,000/year + bonus Location: Boston, MA Schedule: Monday to Friday (Hybrid)... ...required. Industry Knowledge: Exposure to investment management, wealth management, or related financial services environments is...Monday to Friday$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 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 ideal...Hourly pay$58k - $115k
Dormont Manufacturing Co in Boston seeks a Wealth Management Associate to provide exceptional client service and support financial advisors. Candidates must have strong interpersonal skills and at least 5 years of relevant experience. Responsibilities include cultivating...$100k - $125k
Company Overview Boston Partners Private Wealth provides institutional-quality investment advisory services. We design investment... ...outcomes appropriate for our clients' goals. We provide transparency... ...The Client Relations & Trading Associate plays a critical role in supporting...PrivateFull timeWork at office$45k - $110k
...Rockefeller Capital Management is seeking a motivated Client Associate for its Private Advisor team in Boston. This role involves supporting high-... ...client inquiries. The ideal candidate has 3-5 years of client service experience in the financial industry, Series 7 & 66...Private$33.84 - $37.41 per hour
...Jones, we’re a purpose-driven, client-focused team committed to... ...lead the industry in aligning wealth, passion, and purpose to help... ...critical member of the Client Service team, you will work closely with... ...calls, distributions, journals, trades, and asset transfers Provide...Hourly payFull timeSummer workWork at officeLocal areaImmediate startFlexible hours- ...Argent Wealth Management Opportunity Investments, estate, tax and financial planning all under one roof.... ...truly comprehensive and personal wealth management services. Our practice is steeped in a tradition of client service and personal relationships. We built these...Permanent employmentWork at officeLocal area
$50k - $60k
...Job Description Organization RWA Wealth Partners is a boutique wealth management... ...provides customized solutions designed to help clients grow and protect their wealth so they can... ...individual will be part of the Client Service Team and will also provide support to the...Work experience placementWork at officeLocal area- ...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...
- ...This position reports to the Manager of Client Services For over 75 years, the dedicated team at Winston Flowers has been committed to fostering excellence in everything we do. Today, our family-owned company has a worldwide online presence, two state-of-the-art design...Worldwide
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