Client Services Associate - Wealth Ops & Onboarding
LE0219 SCS Capital Management LLC
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 internal teams to ensure accurate and timely information. The ideal candidate will be organized, detail-focused, and a self-starter with strong communication skills. #J-18808-Ljbffr LE0219 SCS Capital Management LLC
$65k - $75k
...Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 02110 Role Type: Full-time, Non-Exempt Salary... ...investment clients—guiding them through account needs, onboarding processes, and documentation requirements. You will partner...SuggestedFull timeWork at office- A regional wealth management firm in Boston is seeking a Client Support Associate (CSA) to enhance their team. The ideal candidate... ...1 to 3 years of financial services experience and a Bachelor's degree... ..., and managing client onboarding processes. This position offers...Suggested
- BNY is seeking a Client Service Associate to join our Wealth Management, Private Bank team in Boston. You will deliver exceptional client service through... ..., managing end-to-end client requests from onboarding to servicing with accuracy and urgency. You’ll support...SuggestedBank staff
$31.2k - $90k
...Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care... ...authorization and authenticate client when processing requests Onboard and maintain client accounts, including collecting client...SuggestedFull timeTemporary workWork at officeLocal area$31.2k - $90k
DUTIES And RESPONSIBILITIES CLIENT SUPPORT Cultivate and enhance new and existing client... ...remains current Identify and assist with Firm services and solutions that support clients’ needs... ...client when processing requests Onboard and maintain client accounts, including collecting...SuggestedTemporary workWork at officeLocal area$26.23 - $43.71 per hour
...Overview: Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing... ...UHNW) client relationships in Wealth Management. Delivers on the... ...relationships). Open and onboard new client relationships by...Hourly payFull timeWork experience placement$20.44 - $30 per hour
...for each other and for the clients we serve. We help... ...insurance, retirement, and wealth management products and services. HUB is one of the world'... ...International. Client Services Associate We currently have an... ...Policy ~ Comprehensive Onboarding and Continuing Education...InternshipWork at officeLocal areaFlexible hours$75k - $85k
...from Lead Advisor Redefining Wealth Management Team Building... ...This role is for one of our clients in Charlestown. To view other... ...jobs.lead-advisor.com Client Service Associate Our client is an established... ...operations · Assist with client onboarding and account maintenance ·...Full timeWork at office$31.2k - $90k
POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... ...g., MSOnline, eSign, eAuthorization) Onboarding and maintaining client accounts,...Temporary workWork at officeLocal area- 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... ...requests with accuracy and follow-through Onboard new client accounts, ensuring complete and compliant...
- An established regional wealth management and investment services firm is looking to bring on a CSA to their team... ...experience in wealth management or client support roles. This role sits in... ...clients Develop and maintain clients' onboarding process Monitor client management...Work at office
- Gray Private Wealth is seeking a Wealth Management Associate in Canton, MA to support the client portfolio management team and the financial planning process for high-net-worth... ...ideal candidate has 3-5 years in financial services, strong written/verbal communication, and...
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo... ...transfers in accounts Plan and manage new account onboarding process including SMA and alternative investments...Work at office$58.24k - $92.56k
State Street is seeking a Senior Associate to oversee day-to-day accounting and trade-related... .... This role emphasizes strong client focus and operational discipline while working... ...accuracy, and deliver exceptional client service. A bachelor's degree and 2-4 years of relevant...Work at office- RBC Wealth Management in Boston is seeking a Registered Client Associate to support financial advisors and clients with onboarding, account maintenance and regulatory compliance. You will build... ...resolve issues, and ensure efficient service in a fast-paced, collaborative...
$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$70k
...Overview: Guidepoint’s Client Service team connects leading investment firms, consultancies... ...-quality client experience. As an Associate on the Client Service team, you will... ...us to create connections that offer a wealth of perspectives. We are committed to upholding...Full timeTemporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours$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$72.5k - $80k
...Time Job 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...Full timeWork at office$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$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- ...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
$60k - $65k
...middle‑market investment bank and full service broker‑dealer. With roots tracing back... ...: The firm is seeking a Registered Client Service Associate to join our Private Client Division in... ...and day‑to‑day operations of a growing wealth management practice. This role requires...Local 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- A leading financial services firm is seeking a Client Service Associate in Wellesley, MA. This role involves providing exceptional service to clients and supporting Financial Advisors with daily tasks, such as managing account inquiries and promoting digital tools. Ideal...
$15 - $40.87 per hour
...POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients... ...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... ...g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts,...Hourly payFull timeTemporary workWork 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- ...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...Full timeInternshipLocal area
- ...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
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