Registered Client Associate
$100k - $125kBoston Partners Global Investors, Inc.
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 skills and the ability to execute trades while ensuring compliance. A bachelor's degree is mandatory, and candidates should have proficiency in various investment platforms and Microsoft Office. The compensation range for this position is $100,000-$125,000, along with an employee benefits package and eligibility for discretionary bonuses. #J-18808-Ljbffr
- ...Registered Wealth Management 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...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$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 area- ...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,...SuggestedHourly paySeasonal workWork from homeShift workDay shift
$25 - $45 per hour
...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...obtained within a specified timeframe if being hired into a registered job code. Possesses advanced industry knowledge and an understanding...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$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 Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and...SuggestedFull timeFlexible hours- ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...obtained within a specified timeframe if being hired into a registered job code ** Possesses advanced industry knowledge and an understanding...Seasonal workWork at officeWork from homeShift workDay shift
$44k - $66k
...Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and...Full timeFlexible hours$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$60k - $65k
...making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Registered Client Service Associate to join our Private Client Division in Boston, MA. The RCSA's primary responsibility is to support Financial Advisors...Local 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$25 - $45 per hour
...Job Description This role provides client service support to multiple Financial Advisors (FAs), supporting enterprise strategic objectives, operational excellence goals, and client advocacy. The most frequent point of contact within Merrill for client service needs. Responsibilities...Hourly paySeasonal workWork from homeShift workDay shift$60k - $70k
...a motivated and qualified individual for the position of Client Service Associate. The individual selected for this opportunity will be distinguished... ...relevant work experience. Familiarity with brokerage or registered investment advisory firm operations. Strong mathematical...Work experience placementWork at office$75k - $85k
...consulting firm. This role is for one of our clients in Charlestown. To view other open roles... ...jobs.lead-advisor.com Client Service Associate Our client is an established boutique... ...0 2 weeks ago Private Wealth Management Registered Client Service Associate Boston, MA $85,...Full timeWork at office- ...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
- ...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...
$55k - $60k
...a workplace food program should be something employees love and look forward to every day. Position Overview: As a Client Success Associate you will play a key role in managing day-to-day operations for the Boston. Your “North Star” is delivering a consistently...Full timePart timeWork experience placementWork at officeLocal areaImmediate startFlexible hours$45k - $90k
...well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026. Position A Private Advisor... ...seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team...Work at officeLocal area$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- ...Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the...Work at officeFlexible hours
$100k - $125k
## Client Relations & Trading AssociateApplylocations: Bostontime type: Full timeposted on: Posted 7 Days Agojob requisition id: R-100083**Position:**Client Relations & Trading Associate**Department:**532100 Private Wealth**Location:**Boston**Job Description:****Company...Full timeWork at office- ...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...
$20 - $25 per hour
...Boston area and in Greenwich, Connecticut. 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...Hourly payFull timeTemporary workWorldwide$70k - $85k
...specializes in developing investment solutions at scale for its clients. Managing $13+ billion in assets , Concentric's mission is to... ...Position Summary: We are seeking a dynamic Client Service Associate to support our client service operations. This role requires 1...Work at officeFlexible 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- ...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...Work at office
$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...Work at office$60k - $80k
.... Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians. Schedule client meetings. Basic preparation and follow-up for client meetings. Prepare client forms and financial reports in advance of client...Local areaFlexible hours- ...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
- ...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
$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 Friday
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