Transfer Agency: Client Services Associate II
STATE STREET CORPORATION
State Street Corporation is seeking a Client Services Associate II in North Quincy, MA. The role is client-facing, supporting Transfer Agency clients and the business development manager, handling day-to-day issues and project planning. You will liaise with clients, launch new products and services, support reporting and audit requests, and coordinate change management events. Strong communication and project management skills are essential. #J-18808-Ljbffr STATE STREET CORPORATION
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County... ...their clients Manage cash balances and daily asset transfers in accounts Plan and manage new account onboarding process...SuggestedWork at office$60k - $65k
...Client Service Associate Focus Partners is seeking a Client Service Associate to join our growing team! The Client Service Associate role... ...operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive...SuggestedInternshipWork at officeLocal areaRemote work2 days per week$70k - $130k
Client Relationship ManagerHigh visibility client-facing role managing complex business queries and supporting a variety of client business... ...daily interaction with client counterparts in maintaining service levels and addressing a wide range of business issues• Manage...SuggestedTemporary work$41.6k - $60.32k
...suited for an early‑career individual who thrives in a structured, process‑driven environment and values teamwork, accuracy, and client service. Why This Role Is Important to Us The team you will be joining is part of State Street Global Delivery (SSGD), which provides...SuggestedTemporary workLocal areaFlexible hours- ...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...SuggestedWorldwide
- ...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
$60k - $70k
...as a 5-day-a-week, in-office culture because collaboration, mentorship, and shared momentum matter. About This Role As a Client Services Associate at Alumni Ventures, you'll play a vital role in supporting our investor community while gaining hands‑on exposure to venture...Work at officeImmediate startFlexible hours- ...remaining at the forefront of technological innovation and thought leadership in the financial services industry. Duties and Responsibilities Help to grow and maintain existing client relationships by processing client requests, resolving inquiries, and ensuring key client...Temporary workWork at office
$65k - $80k
...bespoke investment policies reflecting each client’s unique circumstances and implements... ...The Position The Client Operations Associate located in Boston will support and work... ...support for senior members of the Client Service Team that engage directly with clients...Temporary workWork at officeFlexible hours- ...TD Bank Group (TD) is hiring for a frontline client services role in Norwood, MA. You will greet clients, process routine transactions, and guide them to appropriate TD partners to help reach their financial goals. The position requires a high school diploma and customer...Weekend workAfternoon shift
$70k
...Overview Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts... ...in providing a fast, high-quality client experience. As an Associate on the Client Service team As an Associate on the Client...Temporary workSummer workCasual workInternshipWork at officeWorldwideFlexible 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:...
$60k - $65k
...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- ...Raymond James Financial, Inc. is seeking a dynamic Registered Client Service Associate in Boston, MA. This role focuses on high-touch administrative support to Financial Advisors, clients, and branch staff, with effective communication across multiple platforms. The candidate...
$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$50k - $55k
...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Boston, MA. The...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- Ashton Thomas Securities, a dynamic wealth management team in Boston, seeks an administrative professional to help grow and maintain client relationships, streamline onboarding, and support Wealth Advisors. You will prepare meeting materials, manage records, and...Work at office
$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 office- ...global leader in the language services and technology industry? Are... ...far from “just a translation agency”. Our services portfolio covers... ...services. All services and client partnerships are aided by best... ...of the Client Services Associate is responsible for serving as...Permanent employmentFull timeInternshipLocal area
$58.5k - $99.5k
...Client Service & Operations AssociateLocation: Boston, MA, US, 02110 Category: Investments Feel Good About Doing GoodThe Knights of Columbus... ...Advisors is seeking a full-time Client Service & Operations Associate to join our growing team in our Boston, or New Haven location...Full timeTemporary workWork at officeFlexible hours$75k - $90k
Client Service Associate Boston Partners is a global investment advisor and a premier provider of value equity investment products that are firmly rooted in fundamental research and are based on a disciplined investment philosophy and process. Boston Partners currently...$50k
BAYADA Home Health Care in Canton, MA is seeking an Associate to join our Medicare certified Home Health... ...This role involves providing superior customer service, supporting referral management, and coordinating client services. Candidates should ideally possess a Bachelor...Work at office$29 - $33 per hour
...bound to act in our clients’ best interests —... ...size, growth, service quality, technology... ...Service Operations Associate I is a critical operational... ...Associate II and III, with increasing... ...wires, ACH transfers, and journal entries... ...resumes from agencies and/or search firms...Full timeTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$10 per hour
...Job DescriptionInfosys is seeking an Associate Manager, Client Services for its Retailvertical. The individual will lead all client interactions... ...drives their continuous improvement through building and transferring digital skills, expertise, and ideas from our...Full timeTemporary work$58.24k - $83.2k
Who we are looking for? The ETF Service Associate is responsible for supporting the day-to-day... ...investment managers, ETF issuers, custodians, transfer agency teams, technology partners, and... ...candidate will participate in client onboarding, fund launches, operational...Temporary workWork at officeFlexible hours$53k - $58k
...manager. POSITION SUMMARY The Underwriting Client Specialist II utilizes foundational underwriting... ...transactions, and delivering exceptional service. The position requires a proactive... ...Relationship Building Participate in agency visits and training. Act as the primary...Full timeWork at officeImmediate start$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 area$60k - $80k
...Client Service Specialist II Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and...Permanent employmentTemporary workWork at officeFlexible hours- ...Customer Service Associate II Your positive, friendly disposition and eagerness to get things done make you the right person for our Customer Service Associate II position. Join our team today and let's create an inviting shopping experience for our customers. Your...Contract workPart timeLocal area
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