Registered Client Service Associate
$70k - $130kState Street Corporation
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 expert with extensive interaction across all internal support functions to enhance the State Street client experience.Management• Manage client relationships and sentiment via extensive daily interaction with client counterparts in maintaining service levels and addressing a wide range of business issues• Manage the change management administration and communication with clients.• Manage linkages between change management, for both BAU and program work, as part of broader end-to-end onboarding / implementation efforts.• Manage impact of change on the client support model by providing ongoing direction in the development, implementation and integration of new client change requests. Ensure the timely & accurate completion of development and operational change requests.• Champion inquiries from / issues raised by various State Street organizations and follow through to ensure that client facing problems and issues are addressed.• Influence others in preparing various statuses, activity and performance reports for senior management.• Collaborate with STT's middle and back office operations and provide input on plans to enhance operations.• Demonstrate proficiency with My.StateStreet, IMT, and MCH/EHZN.Problem Resolution• Persuade or influence internal groups, as necessary to achieve desired results.• Anticipate critical risks and exposures and facilitate mitigation.• Ultimately responsible for the success of implementation problem resolution.Communication• Persuade and influence colleagues at all levels.• Tactically use a broad array of communication vehicles to lead, direct, and facilitate client change requests.Process / Leadership• Oversee and recommend best practices, and educate others on their implications.• Recognized authority across the organization and externally• Operate with minimal supervision in a complex environment• Company-wide impact/influence• Influence strategic direction/vision across business units or groupsQualifications• 6-8 years of financial services experience, in operational, technology, product management, or project capacity• Strong collaboration and influencing skills• Strong written and communication skills and ability to present to clients and senior STT management.• Strong sense of ownership and leadershipSalary Range:$70,000 - $130,000 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
$64.1k - $88.1k
...Company We’re a diversified financial services leader with more than $1.5 trillion... ..., small business and institutional clients. We are a longstanding leader in financial... ...ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week$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$60k - $65k
...Oppenheimer”) is a leading middle‑market investment bank and full service broker‑dealer. With roots tracing back to 1881, the... ...services. Job Description: The firm is seeking a Registered Client Service Associate to join our Private Client Division in Boston, MA. The RCSA...SuggestedLocal 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 in delivering sophisticated investment management and comprehensive financial planning solutions...Suggested
- Registered Client Service Associates (CSAs) 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...Suggested
- ...Eastern is seeking an Operations Associate to oversee the daily operations of a banking office, including cash vaults, ATM balancing, and customer service. The role blends sales and transactional duties, with responsibilities spanning account openings, loan applications...Work at office
$72.5k - $80k
...80BR 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 preparation of...Full timeWork at office$31.2k - $90k
DUTIES And RESPONSIBILITIES CLIENT SUPPORT Cultivate and enhance new and existing client relationships through active communication with... ...documentation remains current Identify and assist with Firm services and solutions that support clients’ needs including banking products...Temporary workWork at officeLocal 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$75k - $85k
...consulting firm. This role is for one of our clients in Charlestown. To view other open... ..., visit jobs.lead-advisor.com Client Service Associate Our client is an established boutique... ...2 weeks ago Private Wealth Management Registered Client Service Associate Boston, MA $8...Full timeWork at office- 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
$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- ...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
- ...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 client support roles. This role sits in the downtown Boston office and will have a...Work at office
$65k - $80k
...customized investment portfolios for its clients tapping into its deep network of... ...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$20.44 - $30 per hour
...make to show up for each other and for the clients we serve. We help individuals,... ...retirement, and wealth management products and services. HUB is one of the world's largest... ...an opportunity for an Client Services Associate to join our Employee Benefit s team...InternshipWork at officeLocal areaFlexible hours$70k
...Overview: Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter... ...providing a fast, high-quality client experience. As an Associate on the Client Service team, you will play a central role in delivering...Temporary workSummer workCasual workInternshipWork at officeFlexible hours$49.5k - $77k
...part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients... .../or the Branch Director. Responsibilities may include servicing clients, researching problems, processing account...Full timeFlexible hours$60k - $70k
...Client Services Associate Boston, MA About Alumni Ventures Alumni Ventures is one of the world's most active venture capital platforms, with $1.4B+ in assets raised and investments in 1,600+ companies. Our network of 850,000+ members and 40+ dedicated investors...Work at officeImmediate startFlexible hours- ...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
$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. The...Work at office- Guidepoint is seeking an Associate for its Client Service team in Boston. You will recruit experts, conduct targeted research, and perform outreach to build a robust advisor network for client consultations. The role combines fast-paced project work with mentorship, emphasis...InternshipWork at office
- ...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...
- BNY is seeking a Client Service Associate to join our Wealth Management, Private Bank team in Boston. You will deliver exceptional client service through phone, email, and direct communication, managing end-to-end client requests from onboarding to servicing with accuracy...Bank staff
- Morgan Stanley in Boston seeks a senior Client Support professional to assist Financial Advisors and Private Wealth Advisors, delivering... ...portfolio holdings, and proposal tools. You will manage client service coverage, coordinate meetings, prepare follow-ups, and support...
- A regional wealth management firm in Boston is seeking a Client Support Associate (CSA) to enhance their team. The ideal candidate will have 1 to 3 years of financial services experience and a Bachelor's degree in Finance or a related field. Key responsibilities include...
$65k - $75k
...Osaic Careers Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 02110 Role Type: Full-time, Non-Exempt Salary: $65,000$75,000 annually + eligibility for an annual bonus Actual compensation offered will be determined individually...Full timeWork at office$110k - $140k
...are seeking a high-performing individual who excels in a fast-paced, deadline-oriented environment. Role Summary As a Client Services Treasury Associate, you will support the day-to-day delivery of treasury servicing across asset classes—including credit, private equity...Local area- Gray Private Wealth is seeking a Wealth Management Associate in Canton, MA to support the client portfolio management team and the financial planning process... .... The ideal candidate has 3-5 years in financial services, strong written/verbal communication, and proficiency...
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office
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