Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Private Wealth Client Associate - High-Touch Service

Ashton Thomas Private Wealth

A private wealth management firm in Boston is looking for a Senior Registered Client Service Associate to support Financial Advisors and deliver exceptional service to high-net-worth clients. The ideal candidate has over 3 years of experience in wealth management and holds active SIE, Series 7, and Series 65 licenses. This role emphasizes client service excellence and offers a collaborative, people-first culture. Competitive compensation and benefits are provided.#J-18808-Ljbffr

Vacancy posted 6 hours ago
Similar jobs that could be interesting for youBased on the Senior Private Wealth Client Associate - High-Touch Service in Boston, MA vacancy
  •  ...Advisors, the ultra-high net worth...  ...of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors...  ...personalized service of a dedicated...  ...needs.As a Client Associate in J.P. Morgan...  ...that touch prospective or...  ...income trades and private investmentsProvide... 
    Senior
    Local area

    JP Morgan Chase

    Boston, MA
    4 days ago
  •  ...Senior Registered Client Service Associate Ashton Thomas is seeking a Senior Registered Private Wealth Client Associate to join our growing team in Boston...  ...planning solutions to high-net-worth individuals, families...  ...Advisors in a high-touch private wealth environment... 
    Senior

    Ashton Thomas Private Wealth

    Boston, MA
    6 hours ago
  • $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...  ...client management, issue resolution, and prioritization. A high school diploma is required, and the position offers... 
    Suggested
    Hourly pay

    Bank of America

    Cambridge, MA
    2 days ago
  • $31.2k - $90k

     ...Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care...  ...) four or more years of industry experience preferred High School Diploma/Equivalency College degree preferred... 
    Suggested
    Full time
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Boston, MA
    15 days ago
  • $65k - $75k

     ...Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 02110 Role Type: Full-time, Non-Exempt Salary: $...  ...internal teams and Wealth Consultants to create a seamless, high‑quality client experience from start to finish.... 
    Suggested
    Full time
    Work at office

    Osaic

    Boston, MA
    16 days ago
  • 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 clients. You will help implement...  ...3-5 years in financial services, strong written/verbal communication... 

    Gray Private Wealth, LLC

    Canton, MA
    2 days ago
  • $115k - $150k

    A boutique wealth management firm is seeking a Sr. Family Office Financial Planner in Boston, MA. The ideal candidate will have...  ...over seven years of experience with a strong focus on advising high net worth clients in various financial areas. Responsibilities include leading... 
    Senior
    Work at office

    RWA Wealth Partners, LLC

    Boston, MA
    4 days ago
  •  ...Private Wealth Client Associate Boston, Massachusetts To proceed with your application, you must be...  ...management and investment products and services for individuals, companies, and...  ...Qualifications: Is an enthusiastic, highly motivated self-starter with a strong... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Boston, MA
    2 days ago
  • Focus Partners Wealth seeks a Client Service Associate to support Wealth Advisors and strengthen client relationships. You will own requests from start to finish, coordinate with custodians and the operations team, and ensure accurate, timely service in a fiduciary environment... 
    Work at office
    Remote work

    Focus Financial Partners

    Needham Heights, MA
    5 days ago
  •  ...is seeking an experienced professional responsible for expanding client relationships and advising clients on their financial needs...  ...experience. Qualified candidates will have over 7 years of experience in high-net-worth client management, possess strong interpersonal skills... 
    Senior

    Bank of America

    Boston, MA
    2 days ago
  • $71k - $89k

     ...ideal for candidates with patent, trademark, copyright, and IP litigation docketing experience. The successful candidate will manage high-volume correspondence, analyze materials, and maintain timely routing to attorneys. The position offers a salary range of $71,000 to... 
    Senior

    Nelson Mullins Riley & Scarborough

    Boston, MA
    2 days ago
  • $58.24k - $92.56k

    State Street is seeking a Senior Associate to oversee day-to-day accounting...  ...This role emphasizes strong client focus and operational discipline...  ...-paced environment within a high-visibility team. The...  ...and deliver exceptional client service. A bachelor's degree and 2-4... 
    Senior
    Work at office

    State Street

    Quincy, MA
    3 days ago
  • $25 - $45 per hour

     ...Merrill Wealth Management Job OpportunityMerrill Wealth Management...  ...and investment products and services for individuals, companies,...  ...and Wealth Management Client Associates help clients pursue the life...  ...productsIs an enthusiastic, highly motivated self-starter with... 
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Boston, MA
    3 days ago
  •  ...is seeking a proactive real estate broker to identify and engage high-end buyers in the Boston area. You will lead customer outreach, coordinate with internal teams to hit sales targets, and advise clients on property details and project information. The role emphasizes... 
    Senior

    Houses For Sale Near Me

    Boston, MA
    2 days ago
  • RBC Wealth Management in Boston is seeking a Registered Client Associate to support financial advisors and clients with onboarding, account maintenance and regulatory...  ..., resolve issues, and ensure efficient service in a fast-paced, collaborative environment. Join... 

    RBC

    Boston, MA
    3 days ago
  • $137.4k - $240.4k

     ...provide innovative financial services and guidance to the...  ...’s most sophisticated clients using leading...  ...and exceptional service.Wealth Strategist/Client Development...  ...sales executive role.As a senior member of the Northern...  ...You’ll work with ultra high net worth(UHNW) individuals... 
    Senior
    Full time
    Local area
    Flexible hours

    Northern Trust

    Boston, MA
    4 days ago
  • Jobot in Boston seeks a Trusts & Estates Attorney to join our private wealth team. The candidate will handle sophisticated estate planning, wealth transfers, and trust administration for high-net-worth clients, providing clear, precise counsel. Candidates should have 3-5... 
    Senior
    Permanent employment
    Private practice

    Australia-Employment

    Boston, MA
    3 days ago
  • $26.23 - $43.71 per hour

     ...Overview: Supports servicing and related sales enablement...  ...to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra...  ...client relationships in Wealth Management. Delivers on...  ...Minimum of 3 years’ private banking, wealth management... 
    Hourly pay
    Full time
    Work experience placement

    M&T Bank

    Boston, MA
    3 days ago
  • $25 - $44 per hour

    Overview Merrill Wealth Management is a leading provider of comprehensive...  ...and investment products and services. This role supports financial advisors by delivering client service and operational...  ...Required Qualifications Enthusiastic, highly motivated self‑starter with a strong... 
    Hourly pay
    Seasonal work
    Shift work
    Day shift

    Bank of America

    Cambridge, MA
    3 days ago
  • $70k

     ...Overview Guidepoint’s Client Service team connects leading...  ...in providing a fast, high-quality client experience...  ...experience. As an Associate on the Client Service...  ...comfortable engaging senior professionals by phone...  ...connections that offer a wealth of perspectives. We are... 
    Temporary work
    Summer work
    Casual work
    Internship
    Work at office
    Worldwide
    Flexible hours

    Guidepoint

    Boston, MA
    2 days ago
  • $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’...  ...opportunity for an Client Services Associate to join our Employee...  ...Required Education: High school or equivalent HUB... 
    Internship
    Work at office
    Local area
    Flexible hours

    HUB International

    Boston, MA
    3 days ago
  •  ...Merrill Wealth Management is a leading provider of comprehensive...  ...and investment products and services for individuals, companies,...  ...Advisors and Wealth Management Client Associates help clients pursue the life...  ...: Is an enthusiastic, highly motivated self-starter with... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Boston, MA
    15 days ago
  • $135k - $185k

     ...developing rapport with clients and making a difference...  ...exposure across many service lines, you won’t be limited...  ...team to optimize the wealth management goals of the...  ...Experience with high net worth individuals,...  ...partnerships, LLCs, trusts, and private foundations is required... 
    Senior
    Local area
    Remote work
    Flexible hours
    Night shift

    Plante-Moran

    Wakefield, MA
    5 days ago
  •  ...A leading fiduciary wealth management firm is seeking a full-time Client Portfolio Manager in Boston, MA. This role requires...  ...collaborative approach to manage high-value client portfolios. The ideal...  ...and a commitment to client service. A comprehensive compensation package... 
    Senior
    Full time

    Focus Financial Partners

    Boston, MA
    6 hours ago
  • $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...  ...navigate complex financial situations with highly personalized solutions tailored to their unique needs.... 
    Internship
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Financial Partners

    Needham Heights, MA
    5 days ago
  •  ...Client Service Associate Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group. This is...  ...required Qualifications: ~ Series 7 / 63 / 66, SIE highly preferred ~1-3 years of experience in Wealth... 

    SDL Search Partners

    Newton, MA
    4 days ago
  • $29 per hour

    We are seeking a client-focused and detail-oriented Senior Client Services Representative to serve as a key liaison between clients and internal operations teams...  ...strong client relationships while delivering a high standard of service and support. Coordinate with internal... 
    Senior
    Hourly pay
    For contractors
    Work at office
    Local area

    VACO

    Boston, MA
    6 days ago
  • $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...  .... The Client Service Associate provides a high level and broad range of technical and... 
    Work experience placement
    Work at office

    The Colony Group

    Needham Heights, MA
    2 days ago
  • $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....  ...SKILLS Education and/or Experience High School Diploma/Equivalency College... 
    Temporary work
    Work at office
    Local area

    711 MS Smith Barney, LLC

    Boston, MA
    4 days ago
  • Wealth Management - Client Service Associate Overview Directly support Morgan Stanley clients by delivering an elevated standard of care, understanding firm...  ...). Two or more years of industry experience preferred. High School Diploma/Equivalency. Knowledge/Skills Strong... 
    Full time
    Work at office
    Local area

    Morgan Stanley

    Boston, MA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Private Wealth Client Associate - High-Touch Service. Be the first to apply!