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
- ...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...SeniorLocal area
- ...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
$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...SuggestedHourly pay$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...SuggestedFull timeTemporary workWork at officeLocal area$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....SuggestedFull timeWork 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 clients. You will help implement... ...3-5 years in financial services, strong written/verbal communication...
$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...SeniorWork at office- ...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 workWork at officeWork from homeShift workDay shift
- 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 officeRemote work
- ...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
$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$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...SeniorWork at office$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 paySeasonal workWork at officeWork from homeShift workDay shift- ...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
- 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...
$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...SeniorFull timeLocal areaFlexible hours- 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...SeniorPermanent employmentPrivate practice
$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 payFull timeWork experience placement$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 paySeasonal workShift workDay shift$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 workSummer workCasual workInternshipWork at officeWorldwideFlexible hours$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...InternshipWork at officeLocal areaFlexible hours- ...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 workWork at officeWork from homeShift workDay shift
$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...SeniorLocal areaRemote workFlexible hoursNight shift- ...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...SeniorFull time
$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....InternshipWork at officeLocal areaRemote work2 days per week- ...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...
$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...SeniorHourly payFor contractorsWork at officeLocal area$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 placementWork at office$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 workWork at officeLocal area- 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 timeWork at officeLocal area
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!
- registered client associate Boston, MA
- client account associate Boston, MA
- client relationship associate Boston, MA
- client solutions associate Boston, MA
- client engagement associate Boston, MA
- client services associate Boston, MA
- client success associate Boston, MA
- senior lead project manager Boston, MA
- senior robotics software engineer Boston, MA
- senior devops engineer remote Boston, MA



