Private Client Associate — Wealth Services & Growth
Rockefeller Capital Management
Rockefeller Capital Management is seeking a Client Associate to join the Private Advisor team within Rockefeller Global Family Office. You will interact directly with high-net-worth clients, provide top-tier client service, and support account administration, documentation, and reporting. The role requires detail orientation, strong communication, and ability to manage multiple tasks in a fast-paced environment. #J-18808-Ljbffr Rockefeller Capital Management
$31.2k - $90k
...Registered Client Service Associate Registered Client Service Associates help shape the future of service by modernizing the client experience... ...care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full...SuggestedTemporary workWork at officeLocal area$100k - $125k
Boston Partners is seeking a Client Relations & Trading Associate to deliver exceptional client service and maintain operational excellence. This role supports both portfolio... ...candidate will have 3-5 years of experience in wealth management and provide timely support in...Suggested$25 - $44 per hour
...Company Overview Merrill Wealth Management is a leading provider of comprehensive wealth... ...This role is responsible for providing client service support to multiple Financial Advisors (... ...to continuous learning and professional growth. Sound judgment and discretion when handling...SuggestedHourly paySeasonal workRemote workWork from homeShift workDay shift- Masis Professional Group, a growing full-service investment firm in Boston, seeks a Registered Client Service Associate. This role supports Financial Advisors and maintains client accounts while ensuring accuracy and timeliness. The ideal candidate has over a year of experience...SuggestedRemote jobWork at office1 day per week
- ...Wealth Management Client Associate Boston, Massachusetts To proceed with your application, you must... ...management and investment products and services for individuals, companies, and... ...continuous learning and professional growth Exhibits sound judgment and discretion...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...of America in Wellesley, Massachusetts is seeking a dedicated client service support professional to assist multiple Financial Advisors. The... ...demonstrates a commitment to client advocacy and professional growth. The position offers a competitive hourly pay range, benefits,...Hourly payShift work
$25 - $44 per hour
Job Description: Merrill Wealth Management is a leading provider... ...and investment products and services for individuals, companies,... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...learning and professional growth Exhibits sound judgment and...Hourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift- A growing full-service Investment firm is seeking a Registered Client Service Associate to join their team. This role is ideal for a highly organized and proactive individual who thrives in a fast-paced, collaborative environment. Key Responsibilities Provide day-to-day...Work at officeRemote work1 day per week
$60k - $65k
...become available. Registered Client Service Associate (Boston, MA) Oppenheimer &... ...Associate to join our Private Client Division in Boston,... ...day operations of a growing wealth management practice. This role... ...positive disposition seeking growth and opportunity to expand...Local area- ...in Boston, MA, seeks a Registered Client Service Associate to support Financial Advisors in sales... ...and daily operations of a growing wealth management practice. This role... ...software. The position offers a path to growth within a busy private client division of a leading...
$33.84 - $37.41 per hour
...Jones, we’re a purpose-driven, client-focused team committed to... ...built a culture of continuous growth, collaboration, and community—... ...lead the industry in aligning wealth, passion, and purpose to help... ...critical member of the Client Service team, you will work closely with...Hourly payFull timeSummer workWork at officeLocal areaImmediate startFlexible hours$45k - $110k
...Rockefeller Capital Management is seeking a motivated Client Associate for its Private Advisor team in Boston. This role involves supporting high-... ...client inquiries. The ideal candidate has 3-5 years of client service experience in the financial industry, Series 7 & 66...- ...Registered Wealth Management Client Associate Wellesley Hills, Massachusetts To proceed with your application... ...and investment products and services for individuals, companies, and institutions... ...learning and professional growth Exhibits sound judgment and discretion...Seasonal workWork at officeWork from homeShift workDay shift
- ...Job Description This role is responsible for providing client service support to potentially multiple Financial Advisors (FAs). The primary... ...Demonstrates commitment to continuous learning and professional growth. Exhibits sound judgment and discretion when handling...Seasonal workShift workDay shift
$50k - $60k
...Description Organization RWA Wealth Partners is a boutique wealth... ...solutions designed to help clients grow and protect their wealth... ...respect, teamwork and personal growth, consider joining us at RWA Wealth... ...will be part of the Client Service Team and will also provide support...Work experience placementWork at officeLocal area$90k - $120k
Catalant is hiring an Associate in Boston to support private equity clients and consultants. This role involves identifying talent needs, matching consultants... ...projects. You will have the opportunity to impact business growth while building your career. Candidates should have 2...Flexible hours$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 service to Financial Advisors and their clients, ensuring operational excellence and effective communication. The ideal...Hourly pay$100k - $125k
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...Work at office$55k - $75k
UBS is seeking a Client Associate to support its wealth management team in Boston. This full-time role requires 1-3 years of client service experience, preferably in finance, and offers a competitive salary between USD 55,000 and USD 75,000 per annum. Responsibilities...Full timeWork at office- Morgan Stanley in Boston seeks a senior service team member to support Financial Advisors and Private Wealth Advisors. You will cultivate client relationships, help deliver an exceptional client experience, and coordinate meetings and follow-ups. You will assist with digital...
$80k - $90k
...looking for? CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge... ...(CMCs) in providing excellent client service. The candidate for this role provides... ..., proactive service to the Wealth Client Service team and/or Advisors,...Temporary workWork experience placementWork at officeLocal areaFlexible hours$65k - $80k
...Client Service Associate – Investment Operations & Client Services Compensation: $65k - $80k A leading... ...for sophisticated institutional and private clients. This is an excellent opportunity... ...operations, financial services, wealth management, fund administration, or client...Work at office$40k - $59.8k
...Stifel strives for a culture that puts its clients and associates first: a culture where everyone... ...Under immediate supervision, client services associate (NR) assists one or more financial... ...like a start-up. We are a global wealth management and investment banking firm...Work at officeImmediate startFlexible hours$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- ...work for the global leader in the language services and technology industry? Are you... ...legal support services. All services and client partnerships are aided by best‑in‑breed software... ...sleeves and get stuck in! We offer a fast growth path and provide full training around our...InternshipLocal area
- ...globally respected investment office? We're seeking a motivated Client Service Associate to join our collaborative Client Service team, where you'll... ...opportunities, and team events A clear path for career growth within a highly respected global investment firm If you're...Work at office
$70k - $80k
...Client Service Associate Boston, MA The Client Service Associate serves as a primary point of contact for high-net-worth clients, delivering... ...Business, or a related field ~2+ years of experience in wealth management, asset management, or financial services,...Work at officeLocal areaRemote work1 day per week- ...Client Service Associate We are seeking a personable and highly organized Client Service Associate to work directly with wealth advisors to deliver an exceptional client service experience within our Registered Investment Advisory Firm (RIA). The role serves as a primary...Work at office
$65k - $80k
...investment portfolios for its clients tapping into its deep... ...Description The Client Service Associate located in Boston will support... ...products (hedge funds, private equity) is preferred, but not... ...wellbeing and professional growth. You can expect professional...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 or...Work at office
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