Senior Client Associate
$50 - $55 per hourMasis Professional Group
Senior Client Associate needed for a long term contract role at highly regarded Boston Investment firm. In this role, you will act as a point of contact for private wealth clients. Responsibilities include;
- Address client inquiries, prepare client reporting, ensure all client documentation is accurate, and monitor risk.
- Identify areas to enhance the client experience
- Develop working relationships with internal teams; (investor relations, legal, compliance, accounting etc.)
The ideal candidate will have a Bachelors degree and at least 6 plus years working with private wealth clients in a financial services firm. Must also have exceptional communications skills, proficiency with CRM platforms, and be highly resourceful. Hybrid work schedule and hourly rate from $50-55 per hour!
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Client Associate in Boston, MA vacancy
- Responsibilities Billing support including WIP analysis and invoice preparation D365 entry and maintenance New client set up and risk assessments Drafting engagement contracts for new projects using Icertis or other software, submission to DocuSign and monitoring statuses...SeniorWork at officeLocal areaShift work
$80k - $90k
Overview WHO are we looking for? CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client service...SeniorTemporary workWork experience placementWork at officeLocal areaFlexible hours- ...Insurance portfolios. Position Summary: Winged Keel Group’s Client Services department focuses on delivering best in class... ...expectations in a timely fashion. The successful Client Services Senior Associate will use his or her knowledge of life insurance and client...SeniorWeekend workAfternoon shift
Winged Keel Group
Boston, MA1 day ago $58.24k - $92.56k
State Street is seeking a Senior Associate to oversee day-to-day accounting and trade-related activities in Quincy, Massachusetts. This role emphasizes strong client focus and operational discipline while working in a fast-paced environment within a high-visibility team...SeniorWork at office$80k - $130k
...Renewable Energy Client Accounting - Senior Associate Opportunity ID 9523 Department Advisory Location(s) Boston State Massachusetts Function Advisory Job Description As CohnReznick grows, so do...SeniorFor contractorsWork at officeLocal areaRemote workFlexible hoursCohnReznick
Boston, MA2 days ago$48.4k - $60.5k
...Sr. Client Services Associate The Senior Associate, Client Services is responsible for responding to and resolving a wide range of complex client inquiries and requests. This role acts as a liaison between departments within FMI as well as between FMI and its partners...SeniorWork experience placementWork at office- ...Client Success Associate Stropro is looking for a candidate who takes a high degree of ownership, values team collaboration and has a hunger for personal growth. The role will involve the prospecting, qualifying and onboarding of accredited investors onto the Stropro...
Stropro
Boston, MA3 days ago - ...Wealth Management is a leading provider of comprehensive wealth management and investment services. Responsibilities Provide excellent client service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensure timeliness,...Hourly paySeasonal workWork from homeShift workDay shift
Bank of America
Boston, MA5 days ago $55k - $85k
...Registered Client Associate Boston, MA • Hybrid (3 days in office) • Full-Time About the Opportunity Harrison Gray Search is recruiting on behalf of a well-established, full-service wealth management firm headquartered in Boston, MA, with offices across the United...Full timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hoursHarrison Gray Search and Consulting LLC
Boston, MA4 days ago$55k - $85k
...Overview Registered Client Associate — Full Time, Clerical, Boston, MA, US Requisition ID: 1062 • Salary Range: $55,000.00 To $85,000.00 Annually Moors & Cabot: Where Your Financial Career Finds Its Home. For over 135 years, Moors & Cabot has been a cornerstone of personalized...Full timeTemporary workWork at officeRemote workMonday to FridayFlexible hoursMoors & Cabot
Boston, MA1 day ago$25 - $44 per hour
...education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Hourly paySeasonal workWork at officeWork from homeShift workDay shiftBank of America
Boston, MA4 days ago- ...A leading technology firm in Boston seeks a Senior Industry Principal to advise C-suite stakeholders on supply chain transformation. This remote position requires 10-15 years of experience in consulting or industry leadership. The ideal candidate will possess deep expertise...SeniorRemote work
Kinaxis
Boston, MA1 day ago - ...A global investment firm in Boston is seeking a Senior Principal to lead Talent Management. This role focuses on strategic and hands-on talent lifecycle management, fostering a high-performance culture. Candidates should have 10-15 years of experience across various human...Senior
Partners Capital
Boston, MA1 day ago - ...Overview As the Client Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher’s clients. You will work alongside experienced team members as you learn the business. Through hands‑on learning, you...Full timeWork at officeFlexible hoursShift work
Gallagher
Boston, MA2 days ago - ...Overview As the Client Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher’s clients. You will work alongside experienced team members as you learn the business. Through hands on learning, you...Live outWork at officeLocal areaFlexible hoursShift work
Arthur J. Gallagher & Co.
Boston, MA5 days ago - A leading healthcare institution in Boston seeks a Sr. Principal Scientist to oversee operations in a GMP lab, focusing on the production and quality control of radiopharmaceuticals. The ideal candidate will have extensive experience in aseptic operations, knowledge of...Senior
The University of Texas MD Anderson Cancer Center
Boston, MA5 days ago - ...A global biopharmaceutical company is looking for a Senior Principal Scientist to join their Neuromuscular group in Cambridge, MA. The ideal candidate will lead drug discovery efforts focusing on muscle biology, oversee multiple projects, mentor junior scientists, and...SeniorWork at officeRemote work
UCB S.A.
Cambridge, MA1 day ago $250k - $300k
...backgrounds and experiences to apply. Our nationally recognized Private Clients lawyers partner with individuals, families and business owners... ...Private Clients Practice Group is seeking to hire a mid-level associate with approximately three to five years’ experience to join our...Work experience placementPrivate practiceWork at office$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...Hourly pay$90k - $120k
Catalant is hiring an Associate in Boston to support private equity clients and consultants. This role involves identifying talent needs, matching consultants to requirements, and managing client projects. You will have the opportunity to impact business growth while building...Flexible hours$25 - $44 per hour
Bank of America seeks a dedicated professional for their client service team in Cambridge, Massachusetts. The role involves providing excellent service to clients, educating them about bank offerings, and maintaining strong client relationships. The ideal candidate will...Hourly pay- CO-US DuCharme, McMillen & Associates Inc is seeking an Associate for Practice Development in Boston. This hybrid role involves partnering... ...team to effectively schedule meetings with potential clients and understand their needs. Key responsibilities include daily...
- Harrison Gray Search is seeking a Registered Client Associate for a wealth management firm in Boston, MA. This hybrid role emphasizes providing high-quality service to clients, supporting financial professionals, and ensuring compliance in a dynamic environment. The successful...
$70k - $80k
Voya Financial, Inc. is looking for an entry-level Customer Relationship Associate in Boston, MA. This position is crucial in managing inbound calls and providing exceptional client service, laying the groundwork for a career in wealth management. Candidates should have...$55k - $85k
Moors & Cabot Inc in Boston, MA is looking for a Registered Client Associate to help clients achieve their financial goals. This full-time role involves direct client communication, handling account requests, and collaborating with financial professionals. Applicants should...Full timeWork at office- ...is seeking a dedicated individual to join Merrill Wealth Management in Boston, MA. This position focuses on providing exceptional client service while ensuring timeliness and completeness of client materials. Candidates must hold FINRA licenses and have advanced knowledge...Remote jobHourly payFlexible hours
$70k - $80k
Voya Financial is seeking an entry-level Customer Relationship Associate to handle inbound calls, assisting retail customers with their... ...for incentives based on performance. Responsibilities include client service requests, account setup assistance, and learning financial...Work at office$70k - $80k
Profile Summary As an entry‑level Customer Relationship Associate, you serve as the initial point of contact for retail customers, managing... ...9 months to gain that license. Responsibilities Handle retail client inbound call volumes and all associated client service requests...Work at officeFlexible hours- Profitero+ is hiring an Associate Account Manager in Boston to manage client relationships for a portfolio of CPG brands. In this hybrid role, you will leverage your knowledge of eCommerce data to support clients effectively. The ideal candidate has strong analytical and...Flexible hours
- BNY is seeking an Associate Client Processing Representative I to join our Boston team. In this role, you will provide complex client service, ensuring operational tasks are performed accurately and efficiently while complying with regulations. The ideal candidate will...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Associate. Be the first to apply!
Related searches
- client services associate Boston, MA
- registered client associate Boston, MA
- client account associate Boston, MA
- client engagement associate Boston, MA
- client relationship associate Boston, MA
- client success associate Boston, MA
- client solutions associate Boston, MA
- senior data management analyst Boston, MA
- senior app developer Boston, MA
- senior manager insurance Boston, MA