Client Service Associate — Financial Planning Support
$54k - $72kEdelman Financial Engines
Edelman Financial Engines in Burlington, Massachusetts is seeking a Client Service Associate for Shared Support. This role involves coordinating client meetings, overseeing account activity, and providing essential support to financial planners. The ideal candidate should have two years of relevant experience, a bachelor’s degree, and strong analytical skills. The expected salary range for this position is between $54,000 and $72,000, along with opportunities for additional bonuses. #J-18808-Ljbffr Edelman Financial Engines
$54k - $72k
Client Service Associate, Shared Support At Edelman Financial Engines (EFE), the Client Service Associate partners with a Financial Planner to provide a high level of customer service to our clients. Responsibilities Coordinate client meetings, including greeting clients...Suggested- ...Position Summary Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/Private Wealth Advisor(s) (PWAs)/teams... ...teams in delivering against their business plan and client service model Remaining current...SuggestedWork at officeLocal area
$10k
...Opportunity: As an Italian Client Service Associate, you will be a part of an... ...recommendations based on the current financial situation of prospective... ...annual health screening plans for employees and their... ...ongoing training, educational support and employee appreciation...SuggestedLocal area- ...seeking an Institutional Consulting Associate to provide exceptional client service on the Graystone Team in... ...involves cultivating relationships, supporting business development, and assisting... ...certification, and be proficient with financial services products. Strong...Suggested
$15 - $43.27 per hour
Morgan Stanley seeks Registered Client Service Associates in Middleton, MA. This role focuses on enhancing client relationships and providing support to Financial Advisors through effective communication and service delivery. The ideal candidate possesses strong industry...SuggestedHourly pay- BAYADA Home Health Care is seeking an Associate in Wilmington, MA to join its Medicare certified... .... Responsibilities include customer service, referral management, and building relationships... ...package and a comprehensive benefits plan. #J-18808-Ljbffr BAYADA Home Health Care
$70k - $118.75k
...CRIMS) at our wealth management clients. Their contributions include... ...members of the Professional Services team and proactively develop... ...communicating defects to Technical Support and Product Management.... ...including the ability to convey plans, issues and risks to clients...Temporary workRemote workFlexible hours- Bank of America is seeking a client service professional for Merrill Wealth Management in Burlington, MA. The role focuses on supporting Financial Advisors with client service needs, enhancing client relationships, and ensuring alignment with bank policies. Key qualifications...
- ...“ yes ” and are a customer service-minded champion, we are hiring Bilingual Financial Customer Associates (FCA) in our Merrimack site... ...teams that provide financial support to our customers world-wide... ...calls related to our clients 401K plans. In the subsequent months...Hourly payFull timeWork at officeWork from homeMonday to FridayShift workNight shift
- ...THE TEAM The mission of the Service Department is to deliver highly efficient... ...highly elevated service to support loyal, enduring relationships with the client. As a Service Advisor, you will deliver... ...it physical, mental, social, or financial. Aspirational Workspace – Our...
$33.28k - $85k
...Registered Service Associate Registered Service Associates perform operational support and oversight on behalf of the market as well as general management support functions... ...Firm services and solutions that support clients' needs including secure, digital offerings...Temporary workWork at officeRemote workHome officeNight shift$20 per hour
...Guest Services Associate BED - Bedford, MA 01730 Overview Salary Range $20.00 - $20.00 Hourly... ...Employee Assistance Program Estate Planning Assistance: Will Prep, Living Trust, Healthcare... ...Programs through CVS & Good RX Health Support Programs for Maternity, Gym & Health...Hourly payFull timeTemporary workLocal area- ...with it. This is a unique opportunity to be part of the team responsible for delivering highly elevated service to support loyal, enduring relationships with the client. As a Service Advisor, you will deliver Everyday Luxury experiences by being present and engaging in...
$112.1k - $225.5k
...provider of professional services to the middle market globally... ...change, empowering our clients and people to realize... ...consulting engagements, supporting clients with financial planning, forecasting, valuation,... ...for hire as an experienced associate. RSM will consider for...Work experience placementInternshipLocal area$25 per hour
...Finance & Accounting Associate Location: Bedford, MA (100% on-site) Structure: Temp to Perm (must be US... ...gain hands-on experience in corporate accounting and financial operations. What You'll Do Support daily accounting operations, including payroll,...Permanent employmentTemporary work$42.7k - $106.8k
...payers, providers, employers, and service administrators to excel at... ...companies. Position Summary The Client Data Acquisition Representative plays a key role in supporting client data onboarding and... ...the position offered, incentive plans, bonuses, and/or other forms of...Full timePart timeWork at officeImmediate startRemote workWorldwide- ...be required to meet specific work from home requirements to support the business needs of AAA. This includes high speed internet... ...remained a resilient and reliable brand for over a century.The Financial Services Representative is responsible for guiding members through...Remote workWork from home2 days per week3 days per week
$16 - $18 per hour
...Description Veterinary Client Service Representative Billerica, MA... ..., Thrive Pet Healthcare is supporting the well-being of the industry... ...physical, professional, and financial wellbeing. In addition to... ...- and long- term disability plans, we offer eligible team members...Hourly payFull timeTemporary workWork at office$16 - $18 per hour
Veterinary Client Service Representative Billerica, MA Thrive Pet Healthcare... ..., Thrive Pet Healthcare supports the well‑being of the... ...physical, professional, and financial well‑being. In addition to health... ...short‑ and long‑term disability plans, we offer eligible team...Hourly payFull timeTemporary workWork at office- A leading pet healthcare organization in Billerica seeks a Veterinary Client Service Representative. The ideal candidate will support veterinarians, provide excellent client service, and maintain a welcoming environment. Responsibilities include scheduling appointments...Hourly pay
$65 - $70 per hour
...recurring close schedules Generate and support customer billing/invoices Assist... ...Strong knowledge of US GAAP and financial reporting standards Strong financial planning, budgeting and forecasting... ...@daleyaa.com #LI-HG1 #LI-Onsite #J-18808-Ljbffr Daley And Associates, LLCHourly payWork experience placementInterim roleImmediate start- ...procedures to ensure accurate and timely preparation of financial statements and business plans. The Accounting Manager will supervise the Senior... ...ledger, financial reporting, year‑end and internal audit support, Sarbanes‑Oxley documentation and compliance, tax compliance...Work at officeLocal area
$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- ...Job Summary The Reentry Services Coordinator is part of the multi... ...team at the Community Justice Support Centers (CJSC). They are... ...publicize, enroll and case manage clients in services available at the... ...vocational assessments, reentry plans from correctional...Immediate startFlexible hours
- A global financial services firm is looking for a Data Services Sr Associate in Burlington, MA. The role involves managing client inquiries and providing high-level customer service using the Salesforce... ...medical coverage and a retirement savings plan. #J-18808-Ljbffr State Street
- ...committed to helping our clients, caring for our... ...extraordinary customer service while maintaining a strong... ...solutions for their financial needs. As a Private Client... ...financial planning and advice to individuals... .... Your expertise will support a wide range of clients...
- ...Our commitment extends beyond our clients to our own employees. We foster a supportive and inclusive work environment where... ...equipped to provide exceptional service. What you’ll do The Account... ...Service Representative with the plan implementation for new clients, as...Work experience placementCasual workWork at officeFlexible hours
$30.47 - $34.72 per hour
...position. Veterans Services Officer Human Services Department... ...personal and family's financial situations and to determine... ...Duties require the ability to plan and perform operations and... ...and software applications supporting departmental operations. Proficient...Hourly payPart timeLocal areaWeekend workAfternoon shiftWeekday work$170k - $267.5k
...State Street Alpha Data Service (ADS) is the data-as-a... ...value to our clients. We're looking for a candidate... ...-divisional group supporting State Street AlphaSM.... ...Extensive experience with Financial Services data domains... ...a retirement savings plan (401K) with company match...Temporary work$55k - $75k
...This role is responsible for managing and servicing a book of personal lines business, delivering exceptional client service, supporting retention efforts, and identifying... ...fastest-growing independent insurance and financial services firms in the U.S. We combine national...Work at officeLocal area
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