Wealth Management Client Experience Associate (Hybrid)
Grimes & Company
A Registered Investment Advisory firm in Westborough, MA seeks a Client Service Associate to join their dynamic team. This role requires attention to detail and strong communication skills as the associate will support onboarding and servicing clients. The firm offers growth opportunities and a comprehensive benefits package including a 401(k) match and health insurance. Ideal candidates should have a bachelor’s degree and experience with CRM tools. Join us in delivering exceptional service to clients. #J-18808-Ljbffr Grimes & Company
$25 - $45 per hour
Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...an array of different skills and experiences that individuals bring from all...SuggestedHourly payFull timeSeasonal workWork at officeWork from homeDay shift- ...Registered Wealth Management Client Associate Westborough, Massachusetts To proceed with your application, you must be at least 18 years of... ...Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- Grimes & Company Wealth Management, LLC is a thriving Registered Investment... ..., we are looking to add a Client Service Associate to our dynamic and client-focused... ..., and urgency. Industry experience preferred but not required. This is a hybrid position with the candidate...SuggestedFlexible hours
$70k - $85k
...Description Job Description Client Service Associate Location: Worcester,... ...,000 + bonus (based on experience) Status: Full time, hybrid We are an... ...specializes in active management and capital preservation... ...protect and grow their wealth in a rapidly changing economic...SuggestedFull timeWork at office- ...headquartered in Worcester, MA managing approximately $6 billion... ...and institutional clients, and Private Wealth, which serves individuals,... ...bonus. The Client Service Associate (CSA) plays a critical role... ...delivering exceptional client experience for Bartholomew Private Wealth...SuggestedHourly payFull timeWork at officeFlexible hours
- Bank of America’s Merrill Wealth Management division seeks a client‑service oriented professional to support multiple Financial Advisors. You will handle service requests, educate clients on bank offerings, and help maintain materials with a client‑first mindset. The role...
$40.5k - $67.5k
...Full Time Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.... ...encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role...Full timeTemporary workPart timeWork experience placementWork at office- Bartholomew & Company, based in Worcester with a Framingham, MA role in Private Wealth, seeks a Client Service Associate. You will lead client service workflows, support advisor teams, and mentor junior associates while upholding high service standards. Join a collaborative...Full time
- ...Polly Tatum in Massachusetts seeks a Managing Attorney to lead our Estate Planning,... ...and Probate practice. You will guide clients, drive strategy, and mentor junior associates while delivering compassionate, clear counsel. This hybrid role offers a competitive salary and...Work at office
$200k - $225k
...Polly Tatum in Massachusetts seeks a Managing Attorney to lead the estate planning... ...clear, compassionate outcomes. This hybrid role offers mentorship to junior associates and the legal team, while delivering strategic advice to clients and driving excellence across the...Work at office$200k - $225k
...Description Job Description Managing Massachusetts Estate,... ...Elder Law Attorney - Hybrid Role As a Managing... ...your leadership experience and legal acumen to advocate for clients, offering clear, actionable... ...mentoring junior associates and the legal team, fostering...Work at officeLocal area$73k
...Massachusetts. This role focuses on assisting clients with family law cases, particularly those... ...law student or a recent graduate, with experience in family law preferred. This position offers a starting salary of $73,000, a hybrid work environment, and a generous benefits...Temporary work- ...Applicants must have at least five years of legal experience, including three years in criminal defense,... ...Responsibilities include supervising staff, client interviews, pretrial work, and trials, with opportunities for hybrid scheduling. #J-18808-Ljbffr Commonwealth of...Work at office
- Deland, Gibson Insurance Associates in Worcester, MA is seeking a Claims Advocate for Commercial Lines to guide clients through the entire claims lifecycle, partnering with carriers, producers, and internal teams to drive optimal outcomes and reduce total cost of risk....
- ...dignity by supporting our clients in achieving their... ...(1) Ensure that CPCS management and staff members represent... ...human differences and experience; (2) Provide a work... ...meeting all deadlines associated with cases;... ...Potentially Eligible for a Hybrid Work Schedule : Yes #J...Full timeWork at officeLocal areaRemote workShift work
- Aveanna Healthcare in Worcester, MA is seeking a Care Experience Manager (CEM) to coordinate care for clients and caregivers. You’ll be the main point of contact, ensuring smooth communication and satisfaction while supporting caregiver onboarding. This role involves scheduling...Work at office
- ...best possible legal and life outcomes for our clients. We fight for equal justice and human... ...steadfast commitment to: (1) Ensure that CPCS management and staff members represent a broad range of human differences and experience; (2) Provide a work climate that is respectful...Full timeWork at officeLocal areaRemote workAfternoon shift
$15 per hour
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with... ...in firm initiatives directed by local management Regularly seek opportunities to use...Hourly payTemporary workWork at officeLocal area- ...is hiring a Senior Claims Specialist to manage attorney-represented auto and homeowner... ...service to policyholders. The role supports hybrid work for near-by candidates or fully... ...travel is ~10%. Grade 12-13 depending on experience; licensing as required will be pursued....Remote work
- ...hiring for Senior Claims Specialists to manage attorney represented and litigated auto... ...or complexity claims. Work Arrangement Hybrid: Candidates who live within 50 miles of... ...Personal Lines Third Party Auto Casualty Experience. 1+ years Attorney Represented Experience...Currently hiringWork at officeLocal areaRemote workHome office
- ...Attorneys with a minimum of five years of legal experience including at least three years providing... ...and human dignity by supporting our clients in achieving their legal and life goals.... ...commitment to: (1) Ensure that CPCS management and staff members represent a broad range...Work at officeRemote work
$200k - $225k
...Managing Massachusetts Estate, Probate, and Elder Law Attorney - Hybrid Role As a Managing Attorney at the Law Office... ...your leadership experience and legal acumen to advocate for clients, offering clear, actionable... ...involve mentoring junior associates and the legal team,...Work at office- ...seeks high caliber candidates with proven experience and with characteristics that embody our... ..., and industry standards. • Risk Management - Identify potential legal risks and propose... .../Office Environment/Travel • Hybrid or on-site work environment depending on...Contract workInternshipWork at officeWorldwide
- Endless Energy is hiring a Customer Care Associate (Business Development Representative) in Marlborough, MA. You will be the first impression... ...journey with our energy services. The role offers an on-site, hybrid, or remote arrangement with uncapped commissions, a base hourly...Remote jobHourly pay
- The YMCA of Central Massachusetts is seeking a friendly, dependable Member Support Associate to enhance the experiences of members and program participants in Worcester, MA. This part-time position emphasises excellent customer service, accurate record-keeping, and teamwork...Part time
$150k - $195k
...based on your skills and experience — talk with your... ...Firm Senior Recruiting Manager @ Ascendion, Inc. | 5x... ...working with high-net-worth clients and business owners on... ..., tax planning, and wealth transfer Draft and... ...and benefits package Hybrid schedule and excellent...Full timePart timeInterim roleWork at officeRemote work- ...flexibility to work from one chosen location three days a week while maintaining virtual communication with the second office. You will manage a diverse caseload, including Tort and Employment Law, Medical Malpractice Litigation, and Health Care Law. With a commitment to a...Full timeWork at office3 days per week1 day per week
- ...a housing attorney in Worcester to represent tenants in eviction cases, assist with denials or terminations in public housing, and manage other housing-related matters. The role includes participation in a Housing Court lawyer-for-the-day program and active community outreach...
$120k - $160k
...Job Description Our client, a prominent law firm,... ...Employment Litigation Associate in Westborough, Massachusetts... ..., and the ability to manage matters with... ...Westborough, MA Schedule: Hybrid (4 days in, 1 day... ...160,000 (depending on experience) Responsibilities:...Remote work$125k - $200k
...Law, we're seeking a Senior Associate Attorney eager to make a meaningful... ...You'll have the autonomy to manage your caseload while mentoring... ...contribute to the lives of clients while advancing your career... ...matters. Qualifications: Experience in managing a diverse...Work at officeWork from home
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