Senior Private Wealth Client Associate - High-Touch Service
Ashton Thomas Inc
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
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Private Wealth Client Associate - High-Touch Service in Boston, MA vacancy
$125k - $150k
...Job Overview – Senior Client Service Associate (Private Wealth) Compensation: $125,000 – $150,000/year + bonus Location... ..., and relationship management for high net worth individuals and family office... ...with advisors to deliver a high‑touch client experience, manage complex...SeniorWork at officeMonday to FridayAtlantic Group
Boston, MA2 days ago- ...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
Ashton Thomas Inc
Boston, MA2 days ago - ...Exciting Opportunity for a Seasoned Wealth Advisor New England Private Wealth Advisors, LLC (NEPWA)... ...in delivering exceptional service to high and ultra-high-net-worth clients. This is an opportunity to... ...collaborative team culture, high-touch service, and fiduciary care...SeniorWork at officeFlexible hours
New England Private Wealth Advisors, LLC
Wellesley, MA4 days ago $120k - $165k
Incendia Partners is seeking a Senior Advisor in Boston to provide high-touch service to high-net-worth clients including individuals and family offices. The ideal candidate will have over 10 years of experience in wealth management, strong communication and organizational...Senior$80k - $90k
CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge... ...excellent client service. The candidate for this role... ...proactive service to the Wealth Client Service team and/or... ...us with our commitment to high standards. At CAPTRUST, expect...SeniorTemporary workWork experience placementWork at officeLocal areaFlexible hours$31.2k - $90k
...Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care... ...5 (RA) four or more years of industry experience preferred High School Diploma/Equivalency College degree preferred Knowledge...Temporary workWork at officeLocal areaPowerToFly
Boston, MA2 days ago$175k - $240k
...Canadian Imperial Bank of Commerce is seeking a Senior Relationship Manager in Boston, MA, to oversee high-net-worth client relationships, ensuring retention, business... ...objectives. Applicants should possess over 15 years of wealth management experience and demonstrate...SeniorRemote workCanadian Imperial Bank of Commerce
Boston, MA3 days ago$160k - $200k
A leading financial services firm in Boston is seeking a Portfolio Manager to enhance their wealth management team. This role requires a minimum of 5 years in high-net-worth portfolio management and a strong focus on client relationships. You will partner with various internal...Senior$175k - $240k
CIBC US in Boston is hiring a Senior Relationship Manager responsible for managing high-net-worth client relationships. The role involves growing revenue, maintaining client... ...Applicants should have a proven background in wealth management and strong interpersonal skills. The...Senior$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- ...A financial services firm is seeking a Senior Client Service Associate in Boston, MA, to manage daily operations and provide tailored support for high-net-worth clients. The role demands strong client... ...a decade of experience in private wealth services. Candidates should hold...SeniorWork at office
Atlantic Group
Boston, MA2 days ago $85k - $100k
A leading environmental services company in Boston is seeking a Senior Helpdesk Analyst to provide comprehensive IT support. The role involves troubleshooting hardware and software issues, documenting processes, and ensuring customer satisfaction. Qualified candidates...Senior$80k - $115k
...leading global financial services firm providing a wide... ...investment management and wealth management services.... ...Firm's employees serve clients worldwide including corporations... ...with members of the senior management team and... .... Attention to detail, high level of initiative,...SeniorContract workTemporary workWorldwidePowerToFly
Boston, MA2 days ago- ...MA / Or Nearby) Our client is a nationally recognized... ...seeking experienced Senior Wealth Advisors to join... ...advisor role with full service team support, a deep planning... ...as lead advisor for high-net-worth clients and... ...~ Background in RIA, private bank, or wirehouse...SeniorWork at officeLocal areaRemote work
Next Level Recruiting, LLC
Boston, MA2 days ago - ...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
Bank of America
Boston, MA6 days ago $21.75 - $44.5 per hour
..., delivering excellent service through innovation has... ...Description: The Client Engagement Specialist (... ...Committed to delivering high-value support. Seeks to... ...geographic differential associated with the location at which... ...services to public and private entities while also...SeniorHourly payContract workWork at officeLocal areaRemote workWorldwideShift workCrowe
Boston, MA3 days ago$25 - $44 per hour
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...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Winged Keel Group Client Services Senior Associate Winged Keel Group is the premier national platform for... ..., and administration of high-end life insurance solutions. With ten... ...Insurance, Business Continuation Insurance, Private Placement Life Insurance and Annuities...SeniorWeekend workAfternoon shift
Winged Keel Group
Boston, MA1 day ago - ...A leading financial services firm in Boston is seeking a PWM Client Service Associate to enhance client relationships and provide support to Financial Advisors. This... ...marketing strategies. Candidates should have a high school diploma, strong computer skills, and excellent...
PowerToFly
Boston, MA2 days ago $60k - $80k
...Client Service Associate page is loaded## Client Service Associateremote type: Onsitelocations... ....S.*Ultimately, outstanding wealth management is about people... ...Team and we'll be in touch if there's a role that seems... ...advisory firms. We serve high-net-worth individuals &...Temporary workLocal areaFlexible hoursCerity Partners
Boston, MA5 days ago- ...way to help our clients and advance our... ...us as a Sr. Wealth Planner Brown... ...to join our Private Banking team in... ...with an existing Senior Wealth Planner... ...level of client service and satisfaction... ...of contacts in high-net worth... ...participating in legal associations, community-...SeniorLocal area
Brown Brothers Harriman
Boston, MA1 day ago - ...working with a well-established, full-service law firm in Boston is seeking an associate to join its growing Private Client Services group. This is an... ...planning, trust administration, and wealth transfer strategies in a highly collaborative, client-focused environment...Private practice
LHH
Boston, MA3 days ago $68k - $120k
...Morgan-Stanley in Boston is seeking a Group Director to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. This senior-level position involves shaping client service strategies, managing a team, and enhancing client relationships....SeniorMorgan Stanley
Boston, MA2 days ago- ...A leading financial services firm in Boston is seeking a Wealth Management Associate to provide exceptional client service and support financial advisors. The successful candidate will perform various duties including enhancing client relationships, assisting in marketing...Senior
PowerToFly
Boston, MA2 days ago $80k - $90k
...CapTrust Advisors, LLC is seeking a Senior Client Management Associate to provide exceptional client service and support to the Wealth Client Service team in Boston, MA. Responsibilities include assisting with client reviews, maintaining CRM systems, and handling onboarding...SeniorFull timeWork at officeCAPTRUST
Boston, MA3 days ago- ...Description We are seeking a Registered Client Associate to support financial advisors and... ...responsible for client communications, account servicing, money movement requests, new account... ...their career within a collaborative wealth management environment. Salary to...SeniorImmediate start
Robert Half
Boston, MA6 days ago $181.5k - $246.8k
...Cambridge Associates LLC in Boston is seeking a Client Director to strengthen and maintain relationships with ultra-high-net-worth clients while driving new business opportunities. This role is pivotal in managing investment portfolios and requires extensive experience...SeniorCambridge Associates
Boston, MA2 days ago- Evolve Talent Partners is seeking a Private Client Relationship Advisor in Boston, MA. This senior-level role focuses on delivering exceptional client service in wealth management and fiduciary matters. The ideal candidate will have a Bachelor's degree and over 10 years...Senior
- Cardata is seeking a Relationship Manager & Servicing Advisor to service 100-125 affluent... ...planning across various strategies, maintaining client relationships without the need for... ...and the opportunity to influence the future of wealth management. #J-18808-Ljbffr CardataSenior
$115k - $130k
CBRE is seeking a Facilities Manager in Boston to oversee operations in a high-rise facility. This role involves managing repairs, maintaining client relationships, conducting inspections, and leading a dedicated team. The ideal candidate will have experience in managing...Senior
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!
Related searches
- client engagement associate Boston, MA
- client solutions associate Boston, MA
- client relationship associate Boston, MA
- client services associate Boston, MA
- client success associate Boston, MA
- registered client associate Boston, MA
- client account associate Boston, MA
- senior cost analyst Boston, MA
- senior development engineer Boston, MA
- senior program specialist Boston, MA