Wealth Management Client Associate - Client Services
Bank of America ATM
Bank of America in Wellesley is seeking a dedicated professional to provide client service support for Financial Advisors (FAs). You will educate clients on banking offerings and ensure timely execution of requests, embodying a client-first approach. The ideal candidate should hold relevant FINRA licenses and have a strong work ethic. This role emphasizes collaboration and career development within Merrill's team environment, supporting diverse perspectives. #J-18808-Ljbffr Bank of America
$25 - $44 per hour
Bank of America in Boston is seeking a Client Service Support professional for Merrill Wealth Management. This role focuses on providing exceptional service and customized solutions to clients while working closely with Financial Advisors. The ideal candidate will possess...SuggestedHourly pay- ...Client Service Associate Investments, estate, tax and financial planning all under one roof. Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k)...SuggestedPermanent employmentWork at officeLocal area
$70k - $80k
...Customer Relationship Associate, you serve as the initial... ...for retail customers, managing inbound call volume... ...outstanding customer service. This role is the foundation... ...for your career in wealth management, offering... ...Responsibilities Handle retail client inbound call volumes...SuggestedWork at officeFlexible hours$25 - $45 per hour
...Description Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...and investment products and services for individuals, companies, and institutions... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- Bank of America is seeking a driven individual for a client service role supporting Financial Advisors in Boston, Massachusetts. The ideal candidate will excel in providing client-centric services and build strong relationships while promoting the bank’s products. Responsibilities...Suggested
$25 - $44 per hour
Bank of America seeks a dedicated professional for their client service team in Cambridge, Massachusetts. The role involves providing excellent... ...will have a High School Diploma and skills in client management and communication. The position offers an hourly pay range of...Hourly pay- 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...
$31.2k - $90k
...Registered Client Service Associate Registered Client Service Associates help shape the future of service by modernizing the client experience... ...participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for...Temporary workWork at officeLocal area$70k - $76k
UBS is seeking a Client Associate in Boston, MA. The role involves maintaining client information, educating clients about services, and preparing materials for meetings. Candidates should have ideally 2+ years of client service experience within finance and a preferred...- ...Client Service Associate Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group. This is a great role for anybody looking to launch their career in Wealth Management - this position provides the opportunity...
- ...A leading financial services firm in Boston is seeking a Wealth Management Associate to enhance client relationships by supporting Financial Advisors and Private Wealth Advisors. This role demands exceptional interpersonal and organizational skills as the candidate will...
$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$25 - $44 per hour
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management... ...Advisors and Wealth Management Client Associates help clients pursue the life they...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$70k - $80k
...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 a Bachelor’s degree...- ...Client Service Associate / Registered Client Service Associate , Boutique Wealth Management Firm | Waltham, MA About the Company: Our client is a well-established and growing boutique wealth management firm based in Waltham, MA, advising multiple billions in client...Summer workWork at officeFlexible hours
$40k - $59.8k
...for a culture that puts its clients and associates first: a culture where... ...immediate supervision, Client Services Associate (NR) assists one... ...or escalated to the Branch Manager; including suspicious client... ...start-up. We are a global wealth management and investment banking...Work at officeImmediate startFlexible hours$125k - $150k
...Job Overview – Senior Client Service Associate (Private Wealth) Compensation: $125,000 – $150,000/year + bonus Location: Boston, MA Schedule: Monday... ...client service, account administration, and relationship management for high net worth individuals and family office...Work at officeMonday to Friday- Ashton Thomas Private Wealth is seeking a Registered Client Service Associate in Boston, MA. This entry-level role focuses on enhancing client experience through... ..., and supporting wealth advisors with account management. Ideal candidates have 0-2 years of experience....
$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- ...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...Work at office
$70k - $90k
...Client Services Associate - Westwood, MA Westwood, MA 02090 Overview Salary Range $70,000.00 - $90,000.00 Salary Position Type Full... ...a client service team. For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals...Full timeTemporary workWork experience placementSummer workWork at officeImmediate startRemote workWork visaMonday to FridayFlexible hoursShift work- ...A leading financial services firm is seeking a Client Service Associate in Wellesley, MA. This role involves providing exceptional service to clients and supporting... ...Financial Advisors with daily tasks, such as managing account inquiries and promoting digital tools. Ideal...
$45k - $110k
Rockefeller Capital Management in Boston is looking for a motivated Client Associate. This role involves maintaining accounts, managing client relationships, and providing top-quality service to high-net-worth clients. Ideal candidates will possess strong organizational...$44k - $66k
RBC Capital Markets, LLC is hiring a Client Associate/Registered Client Associate in Boston. In this role, you'll support financial advisors and clients by managing account inquiries, ensuring compliance, and facilitating financial transactions. Candidates should have a...Flexible hours- Job Description This role is responsible for providing client service support to potentially multiple Financial Advisors (FAs). The primary... ...and procedures to support operational excellence and risk management. Identifies, deepens, and maintains client relationships, emphasizing...Seasonal workShift workDay shift
$31.2k - $90k
...Overview POSITION SUMMARY Client Service Associates provide exceptional service to our clients and... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... .../or other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound...Temporary workWork at officeLocal area$31.2k - $90k
...Position Summary Client Service Associates provide exceptional service to our clients and support Financial Advisors (FAs)/ Private Wealth Advisors (PWAs)/ teams on a daily basis. Through regular... ...or other duties directed by local management Administrative Support Answering...Temporary workWork at officeLocal area$31.2k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... .../or other duties directed by local management Administrative Support...Temporary workWork at officeLocal area- ...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 role includes onboarding clients, managing requests, and aiding marketing strategies. Candidates should...
$120k - $150k
...Job Overview – Client Services Associate (Investment Management) Compensation: $120,000 – $150,000/year + bonus Location: Boston, MA Schedule: Monday to Friday (Hybrid) Atlantic Group is hiring a Client Services Associate (Investment Management) in Boston, MA for our...Work at officeMonday to Friday
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