Wealth Client Services Associate
$65k - $70kFocus Partners Wealth
Focus Partners Wealth is seeking a Client Service Associate to join our growing team in Needham, MA. You will support Wealth Advisors, serving as the primary contact for operational and service needs, and own requests from start to finish in a collaborative, fiduciary-focused environment. The hybrid role requires 3 days in office per week with up to 2 remote days. Base annual pay ranges from $65,000 to $70,000, with a comprehensive benefits package and potential bonus opportunities. #J-18808-Ljbffr Focus Partners Wealth
- Focus Partners Wealth seeks a Client Service Associate to support Wealth Advisors and strengthen client relationships. You will own requests from start to finish, coordinate with custodians and the operations team, and ensure accurate, timely service in a fiduciary environment...SuggestedWork at officeRemote work
$65k - $75k
...Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 02110 Role Type: Full-time, Non-Exempt Salary: $65,000–$75,000 annually + eligibility for an annual bonus Actual compensation offered will be determined individually...SuggestedFull timeWork 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...SuggestedFull time
- Gray Private Wealth is seeking a Wealth Management Associate in Canton, MA to support the client portfolio management team and the financial planning process for high-net-worth... ...ideal candidate has 3-5 years in financial services, strong written/verbal communication, and...Suggested
- 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...Suggested
$31.2k - $90k
...Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities...Full timeTemporary workWork at officeLocal area- ...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...
- First Tech Federal Credit Union in Chelmsford, MA is seeking a Client Services Associate I to support Financial Advisors in prospecting, marketing, sales and service of investment products while delivering a high level of service and client engagement. You will onboard...
$60k - $65k
Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with...InternshipWork at officeLocal areaRemote work2 days per week$27.5 - $33 per hour
First Tech Federal Credit Union is seeking a Client Services Associate II to support Financial Advisors in prospecting, onboarding, and client engagement. You will prepare materials for client meetings, update CRM, and manage service requests with precision. The role emphasizes...Hourly pay$60k - $70k
Focus Partners Wealth seeks a motivated and qualified individual for the position of Client Service Associate. The individual selected for this opportunity will be distinguished in academic achievement, dedicated to client service, and have the highest ethical and professional...Work experience placementWork at office$50k - $60k
...Job Description Organization RWA Wealth Partners is a boutique wealth management... ...provides customized solutions designed to help clients grow and protect their wealth so they can... ...individual will be part of the Client Service Team and will also provide support to the...Work experience placementWork at officeLocal area$25 - $44 per hour
...Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. This role supports financial advisors by delivering client service and operational excellence. Responsibilities Provide excellent client service...Hourly paySeasonal workShift workDay shift$31.2k - $90k
...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build...Temporary workWork at officeLocal area$72.5k - $80k
...Full Time Job Reference # : 335380BR City : Boston Your team : You'll be working with the Wealth Management team in Boston. Key Responsibilities Educate clients on account services and capabilities Input client information into the financial planning tools and Firm...Full timeWork at office- Bank of America 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...Remote jobHourly payFlexible hours
$26.23 - $43.71 per hour
...Supports Servicing And Related Sales Enablement Activities Supports servicing and related... ...sales enablement activities to drive new client relationships and retain and deepen existing... ...Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client...Hourly payWork experience placement$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 ideal...Hourly pay$70k - $85k
...investment solutions at scale for its clients. Managing $13+ billion in... ...with a like-minded wealth management partner, expanding... ...innovation, and client-first service , Concentric offersan innovative... ...seeking a dynamic Client Service Associate to support our client service...Full timeWork at officeFlexible hours$80.2k - $105k
...Client Service Associate (CSA) We are seeking a detail-oriented and client-focused Client Service Associate (CSA) to join our Registered Investment... .... Assist with maintaining Addepar platform for family wealth insights clients. Perform investment pricing for Baker...Work at office$27.5 - $33 per hour
...Description The Client Services Associate II supports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment... ...in a client facing support role with an investment/wealth management company. Experience completing work/tasks in...Hourly payWork experience placementWork at office$20.44 - $30 per hour
...show up for each other and for the clients we serve. We help individuals, families... ...of insurance, retirement, and wealth management products and services. HUB is one of the world's largest... ...International. Client Services Associate We currently have an opportunity...InternshipWork at officeLocal areaFlexible hours- ...Client Service Associate Boston, MA Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing...Work at officeLocal area
$70k
...Client Service Associate Boston, Massachusetts, United States Guidepoint's Client Service team connects leading investment firms, consultancies... ...base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies...Temporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours$75k - $85k
...job poster from Lead Advisor Redefining Wealth Management Team Building Lead Advisor is... ...consulting firm. This role is for one of our clients in Charlestown. To view other open roles, visit jobs.lead-advisor.com Client Service Associate Our client is an established boutique...Full timeWork 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 or...Work at office
$21.47 per hour
...our people make to show up for each other and for the clients we serve. We help individuals, families, and businesses... ...through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest insurance brokerages...InternshipWork at officeLocal areaFlexible hours- Wealth Management - Client Service Associate Overview Directly support Morgan Stanley clients by delivering an elevated standard of care, understanding firm policies and capabilities, and helping to shape client experiences through effective service delivery. Responsibilities...Full timeWork at officeLocal area
- ...Bartholomew & Company is a financial services firm headquartered in Worcester, MA managing... ...public entities and institutional clients, and Private Wealth, which serves individuals, families,... ...for a bonus. The Client Service Associate (CSA) plays a critical role in delivering...Hourly payFull timeWork at officeFlexible hours
$60k - $65k
...middle‑market investment bank and full service broker‑dealer. With roots tracing back... ...: The firm is seeking a Registered Client Service Associate to join our Private Client Division in... ...and day‑to‑day operations of a growing wealth management practice. This role requires...Local area
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