Client Success Associate
Stropro
Client Success Associate
Stropro is looking for a candidate who takes a high degree of ownership, values team collaboration and has a hunger for personal growth. The role will involve the prospecting, qualifying and onboarding of accredited investors onto the Stropro platform.
Stropro is an investment platform that launched in December 2019, backed by VCs and private investors. The platform has recently experienced exceptional growth and is looking to accelerate client acquisition. We are looking for a motivated, diligent and self-directed individual to support our distribution team. The role of Client Success Associate will require qualifying client prospects, demonstrating Stropro's platform capabilities to prospective clients, the onboarding of accredited investors, responding and directing investor enquiries.
Stropro prides itself on its growing community of investors seeking alternative investment offerings. The platform delivers this by offering access to curated investment strategies from some of the world's largest investment banks. Over the last year, we have grown to over 900+ investors and have partnered with leading global investment banks and next-generation alternative fund managers.
Our investment products are responsive to investor needs. We offer enhanced income, growth and tactical global investment opportunities that unlock the portfolios of Australian investors. The founders and directors of Stropro co-invest alongside our clients and strive to deliver exceptional investment offerings from a risk & return perspective.
The ideal candidate would have an interest in financial markets, investing and the fintech landscape. Stropro is looking for a candidate who takes a high degree of ownership, values team collaboration and has a hunger for personal growth.
Here at Stropro everyone's voice matters. We are here to develop strong talent who want to push the boundaries and help us achieve global scale.
If you feel you could make a significant contribution to our growth, we welcome you to apply and share more about yourself!
Stropro$55k - $60k
...believe a workplace food program should be something employees love and look forward to every day. Position Overview: As a Client Success Associate you will play a key role in managing day‑to‑day operations for the Boston market. Your "North Star" is delivering a...SuggestedFull timePart timeWork experience placementWork at officeLocal areaImmediate startFlexible hours$100k - $125k
## Client Relations & Trading AssociateApplylocations: Bostontime type: Full timeposted... ...**Position:**Client Relations & Trading Associate**Department:**532100 Private Wealth**Location... ...a generous employee benefits package, successful candidates are eligible to receive a...SuggestedFull timeWork at office- ...you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information... ...skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting...SuggestedWork at officeFlexible hours
$31.2k - $90k
...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... ...relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills...SuggestedTemporary workWork at officeLocal area$65k - $80k
...customized investment portfolios for its clients tapping into its deep network of... ...Position Description The Client Service Associate located in Boston will support and work... ...business” atmosphere and attitude. The successful applicant should be ready for wide-ranging...SuggestedTemporary workWork experience placementWork 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'... ...financial planners, as part of our overall client experience. A successful candidate will have the ability to effectively communicate...Work at officeLocal area
$42.8k - $53.5k
...About the Job: The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries... ...image through communication via phone and e-mail. Successfully manage high volumes of client-facing interactions and establish...Work at office$60k - $80k
...money movements, process tasks with Custodians. Schedule client meetings. Basic preparation and follow-up for client... ...- $80,000 Why Cerity Partners : Our people drive our success by working together to deliver exceptional service to our clients...Local areaFlexible hours$45.42k - $65.55k
...Client Service Associate The Client Service Associate is key to providing excellent customer service and meeting our policyholders' and agents... ...degree preferred, but not required. Prior experience/success in customer service, call center or insurance preferred....Work at office- ...Client Service Delivery Associate I Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to... ...Trade Services, IBOR, Recon. ~ Attested track record of successfully working to deadlines, with accountability and...Work at officeFlexible hours
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- ...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 advanced knowledge...Hourly payFlexible hours
- ...Job Description This role is responsible for providing client service support to potentially multiple Financial Advisors (FAs). The primary focus is to support enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business...Seasonal workShift workDay shift
- ...Wealth Management is a leading provider of comprehensive wealth management and investment services. Responsibilities Provide excellent client service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensure timeliness,...Hourly paySeasonal workWork 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...
$25 - $45 per hour
...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products... ...of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Registered Wealth Management Client Associate Boston, Massachusetts To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying...Seasonal workWork at officeWork from homeShift workDay shift
$45k - $90k
...well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026. Position A Private Advisor... ...seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team...Work at officeLocal area$55k - $75k
...About the Role We are looking for a Client Associate to support our wealth management team in Boston. Responsibilities Keep management systems up‑to‑date with client information. Educate clients on account services and capabilities. Help with the preparation of reports...Full timeWork at office- ...Wealth Management Client Associate Boston, Massachusetts To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any...Seasonal workWork at officeWork from homeShift workDay shift
$100k - $125k
...Boston Partners Global Investors, Inc. in Boston is seeking a Client Relations & Trading Associate to support portfolio operations and client services. The ideal candidate will have 3-5 years of experience in wealth management. This role requires strong operational oversight...Work at office$44k - $66k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ..., making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program...Full timeFlexible hours$49.5k - $77k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ..., making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program...Full timeFlexible hours$72.5k - $80k
...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 tools Assist with the...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...Work at office
- ...detail, and a shared commitment to continuous improvement. Job Description We are seeking a motivated and detail-oriented Client Support Associate to join our growing team. In this role, you will serve as a key point of contact for clients, ensuring smooth communication...Full timeWork at office
$75k - $85k
...is a wealth management recruiting and 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 financial services firm located in historic Charlestown...Full timeWork at office$70k - $80k
...Client Service Associate Boston, MA The Client Service Associate serves as a primary point of contact for high-net-worth clients, delivering high-touch service experience while partnering closely with Portfolio Managers, custodians, and internal operations. This...Work at officeLocal areaRemote work1 day per week$31.2k - $90k
...POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth... ...relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills...Temporary workWork at officeLocal area- ...Morgan Wealth Management, offers U.S. based clients and their advisors the personalized... ...’ specific needs. As a Client Associate in J.P. Morgan Advisors, you will provide... ...Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date...Local area
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