Wealth Client Services Associate II
$27.5 - $33 per hourDigital Federal Credit Union
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 organized client records, adherence to FINRA/OSJ rules, and active management of client experience plans. Location: Chelmsford, MA. Target compensation: $27.50–$33.00 per hour + quarterly incentives. #J-18808-Ljbffr Digital Federal Credit Union
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Associate II in Chelmsford, MA vacancy
$27.5 - $33 per hour
Description The Client Services Associate IIsupports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment productswhile... ...in a client facing support role with an investment/wealth management company. Experience completing work/tasks in...SuggestedHourly payWork experience placementWork at office$19.5 - $21.5 per hour
...Client Service Associate (Mail & Shipping/Receiving) Lowell, Massachusetts, United States Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Schedule: MondayFriday | 8:00 AM 5:00 PM Keep Operations Running Smoothly Behind...SuggestedFull timeTemporary workPart timeWork at officeImmediate start- Wignall Animal Hospital in Dracut, MA is seeking a part-time Veterinary Client Service Representative. The role focuses on delivering excellent client service, handling scheduling, payments, and medical record updates in a welcoming clinic setting. The ideal candidate...SuggestedPart time
- BAYADA Home Health Care is looking for an Associate in Wilmington, MA. This role emphasizes providing exceptional customer service and quality home care, with responsibilities in referral management and client coordination. The ideal candidate will have a Bachelor’s degree...SuggestedFlexible hours
- ...Customer Service Representative II A Few Words About Us Integrated Resources, Inc is a premier staffing firm recognized as one of the tri-... ...Qualifications Knowledge, Skills and Experience: • Associates degree or higher education is preferred. High School diploma...SuggestedFlexible hours
Integrated Resources
North Billerica, MA2 days ago $40 - $45 per hour
We are the premier integrator, redefining client experiences through leading-edge technology, unrivaled service, and passionate people. We are focused on bringing... ...phases of a project, including proper use of all associated tools and safety Ability to read and...Work at officeLocal areaRemote workWeekend work3 days per week$100k - $120k
...Building Management Systems, Direct Digital Control systems General Job Description: • Provides service on installed Building Automation and Control Systems and associated integrated systems. Provides installation of Building Automation Systems including electrical,...Temporary workFor contractorsWork experience placementWeekend workAlbireo Energy
Chelmsford, MA8 days ago- State Street in Burlington, MA seeks an AVP, Client Service and Operations Support for Managed Account Servicing to help grow outsourced capabilities for institutional asset and wealth managers. The role blends wealth, performance management, project management, service...
- ...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial... ..., people, organizational, and client service skills Attention to detail coupled with the mindset...Full timeFlexible hours
- ...Job Title: Customer Service Coordinator II Position Summary: Location: Tewksbury, MA - Onsite Work Schedule: Monday-Friday, 9:30 AM - 6:00 PM (EST) Assignment: 6 months anticipated, with potential for extension based on business demand Education: High school...Hourly payContract workMonday to FridayShift work
Corning Incorporated
Tewksbury, MA1 day ago - ...Customer Service Coordinator II Location: Tewksbury, MA - Onsite Duration: 06+ Months Schedule: Monday - Friday, 8 hour/day, 9:30 am - 6:00... ...directly with North American customers and a wide spectrum of client's Life Sciences employees including, Sales Team, Accounting/...Monday to Friday
TalentBurst
Tewksbury, MA4 days ago $23.25 - $30.75 per hour
TD Bank is looking for a Retail Banker II in Burlington, Massachusetts. This role requires expertise in personal and business banking... ...with their financial needs while providing exceptional customer service. The ideal candidate will have over 2 years of experience,...Hourly payFull time- ...leave the store. You might be the first, last, and sometimes only associate a customer interacts with. That's why it's so important to... ...who is positive, can multi-task and has a passion for customer service and helping others. At Walmart, we offer competitive pay as...Hourly payMinimum wageFull timeTemporary workPart timeWeekend workAfternoon shift
Walmart
Chelmsford, MA2 days ago - The Front Desk Coordinator II takes a pro-active approach utilizing available resources to best serve the patient population. This position provides general front office support to professional staff while working in a team model to improve the patient's experience, create...Work at office
$16 - $18 per hour
...Description Veterinary Client Service Representative Wignall Animal Hospital Hospital Dracut, MA Part -Time Thrive Pet Healthcare is one of the first veterinary services offering a comprehensive continuum of care for pets' primary, specialty...Full timeTemporary workPart timeZero hours contractWork at officeThrive Pet Healthcare
Dracut, MA2 days ago- ...We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but... ...We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental...Contract workPart timeLocal area
Dollar Tree
Dracut, MA3 days ago $40.5k - $67.5k
...opportunity to contribute to the company's success. As a Full Time Client Experience Associate within PNC's retail branch banking organization you will... ...interactions with a defined sales process including, service to sales, teller interactions, and effective lobby...Full timeTemporary workPart timeWork experience placementWork at officeShift workPNC Financial Services Group
Burlington, MA3 days ago- ...world's trusted infrastructure consulting firm, partnering with clients to solve the world’s most complex challenges and build legacies... .... With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and...Second jobWork at officeLocal areaWorldwideRelocationFlexible hours
$125k - $135k
...put very different plans into place for clients. The attorney we hire will feel strongly... ...to providing exceptional estate planning services. We have high standards and provide white... ...(especially Inter Active Legal or Wealth Docx) is a strong plus. Ability to work...Work at officeLocal areaThe Parents Estate Planning Law Firm, PC
Acton, MA9 days ago$120k - $130k
...have the opportunity to work closely with clients, developing customized estate plans and... ...to providing exceptional estate planning services. We have high standards and offer clients... ...platform (especially Inter Active Legal or Wealth Docx) is a strong plus. Exceptional...Work at office$25 - $33 per hour
...Sales & Service Associate The Sales & Service Associate is the face of the branch the one person a client can count on from start to finish. This role is built for someone who takes full ownership of the client relationship, exercises sound judgment in the moment,...Hourly pay$20 - $23 per hour
...Client Service Representative Westford Veterinary Emergency Referral Center is looking to add a compassionate and skilled Client Service Representative to our team. At our Rarebreed clinic, you can help reimagine the veterinary experience in your community. Our diverse...Full timeWork experience placementWork at officeLocal areaNight shiftWeekend work- ...Full Time Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.... ...vacation days each year, depending on career level; and years of service. To learn more about these and other programs,...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$60k - $70k
...Partner to Administrative, HR, Accounting & Finance Professionals Customer Service Representative We are seeking an energetic Customer Service Specialist to join the team of one of our clients in the service industry, in the Greater Boston area. The best candidate for...Full timeWork at office$20.06 - $25.07 per hour
...smooth operations and consistent member service. Flexibility is important, as schedules may... ...challenges and achieving goals. BMSR II - Open and service all types of WCU deposit... ...Operations Accurately process all transactions associated with member service including deposits,...16 hoursFull timeTemporary workWork at office$80k - $87k
Primary Responsibilities Deliver accurate and timely service daily to advisors and clients with a "one contact resolution" mindset. Take ownership of... .... Company Overview Focus Partners is an organization of wealth, asset, and business management resources that brings strength...Work at officeLocal area$211.72k
...our CDM Smith offices *** CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water and wastewater... ...factors including, but not limited to, the role, function and associated responsibilities, relevant work experience, skills, required...Temporary workWork experience placementH1bCDM Smith
Chelmsford, MA3 days ago- ...North Billerica, MA 01862, USA Job Description REPORTING TO: Service Manager EMPLOYMENT CLASSIFICATION: Exempt GENERAL SUMMARY The... ...duties and responsibilities listed below. Hire the best associates in the area. Develop a superior team. Ensure all associates...Permanent employmentShift work
- ...infrastructure consulting firm, partnering with clients to solve the worldâs most complex... ...investment worldwide, our services are in great demand. We invite you to bring... ...various sized field efforts and deliver associated reports for a wide variety of hazardous...Work at officeLocal areaImmediate startWorldwideFlexible hours
$238.29k - $262.11k
Practice Manager-Technical Implementation Services (State Street Bank and Trust Company;... ...Expert level project resource to define client requirements, configure and guide solutions... ..., Fixed Income, Investment Solutions and Wealth Management technical implementation. Individual...Full timeTemporary workRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Associate II. Be the first to apply!
Related searches
- health service specialist Chelmsford, MA
- food service officer Chelmsford, MA
- service administrator Chelmsford, MA
- human services specialist Chelmsford, MA
- honda service advisor Chelmsford, MA
- public service officer Chelmsford, MA
- services specialist Chelmsford, MA
- family services specialist Chelmsford, MA
- full time service advisor Chelmsford, MA
- toyota service advisor Chelmsford, MA