Client Services Specialist for Financial Planning
$50k - $65kEdelman Financial Engines
A leading financial services firm in Westwood, Massachusetts, is seeking a Client Service Associate to provide exceptional customer service and support to clients. Candidates should have financial services experience and strong communication skills. Responsibilities include coordinating meetings, supervising client activities, and maintaining compliance. The offering includes a competitive salary and various benefits, with a salary range of $50,000 to $65,000 based on experience and responsibilities. #J-18808-Ljbffr
- ...others? If you answered "yes" and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Smithfield site.... ...progress to more sophisticated calls related to our clients 401K plans. In the subsequent months, you will continue taking...SuggestedHourly payFull timeWork at officeWork from homeMonday to FridayShift workNight shift
$85k - $100k
...A leading financial services firm is seeking a Wealth Client Management Consultant in Boston. This role involves building and maintaining client relationships, providing excellent service, and coordinating with Financial Advisors. Candidates should have a minimum of 5...Suggested- ...Overview We are looking for a Sales & Client Support Specialist to assist clients with planning and booking travel while providing exceptional service throughout the sales process. This role blends client support with consultative sales, helping clients select travel...SuggestedRemote workFlexible hours
- 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...Suggested
- ...J.P. Morgan Chase is seeking a Private Client Advisor in Boston, MA to provide comprehensive financial planning and investment solutions. You’ll be responsible for building and managing client relationships while offering tailored advice and support. The ideal candidate...Suggested
$80k - $97.5k
...Loomis, Sayles & Company in Boston, Massachusetts is seeking a client portfolio analyst to support their client services group. The successful candidate will manage client requests, generate reports, and work closely with investment teams. This role emphasizes developing...- ...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 relationship management and over a decade of experience in private...Work at office
$31.2k - $90k
...A financial services organization seeks a Registered Client Relationship Analyst to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. This role requires strong interpersonal skills, a high school diploma, and preferably a college...Work at office- ...leading veterinary organization in Boston is seeking a Full-time Client Service Representative to enhance the experience between pet parents... ...offers a collaborative environment and comprehensive benefits including medical, dental, and 401k plans. #J-18808-Ljbffr...Full time
- ...A financial services firm in Boston is seeking a Registered Client Service Associate to enhance client relationships by managing service requests, onboarding clients, and preparing financial documentation. The ideal candidate should have active Series licenses, strong...
- ...Client Relations Specialist (Onsite Print Production Manager) Position Summary ABC Imaging is seeking an experienced Client Relations Specialist... ..., and supervising staff to ensure exceptional client service and high-quality deliverables. This position combines...
- ...First Citizens in Boston is looking for a Wealth Client Specialist to support Wealth Consultants and Private Bankers. This role is crucial for executing service-related activities including account maintenance and client interaction. The ideal candidate will possess a...
$25.14 - $34.51 per hour
...Client Service Specialist At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way! If you prosper in an environment where you can help others and enjoy crafting a positive impact on client's overall experience...Hourly payFull timeH1bWork at officeVisa sponsorship$18.75 - $19 per hour
...Ascensus is hiring for a role in Boston, MA to assist Client Service Managers, providing best-in-class services to clients. Responsibilities... ...have at least 1 year of customer service experience in the financial or benefits industry and advanced Excel skills. The position...Hourly pay- ...A fitness studio in Boston is seeking a part-time Client Services Team member to enhance client engagement and provide excellent hospitality. The ideal candidate will have strong customer service skills, be highly organized, and possess excellent interpersonal abilities...Part timeWeekend workWeekday work
- ...serve to make better and smarter financial decisions and enabling the... ...Day One. Job Description Client Relationship Consultants build... ...deposit and loan products and services, and recommending solutions based... ...employer-funded retirement plan Paid vacation (from two to...Temporary workLocal area
- ...Associate Client Relations Specialist As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut... ...medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and...Ongoing contractWork experience placementWork at office
$60k - $65k
Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate to support Financial Advisors in our Boston office. The role involves enhancing client relationships, managing daily operations, and assisting with marketing efforts. Ideal candidates have over 5 years...Work at office$17 - $20 per hour
Responsibilities Responds to orders, general client inquiries, invoice questions and client... ...issues with orders, delivery dates or service. Resolves the client's complaint; determining... ...meeting eligibility requirements and plan conditions. We are preparing to comply...Hourly payWorldwide$20 - $30 per hour
...the largest fleet maintenance companies in the country. Cox Fleet is the leading provider of on-site mobile maintenance and repair services nationwide, offering mobile on-site fleet service for light medium, and heavy-duty trucks and trailers. Cox Fleet also services...Hourly payCurrently hiring$65k
DCD Automotive Holdings, INC is seeking a Call Center Sales Specialist in Norwood. This role involves handling inbound and outbound sales... ...a minimum of 1 - 3 years of experience in sales or customer service. The company offers great benefits, including medical, dental,...- Draftomat is looking for a Client Service Representative to support customer relationships and service scheduling in a structured office environment. Ideal candidates are customer-focused individuals who can manage inquiries and ensure effective service delivery. You will...Full timeWork at office
$80k - $90k
Position Overview The Client Invoicing Specialist will play a key role in the client invoicing function... ..., Marketing, Performance and Client Service groups. The Corporate Accounting Department... ...a dynamic team responsible for all financial transactions and financial reporting...Work at office3 days per week$36.4 - $41.85 per hour
First Citizens Wealth in Boston is looking for a Wealth Client Specialist to support Wealth Consultants and Private Bankers. This role involves... ...documentation, and performing data analysis to enhance service quality. Ideal candidates will hold a Bachelor's Degree or equivalent...Hourly pay- A financial services firm in Boston is looking for a Client Services Associate to support ultra-high net worth clients with insurance portfolios. You will manage policy details, prepare documentation, and respond to client inquiries. Ideal candidates have 1-2 years of customer...Work at office
$36.4 - $41.85 per hour
...First Citizens Bank, we help clients pursue their ambitions at every... ...of life. From life’s biggest financial decisions to everyday needs... ...matter most. The Wealth Client Specialist (WCS) role supports Wealth... ...position has responsibility for all service‑related activities such as...Hourly payWork at office- PostScan Mail in Boston is seeking a reliable team member for a full-time or part-time role. You will provide customer support for nationwide Certifix applicants via phone and email, in addition to handling in-office fingerprinting appointments and processing incoming mail...Full timePart timeWork at office
- GFI Team Ikigai is seeking a Client Services Specialist to manage financial transactions while providing exceptional customer service. This role allows for significant flexibility, enabling you to work from anywhere and tailor your schedule while developing a compelling...Remote job
$26.5 - $45 per hour
Bank of America is seeking a dedicated individual for a Client Service position to support Financial Advisors at Merrill Wealth Management. Responsibilities include educating clients on bank services, ensuring accurate and timely client support, and deepening client relationships...Hourly pay$52k - $85k
BNY Mellon in Boston is seeking a Specialist, Client Service Management. In this role, you will provide quality support to clients, resolve transaction-related issues, and maintain strong client relations. A Bachelor's degree and 0-2 years of experience are preferred....
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