Client Services Associate
$55kRapid Ratings International
RapidRatings® sets the standard for financial health transparency between business partners, transforming the way the world’s leading companies manage enterprise and financial risk.RapidRatingsprovides the most sophisticated analysis of the financial health of public and private companies in over 140 countries worldwide. The company’s predictive analytics provide insights into how suppliers, vendors, and other third parties are likely to perform. For more information, visit rapidratings.com. Client Services Associates work with global clients to facilitate program operations of the FHR (Financial Health Rating) Exchange®. Associates manage and address support inquiries via telephone and email, providing solutions themselves or coordinating internal resources as necessary. As product experts, Associates will be skilled at triaging issues and identifying the most efficient ways to provide solutions and meet our clients’ needs. Associates will support clients throughout their private company ratings programs, assisting with ongoing requests. Associates will report to a Manager, Client Services, operating within the broader Client Delivery and Operations team. What will you do in the role? Product Support: Work with our team to manage and complete incoming service inquiries from across our client base. Allocate work internally to ensure timely responses and successful outcomes for our clients. This includes hundreds of client requests each month regarding their private company ratings programs. Program Management: Understand the nuances of how our services fit within various client programs. Support the success of our clients’ programs by sharing best practices while leading portal demo sessions for a wide range of stakeholders to a wide range of stakeholders. Data Management: Ensuring the integrity of our database of client and counterparty contacts is critical to our overall program success. You will assist in maintaining and updating this information to support the success of our clients’ programs. Client Account Administration: You will execute the administrative tasks for client renewals, expansions, and account changes, ensuring each client’s access reflects their subscription. What we’re looking for Bachelor’s degree or equivalent years of work experience. Prior experience in a client interaction role, ideally in a high-volume CX/operations environment. Proven ability to interact professionally and effectively with clients and their suppliers. Demonstrated ability to prioritize, organize, and maintain quality across high-volume work — you don’t let case count come at the expense of care. Advanced proficiency with Microsoft Office suite. Prior experience using CRM software. Hands-on experience with Intercom or a comparable CX platform (Zendesk, Salesforce Service Cloud, etc.) — comfortable working across workflows, macros, saved replies, and reporting to manage a high-volume queue efficiently. Strong written and oral communication skills and the ability to communicate effectively across all levels, including both internally and externally with clients and suppliers. Customer oriented: tactful, courteous, and unflappable under pressure. Detail oriented and self-motivated. Excellent diligence, critical thinking, and analytical skills — the instinct to ask “why do we do it this way” and follow through on a better answer. Nice to have Experience working with financial statements. Why join RapidRatings? Here at RapidRatings we foster an environment where employees feel recognized for their contributions, appreciated for their individuality, and empowered to do their best. We know that bringing together employees with different backgrounds, perspectives and experiences sparks innovation, promotes better decision making, and yields the creative problem solving that’s critical to our long-term success. We offer an attractive benefits package with bonus, flexible work environment, unlimited PTO, and much more. With us, you are not just a number — we value people who are working hard and strive to make a real difference. Join our team to be a part of an industry-changing company and drive your career in the right direction. Would you like to know more about us and RapidRatings? RapidRatings International Inc. (“RapidRatings”) is proud to be an equal opportunities employer. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We may access publicly available information as part of RapidRatings review of your application. This online application feature is hosted in the United States by RapidRatings, Inc., and we may process your application and information relating to you in the United States, Ireland and other RapidRatings locations, as we deem appropriate under the circumstances. If you are interested in this role, please submit your CV in English. We will carefully consider your application during the initial screening and will make decisions based on your experiences and skills. We will contact you if your qualifications meet your requirements and you are selected to continue for the next stage of the recruitment process. If you have a disability and need an adjustment during the application and hiring process, including support for the interview or onboarding process, please let us know on your CV. Protecting your privacy and the security of your data is a top priority for RapidRatings. Please consult our Privacy Notice ( to know more about how we collect, use and transfer the personal data of our candidates. We wish you every success. The pay range for this role is: 55,000 - 55,000 USD per year (Quincy Office) #J-18808-Ljbffr Rapid Ratings International
$64.1k - $88.1k
...Registered Client Service AssociateDo you have financial planning experience and want to advance your career with an industry-leading firm... ...#1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors...SuggestedH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week$60k - $65k
...Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... .... Job Description The firm is seeking a Registered Client Service Associate to join our Private Client Division in Boston, MA. The RCSA...SuggestedLocal area$50k - $55k
...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including...SuggestedLocal area$70k
...Client Service Healthcare Associate (December 2026 Graduates) Boston, Massachusetts, United States Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business...SuggestedTemporary workSummer workCasual workInternshipWork at officeFlexible hours$80k - $100k
The Client Services Associate supports financial advisors and wealth management professionals in delivering exceptional service to high-net-worth individuals and families. This role is responsible for managing client account administration, coordinating transactions, maintaining...SuggestedWork at office- ...New Haven, CT (Hybrid 2-4 days onsite) Role Overview: Seeking a client-focused professional to support institutional investment... ...a primary focus on new client onboarding and day-to-day client services. Key Responsibilities: Manage client onboarding, account setup...
$90k
Client Services Associate to $90K - Strong Benefits & Career Growth! Beacon Hill was founded to set a new standard in search, career placement and flexible staffing. Our client, an established professional services organization, is seeking a Client Services Assistant to...Work at officeFlexible hours- This position reports to the Manager of Client Services For over 75 years, the dedicated team at Winston Flowers has been committed to fostering excellence in everything we do. Today, our family-owned company has a worldwide online presence, two state-of-the-art design...Worldwide
$75k - $115k
Job Overview - Senior Client Service Associate Compensation: $75,000 - $115,000/year + bonus Location: Boston, MA Schedule: Monday to Friday (Hybrid) Atlantic Group is hiring a Senior Client Service Associate in Boston, MA for our client, supporting investment operations...Monday to Friday- Soni in Boston is seeking a Client Services Associate to support financial advisors and wealth managers in delivering exceptional service to high-net-worth clients. You will manage client account administration, coordinate transactions, and maintain accurate records, ensuring...Work 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$75k - $90k
## Client Service AssociateApply: Boston: Full time: Posted 6 Days Ago: R-100092**Position:**Client Service Associate**Department:**532500 Client Services**Location:**Boston**Job Description:****Organization Overview**Boston Partners is a global investment advisor and...Full time- ...relationships, this organization provides investment and financial services to institutional clients, including dioceses, archdioceses, religious orders,... ...and detail-oriented Client Service & Operations Associate to join a collaborative Client Services team. This is an...
- ...poster from Morgan Stanley Talent Acquisition Specialist - Ultra High Net Worth at Morgan Stanley POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams...Full timeWork at officeLocal area
$65k - $70k
...professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so... ...To learn more about CIBC, please visit CIBC.com As a Client Service Associate, you will support Private Wealth relationship management efforts...Remote work- ...below. Most positions have one opening, however, the position can be filled at any location listed. Position: Private Markets Client Service Associate Location: Westwood, MA Job Id: 636 # of Openings: 1 Private Markets Client Service Associate The Client Service Associate...Work at officeLocal areaWork from homeFlexible hours
- ...Investment Advisor in downtown Boston, helping clients preserve and grow their wealth for three... ..., backed by a dedicated operations and service team, works with individuals and... ...ABOUT THE ROLE The Client Service Associate is a key part of the team that keeps our...Work at officeFlexible hours
$52k - $84.76k
...management division of State Street Corporation, is seeking a Client Support Senior Associate. This position reports to the Client Support Manager and... ..., and market practices relevant to institutional client servicing. Assist with quality-control reviews and help identify...Temporary workWork experience placementFlexible hours- Ameriprise Financial in Hingham, Massachusetts, is seeking a Registered Client Service Associate to support top advisors by preparing portfolio materials, conducting investment research, and managing client interactions. You will help retain and deepen client relationships...
$60k - $70k
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents...Full time- Meketa Investment Group in Westwood, MA is seeking a Private Markets Client Service Associate to provide high-level administrative support to investment and operations staff, including formatting, report processing, data management and file organization. The role reports...
$84k - $202k
...The Opportunity As a Management Consulting - Sales, Service and Marketing - Senior Associate Intern, you will engage with clients to enhance their customer strategies, improve service design, and optimize performance within our Advisory practice. As an Intern, you will...Summer workInternshipH1b- ...Associate In J.P. Morgan Alternative Fund ServicesAs an Associate in J.P. Morgan Alternative Fund Services, you will be part of a dynamic team that administers over $950 billion in assets... ...services to more than 150 clients across all alternative asset classes.Job...Work at office
- ...Journal's survey of the nation's largest law firms. Our continued success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an environment where attorneys are empowered to grow their careers,...Work at officeRemote workFlexible hoursShift work
- TD Bank is seeking a customer-focused associate in Revere, MA to deliver everyday banking and basic consumer services. You will greet clients, process transactions accurately, and guide them to appropriate partners while upholding TD’s risk standards. Ideal candidates bring...Weekend workAfternoon shift
- ...development We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. Join our team as a Seasonal Client Support Associate and be the friendly face for all those who visit our offices, ensuring...Full timePart timeSeasonal workFlexible hoursShift work
$65 - $72 per hour
DescriptionKforce has a client that is seeking a Managed Services Senior Associate in Boston, MA.Summary:We are seeking an experienced Managed Services Senior Associate to support accounting, financial reporting, and operational service delivery for clients within the...$70k - $130k
Role SummaryThe ETF Servicing Lead is a critical leadership role within the ETF servicing and technology ecosystem. The position combines deep ETF product and operational knowledge, client leadership, process and control design, and technology delivery. The successful...Full timeTemporary workFlexible hours$37.98k - $62.39k
...relationships solving problems and driving positive client outcomes Do you thrive in a... ...Guardian is seeking a Client Manager Associate Select Market to support the retention and... ...coverage opportunities and provide exceptional service throughout the client lifecycle. This...Full timeContract workH1bVisa sponsorshipWork visaFlexible hours- The Michaels Companies in Braintree, MA is seeking a team member to deliver friendly customer service, assist shoppers, and ensure a fast checkout experience. You will help unload trucks, stock merchandise, and maintain store standards to support a well-merchandised, in...Seasonal work
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