Wealth Management Client Support Associate (Boston)
Oppenheimer & Co Inc
Oppenheimer & Co. Inc. in Boston, MA, seeks a Registered Client Service Associate to support Financial Advisors in sales, marketing and daily operations of a growing wealth management practice. This role emphasizes client service, confidentiality and teamwork, with responsibilities ranging from handling inquiries to planning client events and producing analytical reports using standard software. The position offers a path to growth within a busy private client division of a leading broker-dealer. #J-18808-Ljbffr Oppenheimer & Co Inc
$55k - $75k
UBS is seeking a Client Associate to support its wealth management team in Boston. This full-time role requires 1-3 years of client service experience, preferably in finance, and offers a competitive salary between USD 55,000 and USD 75,000 per annum. Responsibilities...SuggestedFull timeWork at office$25 - $44 per hour
...Company Overview Merrill Wealth Management is a leading provider of comprehensive wealth management... ...role is responsible for providing client service support to multiple Financial Advisors (FAs).... ...5 Pay Transparency Details US - MA - Boston - 100 Federal St - 100 Federal St Lp...SuggestedHourly paySeasonal workRemote workWork from homeShift workDay shift$26.5 - $45 per hour
...Description: Merrill Wealth Management is a leading provider of comprehensive... ...and Wealth Management Client Associates help clients pursue the... ...an in-office culture that supports collaboration, engagement,... ...Transparency details US - MA - Boston - 100 Federal St - 100...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$70k - $80k
...is looking for an entry-level Customer Relationship Associate in Boston, MA. This position is crucial in managing inbound calls and providing exceptional client service, laying the groundwork for a career in wealth management. Candidates should have a Bachelor’s degree...Suggested- 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...SuggestedRemote jobHourly payFlexible hours
$70k - $80k
...Customer Relationship Associate, you serve as the... ...retail customers, managing inbound call... ...for your career in wealth management, offering... ...position located in our Boston, MA office on the... ...Handle retail client inbound call... ...inbound calls/day and support for all client service...Part timeWork experience placementWork at officeLocal areaFlexible hours$80k - $90k
...CAPTRUST is seeking a Senior Client Management Associate who will use specialized... ...this role provides day-to-day support, project management... ..., proactive service to the Wealth Client Service team and/or... ...Liberty Square, 13th Floor | Boston, MA 02109 Due to the nature...Temporary workWork experience placementWork at officeLocal areaFlexible hours- J.P. Morgan Advisors - Senior Client Associate - Boston, MA Job Description J.P. Morgan Advisors,... ...high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their... ...you will provide dedicated business support to Financial Advisors and their...Local area
$25 - $44 per hour
Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...and Wealth Management Client Associates help clients pursue the... ...an in-office culture that supports collaboration, engagement,... ...Transparency details US - MA - Boston - 100 Federal St - 100...Hourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift$45k - $110k
...Rockefeller Capital Management is seeking a motivated Client Associate for its Private Advisor team in Boston. This role involves supporting high-net-worth clients with account management, investment documentation, and client inquiries. The ideal candidate has 3-5 years...- ...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 - $44 per hour
...Overview Merrill Wealth Management is a leading provider of comprehensive wealth management... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... ...committed to an in-office culture that supports collaboration, engagement, and career...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$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...Hourly pay- ...opportunity? Embrace RBC Wealth Management’s core values and... ...financial advisors and our clients. As a Client Associate/Registered Client Associate... ...administrative and operational support to one or more Financial... ...: 53 STATE STREET:BOSTON City: Boston Country...Full timeFlexible hours
- ...Registered Wealth Management Client Associate Wellesley Hills, Massachusetts To proceed with your application, you must be at least 18 years... ...America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our...Seasonal workWork at officeWork from homeShift workDay shift
$55k - $85k
...Registered Client Associate Boston, MA • Hybrid (3 days in office) • Full-Time About the Opportunity... ...a well-established, full-service wealth management firm headquartered in Boston, MA,... ...The firm fosters a professional, supportive environment where contributions are...Full timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$55k - $85k
...Overview Registered Client Associate — Full Time, Clerical, Boston, MA, US Requisition ID: 1062 • Salary Range... ...been a cornerstone of personalized wealth management. Headquartered in Boston, MA,... ...Professionals with the tools and support they need to excel, offering a comprehensive...Full timeTemporary workWork at officeRemote workMonday to FridayFlexible hours- ...Job Description This role is responsible for providing client service support to potentially multiple Financial Advisors (FAs). The primary... ...and procedures to support operational excellence and risk management. Identifies, deepens, and maintains client relationships, emphasizing...Seasonal workShift 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$100k - $125k
## Client Relations & Trading AssociateApplylocations... ...Relations & Trading Associate**Department:**532100 Private Wealth**Location:**Boston**Job Description:****Company... ...analysis, portfolio management, financial planning,... ...a critical role in supporting both portfolio operations...Full timeWork at office$130k - $150k
Client Portfolio Associate - International EquitiesSkip to main contentWe... ...States of America: Boston, Massachusetts,... ...forward thinking asset manager, we build dynamic relationships... ...for long term wealth creation. Our... ...welcoming, inclusive, and supportive culture to our globally...Work at officeLocal areaWorldwideFlexible hours$65k - $80k
...Client Service Associate – Investment Operations & Client Services... ...to join its Boston office. This individual... ...will play a key role supporting client portfolio operations... ...relationship management for sophisticated institutional... ...financial services, wealth management, fund...Work at office$100k - $125k
Boston Partners Group is looking for a Client Relations & Trading Associate in Boston, MA. This full-time position involves providing exceptional client support, executing trades, and maintaining operational... ...have experience in wealth management and proficiency with trading...Full time$25 - $44 per hour
...Dormont Manufacturing Co is looking for a dedicated client service support representative to assist Financial Advisors in Quincy, MA. This role is crucial in providing personalized support and ensuring client satisfaction. The ideal candidate will have a client-centric...Hourly pay$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco... ...(ID), West Palm Beach (FL), Boston (MA), Holmdel & Madison (NJ),... ...client service management support to our clients and operational...Work at office$52k - $90.5k
...Department: Wealth Management Reports to: Head of Operations... ...work location. Location: Boston, MA Overview: We are... ...personable and highly organized Client Service Associate to work directly with... ...of contact for clients, supporting ongoing relationship management...Work at office$60k - $65k
...investment advisory and asset management services. Job... ...seeking a Registered Client Service Associate to join our Private Client Division in Boston, MA. The RCSA's... ...responsibility is to support Financial Advisors in... ...operations of a growing wealth management practice....Local area$31.2k - $90k
...Registered Client Service Associate Registered Client Service Associates help shape the future... ...Duties and Responsibilities Client Support Cultivate and enhance new and existing... ...firm initiatives directed by local management Regularly seek opportunities to...Temporary workWork at officeLocal area$100k - $125k
Boston Partners is seeking a Client Relations & Trading Associate to deliver exceptional client service and maintain operational excellence. This role supports both portfolio operations and direct client engagements... ...years of experience in wealth management and provide timely...- ...Argent Wealth Management Opportunity Investments, estate, tax and financial planning all under... ...practice is steeped in a tradition of client service and personal relationships. We... ...interactions Onboarding new clients and supporting existing clients, including account...Permanent employmentWork at officeLocal area
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