Hybrid Client Service Associate — Wealth Management
Focus Financial Partners
Focus Financial Partners in Needham, Massachusetts is seeking a Client Service Associate to support Wealth Advisors and enhance client relationships. This role involves managing client requests, ensuring accuracy, and providing excellent operational support. The ideal candidate will possess a Bachelor's Degree and experience in client service, with proficient Microsoft Office skills. A hybrid work schedule allows flexibility with 3 days in the office and 2 days remote. Interested candidates are encouraged to apply for this dynamic team position. #J-18808-Ljbffr Focus Financial Partners
- A regional wealth management firm in Boston is seeking a Client Support Associate (CSA) to enhance their team. The ideal candidate... ...have 1 to 3 years of financial services experience and a Bachelor's degree... .... This position offers a hybrid work model and the opportunity...Suggested
- ...Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group. This is a great role for anybody looking to launch their career in Wealth Management - this position provides the opportunity to learn and grow alongside...Suggested
$70k - $80k
...About Wealth Enhancement Wealth Enhancement... ...independent wealth management firm dedicated to... ...the lives of our clients. We use team-driven... ...investment management services to more than 90,00... .... Client Service Associate Location: Boston,... ...– this hybrid role works partially...SuggestedFull timeTemporary workWork at officeWork from homeFlexible hours$90k - $140k
Senior Client Service Associate - Wealth Management Operations (Family Office) Work Arrangement: Hybrid (4 days in office) Compensation: $90,000-$140,000 base salary + bonus Overview A well‑established financial services organization is seeking an experienced Senior...SuggestedWork at office$31.2k - $90k
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through... ...other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering...SuggestedFull timeTemporary workWork at officeLocal area$50k - $60k
...Job Description Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they... ...individual will be part of the Client Service Team and will also provide support to...Work experience placementWork at officeLocal area$25 - $45 per hour
...Job Description This role provides client service support to multiple Financial Advisors (FAs), supporting enterprise strategic objectives... ...support operational excellence, protect the bank's clients, and manage risk. Identifies, deepens, and maintains client relationships...Hourly paySeasonal workWork from homeShift workDay shift- ...Wealth Management Client Associate Cambridge, Massachusetts To proceed with your application, you must be at least 18 years of age. Acknowledge... ...wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
$70k - $85k
...Concentric") is an investment management firm specializing in... ...at scale for its clients. Managing $13+ billion... ...with a like-minded wealth management partner, expanding... ..., and client-first service , Concentric offers an... ...Client Service Associate to support our client...Work at officeFlexible hours$60k - $65k
...Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate... ...of requests from start to finish, manage multiple timelines, and ensure work... ...members the flexibility to work a hybrid schedule. Our hybrid model is defined...InternshipWork at officeLocal areaRemote work2 days per week$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$40k - $59.8k
...for a culture that puts its clients and associates first: a culture where... ...immediate supervision, client services associate (NR) assists one... ...or escalated to the branch manager; including suspicious client... ...start-up. We are a global wealth management and investment banking...Work at officeImmediate startFlexible hours$65k - $80k
...Client Service Associate – Investment Operations & Client Services Compensation: $65k - $80k A leading... ...reporting, and ongoing relationship management for sophisticated institutional and... ...investment operations, financial services, wealth management, fund administration, or...Work at office$60k - $65k
...Client Service Associate Needham, MA Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing... ...from start to finish, manage multiple timelines, and ensure... ...members the flexibility to work a hybrid schedule. Our hybrid model...InternshipWork at officeRemote work2 days per week- Bank of America is seeking a client service professional for Merrill Wealth Management in Burlington, MA. The role focuses on supporting Financial Advisors with client service needs, enhancing client relationships, and ensuring alignment with bank policies. Key qualifications...
$25 - $44 per hour
Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. This role supports financial advisors by delivering client service and operational excellence. Responsibilities Provide excellent client service...Hourly paySeasonal workShift workDay shift- Senior Registered Client Service Associate Ashton Thomas is seeking a Senior Registered Private Wealth Client Associate to join our growing team in Boston, MA. We specialize in delivering sophisticated investment management and comprehensive financial planning solutions...
- Wealth Management - Client Service Associate Overview Directly support Morgan Stanley clients by delivering an elevated standard of care, understanding firm policies and capabilities, and helping to shape client experiences through effective service delivery. Responsibilities...Full timeWork at officeLocal area
$31.2k - $90k
...Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care... ...participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for...Full timeTemporary workWork at officeLocal area- ...Company is an independent investment management and wealth advisory firm serving private clients, businesses, municipalities, and... ...maintaining the personalized service and long-term relationships of a... ...the Role The Client Service Associate (CSA) plays a critical role in...Work at officeFlexible hours
- 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...
- A prestigious financial services firm in Charlestown is seeking a Client Service Associate to join their team. This full-time role is focused on providing exceptional service to clients, managing inquiries, and supporting operations. The ideal candidate has 3 years of experience...Full time
- ...Registered Wealth Management Client Associate Wellesley Hills, Massachusetts To proceed with your application, you must be at least 18 years... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...Seasonal workWork at officeWork from homeShift workDay shift
$60k - $70k
...Focus Partners Wealth seeks a motivated and qualified individual for the position of Client Service Associate. The individual selected for this opportunity will be distinguished... ...and broad range of technical and client management support to a financial counseling team and...Work experience placementWork at office$42.8k - $53.5k
...About the Job The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and requests... ...through communication via phone and e-mail. Successfully manage high volumes of client-facing interactions and establish strong...Work at office- ...The Client Service Representative is responsible for managing and supporting assigned client relationships across Fund Accounting, Administration, and Custody services. Serving as the primary point of contact, this role works closely with clients and internal teams to...Work at office
- ...Serve as the primary point of contact for client inquiries via phone, email, and virtual... .... Monitor client accounts to ensure service quality and identify opportunities for process... ...services, customer service, account management, or a related role. Excellent verbal and...Contract workWork at office
$45k
Overview We are a boutique wealth advisory practice seeking a detail-oriented individual... ...the next phase of growth. The Client Service Associate is a foundational hire in that buildout... ...in a financial services, wealth management, or client services environment Exceptional...Work at officeImmediate start- ...Jones is seeking an in-office Administrative Assistant who will support Lead Advisors and the client service team. You will help onboard clients, prepare documentation, and manage data within Salesforce to ensure accurate records and smooth operations. Ideal candidates...Work at office
- ...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth... ...and investment products and services for individuals, companies, and institutions... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
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