Client Services & Operations Associate
Brightonjones
Brighton 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 have 1–4 years in admin roles, a relevant undergraduate degree, and proficiency with Microsoft Office; Salesforce experience is a plus. #J-18808-Ljbffr Brightonjones
$52k - $94.12k
...deep understanding of the complexities of servicing bank loan debt held in complex global... ...The candidate should have a background in client management, team management, multi-point... ...be responsible for:As Loan Services Operations SA, you willPerforms daily maintenance and...SuggestedTemporary workWork at officeFlexible hours$60k - $90k
...is a leading global financial services firm providing a wide range... ..., the Firm's employees serve clients worldwide including corporations... ...retention), and Client Operations (new account workflow, activities... ...Analyst, Senior Analyst and Associate roles are responsible for working...SuggestedHourly payContract workWork experience placementRemote workWorldwideFlexible hours3 days per week$60k - $90k
...Investment Management, is seeking an Analyst to support the Client Relations Group (CRG). The role operates in a hybrid working model, working in the office... ...4+ years of proven experience working with financial services advisors or money managers. Introductory experience...SuggestedHourly payTemporary workWork experience placementRemote workFlexible hours3 days per week$19.8 - $22.9 per hour
...Operations Associate As an Operations Associate, you'll be the backbone of the storeensuring smooth... ...operations that support an exceptional client experience. From inventory management to... ...event execution Deliver exceptional service Support the team in creating outstanding...SuggestedHourly payFull timePart timeFlexible hoursShift workNight shiftWeekend work$105k
Recruiting Coordinator & Office Operations Associate to $105K - Unique Blended Role! Our client, a growing professional services firm, is seeking a Recruiting Coordinator & Office Operations Associate to enhance both talent acquisition efforts and day-to-day office operations...SuggestedWork at office$77k - $94k
...please visit . Position Summary Reporting to the Associate Director, Procurement, the Accounting Operations Associate will be responsible for managing the day... ...functions Key Responsibilities Provide internal customer service support for the P2P processes and day-to-day...Weekly pay- ...Video & Data Analyst is the backbone of our operations department. Analysts are responsible for... ...and find ways to bring value to our clients every day. Job Responsibilities: Monitor... ...enforcement, human resources, customer service, legal services, or consulting is...Work from homeFlexible hours
$80k - $115k
...Portfolio Accounting & Recordkeeping Associate to support and develop a best... ...Accounting function. In the Operations division, we partner with... ...controls, and develop client relationships. This is an Associate... ...position within the Core Services, which is responsible for performing...Temporary workWork at office- Morgan Stanley is seeking a Portfolio Accounting & Recordkeeping Associate in Boston, MA. This role entails ensuring accurate portfolio accounting and support for financial transactions across diverse investment strategies. The ideal candidate has a BS/BA degree and at...
$70k - $130k
...Assistant Vice President, Account Operations Specialist to support the... ...and ongoing maintenance of client accounts, ensuring all... ...requirements, and lifecycle servicing workflows. The Assistant Vice... ...trusts, estates, entities) and associated documentation and regulatory...Temporary workFlexible hours$76k - $135k
...As an Associate in J.P. Morgan Alternative Fund Services, you will be part of a dynamic team that administers over $950 billion in assets globally. You will... ...We provide administration services to more than 150 clients across all alternative asset classes. Job...Work at office$34.32k - $90k
...POSITION SUMMARY Service Associates perform operational support and oversight on behalf of the market as well as general management support functions... ...support) Identify Firm services and solutions that support clients’ needs including secure, digital offerings like Morgan...Temporary workWork at officeRemote workHome officeNight shift- The UMass President's Office in Boston seeks a Business Associate to provide business, administrative, operational, and customer service support. This hybrid position involves coordinating activity among University departments, resolving issues, and engaging customer support...Rotational programWork at office
$130k - $150k
...AI forecasting models, and actionable analytics, Tomorrow.io delivers hyper‑local weather insights that protect lives, strengthen operations, and build climate resilience globally. In the Customer Delivery and Operations group at Tomorrow.io, our mission is to enable...Work at officeLocal areaImmediate startRemote workRelocation packageFlexible hoursAfternoon shift- Harvard Square Hotel is looking for a Guest Service Representative to maximize revenue and provide excellent customer service. Responsibilities include assisting with check-in and check-out, handling reservations accurately, and resolving guest issues to enhance their experience...Shift workWeekend work
$34.32k - $90k
A leading financial services firm is seeking Service Associates to provide operational support and general management functions. Responsibilities include overseeing... ...Candidates should have strong organizational skills, client service experience, and a willingness to obtain...- A leading financial services firm seeks a Service Associate in Boston, MA to perform operational support and management functions. Responsibilities include document management, money movement, and client service tasks. The ideal candidate should have a high school diploma...
- Company Federal Reserve Bank of Atlanta Federal Reserve Financial Services (FRFS) delivers a suite of payments services to financial... ...FedCash®1, FedACH®, Check Services, and the FedNow® Service. FRFS operates as a fully integrated organization with groups dedicated to customer...Interim roleImmediate startFlexible hoursShift work
$25 per hour
...Member Services Associate Court 16's mission is to offer a unique and holistic tennis experience to kids and adults of all physical... ...Services Associate is a key part of successful club operations including client services, facility upkeep, sales, inventory management,...Shift work$60k - $80k
The Bulfinch Companies, Inc. is seeking an Associate, Property Management Coordinator in Boston, MA.... ...enhancing tenant relations and coordinating operations. We value an organized, proactive candidate with a customer service focus and an interest in commercial real estate...$70k - $90k
The role of the Customer Operations Specialist is to ensure that the Customer Fulfillment Process, from order entry to collections, is... ...00% quality, providing the highest level of customer care and service standards, timely and accurate coordination and delivery of software...Permanent employmentFull timeContract workTemporary workWork at officeWorldwide$65k - $80k
...Client Service Associate – Investment Operations & Client Services Compensation: $65k - $80k A leading global investment advisory firm is seeking a Client Service Associate to join its Boston office. This individual will play a key role supporting client portfolio operations...Work at office- ...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
- ...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...
$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... ...and its partners, customers and the patient. The incumbent operates in a supportive function within the fast-paced Client...Work at office- ...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
$60k - $65k
...Client Service Associate Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate... ...relationships, serving as the primary point of contact for operational and service needs. You’ll take ownership of requests from...InternshipWork at officeLocal areaRemote work2 days per week$40k - $59.8k
...strives for a culture that puts its clients and associates first: a culture where everyone belongs... ...Under immediate supervision, client services associate (NR) assists one or more financial... ...for the branch office. Perform operational or administrative functions for...Work at officeImmediate startFlexible hours$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin... ...provide client service management support to our clients and operational support to advisor teams. The ideal candidate is able work...Work at office$33.84 - $37.41 per hour
...Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals... .... As a critical member of the Client Service team, you will work closely with lead... ...of contact for custodians around all operational and tactical service matters Gather,...Hourly payFull timeSummer workWork at officeLocal areaImmediate startFlexible hours
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