Client Service Solutions Associate — Onboarding & Cash Ops
LE0219 SCS Capital Management LLC
SCS Financial, headquartered in Needham, MA, is seeking an Associate for the Client Service Solutions team to support client relationships, data maintenance, cashiering and money movements, and firmwide support functions. You will interface with custodian banks, lead onboarding projects, maintain client information in the Firm’s database, and collaborate with middle office teams to ensure timely and accurate portfolio data. #J-18808-Ljbffr LE0219 SCS Capital Management LLC
$34.32k - $90k
...POSITION SUMMARY Service Associates perform operational support and oversight... ..., issuing checks and cash and securities transaction... ...special projects (e.g., recruit onboarding support) • Identify Firm services and solutions that support clients’ needs including secure,...CashFull timeTemporary workWork at officeRemote workHome officeNight shift- Senior Registered Client Service Associate Ashton Thomas is seeking a Senior Registered... ...financial planning solutions to high-net-worth individuals... ...and follow-through Onboard new client accounts, ensuring... ...services, digital tools, and cash management solutions Support...Cash
$60k - $70k
...qualified individual for the position of Client Service Associate. The individual selected for this... ...with billing. Responsible for the daily cash and position reconciliations of clients... ...and their clients benefit from the solutions, synergies, scale, economics, and best...CashWork experience placementWork at office$65k - $70k
...Summary: Focus Partners is seeking a Client Service Associate to join our growing team! The Client Service... ...compensation package. Benefits Annual cash bonus. Comprehensive benefits package,... ...delivers personalized wealth planning solutions to clients in all 50 states. Focus...CashInternshipWork at officeLocal areaRemote work2 days per week$58.5k - $99.5k
...Client Service & Operations Associate Location: Boston, MA, US, 02110 Category: Investments... ...especially when it comes to client onboarding. They will be expected to provide solutions to problems with extensive... ...company contributions, and cash balance retirement plans...CashFull timeTemporary workWork at officeFlexible hours$60k - $70k
...Summary SCS Financial is looking for an Associate to join the Client Service Solutions team. This is an excellent... ...Lead account opening and new client onboarding project plans, including communicating... ...rewards may include an annual cash bonus and a comprehensive benefits...CashInternshipWork at officeLocal area$69.8k - $132k
...provider of professional services to the middle market... ..., empowering our clients and people to realize... ...administration clients, including cash management, wire setup... ...platformAssist with onboarding new clients, setting... ...as an experienced associate.RSM will consider for...CashFull timeWork experience placementInternshipWork at officeLocal area- ...Client Service Associate Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group... ...directly with the clients on Financial Planning as well as cash flow planning for retirement Assist clients with their...Cash
$85.1k - $161.7k
...provider of professional services to the middle market... ..., empowering our clients and people to realize... ...currently seeking a Senior Associate to join our Accounting... ...Strategic Finance and FP&A solution set. We advise clients... ...operating and cash flow models, assessing...CashFull timeWork experience placementInternshipLocal area$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm... ...advisors to support their clients Manage cash balances and daily asset transfers in... ...Plan and manage new account onboarding process including SMA and alternative...CashWork at office- Bank of America is seeking a Client Service Associate to engage lobby clients, explain self‑service options, and process cash transactions accurately. You will build relationships... ...needs and connect them to suitable solutions. The role requires strong communication,...CashWeekend work
- ...Client Care Specialist (CCS) - Veterinary Hospital... ...payments and reconcile your cash drawer Coordinate... ..., and managers Help onboard and mentor new team members... ...teams with financial services and payment options... ...trust and empathy Be Solutions?Oriented Don't just spot...CashFull timeRelocation packageFlexible hours
- ...Job title: Member Service Associate Reports to: Branch Supervisor Status: Non... ...include, but not be limited to, check cashing, deposit taking, cash drawer... ...uncovering member needs, offering solutions, closing the business, onboarding, follow-up, outbound calling, and...CashFlexible hours
$60k - $66k
...energy and intellect to helping clients be faster to market and... ...-to-business events, digital services, and academic research in the... ...We are seeking a Customer Onboarding Specialist who will be responsible... ...~ Creative problem solving, solutions-oriented and strategic, long-...Contract workWork at officeLocal areaRemote workWork from home3 days per week- Director, AI Emerging Solutions, Boston Financial District, 180k to... ...research, and business intelligence services across multiple asset classes... ..., flow management, cash equitization, tax management,... ...optimization, securities lending, and client proxy services. Reporting to...CashWork at officeLocal area
$95.4k - $192k
...provider of professional services to the middle... ..., empowering our clients and people to... ...emerging technology solutions such as OCR(Optical... ...to pay, order to cash, month end close,... ...representatives, associates, senior associates... ...implementations and onboarding of new Finance as...CashFull timeWork experience placementInternshipLocal area- ...training, and implement scalable solutions that enable growth. Working... ...helps ensure exceptional service, operational excellence, and... ...improvement across the order-to-cash process.Capability Building &... ...coaching, knowledge sharing, onboarding, training, and reinforcement...CashTemporary work
$132k - $198k
...seeking a Lead MarTech & AI Solutions Architect — an... ...Marketing Analytics, Sales Ops, and other technical... ...and cross-system data association.Strong understanding... ...the company’s annual cash bonus plan, variable compensation... ...such as new hire onboarding, client or partner work if...Cash$128k - $192k
...provides clear visibility to Sales Ops.Cross-Functional Leadership:... ...deals, coordinating BDRs, Solutions Architects, and Marketing... ...participation in the company’s annual cash bonus plan, variable... ...for purposes such as new hire onboarding, client or partner work if applicable...Cash$240k - $300k
...new medical devices. Our solution helps MedTech companies... ...relationships with clients in the MedTech industry... ...heavily in pre-sales through onboarding and training to ensure... ...including Sales, Sales Ops, Marketing, Legal,... ...providing highly competitive cash compensation, equity,...CashFor contractorsWork at officeRemote workWork from homeHome officeFlexible hours$148k - $222k
...shaping how autonomous service, AI-driven support, and... ...integrations, retrieval systems, onboarding flows, observability,... ..., develop multiple solution paths, and evaluate... ...in the company’s annual cash bonus plan, variable... ...as new hire onboarding, client or partner work if applicable...Cash$80k - $85k
...align customer goals with our solutions. Ensure account retention,... ...utilization by facilitating successful onboarding and adoption of software... ...~ Strong customer-focus and service orientate ~ Excellent... ...include a commission. The Annual Cash Compensation (Base + On-Target...CashRemote workWorldwideFlexible hours$80k - $85k
...align customer goals with our solutions. Ensure account retention,... ...utilization by facilitating successful onboarding and adoption of software... ...~ Strong customer-focus and service orientate ~ Excellent... ...include a commission. The Annual Cash Compensation (Base + On-Target...CashRemote workWorldwideFlexible hours$60k - $80k
...interaction & paperwork processing. Schedule client meetings. Basic preparation and follow... ...in a timely manner. Responsible for cash transfers, wires, data maintenance,... ...working together to deliver exceptional service to our clients. Below is a glimpse of the...CashLocal areaFlexible hours$175k - $225k
...our top-tier enterprise clients, ensuring their growth... ...full client lifecycle—onboarding, execution, expansion,... ...with confidence, ensuring solutions meet client... ...benchmarked against market Total Cash Compensation for the geographic... ...5,000- $225,000 OTE Co‑op team members,...CashPermanent employmentFor contractorsFreelanceLocal areaRemote work$105k - $125k
...for our most important clients. This role sits at the... ...measurement and data solutions. You will play a critical... ...management and client service skills, as well as... ...programmatic buying, onboarding, and measurementAbility... ...including traits historically associated with race, such as...Work experience placementLocal area$20 - $25 per hour
...seeking to hire two Sales & Service Associates: one position is available in... ...an exceptional in-branch client experience by handling every... ...approach, the SSR will provide solutions based on the needs of the... ...manner. Accurately balances cash drawer daily. Performs...CashHourly payPart time$70k - $95k
...Manage the complete client life cycle for assigned... ...Prepare and process client onboarding documentation.... ...accuracy. Monitor cash & account activity, custodian... ...or similar financial services company Experience... ...deliver comprehensive solutions across investment management...CashPermanent employmentTemporary workWork at officeFlexible hours$148k - $222k
...our AI products and AI agent solutions. You’ll partner closely with... ..., reliable and scalable services to serve AI models in production... ...in the company’s annual cash bonus plan, variable compensation... ...purposes such as new hire onboarding, client or partner work if applicable...Cash$60k - $70k
...seeking a highly motivated Associate, Client Advisor to join our growing... ...to delivering best-in-class service with discretion and professionalism... ...may include an annual cash bonus and a comprehensive benefits... ...with highly personalized solutions tailored to their unique...CashWork at officeLocal area
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