Client Services Associate — On-Site Wealth Support
Lead Advisor
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 in financial services, strong organizational skills, and excellent communication abilities. This position requires on-site work five days a week and offers a dynamic environment to foster client relationships. #J-18808-Ljbffr Lead Advisor
$75k - $85k
...Lead Advisor Redefining Wealth Management Team... ...role is for one of our clients in Charlestown. To view... ...lead-advisor.com Client Service Associate Our client is an established... ...and compliance support · Schedule client meetings... ...be able to work on-site in Charlestown, MA five...WebsiteFull timeWork at office$70k
Overview Guidepoint’s Client Service team connects leading... ...client experience. As an Associate on the Client Service... ..., and leadership support Workplace that embeds... ...insight into the role On-site interview with team members... ...that offer a wealth of perspectives. We are...WebsiteTemporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours$65k - $75k
...Osaic Careers Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 02110 Role Type: Full-time, Non-Exempt... ...exceptional service, ensuring accurate account management, and supporting operational excellence. In this role, you will serve...SuggestedFull timeWork at office- BNY is seeking a Client Service Associate to join our Wealth Management, Private Bank team in Boston. You will deliver exceptional client service through... ...to servicing with accuracy and urgency. You’ll support private bankers and clients through account openings,...SuggestedBank staff
- A regional wealth management firm in Boston is seeking a Client Support Associate (CSA) to enhance their team. The ideal candidate will have 1 to 3 years of financial services experience and a Bachelor's degree in Finance or a related field. Key responsibilities include...Suggested
- Morgan Stanley in Boston seeks a senior Client Support professional to assist Financial Advisors and Private Wealth Advisors, delivering an exceptional client experience... ..., and proposal tools. You will manage client service coverage, coordinate meetings, prepare follow-...
$65k - $70k
Focus Partners Wealth is seeking a Client Service Associate to join our growing team in Needham, MA. You will support Wealth Advisors, serving as the primary contact for operational and service needs, and own requests from start to finish in a collaborative, fiduciary-...Work at officeRemote work3 days per week- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate... ...strong relationships in order to support key interactions and continued premier... ...health care coverage, on-site health and wellness centers, a retirement...WebsiteWork at officeFlexible hours
$20.44 - $30 per hour
...for each other and for the clients we serve. We help... ...insurance, retirement, and wealth management products and services. HUB is one of the world'... ...team, giving you the tools, support, and community you need... ...for an Client Services Associate to join our Employee Benefit...WebsiteInternshipWork at officeLocal areaFlexible hours$15 - $40.87 per hour
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...WebsiteHourly payTemporary workWork at officeLocal area$31.2k - $90k
POSITION SUMMARY Registered 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 regular interactions with clients, individuals in this role build trusted...WebsiteTemporary workWork 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... ...firm to clients. DUTIES and RESPONSIBILITIES CLIENT SUPPORT Cultivate and enhance new and existing client...Full timeTemporary workWork at officeLocal area- BNY Mellon in Boston is seeking a Client Service Associate to deliver exceptional service to clients via phone, email, and direct communication... ...service, cash movement, and operational requests end-to-end, support private bankers during account openings, KYC, and related...
$31.2k - $90k
DUTIES And RESPONSIBILITIES CLIENT SUPPORT Cultivate and enhance new and existing client relationships through active communication with... ...documentation remains current Identify and assist with Firm services and solutions that support clients’ needs including banking products...Temporary workWork at officeLocal area- Gray Private Wealth is seeking a Wealth Management Associate in Canton, MA to support the client portfolio management team and the financial planning process for high-net-worth... ...ideal candidate has 3-5 years in financial services, strong written/verbal communication, and...
$50k - $60k
...RWA Wealth Partners RWA Wealth Partners is a boutique wealth... ...customized solutions designed to help clients grow and protect their wealth... ...for providing back-office support for a busy and growing... ...individual will be part of the Client Service Team and will also provide...WebsiteWork experience placementWork at officeLocal area$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 regular interactions with clients, individuals in this role build trusted...WebsiteFull timeTemporary workWork at officeLocal area- ...Client Service Associate Boston, Massachusetts, United States About the Job An established regional wealth management and investment services firm is looking to bring on a CSA to... ...experience in wealth management or client support roles. This role sits in the...Work at office
- ...Client Service Associate Boston, MA Waverly Advisors' primary goal is to serve our clients, one... ...our communities. We aren't your typical wealth management firm. Our intense client... ...relationships. Provides all client service support including account applications,...Work at officeLocal area
$110k - $140k
...investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors... ..., deadline-oriented environment. Role Summary As a Client Services Treasury Associate, you will support the day-to-day delivery of treasury...WebsiteLocal area$60k - $70k
...Client Services Associate Boston, MA About Alumni Ventures Alumni Ventures is one of the world... ..., you'll play a vital role in supporting our investor community while gaining... ...services, investing, venture capital, wealth management, banking, consulting, or related...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 County, Menlo Park... ...role is to provide client service management support to our clients and operational support to advisor teams...Work at office$60k - $65k
...market investment bank and full service broker-dealer. With roots... ...is seeking a Registered Client Service Associate to join our Private Client... ...primary responsibility is to support Financial Advisors in sales... ...operations of a growing wealth management practice. This role...Local area$65k - $70k
Job Description Summary: Focus Partners is seeking a Client Service Associate to join our growing team! The Client Service Associate... ...priorities. In this role, you will partner closely with Wealth Advisors to support and strengthen client relationships, serving as the...InternshipWork at officeLocal areaRemote work2 days per week- 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... ...delivering exceptional client service and supporting Financial Advisors in a high-touch private...
- Bank of America is seeking a Merrill Wealth Management client service professional to support multiple Financial Advisors, delivering personalized client service and educating clients on the bank's offerings. You will ensure timely, accurate client materials and collaborate...
$58.5k - $99.5k
...missions: our profits are donated to help those in need and to support our faith - $1.73B over the past ten years. While we... ...of Columbus Asset Advisors is seeking a full-time Client Service & Operations Associate to join our growing team in our Boston, or New Haven location...WebsiteFull timeTemporary workWork at officeFlexible hours- A leading financial services firm is seeking a Client Service Associate in Wellesley, MA. This role involves providing exceptional service to clients and supporting Financial Advisors with daily tasks, such as managing account inquiries and promoting digital tools. Ideal...
- RBC Wealth Management in Boston is seeking a Registered Client Associate to support financial advisors and clients with onboarding, account maintenance and regulatory compliance... ..., resolve issues, and ensure efficient service in a fast-paced, collaborative environment....
$60k - $80k
...interaction & paperwork processing. Schedule client meetings. Basic preparation and follow... ...working together to deliver exceptional service to our clients. Below is a glimpse of the... ...who respects each individual and supports the diverse cultures, perspectives, and experiences...Local areaFlexible hours
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