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
$70k - $80k
...About Wealth Enhancement Wealth Enhancement... ...the lives of our clients. We use team-driven... ...investment management services to more than 90,00... .... Client Service Associate Location: Boston,... ...and partially on-site at our Boston... ...Team and Corporate Support Assist Advisor Team...WebsiteFull timeTemporary workWork at officeWork from homeFlexible hours$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- 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...SuggestedWork at officeRemote work
$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... ...have 3-5 years of experience in wealth management and provide timely support...Suggested- 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
- ...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 on a daily basis. Through regular interactions...WebsiteFull timeWork at officeLocal area
$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- A financial services organization is seeking an experienced Senior Client Service Associate to support complex client portfolios. This hybrid role requires strong investment operations knowledge and includes responsibilities such as client onboarding, portfolio transactions...
- ...Wealth Management Client Associate Cambridge, Massachusetts To proceed with your application, you must... ...and investment products and services for individuals, companies, and institutions... ...to an in-office culture that supports collaboration, engagement, and career...Seasonal workWork at officeWork from homeShift workDay shift
$31.2k - $90k
...Client Service Associate 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...WebsiteTemporary workWork at officeLocal area$70k - $85k
...solutions at scale for its clients. Managing $13+ billion in assets... ...with a like-minded wealth management partner, expanding... ...innovation, and client-first service , Concentric offers an innovative... ...a dynamic Client Service Associate to support our client service operations...Work at officeFlexible 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$40k - $59.8k
...for a culture that puts its clients and associates first: a culture where... ...immediate supervision, client services associate (NR) assists one... ...variety of administrative support duties, including but not limited... ...start-up. We are a global wealth management and investment...Work at officeImmediate startFlexible hours$33.84 - $37.41 per hour
...Jones, we're a purpose-driven, client-focused team committed to... ...lead the industry in aligning wealth, passion, and purpose to help... ...critical member of the Client Service team, you will work closely with... ...administrative oversight and support the Lead Advisors on strategic...Hourly payFull timeSummer workWork at officeLocal areaImmediate startFlexible hours$60k - $65k
...Client Service Associate Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting... ..., you will partner closely with Wealth Advisors to support and strengthen client relationships, serving as the...InternshipWork at officeLocal areaRemote work2 days per week$65k - $80k
...Client Service Associate – Investment Operations & Client Services Compensation: $65k - $80k A leading... ...This individual will play a key role supporting client portfolio operations,... ...investment operations, financial services, wealth management, fund administration, or client...Work at office$15 - $40.87 per hour
...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...WebsiteHourly payFull timeTemporary workWork at officeLocal area$45k
Overview We are a boutique wealth advisory practice seeking a detail-oriented individual to join our growing... .... We are now building the team infrastructure to support the next phase of growth. The Client Service Associate is a foundational hire in that buildout — a role that...Work at officeImmediate start$70k - $80k
The Client Service Associate serves as a primary point of contact for high-net‑worth clients, delivering... ..., maintaining account integrity, and supporting the overall client relationship.... ...related field 2+ years of experience in wealth management, asset management, or...Local area- Berkshire Bank is seeking a personable and highly organized Client Service Associate to work directly with wealth advisors in our Registered Investment Advisory Firm (RIA). You will be the primary contact for clients, coordinating service requests and ensuring seamless...
- An established regional wealth management and investment services firm is looking to bring on a CSA to their team. Ideal candidates will have 1+ years experience in wealth management or client support roles. This role sits in the downtown Boston office and will have a...Work at office
$90k - $140k
Senior Client Service Associate - Wealth Management Operations (Family Office) Work Arrangement: Hybrid (4 days in office) Compensation: $90,000-$... ...organization is seeking an experienced Senior Associate to support the operational and administrative needs of complex...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- 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...
$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$52k
The Client Services Data Operations Associate will be responsible for the maintenance and integrity of internal databases, supporting RapidRatings’ clients in their programs, as well as developing subject matter expertise in third‑party platforms. This role will report...WebsiteWork at officeFlexible hours3 days per week- Position Overview LIM Marketing & Client Service Associate Longfellow Investment Management Co., LLC (LIM) is an independent, 100% employee-owned... ...relations, sales, and client service. This individual will support client relationships, business development efforts, and...Website
$50k - $60k
...Description Organization RWA Wealth Partners is a boutique wealth... ...solutions designed to help clients grow and protect their wealth... ...for providing back-office support for a busy and growing company... ...individual will be part of the Client Service Team and will also provide...WebsiteWork experience placementWork at officeLocal area$85k - $100k
...Wealth Client Management Consultant CAPTRUST is seeking... ...financial advisors to service and retain wealth client... ...is to be performed on-site; this is not a remote... ...seen, respected, and supported. It is our intent to... ...texture or hairstyles associated with race), religion,...WebsiteTemporary workWork experience placementWork at officeLocal areaFlexible 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...
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