Client Services Associate
$42 - $48 per hourMasis Professional Group
Client Service Associate needed for a long term contract role at highly regarded Boston Investment firm. In this role, you will act as a point of contact for institutional clients and consultants. Responsibilities include;
- Addressing client inquiries and resolving issues in a timely and professional manner.
- Ensure all clients reporting and servicing needs are delivered in accordance with their requirements
- Liaise with internal teams (operations, compliance, marketing, portfolio management) to ensure accurate and timely resolution to inquiries
- Maintain CRM system with client data
The ideal candidate will have a Bachelors degree and at least three plus years working with institutional clients in a financial services firm. Must also have exceptional communications skills, and be highly resourceful. This is an outstanding opportunity to get your foot in the door. Hybrid work schedule and hourly rate from $42-48 per hour!
$42 - $48 per hour
...Client Service Associate needed for a long term contract role at highly regarded Boston Investment firm. In this role, you will act as a point of contact for institutional clients and consultants. Responsibilities include; Addressing client inquiries and resolving...SuggestedHourly payLong term contract$40k - $59.8k
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$48.4k - $60.5k
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...the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider... ...and collaborative culture. Position Description The Client Service Associate located in Boston will support and work closely with senior...Temporary workWork experience placementWork at officeLocal areaFlexible hoursShift work$120k - $150k
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...checks, money movements, process tasks with Custodians. Schedule client meetings. Basic preparation and follow-up for client meetings.... ...drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total...Local areaFlexible hours$70k - $80k
Role Overview As a key member of the Insight Client Service Team, this is a dynamic and pivotal role supporting the relationship management and client servicing efforts of our client base. The candidate will need to be able to demonstrate an understanding and appreciation...Work at officeLocal area$50k - $55k
Oppenheimer & Co Inc is seeking a Client Service Associate for its Private Client Division in Boston, MA. The role focuses on servicing clients, managing schedules, and general organizational support. The ideal candidate will proactively anticipate business needs and handle...$125k - $150k
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Atlantic Group is hiring a Client Services Associate (Investment Management) in Boston, MA. This hybrid role supports investor servicing and client communications within an alternative investment environment. The ideal candidate will have a Bachelor’s degree and 4-6 years...- ...Client Service Associate Investments, estate, tax and financial planning all under one roof. Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k)...Permanent employmentWork at officeLocal area
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