Client Service Associate
Jackson Hewitt
Benefits: Free uniforms Opportunity for advancement Signing bonus Training & development 401(k) matching Bonus based on performance Employee discounts Flexible schedule We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. Join our team and make a positive impact on our clients' journey with us! Perks: Hourly pay + competitive bonus package Flexible Schedule Options – Work that works for you! Free Identity Theft Protection through ID Watchdog from Equifax Corporate discount program through Avibra Earned Wage Access through ZayZoon Discount and Rewards Marketplace through BenefitHub Opportunities for advancement within the organization or as a tax pro Participation in 401-K matching program (once eligibility qualifications are met - enrollment twice per year) Free tax preparation training and PTIN registration Free continuing tax education Enrolled Agent materials and testing reimbursement What you need: Strong interpersonal and communication skills Experience in a fast-paced retail environment Basic computer proficiency and ability to troubleshoot Prior customer service or sales experience preferred, but not required Willingness to learn and grow in a customer-focused role #J-18808-Ljbffr Jackson Hewitt
$75k - $90k
...Client Service Associate Boston Partners is a global investment advisor and a premier provider of value equity investment products that are firmly rooted in fundamental research and are based on a disciplined investment philosophy and process. Boston Partners currently...Suggested- ...Investment Advisor in downtown Boston, helping clients preserve and grow their wealth for three... ..., backed by a dedicated operations and service team, works with individuals and... ...ABOUT THE ROLE The Client Service Associate is a key part of the team that keeps our...SuggestedWork at officeFlexible hours
- ...About the job Client Service Associate Client Service Associate 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...Suggested
$70k
...Overview: Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter... ...providing a fast, high-quality client experience. As an Associate on the Client Service team, you will play a central role in delivering...SuggestedTemporary workSummer workCasual workInternshipWork 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, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...SuggestedWork at office- ...rapidly and we have an exciting opportunity to be part of the innovative, fast-paced, and collegial Client Advisory team located in Boston. We’re seeking a Client Service Associate, interested in elevating their impact, to partner with our lead advisors to deliver...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
$75k - $85k
...is a wealth management recruiting and consulting firm. This role is for one of our clients in Charlestown. To view other open roles, visit jobs.lead-advisor.com Client Service Associate Our client is an established boutique financial services firm located in historic Charlestown...Full timeWork at office- Ashton Thomas Securities, a dynamic wealth management team in Boston, seeks an administrative professional to help grow and maintain client relationships, streamline onboarding, and support Wealth Advisors. You will prepare meeting materials, manage records, and...Work at office
$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- ...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
- ...remaining at the forefront of technological innovation and thought leadership in the financial services industry. Duties and Responsibilities Help to grow and maintain existing client relationships by processing client requests, resolving inquiries, and ensuring key client...Temporary workWork at office
$60k - $65k
...Client Service Associate Focus Partners is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized...InternshipWork at officeLocal areaRemote work2 days per week$58.5k - $99.5k
...Client Service & Operations Associate Location: Boston, MA, US, 02110 Category: Investments Feel Good About Doing Good The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through...Full timeTemporary workWork at officeFlexible hours- ...Description BCforward is currently seeking a highly motivated C lient Service Support for an opportunity in Boston, MA, USA Position... ...off, per diem). Job Description: We are seeking a Client Service Representative to join our dynamic team. The ideal...Daily paidPermanent employmentContract workTemporary workWork at officeImmediate startShift work3 days per week
- Who we are looking for This is a Client Service Senior Associate role in the US Asset Owners division. The candidate will be the point of contact for multiple client relationships, manage client activities and resolve client inquiries in a timely manner. The Client Service...Temporary workFlexible hours
$15 - $43.27 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...Hourly payTemporary workWork at officeLocal area- ...Client Service Account Manager Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio of large corporate or financial institution clients....Flexible hours
$65k - $98k
Be the person clients remember and the team counts on. A great client experience is built in the details: a call returned, paperwork... ...thoughtfully, and a question made simple. As a Client Services Associate at Savant, you will be a trusted first point of contact for...Work experience placementSummer workWork at officeLocal areaWork visaMonday to FridayFlexible hours$64.1k - $88.1k
...Our Company We’re a diversified financial services leader with more than $1.5 trillion in... ...individual, small business and institutional clients. We are a longstanding leader in... ...loyalty. As a Registered Client Service Associate, you will provide dedicated support to a...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week$60k - $90k
...investment professionals, and dedicated service team members. We are committed to providing... ...financial plans to help our clients achieve their financial and personal goals... ...valued. The Role As a Client Service Associate, you will be assigned to a client team and...Work at officeImmediate start$15 - $40.87 per hour
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of...Hourly payTemporary workWork at officeLocal area$75k - $85k
...professionals who are dedicated to doing whats right for our clients. At CIBC we embrace your strengths and your ambitions so... ...learn more about CIBC please visit As a Senior Client Service Associate you will support Private Wealth relationship management efforts...Full timeRemote workRelocation package$60k - $70k
...a 5-day-a-week, in-office culture because collaboration, mentorship, and shared momentum matter. About This Role As a Client Services Associate at Alumni Ventures, you'll play a vital role in supporting our investor community while gaining hands-on exposure to venture...Full timeWork at officeImmediate startFlexible hours- ...work for the global leader in the language services and technology industry? Are you... ...legal support services. All services and client partnerships are aided by best-in-breed... ...The position of the Client Services Associate is responsible for serving as the first...Permanent employmentFull timeInternshipLocal area
$31.2k - $90k
...Client Service Associate JD 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...Full timeTemporary workWork at officeLocal areaWork visa- ...Management, part of Bank of America, seeks a Wealth Management Client Associate - Advisor Development Program (WMCA-ADP) to support Financial... ...7, 66) within 120 days and progressively take on client service and business-building tasks. Successful candidates will join...Work at office
$35.9 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly payTraineeshipWork experience placementWork at officeLocal areaImmediate startShift workDay shift- Morgan Stanley is seeking a Client Service Associate in Massachusetts to support advisors and clients by handling requests, onboarding accounts, and maintaining documentation. You will use firm policies and digital tools to deliver high-quality service and build trusted...
$65 - $72 per hour
DescriptionKforce has a client that is seeking a Managed Services Senior Associate in Boston, MA.Summary:We are seeking an experienced Managed Services Senior Associate to support accounting, financial reporting, and operational service delivery for clients within the...
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