Client Implementation Associate, Officer
$60k - $101.25kDormont Manufacturing Co
As the Client Implementation Associate, you will: Lead the planning, coordination and execution of client and product events at State Street Investment Management (SSIM) across multiple global regions including: Client fundings for separate accounts and commingled funds Client mandate changes Launching of company sponsored ETFs, Mutual Funds, Seed Funds and Commingled products Client and Fund liquidations and terminations In‑kind contributions and withdrawals Custodian and Recordkeeper changes Contractual review including comments and approvals Engage the organization ensuring that all appropriate parties and functional groups are informed, involved, and in asset structuring processes This includes the evaluation of the complexity, fund structures, special requirements, and risks associated with each event Work with Relationship Managers, Product Development and Investment teams to clearly articulate event requirement and solicit input as needed Make adjustments to plan and execution, depending on external needs and internal business policies and standards Participate in or lead projects aimed at continually improving the firm’s overall business processes Own, along with the Investment team, the process of implementing a client event from an investment perspective These skills will help you succeed in this role: Minimum 6 years’ experience in the investment management field with specific focus on investment operations and investment experience Deep understanding of complex investment issues, processes and vehicles and how these relate to client events Strong desire to continuously improve industry and investment knowledge Strong project management skills Excellent interpersonal, time management and execution skills such as prioritization and multi‑tasking under time constraints Ability to build and maintain professional relationships with clients, internal teams, consultants custodians and transition managers, and optimally interact with all levels of an organization Ability to take a leadership role in the decision‑making process and bring parties to a consensus Strong business discernment, including the ability to synthesize complex issues and optimally balance substantial objectives Strong analytical skills and the ability of understanding client objectives and developing effective and appropriate solutions to meet those objectives Consistent track record of successfully leading client events Excellent written & verbal communications and presentation skills Great teammate with a positive attitude Bachelor’s Degree required, with a CFA/MBA or equivalent experience preferred Salary Range: $60,000 - $101,250 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid‑time off including vacation, sick leave, short‑term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance‑based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax‑advantaged savings plans. For a full overview, visit Equal Opportunity Employer We consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #J-18808-Ljbffr Dormont Manufacturing Co
- ...leading software company is seeking a Senior Consultant specializing in Regulatory Operations Software Implementation. This remote position demands expertise in guiding clients through software implementations, particularly within the life sciences sector. Candidates should...SuggestedRemote job
$21.75 - $44.5 per hour
...Job Description: The Client Engagement Specialist (CES) plays... ...: Identify and implement opportunities for workflow optimization... ...knowledge of Microsoft Office Suite, Adobe, and firm systems... ...applicable geographic differential associated with the location at which...SuggestedHourly payContract workWork at officeLocal areaRemote workWorldwideShift work$55k - $85k
...Registered Client Associate Boston, MA • Hybrid (3 days in office) • Full-Time About the Opportunity Harrison Gray Search is recruiting on behalf of a well-established, full-service wealth management firm headquartered in Boston, MA, with offices across the United...SuggestedFull timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$55k - $85k
...Role Description The Registered Client Associate is a forward facing member of the Moors & Cabot team with a mission to help clients achieve... ...and is eligible for a hybrid schedule: at least 3 days in office and up to 2 days remote. Role Responsibilities Client/Financial...SuggestedFull timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$55k - $60k
...story began in 2011 when a group of office workers at a major logistics company... ...to every day. Position Overview: As a Client Success Associate you will play a key role in managing... ...managing internal systems setup and on‑site implementation. Regularly visit client locations to...SuggestedFull timePart timeWork experience placementWork at officeLocal areaImmediate startFlexible hours- ...Wealth Management is a leading provider of comprehensive wealth management and investment services. Responsibilities Provide excellent client service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensure timeliness,...Hourly paySeasonal workWork from homeShift workDay shift
- ...Client Success Associate Stropro is looking for a candidate who takes a high degree of ownership, values team collaboration and has a hunger for personal growth. The role will involve the prospecting, qualifying and onboarding of accredited investors onto the Stropro...
- ...Registered Wealth Management Client Associate Boston, Massachusetts To proceed with your application, you must be at least 18 years... ...convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career...Seasonal workWork at officeWork from homeShift workDay shift
$70k - $80k
...Customer Relationship Associate Together we fight for everyone's opportunity for a better... ...influence our culture, serve our clients and enrich our communities is essential... ...May 2026. This is a five-day per week in-office position in our Boston, MA office located...Part timeWork experience placementWork at officeLocal areaFlexible hours$70k - $118.75k
...practical solutions. Support testing activities, including requirements validation, test case review, and issue triage. Assist with implementation planning, user acceptance testing, and production readiness. Provide ongoing analysis and support for system enhancements,...$25 - $44 per hour
Dormont Manufacturing Co is seeking a Client Service Support Specialist in Cambridge to provide key service support for multiple Financial Advisors. This role requires excellent communication skills, client management abilities, and a commitment to operational excellence...Hourly pay$100k - $125k
...Partners Global Investors, Inc. in Boston is seeking a Client Relations & Trading Associate to support portfolio operations and client services. The... ...proficiency in various investment platforms and Microsoft Office. The compensation range for this position is $100,000-$1...Work at office$45k - $110k
...Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved... .... The Firm oversees $221 billion in client assets as of May 31, 2026. Position A Private... ...to join its growing team as a Client Associate.The Client Associate will work withour Private...Work at officeLocal area$90k - $120k
Catalant is hiring an Associate in Boston to support private equity clients and consultants. This role involves identifying talent needs, matching consultants to requirements, and managing client projects. You will have the opportunity to impact business growth while building...Flexible hours- ...is seeking a dedicated individual to join Merrill Wealth Management in Boston, MA. This position focuses on providing exceptional client service while ensuring timeliness and completeness of client materials. Candidates must hold FINRA licenses and have advanced knowledge...Remote jobHourly payFlexible hours
$225k - $250k
Job Information Job ID: 4683 Position: Associate Location: Boston, MA Practice Area: Private Clients Open Date: Thursday, June 25, 2026 Job Function: Legal... ...experience to join our growing team in our Boston, MA office. The ideal candidate will have experience...Work experience placementPrivate practiceWork at office$70k - $80k
...seeking an entry-level Customer Relationship Associate to handle inbound calls, assisting retail customers with their needs. This in-office role in Boston offers a starting salary of... ...on performance. Responsibilities include client service requests, account setup assistance...Work at office- ...leading e-commerce business, and opening retail stores around the world. We invite you to join team TravisMathew.Job DescriptionThe Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store...Weekend workAfternoon shift
$80k - $90k
Overview WHO are we looking for? CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge and skills, obtained... ...work experience 3+ years of experience within Family Office and Wealth Management environments Desired Qualifications...Temporary workWork experience placementWork at officeLocal areaFlexible hours$130k - $150k
Client Portfolio Associate - International EquitiesSkip to main contentWe respect the privacy of candidates for employment. The Privacy Notices set... ..., and communication skills.* Proficiency in Microsoft Office, including strong Excel skills.***Soft Skills**** Collaborative...Work at officeLocal areaWorldwideFlexible hours- Franklin Templeton Investments is seeking a Client Portfolio Associate in Boston, MA. This position involves supporting sales-related and client... ...equities, strong analytical skills, and proficiency in Microsoft Office. This role offers a hybrid schedule with significant...Work at office
$115k - $145k
Description The Client Relations Associate is a high-touch, full-service relationship support role within our Private Banking division. This individual... ...Schedule Hours per Week: 40 Work Schedule: M-F 4 day in office requirement/WFH 1 day (Friday) Pay Transparency The...Work at officeLocal areaWork from homeFlexible hours- Bank of America is seeking a driven individual for a client service role supporting Financial Advisors in Boston, Massachusetts. The ideal candidate will excel in providing client-centric services and build strong relationships while promoting the bank’s products. Responsibilities...
$25 - $44 per hour
...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- BNY is seeking an Associate Client Processing Representative I to join our Boston team. In this role, you will provide complex client service, ensuring operational tasks are performed accurately and efficiently while complying with regulations. The ideal candidate will...
$225k - $250k
Nixon Peabody LLP in Boston, MA, is seeking an Associate with 2-3 years of experience to join the Private Clients Practice Group. The ideal candidate will represent high net worth individuals and have experience in estate, income, and gift tax planning. The position offers...Private practice$58k - $115k
Dormont Manufacturing Co in Boston seeks a Wealth Management Associate to provide exceptional client service and support financial advisors. Candidates must have strong interpersonal skills and at least 5 years of relevant experience. Responsibilities include cultivating...- Overview As the Client Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service... ...clients via email. You establish positive relationships in your office and support with administrative tasks as needed. You will...Live outWork at officeLocal areaFlexible hoursShift work
- PLAY A VITAL ROLE IN THE LIVES OF OUR NATION’S DEFENDERS As a Preventive Medicine Physician on the U.S. Army health care team, you’ll plan, coordinate and direct a program to maintain health, improve physical fitness and prevent disease and injury. Additionally, ...Permanent employmentFull timeInternship
$250k - $300k
...nationally recognized Private Clients lawyers partner with... ...goals. The team develops and implements practical planning solutions... ...seeking to hire a mid-level associate with approximately three to five... ...growing team in our Boston, MA office. The ideal candidate will have...Work experience placementPrivate practiceWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Implementation Associate, Officer. Be the first to apply!
- client solutions associate Boston, MA
- client account associate Boston, MA
- client engagement associate Boston, MA
- client success associate Boston, MA
- registered client associate Boston, MA
- client services associate Boston, MA
- client relationship associate Boston, MA
- senior information technology consultant Boston, MA
- implementation consultant remote Boston, MA
- IT audit consultant Boston, MA

