Client Associate
Bank of America ATM
Bank of America 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 of investment products. The ideal applicant will maintain strong client relationships, act with a client-first mindset, and adapt in a fast-paced environment. We offer competitive hourly pay, industry-leading benefits, and flexible work arrangements. #J-18808-Ljbffr
$130k - $150k
...forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together.... ...across regions worldwide.Position OverviewThe Client Portfolio Associate is a member of the North American Client Portfolio Manager (...SuggestedFull timeWork at officeLocal areaWorldwide$180k - $230k
DescriptionOur client, a well-established law firm, is seeking a mid-level Attorney to join a private client practice serving individuals... ...to building lasting client relationships.Role: Private Client Associate AttorneyLocation: Boston, MASalary: $180,000 - $230,000 (...SuggestedPrivate practiceRemote work$49.5k - $77k
...Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...SuggestedFull timeFlexible hours$55k - $75k
...Your role Educate clients on account services and capabilities Input client information into the financial planning tools and Firm tools Assist with the preparation of reports and other materials for client meetings Ensure appropriate documentation is collated for new...SuggestedFull timeWork at officeFlexible hours$49.5k - $77k
...Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...SuggestedFull timeFlexible hours$25 - $45 per hour
...education, legacy, and other life goals through investment advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Private Wealth Client Associate Boston, Massachusetts To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new...Seasonal workWork at officeWork from homeShift workDay shift
- ...The FX Currency Administration Client Service Representative is responsible for supporting the daily production and client servicing activities for Currency Administration mandates. This role ensures all client deliverables are completed accurately and on time while providing...
$25 - $44 per hour
...provider of comprehensive wealth management and investment products and services. This role supports financial advisors by delivering client service and operational excellence. Responsibilities Provide excellent client service to bank clients, educating them on the bank’s...Hourly paySeasonal workShift workDay shift$49.5k - $77k
...Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...Full timeFlexible hours- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As an Associate I in Investment Middle Office Services - Client Operations, your key responsibility will be to provide premier service delivery...Work at officeFlexible hours
$25 - $44 per hour
Bank of America is seeking a Client Service Support for its Merrill Wealth Management team in Cambridge, MA. This role will focus on providing exceptional service to Financial Advisors and their clients, ensuring operational excellence and effective communication. The...Hourly pay$65k - $75k
...in-house quantitative investment process, running on software we wrote ourselves. We have higher account minimums to ensure fewer clients and deeper relationships. We take process and organization seriously. Every person here has real impact on how the firm operates....Full timeWork at officeLocal area- ...Associate, Technical Relationship Manager, Aladdin Client Engagement BlackRock Solutions (BRS) builds and supports the technology and analytics that power BlackRock and many of the world's leading institutional investors. At the center of this platform is Aladdin, our...Work at office
$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...Temporary workWork at officeLocal area- ...Eastern is seeking an Operations Associate to oversee the daily operations of a banking office, including cash vaults, ATM balancing, and customer service. The role blends sales and transactional duties, with responsibilities spanning account openings, loan applications...Work at office
$72.5k - $80k
...Reference # : 335380BR City : Boston Your team : You'll be working with the Wealth Management team in Boston. Key Responsibilities Educate clients on account services and capabilities Input client information into the financial planning tools and Firm tools Assist with the...Full timeWork at office$70k - $130k
...Client Relationship ManagerHigh visibility client-facing role managing complex business queries and supporting a variety of client business management responsibilities. The role requires proficiency on Enterprise platforms to function as a cross-client subject matter...Temporary work$42.8k - $53.5k
...About the Job: The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and requests as well as acting as a liaison between departments within FMI, and between FMI and its partners, customers and the patient...Work at office- ...UBS in Boston is seeking a full-time Client Services Associate to support the Wealth Management team. You will educate clients on account services, input client data into planning tools, and help prepare reports for client meetings. In this role you will ensure proper...Full time
- ...Currency Administration Manager The role involves managing daily operations and providing client support for Currency Administration. A comprehensive understanding of team protocols is essential to fulfill client obligations efficiently. Responsibilities: Handle daily...
$65k - $70k
...Job Description Summary: 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$70k
...Overview Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter... ...role in providing a fast, high-quality client experience. As an Associate on the Client Service team As an Associate on the Client Service...Temporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours$20.44 - $30 per hour
...choices our people make to show up for each other and for the clients we serve. We help individuals, families, and businesses protect... ...International. We currently have an opportunity for an Client Services Associate to join our Employee Benefit team in Boston, MA office on a...InternshipWork at officeLocal areaFlexible hours- ...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
$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 Valley...Work at office- ...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...
$70k - $85k
...specializes in developing investment solutions at scale for its clients. Managing $13+ billion in assets , Concentric's mission is to... ...Position Summary: We are seeking a dynamic Client Service Associate to support our client service operations. This role requires 1...Work at officeFlexible hours$65k - $75k
...Osaic Careers Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 02110 Role Type: Full-time, Non-Exempt Salary: $65,000$75,000 annually + eligibility for an annual bonus Actual compensation offered will be determined individually...Full timeWork at office$31.2k - $90k
...Registered Client Service Associate Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging...Temporary workWork at officeLocal area
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