Registered Client Service Associate
$70k - $130kState Street Corporation
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 expert with extensive interaction across all internal support functions to enhance the State Street client experience.Responsibilities:• Manage client relationships and sentiment via extensive daily interaction with client counterparts in maintaining service levels and addressing a wide range of business issues• Manage the change management administration and communication with clients.• Manage linkages between change management, for both BAU and program work, as part of broader end-to-end onboarding / implementation efforts.• Manage impact of change on the client support model by providing ongoing direction in the development, implementation and integration of new client change requests. Ensure the timely & accurate completion of development and operational change requests.• Champion inquiries from / issues raised by various State Street organizations and follow through to ensure that client facing problems and issues are addressed.• Influence others in preparing various statuses, activity and performance reports for senior management.• Collaborate with STT's middle and back office operations and provide input on plans to enhance operations.• Demonstrate proficiency with My.StateStreet, IMT, and MCH/EHZN.• Persuade or influence internal groups, as necessary to achieve desired results.• Anticipate critical risks and exposures and facilitate mitigation.• Ultimately responsible for the success of implementation problem resolution.• Persuade and influence colleagues at all levels.• Tactically use a broad array of communication vehicles to lead, direct, and facilitate client change requests.• Oversee and recommend best practices, and educate others on their implications.• Recognized authority across the organization and externally• Operate with minimal supervision in a complex environment• Company-wide impact/ influence• Influence strategic direction/vision across business units or groupsQualifications• 6-8 years of financial services experience, in operational, technology, product management, or project capacity• Strong collaboration and influencing skills• Strong written and communication skills and ability to present to clients and senior STT management.• Strong sense of ownership and leadershipSalary Range:$70,000 - $130,000 AnnualThe 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.
$64.1k - $88.1k
...Company We’re a diversified financial services leader with more than $1.5 trillion... ..., small business and institutional clients. We are a longstanding leader in financial... ...ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week$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...SuggestedTemporary workWork at officeLocal area$60k - $65k
...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the... ...services. Job Description The firm is seeking a Registered Client Service Associate to join our Private Client Division in Boston, MA. The...SuggestedLocal 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...SuggestedWork at office
$72.5k - $80k
...80BR 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 preparation of...SuggestedFull timeWork at office$31.2k - $90k
...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 and utilizing the full capabilities...Full timeTemporary workWork at officeLocal area$15 - $40.87 per hour
...Registered Client Service Associate 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...Hourly payTemporary workWork at officeLocal area$75k - $85k
...consulting firm. This role is for one of our clients in Charlestown. To view other open... ..., visit jobs.lead-advisor.com Client Service Associate Our client is an established boutique... ...2 weeks ago Private Wealth Management Registered Client Service Associate Boston, MA $8...Full timeWork at office- 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
$58.24k - $92.56k
State Street is seeking a Senior Associate to oversee day-to-day accounting and trade-related... .... This role emphasizes strong client focus and operational discipline while working... ...accuracy, and deliver exceptional client service. A bachelor's degree and 2-4 years of relevant...Work at office$49.5k - $77k
...part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients... .../or the Branch Director. Responsibilities may include servicing clients, researching problems, processing account...Full timeFlexible hours- ...Job Description Job Description We are looking for a detail-oriented Client Service Associate to support currency administration activities and provide responsive service to clients in Boston MA. This Long-term Contract position is ideal for someone who is organized...Long term contractTemporary workWork at office
- ...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...
- ...Client Service Associate Boston, MA Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing...Work at officeLocal area
$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...Work at office- ...Client Service Associate Boston, Massachusetts, United States About the Job 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...Work at office
$70k
...Client Service Associate (Class of 2027) Boston, Massachusetts, United States Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions...Temporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours$20.44 - $30 per hour
...make to show up for each other and for the clients we serve. We help individuals,... ...retirement, and wealth management products and services. HUB is one of the world's largest... ...at HUB International. Client Services Associate We currently have an opportunity for...InternshipWork at officeLocal areaFlexible hours$42.8k - $53.5k
...Client Services Associate 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...Work at office$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- Gray Private Wealth is seeking a Wealth Management Associate in Canton, MA to support the client portfolio management team and the financial planning process... .... The ideal candidate has 3-5 years in financial services, strong written/verbal communication, and proficiency...
- 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
$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...Hourly payFull timeTemporary workWork at officeLocal area$15 - $40 per hour
...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 and utilizing the full capabilities...Hourly payFull timeTemporary workWork at officeLocal area- BAYADA Home Health Care in Canton, MA is seeking an Associate to join our Medicare certified Senior Living Office. This... ...role emphasizes compassionate, reliable home health services and strong teamwork to support clients and families. Responsibilities include patient-...Work at office
$50k
BAYADA Home Health Care in Canton, MA is seeking an Associate to join our Medicare certified Home Health... ...This role involves providing superior customer service, supporting referral management, and coordinating client services. Candidates should ideally possess a Bachelor...Work at office$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$49.5k - $77k
...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 Director. Such responsibilities may include servicing clients, researching problems, processing account forms...Full timeFlexible hours$49.5k - $77k
...Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial... ...or the Branch Director. Such responsibilities may include servicing clients, researching problems, processing account forms...Full timeFlexible hours$25 - $45 per hour
...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...timeframe if being hired into a registered job code**Possesses advanced industry...Hourly paySeasonal workWork at officeWork from homeShift workDay shift
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