PWM Registered CSA - Client Services & Advisor Support
$15 - $43.27 per hourMorgan Stanley
A leading financial services firm in Boston is seeking Registered Client Service Associates to enhance client relationships and support financial transactions. This role requires active Series 7 and Series 66 (or 63 and 65) licenses, along with two years of industry experience. Ideal candidates will have strong interpersonal skills, be detail-oriented, and proficient in Microsoft Office. Competitive hourly rates from $15 to $43.27 based on experience and qualifications. #J-18808-Ljbffr Morgan Stanley
$100k - $275k
...and delivering for our clients, teammates,... ...developing exceptional talent, supporting our teammates’ physical... ...bank’s capabilities and services to meet specific... ...mortgage originations must register with the federal... ...prospects as their trusted advisor, providing integrated...SuggestedWork at officeShift workDay shift$55k
...Medford Oregon Job Summary The Private Client Advisor’s focus will be on our Mass Affluent client... ...be the primary provider of investment services to KeyBank Mass Affluent clients by... ...of Key Investment Services solutions to support cross-selling opportunities and learn the...SuggestedTemporary workBank staffWork at officeFlexible hoursNight shift- ...Community Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm... ...extraordinary customer service while maintaining a strong... .... Your expertise will support a wide range of clients, from... ...Morgan Securities LLC (JPMS), a registered broker-dealer and investment...SuggestedLocal area
$60k - $65k
Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate to support Financial Advisors in our Boston office. The role involves enhancing client relationships, managing daily operations, and assisting with marketing efforts. Ideal candidates have over 5 years...SuggestedWork at office- Evolve Talent Partners seeks a Private Client Relationship Advisor in Boston to lead a high-touch client service experience for complex families and family offices. You... ...fiduciary accuracy and tailored wealth management support. Candidates should bring 10+ years of fiduciary...Suggested
- ...Incorporated in Boston is seeking a skilled administration and client service professional to support high net worth families and family offices. The ideal... ...account maintenance, and collaborating with outside advisors on tax matters. The position offers competitive...
$21 - $22 per hour
...Gucci Senior Client Advisor If you are a Dream-maker, this is the place for you. Together... ...leader; Partner with the Team Manager to support real time coaching and feedback to... ...model by providing an exceptional client service experience by greeting, listening, and...Hourly payFull timeWork at officeAfternoon shift$23 per hour
...The Senior Sales Associate supports the day-to-day operations of... ...ensuring a consistent, high-quality client experience. This role acts as... ...Deliver exceptional client service by educating clients on... ...closing procedures, including register reconciliation, invoice closeout...Full timeFlexible hoursShift workAfternoon shift$125k - $150k
...purposefully built and nurtured our client-first culture.Brown Advisory... ...the highest level of client service. The firm’s clients—including... ...with outside advisors concerning client’s personal,... ...classifications that require employer support or sponsorship).Salary: $125-...H1bWorldwide$47.52k
...enthusiasm for helping our clients, taking care of our... ...customer service while maintaining a strong... ...As a Private Client Advisor in Chase Wealth Management... .... Your expertise will support a wide range of clients... ...Securities LLC (JPMS), a registered broker‑dealer and investment...- ...enthusiasm for helping our clients, taking care of our... ...customer service while maintaining a strong... ...Community Private Client Advisor in J.P. Morgan Wealth... .... Your expertise will support a wide range of clients... ...Securities LLC (JPMS), a registered broker-dealer and investment...Local area
- ...The Office Services Clerk will be responsible for providing local... ...will report to the Manager of Support Services. A career at Nixon Peabody... ...promotes success for our clients and each other. We offer fast... ...regular, certified, and registered mail to meet U.S. Postal deadlines...Work at officeLocal areaNight shift
- We’re seeking a Private Client Relationship Advisor on behalf of our client, a leading global investment... ...at the intersection of client service, wealth management operations, and fiduciary... ...junior client service colleagues supporting client maintenance and transactional...Work experience placementWork at officeShift work
- ...Overview We are looking for a Sales & Client Support Specialist to assist clients with planning and booking travel while providing exceptional service throughout the sales process. This role blends client support with consultative sales, helping clients select travel...Remote workFlexible hours
$40k - $60k
Medium is looking for a detail-oriented Client Services Coordinator to support clients with planning assistance, booking coordination, and general customer care. This remote role is ideal for someone who enjoys helping others and thrives in a flexible work environment....Remote jobFlexible hours$20.84 - $40.97 per hour
...Category: Clerical and Administrative Support Department: Pediatric Office Practice... ...during more than 300,000 annual visits. Services are available at 13 primary care centers... ...all calls appropriately and courteously. Registering patients and scheduling appointments via...Hourly payPart timeWork at officeLocal areaWork from homeShift workWeekend work- ...Brunetti in Needham, MA is seeking a Servicing Financial Advisor to grow professionally within a successful... ...advisory team. This role focuses on client onboarding and maintaining strong... ...prepare for retirement with dedicated support and care. #J-18808-Ljbffr Johnson...
$20 - $21 per hour
...Angell - Boston Boston, MA 02130, USA Client Services Full-Time Requisition #: CLIEN004030... ...compassionate presence that helps them feel supported from the moment they walk through our... ...Additional responsibilities include: Register emergency, referral, and unscheduled...Full timeRelocation packageFlexible hoursShift workNight shift$30k - $60k
...Job Title: Remote Customer Service Specialist – Hotel Bookings About Us: We are passionate about making... ...in tailored travel experiences for leisure clients, with a focus on excellent customer support, personalized hotel recommendations, and trusted industry...Remote workFlexible hours$20 - $23 per hour
...alternative application process. Visitor Services Representative I Part-time Regular... ...With the help of our 160,000 members and supporters, we protect wildlife, conserve and restore... ...promote membership opportunities Use a cash register and credit card machine for sales...Hourly payPart timeWork at officeLocal area- ...help drive business growth and help our clients' brands go viral. VizSense, a dynamic... ...generating new leads, qualifying prospects, and supporting the sales team through effective... ...prospects to determine suitability for VizSense services. Build targeted lists and execute...Base plus commission
- ...a global network of on-demand customer service professionals, and we want you to join us... ...Greece , working with one of our on-site clients to gain hands-on experience. After... ...period. What We Offer: 3-month fully supported training in Greece with paid relocation...Remote workWorldwideRelocationRelocation packageFlexible hours
- ...workflow with us. The easiest place to start is here: app.n8n.cloud/register. We're in a defining moment of an incredible journey. Come... ...and long-term disability insurance, plus life insurance to support you and your loved ones. Career growth We hire rising stars...Contract workTemporary workWork at officeLocal areaRemote workVisa sponsorship3 days per week
$90k - $120k
...we specialize in helping our clients navigate the complex landscape... ...to deliver exceptional service to our clients. Dynamic and... ...arrangements and benefits that support your well-being, ensuring that... ...As a Private Client Advisor you’ll be an ambassador for H...Work at officeFlexible hours$18 per hour
...Join to apply for the Customer Service Agent role at Cape Air Join to apply for the Customer... ...Encore Boston Harbor Remote Customer Support Rep - $60-$70k (SaaS Support, CRM) Boston... ...Representative-$1,000 Sign on Bonus (Work from Home) Client Services Representative Customer...Full timePart timeWork experience placementRemote workWork from homeRelocation packageNight shiftWeekend work$16 - $19 per hour
...Walgreens is seeking Customer Service Associates to assist customers, operate cash registers, and support daily retail store operations. Customer Service Associates are responsible for greeting customers, operating the register, processing cash and card payments, assisting...Hourly payFull timePart timeShift workNight shiftWeekend work$103.24k - $133.2k
...you will identify patterns, uncover critical information, and support investigations that address threats to public safety. Your transition... ...begin. You will be prompted to either sign in to continue or register with FBIJobs if you don’t already have an account. STEP 3 :...Work experience placementWork at officeLocal areaShift work- ...on delivering high‑quality, small‑animal care and urgent services while fostering a supportive, growth‑oriented culture. If you are passionate about... ...Impressions: You’ll manage a multi‑line phone system, greet clients positively, and ensure every interaction reflects our...Hourly payLocal areaImmediate startWeekend work
$59k - $75.05k
...Client Service Specialist (CSS) The Client Service Specialist (CSS) directly supports healthcare payers, leading meetings and coordinating with stakeholders to deliver operational goals. This role requires strong project management and technical skills to implement...Full timeWork at officeLocal areaImmediate startVisa sponsorshipFlexible hours- ...Client Service Specialist Boston, MA Modera Wealth Management is an independent, fee-only... ...Modera has been committed to being an advisor firm, and not a firm of advisors. Our... ...Client Service Specialist in Boston, MA to support the office's advisors and their clients...Work at officeLocal areaRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to PWM Registered CSA - Client Services & Advisor Support. Be the first to apply!
- insurance customer service advisor Boston, MA
- senior customer service advisor Boston, MA
- customer service representative hiring Boston, MA
- customer service representative data entry Boston, MA
- customer associate Boston, MA
- customer service representative 1st shift Boston, MA
- customer retention representative Boston, MA
- customer advisor Boston, MA
- virtual customer service advisor Boston, MA
- customer success associate Boston, MA

