Elite Wealth Client Associate: Onboard & Advise UHNW
JPMorgan Chase
JPMorgan Chase in Boston is seeking a Client Associate to support Financial Advisors and their clients by handling onboarding, account maintenance, and service delivery with a high standard of client care. You will interact with clients to collect information, provide investment quotes, and ensure regulatory compliance throughout the process. You will also assist in proposing firm offerings, executing trades, and supporting a diverse suite of products and digital tools while coordinating with #J-18808-Ljbffr JPMorgan Chase
- J.P. Morgan Advisors in Boston seeks a Client Associate to deliver dedicated business support to Financial Advisors and clients, handling onboarding, account maintenance, and service requests with professionalism. You will interface with clients and advisors to discuss...Suggested
$80k - $90k
...looking for? CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge... ..., proactive service to the Wealth Client Service team and/or Advisors,... ...recurring tasks Ability to process onboarding packages, money movements, trade flow...SuggestedTemporary workWork experience placementWork at officeLocal areaFlexible hours- A regional wealth management firm in Boston is seeking a Client Support Associate (CSA) to enhance their team. The ideal candidate will have 1 to 3 years of financial... ...Financial Advisors, and managing client onboarding processes. This position offers a hybrid work model...Suggested
- Wealth Enhancement Group in Boston is seeking a Sr. Client Service Associate to drive onboarding, client relationship management, and operational support in a hybrid work environment. You will use CRM tools to track assets, coordinate with brokers, and assist advisors...Suggested
- ...Merrill 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...SuggestedHourly paySeasonal workWork from homeShift workDay shift
- ...Wealth Management Client Associate Cambridge, 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...Seasonal workWork at officeWork from homeShift workDay shift
- A private wealth management firm in Boston is looking for a Senior Registered Client Service Associate to support Financial Advisors and deliver exceptional service to high-net-worth clients. The ideal candidate has over 3 years of experience in wealth management and holds...
- Morgan Stanley in Boston seeks a senior service team member to support Financial Advisors and Private Wealth Advisors. You will cultivate client relationships, help deliver an exceptional client experience, and coordinate meetings and follow-ups. You will assist with digital...
$55k - $75k
UBS is seeking a Client Associate to support its wealth management team in Boston. This full-time role requires 1-3 years of client service experience, preferably in finance, and offers a competitive salary between USD 55,000 and USD 75,000 per annum. Responsibilities...Full timeWork at office$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 ideal...Hourly pay$100k - $125k
Boston Partners Global Investors, Inc. in Boston is seeking a Client Relations & Trading Associate to support portfolio operations and client services. The ideal candidate will have 3-5 years of experience in wealth management. This role requires strong operational...Work at office$100k - $125k
Boston Partners Group is looking for a Client Relations & Trading Associate in Boston, MA. This full-time position involves providing exceptional client... .... The ideal candidate should have experience in wealth management and proficiency with trading platforms and CRM...Full time$33.84 - $37.41 per hour
...Jones, we're a purpose-driven, client-focused team committed to... ...lead the industry in aligning wealth, passion, and purpose to help... ...$30 billion in assets under advisement, 300+ teammates nationwide, and... ...documentation related to client onboarding, implementation, and on-going...Hourly payFull timeSummer workWork at officeLocal areaImmediate startFlexible hours$100k - $125k
Boston Partners is seeking a Client Relations & Trading Associate to deliver exceptional client service and maintain operational excellence. This role... ...candidate will have 3-5 years of experience in wealth management and provide timely support in trading activities...- Oppenheimer & Co. Inc. in Boston, MA, seeks a Registered Client Service Associate to support Financial Advisors in sales, marketing and daily operations of a growing wealth management practice. This role emphasizes client service, confidentiality and teamwork, with responsibilities...
- Berkshire Bank is seeking a personable and highly organized Client Service Associate to work directly with wealth advisors in our Registered Investment Advisory Firm (RIA). You will be the primary contact for clients, coordinating service requests and ensuring seamless...
- ...financial services organization is seeking an experienced Senior Client Service Associate to support complex client portfolios. This hybrid role... ...knowledge and includes responsibilities such as client onboarding, portfolio transactions, and daily inquiries. Ideal candidates...
- Focus Financial Partners in Needham, Massachusetts is seeking a Client Service Associate to support Wealth Advisors and enhance client relationships. This role involves managing client requests, ensuring accuracy, and providing excellent operational support. The ideal...Work at officeRemote work
$60k - $65k
Focus Partners Wealth, located in Needham, MA, is looking for a Client Service Associate. This role involves collaborating with Wealth Advisors to enhance client relationships and ensure timely service. The ideal candidate will have a Bachelor's Degree and at least one...Work at officeRemote work- ...growing full-service Investment firm is seeking a Registered Client Service Associate to join their team. This role is ideal for a highly... ...objectives. Open, set up, and monitor new client accounts and onboarding documentation. Collaborate with internal teams to ensure exceptional...Work at officeRemote work1 day per week
$31.2k - $90k
DUTIES And RESPONSIBILITIES CLIENT SUPPORT Cultivate and enhance new and existing client relationships through active communication with... ...authorization and authenticate client when processing requests Onboard and maintain client accounts, including collecting client...Temporary workWork at officeLocal area- ...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Seasonal workWork at officeWork from homeShift workDay shift
- ...Registered Wealth Management Client Associate Wellesley Hills, 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...Seasonal workWork at officeWork from homeShift workDay shift
- A leading financial services firm is seeking a Client Service Associate in Wellesley, MA. This role involves providing exceptional service to clients and supporting Financial Advisors with daily tasks, such as managing account inquiries and promoting digital tools. Ideal...
- 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...
- Rockefeller Capital Management is seeking a Client Associate to join the Private Advisor team within Rockefeller Global Family Office. You will interact directly with high-net-worth clients, provide top-tier client service, and support account administration, documentation...Work at office
- Job Description This role is responsible for providing client service support to potentially multiple Financial Advisors (FAs). The primary focus is to support enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business while...Seasonal workShift workDay shift
$100k - $125k
...Overview Boston Partners Private Wealth provides institutional-... ...outcomes appropriate for our clients' goals. We provide transparency... ...The Client Relations & Trading Associate plays a critical role in... ...concerns they may have. Coordinate onboarding for new clients, handling...Full timeWork at office$70k - $85k
...investment solutions at scale for its clients. Managing $13+ billion in... ...with a like-minded wealth management partner, expanding... ...seeking a dynamic Client Service Associate to support our client service... ...client touchpoints. Process onboarding for new institutional clients...Work 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... ...transfers in accounts Plan and manage new account onboarding process including SMA and alternative investments...Work at office
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