Senior Client Service Associate
Bartholomew & Company Inc
Bartholomew & Company, based in Worcester with a Framingham, MA role in Private Wealth, seeks a Client Service Associate. You will lead client service workflows, support advisor teams, and mentor junior associates while upholding high service standards. Join a collaborative private wealth team focused on disciplined client service and process improvement, with a bonus eligibility for this full-time, on-site position in Framingham. #J-18808-Ljbffr
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Client Service Associate in Framingham, MA vacancy
$31.2k - $90k
...Client Service Associate 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- ...Bartholomew & Company is a financial services firm headquartered in... ...public entities and institutional clients, and Private Wealth, which... ...a bonus. The Client Service Associate (CSA) plays a critical role... ...service workflows, serves as a senior operational resource to...SuggestedHourly payFull timeWork at officeFlexible hours
$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...SuggestedInternshipWork at officeLocal areaRemote work2 days per weekFocus Partners Wealth
Needham Heights, MA3 days ago- ...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...Suggested
SDL Search Partners
Newton, MA1 day ago - ...satellite offices and employees strategically located across the U.S. As our firm continues to grow, we are looking to add a Client Service Associate to our dynamic and client-focused team. Recently named one of the 2025 Best RIAs to Work For , this is an exciting...SuggestedFlexible hours
- Focus Partners Wealth seeks a Client Service Associate to support Wealth Advisors and strengthen client relationships. You will own requests from start to finish, coordinate with custodians and the operations team, and ensure accurate, timely service in a fiduciary environment...Work at officeRemote work
$65k - $70k
Focus Partners Wealth is seeking a Client Service Associate to join our growing team in Needham, MA. You will support Wealth Advisors, serving as the primary contact for operational and service needs, and own requests from start to finish in a collaborative, fiduciary-...Work at officeRemote work3 days per week$60k - $70k
Focus Partners Wealth seeks a motivated and qualified individual for the position of Client Service Associate. The individual selected for this opportunity will be distinguished in academic achievement, dedicated to client service, and have the highest ethical and professional...Work experience placementWork at office$50k - $60k
...management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding... ...is multi-faceted, as the individual will be part of the Client Service Team and will also provide support to the main receptionist....Work experience placementWork at officeLocal area- 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...
$196k - $269.5k
AI Development & Agent Ops — Senior Principal Software EngineerWhy This RoleThis is not a support role. Dell's AI Development & Agents... ...will be responsible for designing, building, and refining the services, platforms, and practices that enable ~9,000 engineers to develop...Senior- Position Title: Senior Commercial Loan Servicing Representative Location: Natick, MA Job Type: Banking Salary Range: $50245.00 - $76522.00 Hourly... .... Adhere to timelines and deadlines established based on client needs and department workflow. Perform other job-related...SeniorHourly payDaily paidFull timeContract workBank staffShift workWeekend workAfternoon shiftEarly shift
- Req ID: 65613At NTT DATA Services, we know that with the right people on board, anything... ...presence and our ability to help our clients stay a step ahead of the competition. By... ...Services currently seeks a Desktop Support Senior Associate to join our team in Framingham,...SeniorFor contractorsRemote work
- ...up and advance into Paraplanning and other advisor roles over time. You will collaborate with Operations, Planning, and Investment teams to support client service and planning, with potential hybrid work after training. #J-18808-Ljbffr Retirement Resource Center, LLC.
- ...BlueGreen Alliance Inc is seeking a Senior Commercial Loan Servicing Representative in Natick, MA. This full-time role is critical in processing loans... ...role involves collaborating with both internal teams and clients, handling loan documentation, and addressing customer...SeniorHourly payFull time
BlueGreen Alliance
Natick, MA1 day ago $40.5k - $67.5k
...opportunity to contribute to the company’s success. As a Full Time Client Experience Associate within PNC's retail branch banking organization, you will... ...interactions with a defined sales process including, service to sales, teller interactions, and effective lobby...Full timeTemporary workPart timeWork experience placementWork at officePNC
Framingham, MA4 days ago$40.5k - $67.5k
...Full Time Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We... ...outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby...Full timeTemporary workPart timeWork experience placementWork at officePNC
Framingham, MA2 days ago$65k - $75k
...Job Description Job Description Are you a hardworking, service-minded leader with a real passion for the hospitality industry?... ...management position in Framingham, MA As a Restaurant Senior Manager , your experience and leadership skills will head up some...SeniorDaily paidHHB Restaurant Recruiting
Framingham, MA9 days ago- ...Job Title Ability to work well and consult with associates at all levels and contribute to a positive work environment. Ability to stand and walk for the majority of work shift, frequently bend, squat and twist, lift up to 50 lbs., climb a ladder to reach merchandise...SeniorShift work
Tailored Brands Inc
Dedham, MA4 days ago - ...Senior On-Site Service Specialist Immediate need for a talented Senior On-Site Service Specialist. This is a 02-03+ Months Contract opportunity... .... May perform meeting room and conference room set client. May perform building occupant moves within assigned facilities...SeniorContract workTemporary workWork experience placementLocal areaImmediate startNight shift
Pyramid Corporation
Waltham, MA19 hours ago - A leading EdTech company is seeking a Senior Account Executive to drive sales in the Massachusetts territory. You will engage with stakeholders in K-12 education, create strategic sales plans, and deliver compelling presentations. With 3-5 years of field sales experience...SeniorFull time
- Staples is seeking an experienced Manager, Customer Reporting & Analytics (Sales Operations) to lead meaningful reporting and analytics that drive customer decisions and improve experiences. You will partner across Sales, Analytics, and BI teams to transform data into insights...Senior
- EisnerAmper is seeking a Senior Tax Manager to join their Private Client Services team in Westwood. This pivotal role involves tax compliance and consulting for high net-worth individuals and their businesses. The candidate should possess a CPA and have at least 8 years...Senior
$18.72 - $23.72 per hour
...Senior On-Site Service Specialist Immediate need for a talented Senior On-Site Service Specialist. This is a 06+ months contract opportunity... ...interview followed by an onsite interview Dress Code: Jeans, client-provided polo shirt, and sneakers permitted No...SeniorPermanent employmentContract workWork at officeImmediate start- Deland, Gibson Insurance Associates in Massachusetts is seeking a Senior Accounting Associate to join our accounting department. This hands-on, full-cycle role covers cash management, reconciliations, payables, receivables, payroll, and financial statement preparation....Senior
- ...Senior Customer Service Representative For more than 30 years, K&G Fashion Superstore (K&G) has provided value-conscious customers with... ...to new programs. • Ability to work well and consult with associates at all levels and contribute to a positive work...SeniorHourly payImmediate startFlexible hoursShift work
Tailored Brands Inc
Dedham, MA19 hours ago - Needham Bank is seeking a Loan Operations Senior Servicer to perform complex consumer loan servicing with accuracy. You will handle modifications, onboarding, insurance administration, and investor reconciliation, while ensuring compliance with policies and regulatory guidelines...Senior
- Tata Consultancy Services in Marlborough, MA seeks a Retail Functional Consultant to lead requirements, design data models, and map data across source systems for a unified customer view. Role requires 5-7+ years in data consulting or analytics within retail, strong SQL...Senior
- EisnerAmper is looking for a Tax Senior Manager to enhance its Private Client Services practice. Based in Westwood, MA, the role involves overseeing tax compliance and providing consulting services to high net-worth individuals. The position requires significant experience...SeniorPrivate practice
- ECI in Marlborough, MA is seeking a specialist to investigate, document, and close out customer complaints regarding medical device performance. The role ensures adherence to FDA 21 CFR 820, ISO 13485, and MDR requirements, contributing to a compliant lifecycle process....Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Service Associate. Be the first to apply!
Related searches
- veterans service officer Framingham, MA
- public service officer Framingham, MA
- service consultant Framingham, MA
- service advisors Framingham, MA
- information technology and services consultant Framingham, MA
- car service advisor Framingham, MA
- member services specialist Framingham, MA
- facility service associate Framingham, MA
- service worker Framingham, MA
- environmental service aide Framingham, MA