Client Associate
Phyton Talent Advisors
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 exceptional client support. The ideal candidate is detail oriented, organized, and able to thrive in a fast paced, deadline driven environment. Key Responsibilities: Perform daily operational tasks for a designated portfolio of Currency Administration client relationships. Respond to client inquiries in a timely and professional manner while ensuring all service level expectations are met. Coordinate and provide effective handoffs to regional offices to ensure seamless completion of daily client deliverables. Adhere to established procedures and operational controls while demonstrating strong product knowledge. Support day to day processing activities and contribute to maintaining high standards of accuracy and client service. Qualifications: Bachelor's degree or equivalent combination of education and experience. Entry level opportunity; no prior professional experience required. Ability to follow established procedures and work with a high level of accuracy. Proficiency with Microsoft Excel. Strong verbal and written communication skills. #J-18808-Ljbffr Phyton Talent Advisors
$180k - $230k
Our client, a well-established law firm, is seeking a mid-level Attorney to join a private client practice serving individuals and families... ...to building lasting client relationships.Role: Private Client Associate AttorneyLocation: Boston, MASalary: $180,000 - $230,000 (...SuggestedPrivate practiceRemote work$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 advisors and our clients. As a Registered Client Associate, become a trusted resource to our clients, advisors and branch...SuggestedFull timeFlexible hours$100k - $150k
...Client Relationship Associate Boston, MA The Client Relationship Associate will be responsible for the EMsights Capital Group client experience from prospect onboarding throughout the client lifecycle, partnering with the Business Leader on client engagement and broader...SuggestedContract work- About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more...SuggestedFlexible hours
- ...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...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$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$50.07k - $65k
...resources for shoppers like you. Responsibilities Prepare strategic and revenue generating opportunities to present directly to clients Identify new sources of revenue: own and build mid-tier and long tail publisher relationships, negotiate media placements and...Temporary workWork experience placementFreelanceWork at officeFlexible hours3 days per week$70k - $80k
...Client Treasury Senior Associate Boston, Massachusetts, United States; Chicago, Illinois, United States; Raleigh, North Carolina, United States We are a provider of specialized fund administration services for Managers and General Partners of private equity funds...Full timeWork at officeFlexible hours$45k - $90k
...well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026. Position A Private Advisor team... ...a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team members...Work at officeLocal area$55k - $75k
About the Role We are looking for a Client Associate to support our wealth management team in Boston. Responsibilities Keep management systems up‑to‑date with client information. Educate clients on account services and capabilities. Help with the preparation of reports...Full timeWork at office$250k - $300k
...backgrounds and experiences to apply. Our nationally recognized Private Clients lawyers partner with individuals, families and business owners... ...Private Clients Practice Group is seeking to hire a mid-level associate with approximately three to five years’ experience to join our...Work experience placementPrivate practiceWork at office- ...Client Success Associate Stropro is looking for a candidate who takes a high degree of ownership, values team collaboration and has a hunger for personal growth. The role will involve the prospecting, qualifying and onboarding of accredited investors onto the Stropro...
$65k - $80k
..., the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider... ...are valued. Position Description The Client Onboarding Associate located in Boston will be responsible for coordinating the onboarding...Temporary workWork 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$60k - $70k
Overview We are seeking a Client Reporting Associate to join our Boston office. This individual will take a leadership role within the Client Reporting team, act as a key liaison to the Client Service Team, and help design and implement efficient operational workflows...Work at office- Cambridge Associates LLC in Boston seeks an Associate for the Private Client Practice to support business development and client relationships. You will help coordinate RFPs, proposals, pitch materials, and prospect meetings, ensuring high-quality submissions and timely...Private practice
- 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...
$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$60k - $65k
...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 our...Work at officeLocal area$60k - $80k
...Job Title Primary Responsibilities Frequent custodian interaction & paperwork processing. Schedule client meetings. Basic preparation and follow-up for client meetings. Develop knowledge of investment accounts, products and the forms required to transact business. Assist...Local areaFlexible hours$75k - $85k
...is a wealth management recruiting and consulting firm. This role is for one of our clients in Charlestown. To view other open roles, visit jobs.lead-advisor.com Client Service Associate Our client is an established boutique financial services firm located in historic Charlestown...Full timeWork at office$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- ...seeking a qualified professional to join our affiliate marketing team. The role focuses on presenting strategic revenue opportunities to clients, expanding mid-tier publisher relationships, negotiating media placements, and interpreting performance data to maximize ROI. You...Work at office
- ArentFox Schiff is seeking a Senior Associate (8th-year class or above), Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice. This position is open to candidates in any ArentFox Schiff office location nationwide. The attorney will work with...Private practiceWork at office
$64.3k - $85.8k
...believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering...- ...learning and training, and legal support services. All services and client partnerships are aided by best-in-breed software platforms,... ...What You Will Be Doing The position of the Client Services Associate is responsible for serving as the first level of support to existing...Full timeInternshipLocal area
- ...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
$60k - $65k
...trust services and investment advisory and asset management services. Job Description The firm is seeking a Registered Client Service Associate to join our Private Client Division in Boston, MA. The RCSA's primary responsibility is to support Financial Advisors in...Local area- ...Boston area and in Greenwich, Connecticut. Each and every person on our team works in pursuit of a singular goal: to take care of our clients’ precious moments as if they were our own. This dynamic, creative client service position is responsible for providing...Temporary workWorldwide
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