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
$29 per hour
We are seeking a client-focused and detail-oriented Senior Client Services Representative to serve as a key liaison between clients and internal operations teams. This role is responsible for delivering exceptional service by managing inquiries, coordinating issue resolution...SuggestedHourly payFor contractorsWork at officeLocal area$130k - $150k
...forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together.... ...across regions worldwide.Position OverviewThe Client Portfolio Associate is a member of the North American Client Portfolio Manager (...SuggestedFull timeWork at officeLocal areaWorldwide$180k - $230k
DescriptionOur client, a well-established law firm, is seeking a mid-level Attorney to join a private client practice serving individuals... ...to building lasting client relationships.Role: Private Client Associate AttorneyLocation: Boston, MASalary: $180,000 - $230,000 (...SuggestedPrivate practiceRemote work- ...worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated... ...customize solutions tailored to clients’ specific needs.As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business...SuggestedLocal area
- ...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
$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...Full timeFlexible hours$55k - $75k
...Your role Educate clients on account services and capabilities Input client information into the financial planning tools and Firm tools Assist with the preparation of reports and other materials for client meetings Ensure appropriate documentation is collated for new...Full timeWork at officeFlexible hours$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- ...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...Seasonal workWork at officeWork from homeShift workDay shift
$25 - $44 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- ...Your role • Educate clients on account services and capabilities • Input client information into the financial planning tools and Firm tools • Assist with the preparation of reports and other materials for client meetings • Ensure appropriate documentation is...Work 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... ...seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team...Work at officeLocal area- ...is seeking a dedicated individual to join Merrill Wealth Management in Boston, MA. This position focuses on providing exceptional client service while ensuring timeliness and completeness of client materials. Candidates must hold FINRA licenses and have advanced knowledge...Hourly payFlexible hours
- ...Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the...Work at officeFlexible hours
$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$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 oversight...Work at office$28 per hour
Seeking a detail-oriented FX Currency Administration Client Service Representative to support the daily administration of foreign exchange (FX) client accounts. This role is responsible for completing daily operational tasks, responding to client inquiries, and ensuring...Hourly payFor contractorsWork at officeLocal area- 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
$65k - $75k
..., the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider... ...valued. Position Description The Client Reporting Associate located in Boston will be an integral member of the North...Full timeTemporary workWork experience placementWork at officeFlexible hours$25 - $44 per hour
Bank of America seeks a dedicated professional for their client service team in Cambridge, Massachusetts. The role involves providing excellent service to clients, educating them about bank offerings, and maintaining strong client relationships. The ideal candidate will...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$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$70k - $85k
...specializes in developing investment solutions at scale for its clients. Managing $13+ billion in assets , Concentric's mission is to... ...Position Summary: We are seeking a dynamic Client Service Associate to support our client service operations. This role requires 1...Work at officeFlexible hours$20.44 - $30 per hour
...choices our people make to show up for each other and for the clients we serve. We help individuals, families, and businesses protect... .... We currently have an opportunity for an Client Services Associate to join our Employee Benefit s team in our Boston, MA...InternshipWork at officeLocal areaFlexible hours- ...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...
$42.8k - $53.5k
...About the Job: 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 patient...Work at office$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...Temporary workWork at officeLocal area$70k
...Overview: Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-... ...in providing a fast, high-quality client experience. As an Associate on the Client Service team, you will play a central role in delivering...Temporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours$70k - $130k
...High 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...Temporary workFlexible hours- ...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
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