Client Service Associate for Financial Advisors
$31.2k - $90k711 MS Smith Barney, LLC
711 MS Smith Barney, LLC is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors. The role requires strong interpersonal and organizational skills, with duties including assisting with client transactions and managing administrative tasks. The successful candidate will have a High School Diploma, with a preference for college education and some industry experience. Expected base pay ranges from $31,200 to $90,000 per year, with full compensation packages including bonuses and benefits. #J-18808-Ljbffr 711 MS Smith Barney, LLC
$31.2k - $90k
Overview POSITION SUMMARY 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 trusted...SuggestedTemporary workWork at officeLocal area$60k - $70k
...a motivated and qualified individual for the position of Client Service Associate. The individual selected for this opportunity will be distinguished... ...range of technical and client management support to a financial counseling team and assists in managing all aspects of a...SuggestedWork experience placementWork at office$31.2k - $90k
Position Summary Client Service Associates provide exceptional service to our clients and support Financial Advisors (FAs)/ Private Wealth Advisors (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...SuggestedTemporary workWork at officeLocal area- Moors & Cabot is hiring a Registered Client Associate in Boston, Massachusetts, to provide top-tier service and support to clients. This full-time role includes client... ..., account management, and collaboration with financial professionals, and is eligible for a hybrid work...SuggestedFull time
$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$60k - $65k
...Client Service Associate Needham, MA Position Summary Focus Partners Wealth is seeking a... ...that takes a comprehensive approach to financial planning, delivering personalized advice... ...you will partner closely with Wealth Advisors to support and strengthen client...InternshipWork at officeRemote work2 days per week$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...
$65k - $80k
...Client Service Associate – Investment Operations & Client Services Location: Boston, MA (Hybrid) Compensation: $65k - $80k A leading... ...years of professional experience; investment operations, financial services, wealth management, fund administration, or client...Work at office- ...Client Service Associate / Registered Client Service Associate , Boutique Wealth Management Firm | Waltham, MA About the Company: Our client is a well-established and growing boutique wealth management firm based in Waltham, MA, advising multiple billions in client...Summer workWork at officeFlexible hours
$65k - $80k
...customized investment portfolios for its clients tapping into its deep network of... ...culture. Position Description The Client Service Associate located in Boston will support and work... ...professional certifications such as the Chartered Financial Analyst (CFA), Chartered Alternative...Temporary workWork experience placementWork at officeLocal areaFlexible hoursShift work$31.2k - $90k
Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of... ...examples Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions...Temporary workWork at officeLocal area$31.2k - $90k
POSITION SUMMARY PWM Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard... ...account alerts ADMINISTRATIVE SUPPORT: Partner with Financial Advisor(s) in developing a business plan and delivering against...Temporary workWork at officeLocal area- A growing full-service Investment firm is seeking a Registered Client Service Associate to join their team. This role is ideal for a highly organized and proactive... ...Provide day-to-day support to a team of Financial Advisors. Maintain and service client accounts, ensuring...Work at officeRemote work1 day per week
- Ashton Thomas Private Wealth is seeking a Registered Client Service Associate in Boston, MA. This entry-level role focuses on enhancing client... ...relationships, assisting with onboarding, and supporting wealth advisors with account management. Ideal candidates have 0-2 years of...
- Masis Professional Group, a growing full-service investment firm in Boston, seeks a Registered Client Service Associate. This role supports Financial Advisors and maintains client accounts while ensuring accuracy and timeliness. The ideal candidate has over a year of experience...Remote jobWork at office1 day per week
$120k - $150k
Job Overview - Client Services Associate (Investment Management) Compensation: $120,000 - $150,000/year + bonus Location: Boston, MA Schedule:... ...communication skills and experience working in a fast-paced financial services environment. Responsibilities as the Client...Work at officeMonday to Friday- Arthur J. Gallagher & Co. (AJG) is seeking a Client Associate to support account teams in delivering exceptional service to clients. In this role, you will develop industry knowledge and skills, learn the employee benefits Client Service Cycle, and assist in preparing client...
- A leading financial services firm in Boston is seeking a PWM Client Service Associate to enhance client relationships and provide support to Financial Advisors. This role includes onboarding clients, managing requests, and aiding marketing strategies. Candidates should...
$60k - $65k
...market investment bank and full service broker‑dealer. With roots... ...range of activities in the financial services industry,... ...firm is seeking a Registered Client Service Associate to join our Private Client... ...responsibility is to support Financial Advisors in sales, marketing and day...Local area$42.8k - $53.5k
...Client Services Associate 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...Work at office- ...Client Service Associate Investments, estate, tax and financial planning all under one roof. Hightower is a wealth management firm that provides investment, financial... ...vibrant community of independent-minded wealth advisors to grow their businesses and help their clients...Permanent employmentWork at officeLocal area
$19 per hour
...Client Services New Member Experience Associate The Client Services New Member Experience Associate role is a hospitality individual who helps create premium level experiences at Fenway Park. This individual will play a key role in the onboarding logistics of all first...Hourly payWork at officeNight shift- ...market investment bank and full service broker-dealer. With roots... ...range of activities in the financial services industry,... ...Description The firm is seeking a Client Service Associate to join our Private Client... ...questions from clients and advisors Quickly develop...Local area
- ...Client Service Associate Boston, Massachusetts, United States About the Job An established regional wealth management and investment... ...operational and administrative tasks in support of Financial Advisors' portfolio of clients Partner internally with Financial...Work at office
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations... ...to our clients and operational support to advisor teams. The ideal candidate is able work with financial advisors and our custodians with the implementation...Work at office$70k - $90k
...Client Services Associate - Westwood, MA Westwood, MA 02090 Overview Salary Range $70,000.0... ...Client Services Associate to support Advisors and help deliver a strong client experience... ...clarity and confidence in their financial lives. We are a fee-only, independent...Full timeTemporary workWork experience placementSummer workWork at officeImmediate startRemote workWork visaMonday to FridayFlexible hoursShift work- ...Client Service Associate We are seeking a personable and highly organized Client Service Associate to work directly with wealth advisors to deliver an exceptional client service experience within... ...RIA, wealth management firm, or financial services environment ~ Familiarity...Work at office
- ...Summary: Winged Keel Group’s Client Services department focuses on... ...successful Client Services Senior Associate will use his or her... ...Management Assist clients and advisors with questions about insurance... .... Coordinate with the Financial Analysts when advanced analytics...Weekend workAfternoon shift
- ...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 excellent service to our customers on a variety of...Temporary workWorldwide
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