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
$70k - $90k
...’re looking for a detail-oriented, client-focused Client Services Associate who’s ready to play a key role in delivering... ..., and serves as a liaison between Advisors and Clients as needed. Prepares for... ...support function in the field of financial services, banking, or insurance....SuggestedFull timeTemporary workSummer workWork at officeImmediate startMonday to FridayFlexible hoursShift work$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
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$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$60k - $70k
...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...SuggestedInternshipWork at officeLocal areaRemote work2 days per week- ...Client Service Associate Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory... ...Responsibilities: Work directly with the clients on Financial Planning as well as cash flow planning for retirement Assist...
- 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...
- ...insurance firm in Needham, MA is seeking an Associate Client Representative to support high-volume... ...details, ensuring excellent customer service, and leveraging technology like EPIC... ...position facilitates career growth in the financial services sector. #J-18808-Ljbffr World...
$70k - $90k
...Savant Wealth Management is seeking a detail-oriented Client Services Associate in Wellesley, MA, to enhance the client experience by managing... ...client needs. The ideal candidate will have a background in financial services, strong problem-solving skills, and familiarity...Full time- ...Position Description The Client Service Associate located in Boston will support and work closely with senior members of the Client Service Team in coordinating the portfolio operations for a range of clients. Primary responsibilities will center on the implementation...Work experience placementWork at officeLocal areaFlexible hours
$42 - $48 per hour
...Client Service Associate needed for a long term contract role at highly regarded Boston Investment firm. In this role, you will act as a point... ...three plus years working with institutional clients in a financial services firm. Must also have exceptional communications skills...Hourly payLong term contract- ...Winged Keel Group Client Services Senior Associate Winged Keel Group is the premier national platform... ...Management Assist clients and advisors with questions about insurance portfolios... ...Managers. Coordinate with the Financial Analysts when advanced analytics are...Weekend workAfternoon shift
- ...anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan... ...Role DescriptionThis is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for handling...Full timeRemote work
$75k - $95k
...Registered Client Associate Location: Boston Area About the Opportunity A well-established wealth management... ...will play a critical role in supporting financial advisors, delivering exceptional client service, and ensuring the smooth execution of operational...Work at officeFlexible hours$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. The...Work at office$48.4k - $60.5k
About the Job: The Senior Associate, Client Services is responsible for responding to and resolving a wide range of complex client inquiries and requests. This role acts a liaison between departments within FMI as well as between FMI and its partners, customers, and patients...Work experience placementWork at office$60k - $80k
...process tasks with Custodians. Schedule client meetings. Basic preparation and follow-... ...client meetings. Prepare client forms and financial reports in advance of client meetings.... ...working together to deliver exceptional service to our clients. Below is a glimpse of the...Local areaFlexible hours- This position reports to the Manager of Client Services For over 75 years, the dedicated team at Winston Flowers has been committed to fostering excellence in everything we do. Today, our family-owned company has a worldwide online presence, two state-of-the-art design...Worldwide
$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$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$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$50k - $55k
Job Description The firm is seeking a Client Service Associate to join our Private Client Division... ...day-to-day questions from clients and advisors Quickly develop knowledge of a variety... ...with other support members, Financial Advisors and Management Skills/Requirements...Local area- 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...
$15 - $43.27 per hour
Job DescriptionPOSITION SUMMARYRegistered 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...Hourly payTemporary workWork at officeLocal area$45k - $60k
Brown Brothers Harriman in Boston is seeking a Client Service Representative - Alternatives to enhance their Alternative Client Service offering. This entry-level role involves business implementation requests and automation initiatives, utilizing tools like Alteryx and...- We’re looking for a detail-oriented, client-focused Client Services Associate to support Advisors and help deliver a strong client experience in our Westwood,... .../administrative support function in the field of financial services, banking, or insurance. Benefits Benefit...Temporary workWork experience placementSummer workWork at officeImmediate startRemote workMonday to FridayFlexible hours
$125k - $150k
Job Overview - Senior Client Service Associate (Private Wealth) Compensation: $125,000 - $150,000/year + bonus Location: Boston, MA Schedule:... ...and family office clients. This role partners closely with advisors to deliver a high‑touch client experience, manage complex account...Work at officeMonday to Friday$50k - $65k
Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that... ...Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred. Bachelor’s degree or...$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
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