Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Service Associate for Financial Advisors

$31.2k - $90k

711 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

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Service Associate for Financial Advisors in Wellesley, MA vacancy
  • $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... 
    Suggested
    Temporary work
    Work at office
    Local area

    PowerToFly

    Wellesley, MA
    5 days ago
  • $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... 
    Suggested
    Work experience placement
    Work at office

    The Colony Group

    Needham Heights, MA
    1 day ago
  • $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... 
    Suggested
    Temporary work
    Work at office
    Local area

    711 MS Smith Barney, LLC

    Wellesley, MA
    1 day ago
  • 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... 
    Suggested
    Full time

    Moors & Cabot

    Boston, MA
    17 hours ago
  • $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... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Wellesley, MA
    2 days ago
  • $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... 
    Internship
    Work at office
    Remote work
    2 days per week

    Focus Financial Partners

    Needham, MA
    3 days ago
  • $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 placement
    Work at office
    Local area

    RWA Wealth Partners LLC

    Newton Center, MA
    3 days ago
  • 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... 

    PowerToFly

    Wellesley, MA
    5 days ago
  • $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

    Atlantic Group

    Boston, MA
    17 hours ago
  •  ...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 work
    Work at office
    Flexible hours

    NextPhase Search

    Waltham, MA
    2 days ago
  • $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 work
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Shift work

    Partners Capital

    Boston, MA
    5 days ago
  • $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 work
    Work at office
    Local area

    PowerToFly

    Boston, MA
    3 days ago
  • $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 work
    Work at office
    Local area

    PowerToFly

    Boston, MA
    5 days ago
  • 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 office
    Remote work
    1 day per week

    Masis Professional Group

    Boston, MA
    2 days ago
  • 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... 

    Ashton Thomas Private Wealth

    Boston, MA
    2 days ago
  • 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 job
    Work at office
    1 day per week

    Masis Professional Group

    Boston, MA
    2 days ago
  • $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 office
    Monday to Friday

    Atlantic Group

    Boston, MA
    5 days ago
  • 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... 

    Arthur J. Gallagher & Co. (AJG)

    Boston, MA
    1 day ago
  • 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... 

    PowerToFly

    Boston, MA
    3 days ago
  • $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

    Oppenheimer & Co. Inc.

    Boston, MA
    1 day ago
  • $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

    Foundation Medicine

    Boston, MA
    3 days ago
  •  ...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 employment
    Work at office
    Local area

    Hightower Advisors

    Waltham, MA
    3 days ago
  • $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 pay
    Work at office
    Night shift

    MLB - Boston Red Sox

    Boston, MA
    1 day ago
  •  ...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

    Oppenheimer & Co. Inc.

    Boston, MA
    2 days ago
  •  ...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

    SDL Search Partners

    Boston, MA
    3 days ago
  • $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

    Vodia Ventures

    Boston, MA
    1 day ago
  • $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 time
    Temporary work
    Work experience placement
    Summer work
    Work at office
    Immediate start
    Remote work
    Work visa
    Monday to Friday
    Flexible hours
    Shift work

    Savant Wealth Management

    Westwood, MA
    4 days ago
  •  ...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

    Beacon Bank

    Boston, MA
    3 days ago
  •  ...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 work
    Afternoon shift

    Winged Keel Group

    Boston, MA
    2 days ago
  •  ...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 work
    Worldwide

    Winston Flowers

    Boston, MA
    18 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Service Associate for Financial Advisors. Be the first to apply!