Client Services Associate
$42 - $48 per hourMasis Professional Group
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 of contact for institutional clients and consultants. Responsibilities include;
- Addressing client inquiries and resolving issues in a timely and professional manner.
- Ensure all clients reporting and servicing needs are delivered in accordance with their requirements
- Liaise with internal teams (operations, compliance, marketing, portfolio management) to ensure accurate and timely resolution to inquiries
- Maintain CRM system with client data
The ideal candidate will have a Bachelors degree and at least three plus years working with institutional clients in a financial services firm. Must also have exceptional communications skills, and be highly resourceful. This is an outstanding opportunity to get your foot in the door. Hybrid work schedule and hourly rate from $42-48 per hour!
- ...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 Management - this position provides the opportunity...Suggested
$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$10k
...The Opportunity: As an Italian Client Service Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We...SuggestedLocal area$50k - $55k
...Oppenheimer & Co Inc is seeking a Client Service Associate for its Private Client Division in Boston, MA. The role focuses on servicing clients, managing schedules, and general organizational support. The ideal candidate will proactively anticipate business needs and...Suggested- ...Winged Keel Group Client Services Senior Associate Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high-end life insurance solutions. With ten offices nationwide, the firm specializes in Traditional Life...SuggestedWeekend workAfternoon shift
$120k - $150k
...Job Overview – Client Services Associate (Investment Management) Compensation: $120,000 – $150,000/year + bonus Location: Boston, MA Schedule: Monday to Friday (Hybrid) Atlantic Group is hiring a Client Services Associate (Investment Management) in Boston, MA for our client...Work at officeMonday to Friday$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...Temporary workWork at officeLocal area$125k - $150k
...Job Overview – Senior Client Service Associate (Private Wealth) Compensation: $125,000 – $150,000/year + bonus Location: Boston, MA Schedule: Monday to Friday (In-Office) Atlantic Group is hiring a Senior Client Service Associate (Private Wealth) in Boston, MA for our...Work at officeMonday to Friday$31.2k - $90k
...Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities...Temporary workWork at officeLocal area$65k - $80k
...the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider... ...and collaborative culture. Position Description The Client Service Associate located in Boston will support and work closely with senior...Temporary workWork experience placementWork at officeLocal areaFlexible hoursShift work$50k - $55k
...Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Boston, MA. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as...Local 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 of care. The PWM Client Service Associate assists with the development and growth of business through engaging and utilizing...Temporary workWork at officeLocal area$60k - $80k
...Client Service Associate page is loaded## Client Service Associateremote type: Onsitelocations: Boston, MAtime type: Full timeposted on: Posted 3 Days Agojob requisition id: R627**Primary Responsibilities*** Frequent custodian interaction & paperwork processing. + Process...Temporary workLocal areaFlexible hours- ...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...
$70k - $80k
...Role Overview As a key member of the Insight Client Service Team, this is a dynamic and pivotal role supporting the relationship management and client servicing efforts of our client base. The candidate will need to be able to demonstrate an understanding and appreciation...Work at officeLocal area- ...A leading financial advisory firm based in Boston is seeking a Client Service Associate to manage client interactions and account processes. This role involves scheduling meetings, preparing reports, and ensuring compliance with company policies. Candidates should possess...
- ...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
$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$60k - $65k
...Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... .... Job Description The firm is seeking a Registered Client Service Associate to join our Private Client Division in Boston, MA. The RCSA...Local area$40k - $59.8k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA...Work at officeImmediate startFlexible hours$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- ...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...
$60k - $65k
...Client Service Associate Boston, MA Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to...InternshipWork at officeRemote work2 days per week$48.4k - $60.5k
...Sr. Client Services Associate The Senior Associate, Client Services is responsible for responding to and resolving a wide range of complex client inquiries and requests. This role acts as a liaison between departments within FMI as well as between FMI and its partners...Work experience placementWork at office$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$31.2k - $90k
...A leading financial services firm is seeking a Registered Client Service Associate in Boston, MA. This role involves building strong client relationships and providing exceptional support to Financial Advisors. The ideal candidate will possess strong interpersonal and...$54k - $72k
...Client Service Associate, Shared Support At Edelman Financial Engines (EFE), the Client Service Associate partners with a Financial Planner to provide a high level of customer service to our clients. Responsibilities Coordinate client meetings, including greeting clients...$54k - $72k
...Edelman Financial Engines in Burlington, Massachusetts is seeking a Client Service Associate for Shared Support. This role involves coordinating client meetings, overseeing account activity, and providing essential support to financial planners. The ideal candidate should...$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$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!
- member services specialist Waltham, MA
- information technology and services consultant Waltham, MA
- office service associate Waltham, MA
- public service officer Waltham, MA
- office services specialist Waltham, MA
- health service specialist Waltham, MA
- facility service associate Waltham, MA
- service worker Waltham, MA
- guest services associate Waltham, MA
- family services specialist Waltham, MA

