Elite Client Services Associate for Wealth Advisory Support
PowerToFly
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 candidates possess strong organizational and interpersonal skills. The position offers competitive compensation with potential bonuses and comprehensive benefits. An opportunity to advance in a dynamic and inclusive work environment is also provided. #J-18808-Ljbffr PowerToFly
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Elite Client Services Associate for Wealth Advisory Support in Wellesley, MA vacancy
$65k - $70k
Focus Partners Wealth is seeking a Client Service Associate to join our growing team in Needham, MA. You will support Wealth Advisors, serving as the primary contact for operational and service needs, and own requests from start to finish in a collaborative, fiduciary-...SuggestedWork at officeRemote work3 days per week$65k - $98k
Be the person clients remember and the team counts... ...simple. As a Client Services Associate at Savant, you will be... ...pace and precision of wealth management and want... ...successes together, supporting one another, and creating... ...model across advisory, tax, and planning, with...SuggestedWork experience placementSummer workWork at officeLocal areaWork visaMonday to FridayFlexible hours- Ashton Thomas Securities, a dynamic wealth management team in Boston, seeks an administrative professional to help grow and maintain client relationships, streamline onboarding, and support Wealth Advisors. You will prepare meeting materials, manage records, and coordinate...SuggestedWork at office
- ...growing multi-billion-dollar wealth management team located... ...diversified financial advisory and broker-dealer firm... ...in the financial services industry. Duties and Responsibilities... ...and maintain existing client relationships by... ...and up to date. Support the onboarding of new client...SuggestedTemporary workWork at office
$27.5 - $33 per hour
First Tech Federal Credit Union is seeking a Client Services Associate II to support Financial Advisors in prospecting, onboarding, and client engagement. You will prepare materials for client meetings, update CRM, and manage service requests with precision. The role emphasizes...SuggestedHourly pay$65k - $80k
Client Service Associate - Investment Operations & Client Services Compensation... ...leading global investment advisory firm is seeking a Client Service... ...will play a key role supporting client portfolio operations... ...operations, financial services, wealth management, fund...Work at office$75k - $85k
...Lead Advisor Redefining Wealth Management Team... ...role is for one of our clients in Charlestown. To view... ...lead-advisor.com Client Service Associate Our client is an established... ...planning, investment advisory, annuities and life... ...and compliance support · Schedule client meetings...Full timeWork at office$65k - $70k
Job Description Summary: Focus Partners is seeking a Client Service Associate to join our growing team! The Client Service Associate... ...priorities. In this role, you will partner closely with Wealth Advisors to support and strengthen client relationships, serving as the...InternshipWork at officeLocal areaRemote work2 days per week$31.2k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area$31.2k - $90k
Client Service AssociateClient Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area$50k - $60k
...Description Organization RWA Wealth Partners is a boutique wealth... ...solutions designed to help clients grow and protect their wealth... ...for providing back-office support for a busy and growing company... ...individual will be part of the Client Service Team and will also provide...Work experience placementWork at officeLocal areaRWA Wealth Partners LLC
Newton Center, MA25 days 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... ...administration, reporting, and relationship support—with direct exposure to both the Investments...Summer workWork at officeFlexible hours
- UBS is seeking a service‑oriented associate to join the Private Wealth Management team in Boston. You’ll keep client information systems up-to-date, educate clients on account services, and help prepare reports and materials for client meetings. The role requires Series...Work at office
$60k - $70k
...shared momentum matter. About This Role As a Client Services Associate at Alumni Ventures, you'll play a vital role in supporting our investor community while gaining hands‑... ...services, investing, venture capital, wealth management, banking, consulting, or related...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... ...and client management support to a financial counseling... ...or registered investment advisory firm operations. Strong...Work experience placementWork at office$60k - $65k
...investment bank and full service broker-dealer. With... ...and investment advisory and asset management... ...seeking a Registered Client Service Associate to join our Private Client... ...responsibility is to support Financial Advisors in... ...operations of a growing wealth management practice....Local area$31.2k - $90k
...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...Full timeTemporary workWork at officeLocal area- ...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...
$70k - $90k
Client Service AssociateRobertson Stephens Wealth Management is a national wealth management firm with locations in... ...provide client service management support to our clients and operational support... ...liaison with Salesforce and associated CRM activities, including mail list...$75k - $90k
Client Service AssociateBoston Partners is a global investment advisor and a premier provider... ...Corporation of Japan.The Client Service Associate (CSA) plays a critical role in supporting Boston Partners' institutional, sub-advisory, and high-net-worth client...$58.5k - $99.5k
...donated to help those in need and to support our faith - $1.73B over the past... ...Asset Advisors is seeking a full-time Client Service & Operations Associate to join our growing team in our... ...paperwork, new account paperwork, and advisory agreements Services existing...Full timeTemporary workWork at officeFlexible hours- World Insurance Associates LLC is seeking a Senior Associate Client Representative to support the daily management of a high-volume Commercial Lines book of business. You will provide excellent client service under a lead servicer, ensuring satisfaction and retention....
- Client Service & Operations AssociateCompany Asset Advisors is seeking... ...Client Service & Operations Associate to join our growing team in... ...formal training, to assist and support our institutional and... ...new account paperwork, and advisory agreementsServices existing...Full timeTemporary workWork at officeFlexible hours
$50k - $55k
...market investment bank and full service broker-dealer. With roots... ...services and investment advisory and asset management services... ...The firm is seeking a Client Service Associate to join our Private Client... ...database, general organizational support, as well as client...Local area- Bank of America - Merrill Wealth Management seeks a client service specialist to support multiple Financial Advisors. You will address service needs, educate clients on offerings, and ensure timely, accurate client materials while managing risk in a fast-paced environment...Hourly pay
- ...Registered Wealth Management Client Associate Wellesley Hills, Massachusetts To... ...and investment products and services for individuals, companies... ...personal relationship with their advisory team committed to their... ...an in-office culture that supports collaboration, engagement,...Seasonal workWork at officeWork from homeShift workDay shift
Bank of America
Wellesley Hills, MA1 hour ago $25 - $45 per hour
...Merrill Wealth Management Job Opportunity Merrill... ...products and services for individuals, companies... ...and Wealth Management Client Associates help clients pursue... ...relationship with their advisory team committed to... ...-office culture that supports collaboration, engagement...Hourly paySeasonal workWork at officeWork from homeShift workDay shiftBank of America
Wellesley, MA19 hours ago$25 - $45 per hour
...Description Merrill Wealth Management is a leading... ...products and services for individuals, companies... ...and Wealth Management Client Associates help clients pursue the... ...with their advisory team committed to their... ...-office culture that supports collaboration, engagement...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- Savant Wealth Management in Wellesley, MA is seeking a Client Services Associate to be the trusted first contact for clients and a key partner to Advisors. You will manage... ...-paced wealth management environment. You will support the team with task coordination, account...Work at office
- ...global leader in the language services and technology industry? Are... ...covers everything from business support services such as... ...support services. All services and client partnerships are aided by best... ...position of the Client Services Associate is responsible for serving as...Permanent employmentFull timeInternshipLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Elite Client Services Associate for Wealth Advisory Support. Be the first to apply!
Related searches
- food service officer Wellesley, MA
- facility service associate Wellesley, MA
- full time service advisor Wellesley, MA
- information technology and services consultant Wellesley, MA
- services specialist Wellesley, MA
- car service advisor Wellesley, MA
- professional services specialist Wellesley, MA
- service delivery associate Wellesley, MA
- human services program consultant Wellesley, MA
- service worker Wellesley, MA