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
- Focus Partners Wealth seeks a Client Service Associate to support Wealth Advisors and strengthen client relationships. You will own requests from start to finish, coordinate with custodians and the operations team, and ensure accurate, timely service in a fiduciary environment...SuggestedWork at officeRemote work
$65k - $75k
...Osaic Careers Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 0... ...Join us as we launch an exciting new advisory team backed by the strength and trusted... ...accurate account management, and supporting operational excellence. In this role...SuggestedFull timeWork at office- Gray Private Wealth is seeking a Wealth Management Associate in Canton, MA to support the client portfolio management team and the financial planning process for high-net-worth... ...ideal candidate has 3-5 years in financial services, strong written/verbal communication, and...Suggested
- Bartholomew & Company, based in Worcester with a Framingham, MA role in Private Wealth, seeks a Client Service Associate. You will lead client service workflows, support advisor teams, and mentor junior associates while upholding high service standards. Join a collaborative...SuggestedFull time
$60k - $65k
...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... ..., you will partner closely with Wealth Advisors to support and strengthen client relationships, serving as the primary...SuggestedInternshipWork 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) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted...Temporary workWork at officeLocal area$31.2k - $90k
...Registered Client Service Associate Registered Client Service Associates help shape the future of service by modernizing the client experience... ...firm to clients. Duties and Responsibilities Client Support Cultivate and enhance new and existing client...Temporary workWork at officeLocal area$70k
...Client Service Associate Boston, Massachusetts, United States Guidepoint... ..., coaching, and leadership support Workplace that embeds continuous... ...careers in consulting, advisory, investment research,... ...create connections that offer a wealth of perspectives. We are...Temporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours$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...Hourly pay$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$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- First Tech Federal Credit Union in Chelmsford, MA is seeking a Client Services Associate I to support Financial Advisors in prospecting, marketing, sales and service of investment products while delivering a high level of service and client engagement. You will onboard...
$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 area$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$72.5k - $80k
...Boston Your team : You'll be working with the Wealth Management team in Boston. Key Responsibilities Educate clients on account services and capabilities Input client information... ...and seek to empower each individual and support the diverse cultures, perspectives, skills...Full timeWork at office$20.44 - $30 per hour
...for each other and for the clients we serve. We help... ...insurance, retirement, and wealth management products and services. HUB is one of the world'... ...team, giving you the tools, support, and community you need to... ...International. Client Services Associate We currently have an...InternshipWork at officeLocal areaFlexible hours$27.5 - $33 per hour
...Description The Client Services Associate II supports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment... ...experience in a client facing support role with an investment/wealth management company. Experience completing work/tasks...Hourly payWork experience placementWork at office$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- Wealth Management - Client Service Associate Overview Directly support Morgan Stanley clients by delivering an elevated standard of care, understanding firm policies and capabilities, and helping to shape client experiences through effective service delivery. Responsibilities...Full timeWork at officeLocal area
- ...& Company is a financial services firm headquartered in Worcester... ...and institutional clients, and Private Wealth, which serves individuals,... ...bonus. The Client Service Associate (CSA) plays a critical role... ...resolving complex issues, and supporting the operational execution...Hourly payFull timeWork at officeFlexible hours
- An established regional wealth management and investment services firm is looking to bring on a CSA to their team. Ideal candidates will have 1+ years experience in wealth management or client support roles. This role sits in the downtown Boston office and will have a...Work at office
$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...
- ...Merrill Wealth Management is a leading provider... ...investment products and services for individuals,... ...and Wealth Management Client Associates help clients pursue the... ...relationship with their advisory team committed to... ...-office culture that supports collaboration, engagement...Seasonal workWork at officeShift workDay shift
$28 per hour
Seeking a detail-oriented FX Currency Administration Client Service Representative to support the daily administration of foreign exchange (FX) client accounts. This role is responsible for completing daily operational tasks, responding to client inquiries, and ensuring...Hourly payFor contractorsWork at officeLocal area- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As an Associate... ...internal partners to build strong relationships in order to support key interactions and continued premier service...Work at officeFlexible hours
$65k - $80k
...constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what... ...valued. Position Description The Client Service Associate located in Boston will support and work closely with senior members of the Client Service...Temporary workWork experience placementWork at officeLocal areaFlexible hours- Gray Private Wealth, affiliated with Gray, Gray & Gray, seeks a bright candidate to join a client‑centric team and support portfolio management and private client advisory as part of a rapidly growing practice... ...and 3-5 years in financial services are preferred. #J-18808-...
$25 - $44 per hour
Overview Merrill Wealth Management is a leading provider of comprehensive... ...and investment products and services. This role supports financial advisors by delivering client service and operational... ...Development Client Solutions Advisory Pipeline Management Prioritization...Hourly paySeasonal workShift workDay shift$42.8k - $53.5k
...Client Services Associate The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries... ..., customers and the patient. The incumbent operates in a supportive function within the fast-paced Client Services department....Work at office
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