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
$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$60k - $65k
...Client Service Associate Boston, MA Waverly Advisors' primary goal is to... ...communities. We aren't your typical wealth management firm. Our... ...all client service support including account applications... ...custodial paperwork, investment advisory agreements and money...SuggestedWork at officeLocal area$31.2k - $90k
...Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care... ...firm to clients. DUTIES and RESPONSIBILITIES CLIENT SUPPORT Cultivate and enhance new and existing client...SuggestedFull timeTemporary workWork at officeLocal area$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....SuggestedLocal area$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...SuggestedFull timeWork 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...Hourly pay$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$70k
Overview Guidepoint’s Client Service team connects leading... ...client experience. As an Associate on the Client Service... ..., and leadership support Workplace that embeds... ...careers in consulting, advisory, investment research,... ...connections that offer a wealth of perspectives. We are...Temporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours$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$60k - $80k
...paperwork processing. Schedule client meetings. Basic... ...control of CRM. Organize advisory team meetings and events.... ...together to deliver exceptional service to our clients. Below is a glimpse... ...respects each individual and supports the diverse cultures, perspectives...Local areaFlexible hours$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park... ...role is to provide client service management support to our clients and operational support to advisor teams...Work at office$60k - $70k
...Client Services Associate Boston, MA About Alumni Ventures Alumni Ventures is one of the world... ..., you'll play a vital role in supporting our investor community while gaining... ...services, investing, venture capital, wealth management, banking, consulting, or related...Work at officeImmediate startFlexible hours- ...& 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
- SCS Financial, headquartered in Needham, MA, is seeking an Associate for the Client Service Solutions team to support client relationships, data maintenance, cashiering and money movements, and firmwide support functions. You will interface with custodian banks, lead onboarding...Work 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$27.5 - $33 per hour
Description The Client Services Associate IIsupports the Financial Advisor(s) in the prospecting, marketing... ...appreciation and education events. Support Financial Advisors activities to... ...facing support role with an investment/wealth management company. Experience completing...Hourly payWork experience placementWork 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$25 - $44 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 officeRemote workShift workDay shift$58.5k - $99.5k
...Client Service & Operations Associate Location: Boston, MA, US, 02110 Category: Investments Feel Good About... ...to help those in need and to support our faith - $1.73B over the past ten... ...paperwork, new account paperwork, and advisory agreements Services existing client...Full timeTemporary workWork at officeFlexible hours$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- ...Job Description Job Description We are looking for a detail-oriented Client Service Associate to support currency administration activities and provide responsive service to clients in Boston MA. This Long-term Contract position is ideal for someone who is organized...Long term contractTemporary workWork at office
$19.5 - $21.5 per hour
...Client Service Associate (Mail & Shipping/Receiving) Lowell, Massachusetts, United States Reports To: Client Services Supervisor, Client... ...this role is for you. As a Client Services Associate, you'll support daily office operations through mail handling, print services...Full timeTemporary workPart timeWork at officeImmediate start- ...Currency Administration Manager The role involves managing daily operations and providing client support for Currency Administration. A comprehensive understanding of team protocols is essential to fulfill client obligations efficiently. Responsibilities: Handle...
$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$195.42k - $370.53k
...The KPMG Advisory practice is at the forefront... ...priority. With a wealth of learning and career... ...Advisory Services in Accounting Advisory... ...: Provide client-focused accounting... ...development team of associates to managers around... ...being benefits to support your mental health...Full timeH1bLocal area$25 - $44 per hour
Bank of America is seeking a Client Service Support for its Merrill Wealth Management team in Cambridge, MA. This role will focus on providing exceptional service to Financial Advisors and their clients, ensuring operational excellence and effective communication. The ideal...Hourly pay- ...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
$138k - $172.5k
As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary... ...business and family business clients - all with the resources, environment, and support to help you excel. You’ll collaborate... ...offerings, including tax and advisory services. In 2025, Grant...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- ...Family Offices Advisory Services - Manager Location: New York Other locations... ...contact for a wide range of clients and colleagues. This is an... ..., you can expect plenty of support designed with your own... ...foundations Understanding of wealth planning, estate planning, portfolio...Work at officeImmediate start
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