Wealth Management Client Associate (Boston)
$55k - $75kUBS Financial Services Inc.
UBS is seeking a Client Associate to support its wealth management team in Boston. This full-time role requires 1–3 years of client service experience, preferably in finance, and offers a competitive salary between USD 55,000 and USD 75,000 per annum. Responsibilities include maintaining client information, educating clients on services, and preparing reports. A Bachelor’s degree in Finance or Economics is preferred, along with excellent communication skills and proficiency in Microsoft Office Suite. #J-18808-Ljbffr UBS
- Oppenheimer & Co. Inc. in Boston, MA, seeks a Registered Client Service Associate to support Financial Advisors in sales, marketing and daily operations of a growing wealth management practice. This role emphasizes client service, confidentiality and teamwork, with responsibilities...Suggested
$25 - $44 per hour
...Company Overview Merrill Wealth Management is a leading provider of comprehensive wealth management... ...This role is responsible for providing client service support to multiple Financial... ...7.5 Pay Transparency Details US - MA - Boston - 100 Federal St - 100 Federal St Lp (...SuggestedHourly paySeasonal workRemote workWork from homeShift workDay shift$26.5 - $45 per hour
...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...Transparency details US - MA - Boston - 100 Federal St - 100 Federal St Lp...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$70k - $80k
...is looking for an entry-level Customer Relationship Associate in Boston, MA. This position is crucial in managing inbound calls and providing exceptional client service, laying the groundwork for a career in wealth management. Candidates should have a Bachelor’s degree...Suggested- Bank of America is seeking a dedicated individual to join Merrill Wealth Management in Boston, MA. This position focuses on providing exceptional client service while ensuring timeliness and completeness of client materials. Candidates must hold FINRA licenses and have...SuggestedRemote jobHourly payFlexible hours
$70k - $80k
...Customer Relationship Associate, you serve as the initial... ...for retail customers, managing inbound call volume and... ...foundation for your career in wealth management, offering... ...located in our Boston, MA office on the Seaport... ...Responsibilities Handle retail client inbound call volumes...Part timeWork experience placementWork at officeLocal areaFlexible hours$80k - $90k
...looking for? CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge and... ...exceptional, proactive service to the Wealth Client Service team and/or Advisors,... ...? One Liberty Square, 13th Floor | Boston, MA 02109 Due to the nature of the...Temporary workWork experience placementWork at officeLocal areaFlexible hours- J.P. Morgan Advisors - Senior Client Associate - Boston, MA Job Description J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management...Local area
$25 - $44 per hour
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management... ...Advisors and Wealth Management Client Associates help clients pursue the life they... ...5 Pay Transparency details US - MA - Boston - 100 Federal St - 100 Federal St Lp...Hourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift$45k - $110k
...Rockefeller Capital Management is seeking a motivated Client Associate for its Private Advisor team in Boston. This role involves supporting high-net-worth clients with account management, investment documentation, and client inquiries. The ideal candidate has 3-5 years...- ...Bank of America is seeking a driven individual for a client service role supporting Financial Advisors in Boston, Massachusetts. The ideal candidate will excel in providing client-centric services and build strong relationships while promoting the bank’s products. Responsibilities...
$25 - $44 per hour
...Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$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...Hourly pay- ...is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture... ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become... ...Details Address: 53 STATE STREET:BOSTON City: Boston Country:...Full timeFlexible hours
- ...Registered Wealth Management Client Associate Wellesley Hills, Massachusetts To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior...Seasonal workWork at officeWork from homeShift workDay shift
$55k - $85k
...Registered Client Associate Boston, MA • Hybrid (3 days in office) • Full-Time About the Opportunity Harrison Gray Search is recruiting on behalf of a well-established, full-service wealth management firm headquartered in Boston, MA, with offices across the United...Full timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$55k - $85k
...Overview Registered Client Associate — Full Time, Clerical, Boston, MA, US Requisition ID: 1062 • Salary Range: $55,000.00 To $85,000.00 Annually Moors... ...& Cabot has been a cornerstone of personalized wealth management. Headquartered in Boston, MA, with offices across the...Full timeTemporary workWork at officeRemote workMonday to FridayFlexible hours- ...Job Description This role is responsible for providing client service support to potentially multiple Financial Advisors (FAs). The... ...policies and procedures to support operational excellence and risk management. Identifies, deepens, and maintains client relationships,...Seasonal workShift workDay shift
$100k - $125k
Boston Partners Global Investors, Inc. in Boston is seeking a Client Relations & Trading Associate to support portfolio operations and client services. The ideal candidate will have 3-5 years of experience in wealth management. This role requires strong operational oversight...Work at office$130k - $150k
Client Portfolio Associate - International EquitiesSkip to main contentWe respect... ...United States of America: Boston, Massachusetts, United States... ...a forward thinking asset manager, we build dynamic relationships... ...for long term wealth creation. Our talented, global...Work at officeLocal areaWorldwideFlexible hours$100k - $125k
## Client Relations & Trading AssociateApplylocations: Bostontime type... ...:**Client Relations & Trading Associate**Department:**532100 Private Wealth**Location:**Boston**Job Description:****Company Summary... ...and market analysis, portfolio management, financial planning, reporting...Full timeWork at office$65k - $80k
...Client Service Associate – Investment Operations & Client Services Compensation... ...Service Associate to join its Boston office. This individual... ..., and ongoing relationship management for sophisticated institutional... ..., financial services, wealth management, fund administration...Work at office$100k - $125k
Boston Partners Group is looking for a Client Relations & Trading Associate in Boston, MA. This full-time position involves providing exceptional client support, executing... ...ideal candidate should have experience in wealth management and proficiency with trading platforms and...Full time$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... ..., Sun Valley & Boise (ID), West Palm Beach (FL), Boston (MA), Holmdel & Madison (NJ), New York (NY),...Work at office$25 - $44 per hour
...Dormont Manufacturing Co is looking for a dedicated client service support representative to assist Financial Advisors in Quincy, MA. This role is crucial in providing personalized support and ensuring client satisfaction. The ideal candidate will have a client-centric...Hourly pay$52k - $90.5k
...Department: Wealth Management Reports to: Head of Operations Status: Exempt Grade... ...work location. Location: Boston, MA Overview: We are seeking a personable and highly organized Client Service Associate to work directly with wealth advisors...Work at office$31.2k - $90k
...Registered Client Service Associate Registered Client Service Associates help shape the future of service by modernizing the client experience... ...participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for...Temporary workWork at officeLocal area$60k - $65k
...investment advisory and asset management services. Job Description... ...firm is seeking a Registered Client Service Associate to join our Private Client Division in Boston, MA. The RCSA's primary responsibility... ...-day operations of a growing wealth management practice. This role...Local area$100k - $125k
Boston Partners is seeking a Client Relations & Trading Associate to deliver exceptional client service and maintain operational excellence. This role supports... ...will have 3-5 years of experience in wealth management and provide timely support in trading activities...- ...Argent Wealth Management Opportunity Investments, estate, tax and financial planning all under one roof. Argent Wealth Management is an... ...management services. Our practice is steeped in a tradition of client service and personal relationships. We built these relationships...Permanent employmentWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Associate (Boston). Be the first to apply!
- client success associate Boston, MA
- client engagement associate Boston, MA
- client services associate Boston, MA
- client account associate Boston, MA
- client relationship associate Boston, MA
- client solutions associate Boston, MA
- registered client associate Boston, MA
- change management executive Boston, MA
- product management specialist Boston, MA
- construction management full time Boston, MA

