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
- ...Private Wealth Client Associate Boston, Massachusetts To proceed with your application, you must be at least 18 years of age. Acknowledge... .... Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- RBC Wealth Management’s Boston branch is seeking a Registered Client Associate to serve clients and advisors with professional service and regulatory compliance. You will assist with account questions, onboarding, documentation, and routine operations while collaborating...Suggested
$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...SuggestedTemporary workWork experience placementWork at officeLocal areaFlexible hours- A private wealth management firm in Boston is looking for a Senior Registered Client Service Associate to support Financial Advisors and deliver exceptional service to high-net-worth clients. The ideal candidate has over 3 years of experience in wealth management and holds...Suggested
- Morgan Stanley in Boston seeks a senior Client Support professional to assist Financial Advisors and Private Wealth Advisors, delivering an exceptional client experience and supporting... ...holdings, and proposal tools. You will manage client service coverage, coordinate...Suggested
- A regional wealth management firm in Boston is seeking a Client Support Associate (CSA) to enhance their team. The ideal candidate will have 1 to 3 years of financial services experience and a Bachelor's degree in Finance or a related field. Key responsibilities include...
- BNY is seeking a Client Service Associate to join our Wealth Management, Private Bank team in Boston. You will deliver exceptional client service through phone, email, and direct communication, managing end-to-end client requests from onboarding to servicing with accuracy...Bank staff
- ...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Seasonal workWork at officeWork from homeShift workDay shift
- RBC Wealth Management in Boston is seeking a Registered Client Associate to support financial advisors and clients with onboarding, account maintenance and regulatory compliance. You will build trusted relationships, resolve issues, and ensure efficient service in a fast...
$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
- BNY Mellon in Boston is seeking a Client Service Associate to deliver exceptional service to clients via phone, email, and direct communication, ensuring a professional and responsive experience. You will own client service, cash movement, and operational requests end-...
$55k - $75k
...Your role Educate clients on account services and capabilities Input client... ...with clients Maintain management systems with up to date client information... ...Time Job Reference # 342015BR City Boston Your team You'll be working with the Wealth Management team in Boston. Your...Full timeWork at officeFlexible hours$49.5k - $77k
...is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture... ...financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our... ...Details Address: 53 STATE STREET:BOSTON City: Boston Country: United States...Full timeFlexible hours$49.5k - $77k
...the opportunity? Embrace RBC Wealth Management's core values and inclusive culture... ...financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our... ...Address: 53 STATE STREET:BOSTON City: Boston Country:...Full timeFlexible hours- ...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Seasonal workWork at officeWork from homeShift workDay shift
$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- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Seasonal workWork at officeWork from homeShift workDay shift
$72.5k - $80k
...Job Type : Full Time Job Reference # : 335380BR City : 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 into the financial planning tools...Full timeWork at office- ...Client Service Associate Boston, MA Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing...Work at officeLocal area
- ...An established regional wealth management and investment services firm is looking to bring on a CSA to their team... ...have 1+ years experience in wealth management or client support roles. This role sits in the downtown Boston office and will have a hybrid schedule. Excellent...Work at office
$20.44 - $30 per hour
...for each other and for the clients we serve. We help individuals... ...insurance, retirement, and wealth management products and services. HUB... ...International. Client Services Associate We currently have an... ...Benefits team in our Boston, MA office on a hybrid work...InternshipWork at officeLocal areaFlexible hours- ...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...
$65k - $75k
...Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 02110 Role Type: Full-time, Non-Exempt Salary: $65,000–$75... ...delivering exceptional service, ensuring accurate account management, and supporting operational excellence. In...Full timeWork at office$31.2k - $90k
DUTIES And RESPONSIBILITIES CLIENT SUPPORT Cultivate and enhance new and existing client relationships through active communication with... ...Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for peer...Temporary workWork at officeLocal area$60k - $65k
...investment advisory and asset management services. Job Description: The... ...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- Senior Registered Client Service Associate Ashton Thomas is seeking a Senior Registered Private Wealth Client Associate to join our growing team in Boston, MA. We specialize in delivering sophisticated investment management and comprehensive financial planning solutions...
- 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 clients. You will help implement investment strategies, communicate with clients, and contribute...
$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$165k - $250k
...largest alternative asset manager. Blackstone seeks to... ...Business UnitThe Private Wealth Public Funds Legal... ...Operations, Institutional Client Solutions, Finance, Tax... ...practicing law as a law firm associate or in-house counsel,... ...: New York; Boston; New Jersey; DCType: Full...Full timeLocal area
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