Client Services Associate — Tech-Savvy & Proactive Support
Phyton Talent Advisors
Phyton Talent Advisors is seeking an entry-level Client Service Representative to monitor client custody operations and service levels. You will assist senior team members with client conversions, reporting and analyses, while proactively responding to inquiries. You will work with internal departments to prioritize requests, participate in monthly reporting, and support risk management through metrics and audits. BA/BS degree or equivalent work experience is required. #J-18808-Ljbffr Phyton Talent Advisors
$50k - $55k
...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment... ...managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business...SuggestedLocal area$31.2k - $90k
DUTIES And RESPONSIBILITIES CLIENT SUPPORT Cultivate and enhance new and existing client relationships... ...current Identify and assist with Firm services and solutions that support clients’... ..., and file & calendar maintenance Proactively participate in firm initiatives directed...SuggestedTemporary workWork at officeLocal area$52k - $87.88k
We are seeking a client-focused, proactive, and highly collaborative individual to support North American clients and Client Portal... ...coordination, problem-solving, and service support. Why This Role Is... ...Services & Client Portal Sr. Associate will play an important role...SuggestedTemporary workWork at officeFlexible hours$65k - $70k
...dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths... ...please visit CIBC.com As a Client Service Associate, you will support Private Wealth relationship... ...teams—ensuring clear, responsive, and proactive communication. Ensure operational excellence...SuggestedRemote work$65k - $70k
...Summary: Focus Partners is seeking a Client Service Associate to join our growing team! The Client... ...partner closely with Wealth Advisors to support and strengthen client relationships,... ..., required documentation, and proactive follow-through on client‑and‑advisor‑...SuggestedInternshipWork at officeLocal areaRemote work2 days per week$67k - $92.1k
...Registered Client Service Associate### Registered Client Service AssociateApply: Hybrid: Newton, Massachusetts: Full time: Posted Today: End Date... ...Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week$60k - $65k
...middle-market investment bank and full service broker-dealer. With roots tracing back... ...The firm is seeking a Registered Client Service Associate to join our Private Client Division in... ...The RCSA's primary responsibility is to support Financial Advisors in sales, marketing...Local area- ...Morgan Stanley's Wealth Management team seeks a senior service professional to support Financial Advisors and Private Wealth Advisors. The role focuses on delivering an exceptional client experience, assisting with meetings, reporting, and digital tools, and ensuring...
- ...in downtown Boston, helping clients preserve and grow their wealth... ...by a dedicated operations and service team, works with individuals... ...THE ROLE The Client Service Associate is a key part of the team... ...touch service and administrative support to advisors' clients and the...Work at officeFlexible hours
$75k - $85k
...consulting firm. This role is for one of our clients in Charlestown. To view other open roles, visit jobs.lead-advisor.com Client Service Associate Our client is an established boutique... ..., operations and compliance support · Schedule client meetings and manage the...Full timeWork at office- A growing investment management organization is seeking a Senior Client Service Associate to join its Operations team. This individual will support client account administration, investment operations, reporting, and day-to-day servicing activities for a diverse client...Work at office
- ...history of serving its members and supporting religious and charitable communities... ...provides investment and financial services to institutional clients, including dioceses, archdioceses,... ...oriented Client Service & Operations Associate to join a collaborative Client...
- State Street Corporation seeks a Client Service Support Partner to collaborate with Sales and internal teams, ensuring a seamless client experience and timely resolution of issues. You will coordinate with technology and operations to enhance client portal use and efficiency...
$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-...Work at officeRemote work3 days per week- Corient Services LLC is seeking a client services associate to act as the central contact for client requests, coordinate with advisors, and ensure timely delivery... ...reports. You will communicate with clients daily, support prospecting data entry, and schedule meetings with...
$65k - $98k
Be the person clients remember and the team counts on.A great... ...question made simple. As a Client Services Associate at Savant, you will be a... ...successes together, supporting one another, and creating an... ...information.A collaborative, proactive mindset and a willingness to...Work experience placementWork at officeLocal areaWork visaMonday to FridayFlexible hours- ...Acquisition Specialist - Ultra High Net Worth at Morgan Stanley 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...Full timeWork at officeLocal area
- ...manages $975 million for approximately 150 clients across the U.S. Learn more at mayport.... ...This is a full-time role for a Client Service Associate. Responsibilities will include:... ...investment advisors to provide service and support to clients. Working with custodians to...Full time
$55k
...to perform. For more information, visit rapidratings.com. Client Services Associates work with global clients to facilitate program operations... ...Financial Health Rating) Exchange®. Associates manage and address support inquiries via telephone and email, providing solutions...Work experience placementWork at officeWorldwideFlexible hours- ...Client Service Associate Boston, Massachusetts, United States About the Job An established regional wealth management and investment... ...will have 1+ years experience in wealth management or client support roles. This role sits in the downtown Boston office and...Work at office
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County... ...The primary role is to provide client service management support to our clients and operational support to advisor teams....Work at office$75k - $90k
...Client Service Associate Boston Partners is a global investment advisor and a premier provider of value equity investment products that are... ...Client Service Associate (CSA) plays a critical role in supporting Boston Partners' institutional, sub-advisory, and high-net...$110k - $140k
...employing world-class people, and supporting growth in its portfolio companies and... .... ROLE SUMMARY As a Client Services Treasury Associate, you will support the day-to-day delivery... ...professional responses. Support proactive, high-quality communication on investor...Local area- A prestigious financial services firm in Charlestown is seeking a Client Service Associate to join their team. This full-time role is focused on providing exceptional service to clients, managing inquiries, and supporting operations. The ideal candidate has 3 years of experience...Full time
- SCS Financial is seeking an Associate to join the Client Service Solutions team in Boston. This role supports client relationships, maintains client data in the Firm’s database, and processes cashiering and money movements with accuracy and compliance. Ideal candidates...
- 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....
$50k - $55k
Oppenheimer & Co. Inc. is seeking a Client Service Associate to join our Private Client Division in Boston, MA. The candidate will service clients... ...products, possess organizational skills, and have a proactive mindset. The base salary range is $50,000 - $55,000 per year...$70k
...Overview Guidepoint’s Client Service team works with connects the world’s leading businesses... ...critical decisions. We are looking for Associates who want to compete, be accountable and... ...Guidepoint’s clients. . You will support clients across financial services, consulting...Full timeInternshipWork at office- ...be filled at any location listed. Position: Private Markets Client Service Associate Location: Westwood, MA Job Id: 636 # of Openings: 1... ...primarily responsible for providing a high level of administrative support to the investment and operations staffs, including detailed...Work at officeLocal areaWork from homeFlexible hours
- ...and improving, Initiative and Proactivity. Someone who takes ownership... ...direct supervision, as a Client Service Representative, you will be... ...with internal departments to support client requests, deliverables... ...Microsoft Office Products About US Tech Solutions: US Tech Solutions...Contract workWork at office
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