Wealth Management Client Associate - Client-Centric Banker
Bank of America ATM
Bank of America - Merrill Wealth Management seeks a client service specialist to support multiple Financial Advisors. You will address service needs, educate clients on offerings, and ensure timely, accurate client materials while managing risk in a fast-paced environment. You will be expected to obtain FINRA SIE, Series 7, and Series 66 licenses if not already held. On-site in Massachusetts, with competitive hourly pay and benefits, you will contribute to client success and trust. #J-18808-Ljbffr Bank of America
- ...Registered Wealth Management Client Associate Wellesley Hills, Massachusetts To proceed with your application, you must be at least 18 years... ...and an intense focus on results ~ Demonstrates a client-centric mindset, always acting in the best interest of the...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$25 - $45 per hour
...Merrill Wealth Management Job Opportunity Merrill Wealth Management is a leading provider... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... ...on results Demonstrates a client-centric mindset, always acting in the best interest...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$25 - $45 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 envision... ...on results Demonstrates a client-centric mindset, always acting in the best...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$25 - $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... ...on results Demonstrates a client-centric mindset, always acting in the best interest...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- Ashton Thomas Securities, a dynamic wealth management team in Boston, seeks an administrative professional to help grow and maintain client relationships, streamline onboarding, and support Wealth Advisors. You will prepare meeting materials, manage records, and coordinate...SuggestedWork at office
- UBS is seeking a service‑oriented associate to join the Private Wealth Management team in Boston. You’ll keep client information systems up-to-date, educate clients on account services, and help prepare reports and materials for client meetings. The role requires Series...Work at office
$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$65k - $70k
...Summary: Focus Partners is seeking a Client Service Associate to join our growing team! The Client Service... ...role, you will partner closely with Wealth Advisors to support and strengthen... ...ownership of requests from start to finish, manage multiple timelines, and ensure work is...InternshipWork at officeLocal areaRemote work2 days per week- ...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...
$50k - $60k
...Job Description Job Description Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create...Work experience placementWork at officeLocal area$49.5k - $77k
...Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our clients, advisors and branch...Full timeFlexible hours$55k - $75k
...oriented? Do you know how to take care of people? keep management systems up-to-date with client information educate clients on account services and... ...liability. The team You’ll be working with a Private Wealth Management team in Boston. Your Skills And Experience...Full timeWork at officeFlexible hours$49.5k - $77k
What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use...Full timeFlexible hours$55k - $75k
Your role Educate clients on account services and capabilities Input client information... ...enhance relationships with clients Maintain management systems with up to date client... ...Boston Your team You'll be working with the Wealth Management team in Boston. Your expertise...Full timeWork at officeFlexible hours- Client Service Associate/ Registered Client Service Associate, Boutique Wealth Management Firm | Waltham, MA About the Company: Our client is a well-established and growing boutique wealth management firm based in Waltham, MA, advising multiple billions in client capital...Summer workWork at officeFlexible hours
- ...opportunity to join a dynamic and growing multi-billion-dollar wealth management team located in Boston.Ashton Thomas Securities is a... ...Duties and Responsibilities Help to grow and maintain existing client relationships by processing client requests, resolving inquiries...Temporary workWork 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... ...prepare materials for client meetings, update CRM, and manage service requests with precision. The role emphasizes...Hourly pay$65k - $80k
Client Service Associate - Investment Operations & Client Services Compensation: $65k - $80k A leading... ...reporting, and ongoing relationship management for sophisticated institutional and... ...operations, financial services, wealth management, fund administration, or client...Work at office$70k - $90k
Client Service AssociateRobertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa... ...as primary liaison with Salesforce and associated CRM activities, including mail list management.Provide...- A leading financial services firm is seeking a Client Service Associate in Wellesley, MA. This role involves providing exceptional service to clients... ...supporting Financial Advisors with daily tasks, such as managing account inquiries and promoting digital tools. Ideal...
- 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....
$90k - $115k
...investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions... ...Great Gray is looking to add a Senior Institutional Client Associate to our Asset Manager & Consultant Relations Team. This is a critical member of...Work experience placementWork at officeLocal areaRemote workVisa sponsorship$65k - $98k
Be the person clients remember and the team counts on. A great client experience is built... ...made simple. As a Client Services Associate at Savant, you will be a trusted first... ...already know the pace and precision of wealth management and want to bring that experience to a...Work experience placementSummer workWork at officeLocal areaWork visaMonday to FridayFlexible hours$60k - $70k
Focus Partners Wealth seeks a motivated and qualified individual for the position of Client Service Associate. The individual selected for this opportunity will be distinguished... ...and broad range of technical and client management support to a financial counseling team and...Work experience placementWork at office$64.3k - $85.8k
..., and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them... ...of the large employer audience is a plus. ~ Client-centricity: Approaches challenges with empathy and curiosity;...$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.... ...and/or other duties directed by local management Administrative Support Answering...Temporary workWork at officeLocal area$31.2k - $90k
Client Service AssociateClient 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... ...Advisors/teams as needed)Managing the calendar including coordinating...Temporary workWork at officeLocal area- BAYADA Home Health Care is looking for an Associate in Wilmington, MA. This role emphasizes providing exceptional customer service... ...and quality home care, with responsibilities in referral management and client coordination. The ideal candidate will have a Bachelor’s degree...Flexible hours
$58.5k - $99.5k
...Knights of Columbus Asset Advisors is seeking a full-time Client Service & Operations Associate to join our growing team in our Boston, or New Haven... ...facilitate and execute sales and marketing initiatives, manage client reporting, provide assistance with onboarding and...Full timeTemporary workWork at officeFlexible hours$94k - $165k
...Description What is the opportunity? Wealth Management Banker - Support RBC USWM field and... ...contact for financial advisors and their clients. The Wealth Management Banker will... ...field management. Partner with the Associate Banker(s) to provide FAs and their...Full timeFlexible hours
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