Wealth Management Client Service Associate
BNY
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 and urgency. You’ll support private bankers and clients through account openings, loan processing, and deposits, while maintaining strong relationships and ensuring compliance with AML/KYC standards and internal controls. #J-18808-Ljbffr BNY
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Service Associate in Boston, MA vacancy
$31.2k - $90k
...Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care... ...participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for...SuggestedFull timeTemporary workWork at officeLocal areaMorgan Stanley
Boston, MA15 days ago$31.2k - $90k
DUTIES And RESPONSIBILITIES CLIENT SUPPORT Cultivate and enhance new and existing client... ...current Identify and assist with Firm services and solutions that support clients’ needs... ...participate in firm initiatives directed by local management Regularly seek opportunities to use firm...SuggestedTemporary workWork at officeLocal area- 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...Suggested
$20.44 - $30 per hour
...show up for each other and for the clients we serve. We help individuals, families... ...of insurance, retirement, and wealth management products and services. HUB is one of the world's largest... ...HUB International. Client Services Associate We currently have an opportunity for...SuggestedInternshipWork at officeLocal areaFlexible hoursSquaremouth
Boston, MA4 days ago$65k - $75k
...Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 02110 Role Type: Full-time, Non-Exempt Salary... ...delivering exceptional service, ensuring accurate account management, and supporting operational excellence. In this...SuggestedFull timeWork at officeOsaic
Boston, MA16 days ago- Focus Partners Wealth seeks a Client Service Associate to support Wealth Advisors and strengthen client relationships. You will own requests from start to finish, coordinate with custodians and the operations team, and ensure accurate, timely service in a fiduciary environment...Work at officeRemote work
- An established regional wealth management and investment services firm is looking to bring on a CSA to their team. Ideal candidates will have 1+ years experience in wealth management or client support roles. This role sits in the downtown Boston office and will have a...Work at office
- 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... ...ideal candidate has 3-5 years in financial services, strong written/verbal communication, and...
$54.56k - $90.92k
...Overview: Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and... ...Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition...Hourly payFull timeWork experience placement- ...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...
Ashton Thomas Private Wealth
Boston, MA16 hours ago $25 - $44 per hour
Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. This role supports financial advisors by delivering client service and operational excellence. Responsibilities Provide excellent client service...Hourly paySeasonal workShift workDay shift$25 - $44 per hour
Bank of America seeks a dedicated professional for their client service team in Cambridge, Massachusetts. The role involves providing excellent... ...will have a High School Diploma and skills in client management and communication. The position offers an hourly pay range of...Hourly pay- 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...Remote jobHourly payFlexible hours
$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- ...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...
Ashton Thomas Private Wealth
Boston, MA16 hours ago $72.5k - $80k
...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 and Firm 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
- SCS Financial is seeking an Associate to join the Client Service Solutions team in Boston or Portsmouth. You will support client relationships, process... ..., detail-focused, and a self-starter with strong communication skills. #J-18808-Ljbffr LE0219 SCS Capital Management LLC
$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 Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$50k - $60k
...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... ...individual will be part of the Client Service Team and will also provide support to...Work experience placementWork at officeLocal areaRWA Wealth Partners LLC
Newton Center, MA29 days ago- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As an Associate... ...the lifecycle for each product, from broker matching to management of the client’s custodial network, lifecycle events,...Work at officeFlexible hours
- RBC Wealth Management in Boston is seeking a Registered Client Associate to support financial advisors and clients with onboarding, account maintenance and regulatory... ..., resolve issues, and ensure efficient service in a fast-paced, collaborative environment. Join...
$70k
...Overview Guidepoint’s Client Service team connects leading investment... ...quality client experience. As an Associate on the Client Service team... ..., and target expert profile Manage multiple fast-moving client... ...create connections that offer a wealth of perspectives. We are...Temporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hoursGuidepoint
Boston, MA2 days ago$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$75k - $85k
...poster from Lead Advisor Redefining Wealth Management Team Building Lead Advisor is a wealth... ...consulting firm. This role is for one of our clients in Charlestown. To view other open... ..., visit jobs.lead-advisor.com Client Service Associate Our client is an established boutique...Full timeWork 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 will be distinguished... ...and broad range of technical and client management support to a financial counseling team and...Work experience placementWork at office$60k - $65k
Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work... ...’ll take ownership of requests from start to finish, manage multiple timelines, and ensure work is completed accurately...InternshipWork at officeLocal areaRemote work2 days per week$31.2k - $90k
POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... .../or other duties directed by local management ADMINISTRATIVE SUPPORT Answering...Temporary workWork at officeLocal area$60k - $65k
...market investment bank and full service broker‑dealer. With roots... ...advisory and asset management services. Job Description:... ...firm is seeking a Registered Client Service Associate to join our Private Client... ...day operations of a growing wealth management practice. This role...Local area- ...SCS Financial is seeking an Associate to join the Client Service Solutions team in Boston, MA or Portsmouth, NH. The role supports cashiering, money movements, and maintenance of client information while interfacing with custodians and collaborating with advisors to deliver...
SCS SERVICES LLC
Boston, MA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Service Associate. Be the first to apply!
Related searches
- registered client associate Boston, MA
- client account associate Boston, MA
- client relationship associate Boston, MA
- client solutions associate Boston, MA
- client engagement associate Boston, MA
- client services associate Boston, MA
- client success associate Boston, MA
- environmental services attendant Boston, MA
- public service officer Boston, MA
- environmental service worker Boston, MA