Client Services Associate
Hellosunshinetravels
OverviewHello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income. We specialize in providing the tools, training, and support for motivated individuals to become successful booking agentsOur mission is to empower self-driven, travel-loving entrepreneurs to work from anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan theirs, our team members enjoy the freedom of being their own boss while earning income doing what they love.We are currently expanding and seeking passionate people who are:Excited about travelReady to transform their vacations into a business opportunityAt Hello Sunshine Travels, we believe travel should not only be an adventure it can also be a paycheck.Role DescriptionThis is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for handling customer inquiries and providing exceptional customer support. Daily tasks will include responding to emails and phone calls, resolving client issues, assisting with travel bookings and reservations, and ensuring overall customer satisfaction. The associate will also work closely with the finance team to process payments, provide budgeting assistance, and manage invoices.QualificationsClient Services and Customer Service skillsCustomer Support and Communication skillsBasic knowledge of Finance and related processesProven ability to multitask and handle multiple client interactions simultaneouslyStrong problem-solving skills and a detail-oriented mindsetExperience in the travel or hospitality industry is beneficialJ-18808-Ljbffr
- ...Client Service Associate We are seeking a personable and highly organized Client Service Associate to work directly with wealth advisors to deliver an exceptional client service experience within our Registered Investment Advisory Firm (RIA). The role serves as a primary...SuggestedWork at office
- ...Client Service Associate Boston, Massachusetts, United States About the Job 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...SuggestedWork at office
- ...Winged Keel Group Client Services Senior Associate Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high-end life insurance solutions. With ten offices nationwide, the firm specializes in Traditional Life...SuggestedWeekend workAfternoon shift
$60k - $65k
...Client Service Associate Boston, MA Position Summary 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 with a team that takes a comprehensive approach to...SuggestedInternshipWork at officeRemote work2 days per week$50k - $55k
...Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Boston, MA. The...SuggestedLocal area$60k - $80k
...Frequent custodian interaction & paperwork processing. Schedule client meetings. Basic preparation and follow-up for client... ...people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our...Local areaFlexible hours- ...Each and every person on our team works in pursuit of a singular goal: to take care of our clients’ precious moments as if they were our own. This dynamic, creative client service position is responsible for providing excellent service to our customers on a variety of...Temporary workWorldwide
$40k - $59.8k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA...Work at officeImmediate startFlexible hours$15 - $40.87 per hour
...Registered Client Service Associate 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 regular interactions with clients, individuals...Hourly payTemporary workWork at officeLocal area$31.2k - $90k
...Registered Client Service Associate Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging...Temporary workWork at officeLocal area$65k - $80k
...the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider... ...and collaborative culture. Position Description The Client Service Associate located in Boston will support and work closely with senior...Temporary workWork experience placementWork at officeLocal areaFlexible hoursShift work- A leading financial services company is seeking Registered Client Service Associates in Boston to deliver exceptional client service and support Financial Advisors. The role requires strong interpersonal skills and the ability to educate clients on digital tools. Responsibilities...
$31.2k - $90k
POSITION SUMMARY PWM Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The PWM Client Service Associate assists with the development and growth of business through engaging and utilizing...Temporary workWork at officeLocal area- A leading financial advisory firm based in Boston is seeking a Client Service Associate to manage client interactions and account processes. This role involves scheduling meetings, preparing reports, and ensuring compliance with company policies. Candidates should possess...
$120k - $150k
Job Overview - Client Services Associate (Investment Management) Compensation: $120,000 - $150,000/year + bonus Location: Boston, MA Schedule: Monday to Friday (Hybrid) Atlantic Group is hiring a Client Services Associate (Investment Management) in Boston, MA for our client...Work at officeMonday to Friday$125k - $150k
Job Overview - Senior Client Service Associate (Private Wealth) Compensation: $125,000 - $150,000/year + bonus Location: Boston, MA Schedule: Monday to Friday (In-Office) Atlantic Group is hiring a Senior Client Service Associate (Private Wealth) in Boston, MA for our...Work at officeMonday to Friday- A leading financial services firm in Boston is seeking a PWM Client Service Associate to enhance client relationships and provide support to Financial Advisors. This role includes onboarding clients, managing requests, and aiding marketing strategies. Candidates should...
$50k - $55k
Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Boston, MA. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as...Local area$45k - $60k
Brown Brothers Harriman in Boston is seeking a Client Service Representative - Alternatives to enhance their Alternative Client Service offering. This entry-level role involves business implementation requests and automation initiatives, utilizing tools like Alteryx and...$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 in academic achievement, dedicated to client service, and have the highest ethical and professional...Work experience placementWork at office$70k - $80k
Role Overview As a key member of the Insight Client Service Team, this is a dynamic and pivotal role supporting the relationship management and client servicing efforts of our client base. The candidate will need to be able to demonstrate an understanding and appreciation...Work at officeLocal area$48.4k - $60.5k
...Sr. Client Services Associate The Senior Associate, Client Services is responsible for responding to and resolving a wide range of complex client inquiries and requests. This role acts as a liaison between departments within FMI as well as between FMI and its partners...Work experience placementWork at office$42.8k - $53.5k
...Client Services Associate The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and requests as well as acting as a liaison between departments within FMI, and between FMI and its partners, customers and the...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, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office- ...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...
- LIM Marketing & Client Service Associate Longfellow Investment Management Co., LLC (LIM) is an independent, 100% employee-owned investment firm managing over $23 billion across fixed income, equity, and alternative investment strategies. We serve a nationally based institutional...
$15 - $43.27 per hour
Job Description 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 regular interactions with clients, individuals in this...Hourly payFull timeTemporary workWork at officeLocal area- A global investment firm in Boston is seeking a Client Service Associate to support the Client Service Team. This role involves coordinating portfolio operations, assisting with client investment strategies, and communication with clients. The ideal candidate will possess...Work at office
- A notable insurance firm in Needham, MA is seeking an Associate Client Representative to support high-volume Commercial Lines business. The... ...involves managing account details, ensuring excellent customer service, and leveraging technology like EPIC for efficient operations...
$120k - $150k
Atlantic Group is hiring a Client Services Associate (Investment Management) in Boston, MA. This hybrid role supports investor servicing and client communications within an alternative investment environment. The ideal candidate will have a Bachelor’s degree and 4-6 years...
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