Investment Marketing & Client Relations Associate
Longfellow Investment Management Co., LLC
Longfellow Investment Management Co., LLC is seeking a Marketing & Client Service Associate in Boston, Massachusetts. This role involves supporting client relationships and business development efforts through material preparation and follow-up inquiries. Ideal candidates will possess a Bachelor's degree, 1-3 years in investment management or financial services, and proficiency in Excel, PowerPoint, Word, and Power BI. The firm provides a collaborative work environment and competitive compensation and benefits. #J-18808-Ljbffr Longfellow Investment Management Co., LLC
$120k - $150k
Job Overview - Client Services Associate (Investment Management) Compensation: $120,000 - $150,000/year + bonus Location: Boston, MA Schedule: Monday... ...Investor Support: Respond to limited partner requests related to reporting, fund activity, performance metrics, and investor...SuggestedWork at officeMonday to Friday- LIM Marketing & Client Service Associate Longfellow Investment Management Co., LLC (LIM) is an independent, 100% employee-owned investment firm managing over $... ...an integrated team spanning marketing, consultant relations, sales, and client service. This individual will support...Suggested
$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...SuggestedHourly pay$70k - $80k
Voya Financial, Inc. is looking for an entry-level Customer Relationship Associate in Boston, MA. This position is crucial in managing inbound calls and providing exceptional client service, laying the groundwork for a career in wealth management. Candidates should have...Suggested$70k - $80k
Voya Financial is seeking an entry-level Customer Relationship Associate to handle inbound calls, assisting retail customers with their... ...for incentives based on performance. Responsibilities include client service requests, account setup assistance, and learning financial...SuggestedWork at office- State Street in Boston is looking for a candidate who can manage operational workflows and develop strong client relationships in the financial services environment. The position requires 1-2 years of mutual fund operations experience and proficiency in MS Office 365 tools...
$55k - $85k
...Role Description The Registered Client Associate is a forward facing member of the Moors & Cabot... ...remain knowledgeable about financial markets Determining client needs through service... ...Associate Degree in Business, Finance, or related field SIE licensed Series 7 and 66 (63/...Full timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$50 - $55 per hour
...Senior Client Associate needed for a long term contract role at highly regarded Boston Investment firm. In this role, you will act as a point of contact for private wealth... ...relationships with internal teams; (investor relations, legal, compliance, accounting etc.)...Hourly payLong term contract$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...$70k - $80k
...As an entry‑level Customer Relationship Associate, you serve as the initial point of contact... ...license. Responsibilities Handle retail client inbound call volumes and all associated... ...Bachelor’s degree in finance or related business field is preferred and considered...Work at officeFlexible hours- ...TravisMathew. Job Description The Client Associate is responsible for maintaining the in-... ...the line Participate in-store events, marketing initiatives and CRM activity to drive... ...1-year experience in a client services related capacity Physical Requirements / Work...Hourly payWeekend workAfternoon shift
$80k - $90k
...looking for? CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge... ...reviews, proposals, and other client-related materials, this includes proofreading... ...knowledge of alternative investments is a plus Strong proficiency in Microsoft...Temporary workWork experience placementWork at officeLocal areaFlexible hours- ...join team TravisMathew.Job DescriptionThe Client Associate is responsible for maintaining the in-... ...the lineParticipate in-store events, marketing initiatives and CRM activity to drive and... ...1-year experience in a client services related capacityPHYSICAL REQUIREMENTS / WORK...Weekend workAfternoon shift
- Franklin Templeton Investments is seeking a Client Portfolio Associate in Boston, MA. This position involves supporting sales-related and client service activities across U.S. and Canadian distribution channels. You will develop strong knowledge of international equities...Work at office
$130k - $150k
Client Portfolio Associate - International EquitiesSkip to main contentWe respect... ..., and navigate complex markets together. We leverage cutting... ...position Templeton Global Investments (TGI) capabilities focused... ...supports the team’s sales-related and client service...Work at officeLocal areaWorldwideFlexible hours- Overview As the Client Associate you will develop industry knowledge and skills to support account... ..., skills and abilities to make client-related decisions independently. How You'll... ...to previous experience, education, pay market/geography, complexity or scope, specialized...Live outWork at officeLocal areaFlexible hoursShift work
$65k - $80k
...Client Service Associate – Investment Operations & Client Services Location: Boston, MA (Hybrid) Compensation: $65k - $80k A leading global investment... ...inquiries. Assist with audit, tax, and other client-related requests. Investment Execution & Portfolio Operations...Work at office$145k - $150k
Private Clients Associate Attorney# Private Clients Associate AttorneyBoston Office - Boston, MA... ...planning, trust and estate administration and related tax work. Recent law school graduates... ..., job-related qualifications and other market factors. This range represents only one...Private practiceWork at office- Private Client Associate Hemenway & Barnes LLP is seeking a dedicated mid‑level Associate for our... ...will be determined based on job‑related, non‑discriminatory factors, including... ...experience, qualifications, education, external market data, and internal equity...
- ...Park 6 Logistic is seeking a motivated and professional Client Support Associate to join our team in Boston, MA. In this role, you will serve... ...full-time employment. Valuable experience in client relations and business operations. Recognition for performance and...Full time
- ...Position Summary: Winged Keel Group’s Client Services department focuses on... ...The successful Client Services Senior Associate will use his or her knowledge of life insurance... ...understand new software and technology relatively quickly ~ Understanding of basic financial...Weekend workAfternoon shift
$65k - $80k
...Partners Capital is a Global Investment Office acting for distinguished... ...portfolios for its clients tapping into its deep network... ...Description The Client Service Associate located in Boston will support... ...and privacy controls, and any related issues are raised via the appropriate...Temporary workWork experience placementWork at officeLocal areaFlexible hoursShift work- Join Summit Sky Consulting as a Client Sales Representative in Boston, MA. This remote role offers an entry-level opportunity ideal for... ...looking to kickstart their career in sales and client relations. No previous sales experience is required, and comprehensive training...Remote jobWork from homeFlexible hours
$60k - $70k
...qualified individual for the position of Client Service Associate. The individual selected for this... ...Familiarity with brokerage or registered investment advisory firm operations. Strong... ...partnership of fiduciary wealth management and related financial services firms. Focus...Work experience placementWork at office$19 per hour
...Client Services New Member Experience Associate The Client Services New Member Experience Associate role is a hospitality... ...Record and track all facilities-related work orders throughout the season... ..., communications, business or marketing related fields preferred....Hourly payWork at officeNight shift- ...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... ...in Finance, Economics, or a related field ~1-3 years of...Work at office
- ...Client Service Associate We are seeking a personable and highly organized Client... ...within our Registered Investment Advisory Firm (RIA). The role... ...company policies that relate to client satisfaction standards... ...interest in financial markets/wealth management ~ Excellent...Work at office
$45k - $110k
...Rockefeller Capital Management is seeking a motivated Client Associate for its Private Advisor team in Boston. This role involves supporting high-net-worth clients with account management, investment documentation, and client inquiries. The ideal candidate has 3-5 years...- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment services. Responsibilities Provide excellent client service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensure timeliness...Hourly paySeasonal workWork from homeShift workDay shift
$50k - $60k
...management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding... ...and Qualifications Bachelor’s degree with 1-2 years of related work experience Multitasking and organizational skills Customer...Work experience placementWork at officeLocal area
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