Client Success Associate
Stropro
Client Success Associate Stropro is looking for a candidate who takes a high degree of ownership, values team collaboration and has a hunger for personal growth. The role will involve the prospecting, qualifying and onboarding of accredited investors onto the Stropro platform. Stropro is an investment platform that launched in December 2019, backed by VCs and private investors. The platform has recently experienced exceptional growth and is looking to accelerate client acquisition. We are looking for a motivated, diligent and self-directed individual to support our distribution team. The role of Client Success Associate will require qualifying client prospects, demonstrating Stropro's platform capabilities to prospective clients, the onboarding of accredited investors, responding and directing investor enquiries. Stropro prides itself on its growing community of investors seeking alternative investment offerings. The platform delivers this by offering access to curated investment strategies from some of the world's largest investment banks. Over the last year, we have grown to over 900+ investors and have partnered with leading global investment banks and next-generation alternative fund managers. Our investment products are responsive to investor needs. We offer enhanced income, growth and tactical global investment opportunities that unlock the portfolios of Australian investors. The founders and directors of Stropro co-invest alongside our clients and strive to deliver exceptional investment offerings from a risk & return perspective. The ideal candidate would have an interest in financial markets, investing and the fintech landscape. Stropro is looking for a candidate who takes a high degree of ownership, values team collaboration and has a hunger for personal growth. Here at Stropro everyone's voice matters. We are here to develop strong talent who want to push the boundaries and help us achieve global scale. If you feel you could make a significant contribution to our growth, we welcome you to apply and share more about yourself! #J-18808-Ljbffr
$55k - $60k
...a workplace food program should be something employees love and look forward to every day. Position Overview: As a Client Success Associate you will play a key role in managing day-to-day operations for the Boston. Your “North Star” is delivering a consistently...SuggestedFull timePart timeWork experience placementWork at officeLocal areaImmediate startFlexible hoursFooda
Boston, MA29 days ago- Publicis Groupe Holdings B.V in Boston is looking for an Associate Account Manager to join their Customer Success team. You will manage a portfolio of 10-12 CPG... ...your expertise in digital commerce to drive client satisfaction and renewals. The ideal candidate will...Suggested
- Profitero+ is hiring an Associate Account Manager in Boston to manage client relationships for a portfolio of CPG brands. In this hybrid role, you will leverage your knowledge of eCommerce data to support clients effectively. The ideal candidate has strong analytical and...SuggestedFlexible hours
$55k - $85k
...Registered Client Associate Boston, MA • Hybrid (3 days in office) • Full-Time About the Opportunity Harrison Gray Search is recruiting... ...professional relationship and a valuable partner in the success of the branch — communicating with clients, delivering a personalized...SuggestedFull timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hoursHarrison Gray Search and Consulting LLC
Boston, MA4 days ago$55k - $85k
...Overview Registered Client Associate — Full Time, Clerical, Boston, MA, US Requisition ID: 1062 • Salary Range: $55,000.00 To $85,000.00 Annually... ...environment where your contributions are valued, and your success is our priority. Come define the meaning of financial...SuggestedFull timeTemporary workWork at officeRemote workMonday to FridayFlexible hoursMoors & Cabot
Boston, MA1 day ago$25 - $44 per hour
...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits...Hourly paySeasonal workWork at officeWork from homeShift workDay shiftBank of America
Boston, MA4 days ago- ...Overview As the Client Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service... ...and learn from your team What skills will make me successful in this role? Excellent verbal and written communication skills...Full timeWork at officeFlexible hoursShift work
Gallagher
Boston, MA2 days ago - ...Overview As the Client Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service... ...and uphold The Gallagher Way. What Skills Will Make Me Successful in This Role? You have excellent verbal and written communication...Live outWork at officeLocal areaFlexible hoursShift work
Arthur J. Gallagher & Co.
Boston, MA5 days ago $70k - $80k
...Customer Relationship Associate Together we fight for everyone's opportunity for a better... ...influence our culture, serve our clients and enrich our communities is essential... ...following critical skills which are key to success in our culture: Customer Focused : Passionate...Part timeWork experience placementWork at officeLocal areaFlexible hours- Harrison Gray Search is seeking a Registered Client Associate for a wealth management firm in Boston, MA. This hybrid role emphasizes providing... ..., and ensuring compliance in a dynamic environment. The successful candidate will have strong communication skills, relevant...
$130k - $150k
Client Portfolio Associate - International EquitiesSkip to main contentWe respect the privacy of candidates for employment. The Privacy Notices... ...Todayjob requisition id: 868258At Franklin Templeton, we believe success is built through powerful partnerships. As a forward...Work at officeLocal areaWorldwideFlexible hours$145k - $150k
Description Verrill is actively seeking an Associate to join our Private Clients & Fiduciary Services Practice Group in Boston, Massachusetts. As one... ...or eligibility to obtain admission, is required. The successful candidate will have strong writing and research skills,...Private practice$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... ...professional communication via phone and e-mail. Successfully manage high volumes of client-facing interactions and establish...Work experience placementWork at office$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, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can...Work at officeImmediate startFlexible hours- ...candidate who can manage operational workflows and develop strong client relationships in the financial services environment. The... ...proficiency in MS Office 365 tools. Applicants will contribute to the success of the organization, ensuring service agreements are met while...
- ...portfolios. Position Summary: Winged Keel Group’s Client Services department focuses on delivering best in... ...objectives and expectations in a timely fashion. The successful Client Services Senior Associate will use his or her knowledge of life insurance and client...Weekend workAfternoon shift
Winged Keel Group
Boston, MA1 day ago - ...Barnes LLP in Boston is seeking a dedicated mid-level Private Client Associate. The ideal candidate will have a strong background in serving... ...professionalism. Outstanding writing and oral communication skills are essential for success in this role. #J-18808-Ljbffr NACBA
- ...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
Bank of America
Boston, MA5 days ago $42.8k - $53.5k
About the Job: The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries... ...image through communication via phone and e-mail. * Successfully manage high volumes of client-facing interactions and establish...Full timeWork at office$160k - $230k
...running deals from term sheet through closing, partnering directly with clients, and taking on increasing responsibility within an established finance practice with a defined long-term succession path. WHY THIS OPPORTUNITY STANDS OUT - 100 percent transactional corporate...Work at officeWe Are Legal Revolution
Boston, MA7 hours ago- ...MA. The ideal candidate will manage complex estate and business succession planning for high-net-worth individuals and families.... ...Juris Doctor degree and bar admission in Massachusetts. Strong client-focused skills and excellent communication are essential. #J-1...
- A customer engagement solutions provider seeks an Associate Customer Success Manager to advocate for customers and ensure satisfaction. The role involves assisting customers to drive product adoption, evaluating customer health scores, and developing tailored success roadmaps...
$25 - $45 per hour
...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products... ...of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible...Hourly paySeasonal workWork at officeWork from homeShift workDay shiftBank of America
Wellesley, MA3 days ago- ...Registered Wealth Management Client Associate Boston, Massachusetts To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying...Seasonal workWork at officeWork from homeShift workDay shift
Bank of America
Boston, MA4 days ago $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 clients. Responsibilities include; Address client inquiries, prepare client reporting, ensure...Hourly payLong term contractMasis Professional Group
Boston, MA1 day ago$58.24k - $92.56k
State Street is seeking a Senior Associate to oversee day-to-day accounting and trade-related... .... This role emphasizes strong client focus and operational discipline while working... ...environment within a high-visibility team. The successful candidate will resolve operational...Work at office$80k - $90k
Overview WHO are we looking for? CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client service...Temporary workWork experience placementWork at officeLocal areaFlexible hours- ...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 advanced knowledge...Remote jobHourly payFlexible hours
$55k - $85k
Moors & Cabot Inc in Boston, MA is looking for a Registered Client Associate to help clients achieve their financial goals. This full-time role involves direct client communication, handling account requests, and collaborating with financial professionals. Applicants should...Full timeWork at office$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...Work at office
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