Wealth Management Client Associate - Client Services Pro
$25 - $44 per hourBank of America
Bank of America seeks a dedicated professional for their client service team in Cambridge, Massachusetts. The role involves providing excellent service to clients, educating them about bank offerings, and maintaining strong client relationships. The ideal candidate will have a High School Diploma and skills in client management and communication. The position offers an hourly pay range of $25.00 - $44.00 based on experience, along with comprehensive benefits. #J-18808-Ljbffr Bank of America
$25 - $44 per hour
Bank of America in Boston is seeking a Client Service Support professional for Merrill Wealth Management. This role focuses on providing exceptional service and customized solutions to clients while working closely with Financial Advisors. The ideal candidate will possess...SuggestedHourly pay$70k - $80k
...Customer Relationship Associate Together we fight for... ...culture, serve our clients and enrich our communities... ...for retail customers, managing inbound call volume... ...outstanding customer service. This role is the foundation... ...for your career in wealth management, offering...SuggestedWork at officeLocal areaFlexible hours- Bank of America is seeking a driven individual for a client service role supporting Financial Advisors in Boston, Massachusetts. The ideal candidate will excel in providing client-centric services and build strong relationships while promoting the bank’s products. Responsibilities...Suggested
- Bank of America is seeking a client service professional for Merrill Wealth Management in Burlington, MA. The role focuses on supporting Financial Advisors with client service needs, enhancing client relationships, and ensuring alignment with bank policies. Key qualifications...Suggested
- ...Client Service Associate Investments, estate, tax and financial planning all under one roof. Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k)...SuggestedPermanent employmentWork 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... ...participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for...Temporary workWork at officeLocal area$70k - $76k
UBS is seeking a Client Associate in Boston, MA. The role involves maintaining client information, educating clients about services, and preparing materials for meetings. Candidates should have ideally 2+ years of client service experience within finance and a preferred...$70k - $90k
...Savant Wealth Management is seeking a detail-oriented Client Services Associate in Wellesley, MA, to enhance the client experience by managing interactions and supporting routine client needs. The ideal candidate will have a background in financial services, strong problem...Full time- ...Private Wealth Client Associate Boston, Massachusetts To proceed with your application, you... ...Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...management and investment products and services for individuals, companies, and institutions...Seasonal workWork at officeWork from homeShift workDay shift
- A leading financial services firm in Boston is seeking a Wealth Management Associate to enhance client relationships by supporting Financial Advisors and Private Wealth Advisors. This role demands exceptional interpersonal and organizational skills as the candidate will...
$25 - $44 per hour
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management... ...Advisors and Wealth Management Client Associates help clients pursue the life they...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$70k - $80k
...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 a Bachelor’s degree...$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 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...Work at office
$40k - $59.8k
...for a culture that puts its clients and associates first: a culture where... ...immediate supervision, client services associate (NR) assists one... ...or escalated to the branch manager; including suspicious client... ...start-up. We are a global wealth management and investment banking...Work at officeImmediate startFlexible hours$125k - $150k
Job Overview - Senior Client Service Associate (Private Wealth) Compensation: $125,000 - $150,000/year + bonus Location: Boston, MA Schedule: Monday... ...service, account administration, and relationship management for high net worth individuals and family office clients...Work at officeMonday to Friday$44k - $66k
RBC Capital Markets, LLC is hiring a Client Associate/Registered Client Associate in Boston. In this role, you'll support financial advisors and clients by managing account inquiries, ensuring compliance, and facilitating financial transactions. Candidates should have a...Flexible hours- Job Description This role is responsible for providing client service support to potentially multiple Financial Advisors (FAs). The primary... ...and procedures to support operational excellence and risk management. Identifies, deepens, and maintains client relationships, emphasizing...Seasonal workShift workDay shift
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
- ...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...
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
$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...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...
- 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...
$44k - $66k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors... ...Director. Such responsibilities may include servicing clients, researching problems, processing...Full timeFlexible hours$55k - $85k
...Registered Client Associate Boston, MA • Hybrid (3 days in office) • Full-Tim e About the Opportunity Harrison Gray... ...Search is recruiting on behalf of a well-established, full-service wealth management firm headquartered in Boston, MA, with offices across...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$31.2k - $90k
A leading financial services firm is seeking a Registered Client Service Associate in Boston, MA. This role involves building strong client relationships and providing exceptional support to Financial Advisors. The ideal candidate will possess strong interpersonal and...- ...Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: * keep management systems up-to-date with client information... ...UBS is a leading and truly global wealth manager and the leading universal bank...Work at officeFlexible hours
$55k - $85k
...cornerstone of personalized wealth management. Headquartered in Boston, MA... ...community dedicated to helping clients achieve their financial goals. We empower our full-service Financial Professionals with... ...The Registered Client Associate is a forward facing member of...Full timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- 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
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