Wealth Management Client Associate - Client Services Pro
$25 - $44 per hourBank of America ATM
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
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...SuggestedHourly paySeasonal workShift workDay shift$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$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...SuggestedHourly payFull timeWork experience placement$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...SuggestedTemporary workWork at officeLocal area- 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...Suggested
- ...ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business... ...to clients’ specific needs.As a Client Associate in J.P. Morgan Advisors, you will provide...Local area
- ...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
$25 - $44 per hour
...Merrill Wealth Management Job Merrill Wealth Management is a leading provider of comprehensive... ...and investment products and services for individuals, companies, and institutions... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...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...Hourly payFlexible hours
$72.5k - $80k
...Full 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...Full timeWork at office$70k - $85k
...Concentric") is an investment management firm specializing in... ...at scale for its clients. Managing $13+ billion... ...with a like-minded wealth management partner, expanding... ..., and client-first service , Concentric offersan... ...Client Service Associate to support our client...Work at officeFlexible hours$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...InternshipWork at officeLocal areaFlexible hours- ...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
- 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
$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- 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
- Gray Private Wealth, affiliated with Gray, Gray & Gray, seeks a bright candidate to join a client‑centric team and support portfolio management and private client advisory as part of a rapidly growing... ...and 3-5 years in financial services are preferred. #J-18808-Ljbffr...
- ...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
- ...About the job Client Service Associate 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...
- 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
$55k - $75k
...Your role Educate clients on account services and capabilities Input client information into the financial... ...relationships with clients Maintain management systems with up to date client... ...Your team You'll be working with the Wealth Management team in Boston. Your expertise...Full timeWork at officeFlexible hours$49.5k - $77k
...is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture... ...financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our... ...Such responsibilities may include servicing clients, researching problems, processing...Full timeFlexible hours$49.5k - $77k
...is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture... ...financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our... ...Such responsibilities may include servicing clients, researching problems, processing...Full timeFlexible hours- ...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... ...team You'll be working with a wealth management team in the Boston...Work at officeFlexible hours
$49.5k - $77k
...is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture... ...financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our... ...Such responsibilities may include servicing clients, researching problems, processing...Full timeFlexible hours$100k - $125k
...Partners Global Investors, Inc. in Boston is seeking a Client Relations & Trading Associate to support portfolio operations and client services. The ideal candidate will have 3-5 years of experience in wealth management. This role requires strong operational oversight...Work at office$50k - $60k
...RWA Wealth Partners RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding... ...will be part of the Client Service Team and will also provide support...Work experience placementWork at officeLocal 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...
$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$70k
...Client Service Associate Boston, Massachusetts, United States Guidepoint's Client Service team... ...urgency, and target expert profile Manage multiple fast-moving client requests,... ...us to create connections that offer a wealth of perspectives. We are committed to upholding...Temporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours
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