Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Relationship Specialist - Financial Services

$31.2k - $90k

PowerToFly

A financial services organization seeks a Registered Client Relationship Analyst to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. This role requires strong interpersonal skills, a high school diploma, and preferably a college degree. Experience with financial services products and advanced Microsoft Office skills are important. The compensation is competitive, with annual base pay ranging from $31,200 to $90,000 depending on experience. The firm values diversity and is committed to maintaining a high standard of excellence. #J-18808-Ljbffr PowerToFly

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Relationship Specialist - Financial Services in Boston, MA vacancy
  • A leading financial services firm is seeking a Client Relationship Analyst in Boston. The role involves providing exceptional service to clients, supporting financial advisors, and managing administrative tasks. The ideal candidate should possess strong interpersonal and... 
    Suggested

    PowerToFly

    Boston, MA
    1 day ago
  •  ...transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You’ll play a critical role... 
    Suggested
    Local area

    Charles Schwab

    Boston, MA
    3 days ago
  • Charles Schwab in Boston is seeking a Client Relationship Specialist who is passionate about customer service and ready to make an impact. You will assist the Branch...  ...having opportunities for professional growth in the financial services industry. This role offers a... 
    Suggested

    Charles Schwab

    Boston, MA
    1 day ago
  • A financial services firm in Boston is seeking a Registered Client Service Associate to enhance client relationships by managing service requests, onboarding clients, and preparing financial documentation. The ideal candidate should have active Series licenses, strong... 
    Suggested

    PowerToFly

    Boston, MA
    1 day ago
  • $55k - $70k

    A leading financial services firm in Boston is seeking a Sr. Client Service Representative to support client relationships in fund accounting. The role involves monitoring client inquiries and ensuring service standards are met. Candidates should possess strong communication... 
    Suggested

    Brown Brothers Harriman & Co.

    Boston, MA
    1 day ago
  • $97.5k - $141k

     ...(B2B) software company. Experience engaging and building relationships with a wide range of internal teams and customer stakeholders...  ...agreements. Experience in selling Cloud solutions to the financial services or banking industry. Preferred qualifications Experience... 
    Full time

    Google

    Cambridge, MA
    3 days ago
  • $120k - $150k

     ...$120K–$150K base + bonus * Free Parking * Our client, a leading independent wealth management firm,...  ...and advisory teams to deliver high-touch client service while managing account administration and complex client relationships. Responsibilities Provide client service... 
    Work experience placement
    Work at office

    Incendia Partners

    Boston, MA
    4 days ago
  •  ...businesses we serve to make better and smarter financial decisions and enabling the communities...  ...at—all from Day One. Job Description Client Relationship Consultants build relationships with...  ...deposit and loan products and services, and recommending solutions based on each... 
    Temporary work
    Local area

    Us Bank

    Norwood, MA
    1 day ago
  • $25.49 - $33.98 per hour

     ...Occasional local travel and attendance at client networking and community events #LI-...  ...provider of title insurance, financial, and escrow services, is seeking a Associate Title Insurance...  ...business development and client relationship initiatives within the Boston residential... 
    Hourly pay
    Work at office
    Local area

    Pernini Recruiting Company

    Boston, MA
    1 day ago
  •  ...Representative (SDR) in Boston, Massachusetts. In this role, you will focus on prospect outreach and relationship building while utilizing innovative tools and strategies for effective client engagement. The ideal candidate has at least 2 years of experience in a client-facing... 

    TechBiz Global GmbH

    Boston, MA
    4 days ago
  • $50k - $60k

     ...provides unparalleled expertise with financial and professional services companies. We are people‑centric....  ...first point of contact, welcoming all clients and guests and ensuring their needs...  ...current ones in the office Develop relationships with building personnel and... 
    Work at office
    Local area
    Remote work
    Worldwide

    Prosek

    Boston, MA
    1 day ago
  • $80k - $90k

    Acadian Asset Management is seeking a Client Invoicing Specialist in Boston. In this role, you will...  ...with billing processes, and maintain financial databases. Candidates must have a Bachelor...  ...of invoicing experience in financial services, and proficiency in Excel. This... 

    Acadian Asset Management

    Boston, MA
    2 days ago
  •  ...Better! PLS — which stands for People - Location - Service — is a leading retail provider of financial services. The “P” comes first, because our customers...  ...needs. Although many of our customers have banking relationships, we believe that our customers use our financial... 
    Contract work
    Local area
    Flexible hours
    Afternoon shift
    Early shift

    PLS Financial Services

    Revere, MA
    4 days ago
  • $55k - $70k

    Sr Client Service Representative - Fund Accounting, Alternatives page...  ...our approach to business and relationships. We know that supporting...  ...preparation of consolidated IFRS financial statements Knowledge of...  ...known for premium service, specialist expertise, technology... 
    Work at office
    Local area

    Brown Brothers Harriman & Co.

    Boston, MA
    1 day ago
  • $16 - $20 per hour

     ...time roles in Hingham. The ideal candidate is driven to build relationships with customers and create exceptional in-store experiences. Responsibilities...  ...activities. Flexible scheduling and a commitment to quality service are essential. This position offers a competitive hourly wage... 
    Hourly pay
    Part time
    Flexible hours

    Talbots

    Hingham, MA
    4 days ago
  •  ...America seeks a motivated individual to engage clients in the lobby, educating them on conducting transactions using self-service resources like mobile and online banking. The role requires building deep client relationships and ensuring an excellent client experience.... 
    Flexible hours

    Bank of America

    Boston, MA
    1 day ago
  • A financial services firm in Boston is looking for a Client Services Associate to support ultra-high net worth clients with insurance portfolios. You will manage policy details, prepare documentation, and respond to client inquiries. Ideal candidates have 1-2 years of customer... 
    Work at office

    Winged Keel Group

    Boston, MA
    5 days ago
  • A growing financial services organization is seeking a Client Engagement Specialist to enhance client relationships and drive sales. This remote position is ideal for motivated individuals and offers an uncapped commission structure based on performance. Comprehensive training... 
    Remote job

    Kensington Partners Group

    Braintree, MA
    1 day ago
  • $115k

    ATLVets seeks an Associate Relationship Manager in Boston, MA. This role requires an MBA and 2+ years of experience. The position involves working closely with clients to understand their needs and proposing tailored technology solutions. You’ll monitor industry trends... 

    ATLVets

    Boston, MA
    5 days ago
  • JPMorgan Chase & Co. is seeking a Private Client Banker in Boston, MA, to manage banking relationships with affluent clients. The role requires at least 1 year of experience in Branch Banking or financial services and emphasizes relationship-building and client acquisition... 
    Weekend work
    Afternoon shift

    JPMorgan Chase & Co.

    Boston, MA
    4 days ago
  • $85k - $100k

    Overview WHO are we looking for? CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained... 
    Temporary work
    Work experience placement
    Work at office
    Local area
    Flexible hours

    CapTrust Advisors, LLC

    Boston, MA
    2 days ago
  • $47.52k

     ...Morgan Wealth Management - Private Client Advisor Base pay range $47,520.0...  ...care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong...  ...investment solutions that meet their financial needs. As a Private Client... 
    Full time

    JPMorganChase

    Boston, MA
    5 days ago
  •  ...we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment...  ...investment solutions to meet their financial needs. As a Community Private Client... 
    Local area

    J.P. Morgan

    Boston, MA
    4 days ago
  •  ...we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment...  ...investment solutions to meet their financial needs. As a Community Private Client... 
    Local area

    JPMorgan Chase & Co.

    Boston, MA
    4 days ago
  • $125k - $150k

     ...strategic advice and the highest level of client service. The firm’s clients—including...  ...charities, institutions, consultants, and financial intermediaries—are served by over 1,00...  ...to finish Establish effective working relationships with colleagues and external contacts... 
    Temporary work
    Work experience placement
    Worldwide

    Brown Advisory

    Boston, MA
    3 days ago
  • $47.52k

     ...we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment...  ...investment solutions to meet their financial needs. As a Private Client Advisor in... 

    JPMorgan Chase

    Boston, MA
    3 days ago
  • $221.41k - $280.07k

     ...Executive, Associate Director: ServiceNow – Financial Services About Sales & Strategic Pursuits (S&SP...  ...differentiated value through a deeply client‑centric culture. The Opportunity As a...  ...one of EY’s fastest‑growing alliance relationships. This is a true sales hunter role—... 
    Summer holiday
    Flexible hours

    Ernst & Young Oman

    Boston, MA
    3 days ago
  • $175k

     ...investors. The role will require developing and maintaining client relationships, providing daily FX coverage, academic research,...  ...technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping... 
    Temporary work
    Flexible hours

    STATE STREET CORPORATION

    Boston, MA
    5 days ago
  • $60k - $101.25k

     ...of the fastest growing segments of the financial services industry? Are you passionate about...  ...business with DC-focused intermediary clients. You will collaborate closely with multiple...  ...a whole through internal and external relationship development Required Qualifications... 
    Temporary work

    State Street

    Boston, MA
    4 days ago
  • $60k - $101.25k

     ...of the fastest growing segments of the financial services industry? Are you passionate about...  ...business with DC‑focused intermediary clients. You will collaborate closely with multiple...  ...a whole through internal and external relationship development Required Qualifications:... 
    Temporary work
    Flexible hours

    State Street

    Boston, MA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Relationship Specialist - Financial Services. Be the first to apply!