Wealth Management Client Experience Associate
Bank of America ATM
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 include educating clients, ensuring timely responses to their needs, and supporting team operations. A high school diploma is required, and skills in Microsoft applications and Salesforce are preferred. This position offers a comprehensive benefits package and eligibility for the annual discretionary plan. #J-18808-Ljbffr
$25 - $44 per hour
...Merrill Wealth Management Job Merrill Wealth Management is a leading provider of comprehensive... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...an array of different skills and experiences that individuals bring from all backgrounds...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment... .... Responsibilities Provide excellent client service to the bank's clients through educating... ...platforms. Desired Qualifications Experience working with clients, quickly...SuggestedHourly paySeasonal workWork from homeShift workDay shift
- ...Registered Wealth Management Client Associate Boston, Massachusetts To proceed with your application, you must be at least 18 years of age... ...Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...This role is responsible for providing client service support to potentially multiple... ...support operational excellence and risk management. Identifies, deepens, and maintains client... ...an understanding of investment products. Experience working with clients, quickly fulfilling...SuggestedSeasonal workShift workDay shift
- ...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...represents an array of different skills and experiences that individuals bring from all...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$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... ...The ideal candidate has 3-5 years of client service experience in the financial industry, Series 7 & 66 certifications...$25 - $45 per hour
...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products... ...Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...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... ...expertise • ideally 1-3 years years of experience in client service, within the...Work at officeFlexible hours
$72.5k - $80k
...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... ...for clients Qualifications Ideally 2+ years of experience in client service, within the finance sector...Full timeWork 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... ...Ideal candidates will have 1+ years experience in wealth management or client...Work at office
- ...Client Service Associate Boston, MA Waverly Advisors' primary goal is to serve our clients... ...communities. We aren't your typical wealth management firm. Our intense client focus is at... ...planners, as part of our overall client experience. A successful candidate will have...Work at officeLocal area
$50k - $60k
...Job Description Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so... ...Client Services Manager Education, Experience and Qualifications Bachelor’s...Work experience placementWork at officeLocal area$31.2k - $90k
...Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with... ...participate in firm initiatives directed by local management Regularly seek opportunities to use...Full timeTemporary workWork at officeLocal area$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park,... ...deadlines Leverage your operational background and experience to contribute to a growing business Serve as...Work at office- ...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
$45k - $90k
...About Rockefeller Capital Management Rockefeller Capital Management... ...oversees $224 billion in client assets as of June 30, 2026.... ...growing team as a Client Associate. The Client Associate will work... ...years prior client service experience within financial industry, or...Work at officeLocal area$49.5k - $77k
Job Description Embrace RBC Wealth Management's core values and inclusive culture as an... ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become... ...have Bachelor's degree or job‑related experience Strong soft skills including verbal...Full timeFlexible hours$44k - $66k
...is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture... ...financial advisors and our clients. As a Client Associate/Registered Client Associate, become... ...Bachelor’s degree or job-related experience Strong soft skills including verbal...Full timeFlexible hours$65k - $80k
...With $75B+ in assets under management, the firm constructs customized... ...portfolios for its clients tapping into its deep network... ...perspectives, backgrounds and experiences are valued. Position Description... ...The Client Service Associate located in Boston will support...Temporary workWork experience placementWork at officeLocal areaFlexible hours- ...net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized... ...’ specific needs. As a Client Associate in J.P. Morgan Advisors, you will... ...Bachelor's degree or equivalent experience Series 7 & 66 licenses upon hire...Local area
- About the Company Our client is a well-established and growing boutique wealth management firm based in Waltham, MA, advising multiple... ...for a Client Service Associate or Registered Client Services... ...2-3 years of client service experience in a wealth management, multi‑...Summer workWork at officeFlexible hours
$70k - $85k
...Client Service Associate Boston, MA Concentric Innovation ("Concentric") is an investment management firm specializing in customized direct indexing... ...objectives, and enhance client experiences. Since 2022, Concentric... ...with a like-minded wealth management partner, expanding...Work at officeFlexible hours$55k - $75k
...About the Role We are looking for a Client Associate to support our wealth management team in Boston. Responsibilities Keep management systems up‑to‑date... ...of activities. Qualifications Ideally 1–3 years of experience in client service within the finance sector. Bachelor...Full timeWork at office$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$31.2k - $90k
...POSITION SUMMARY Registered Client Service Associates provide exceptional... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on... ...duties directed by local management ADMINISTRATIVE SUPPORT Answering... ...of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, AND SKILLS Education...Temporary workWork at officeLocal area$65k
...65,000 Job Overview - Client Service Associate Compensation: $65,00... ...supporting client account management, investment operations, portfolio... ...of a high-quality client experience. Investment Execution:... ...to investment management, wealth management, or related...Permanent employmentMonday to Friday$70k - $80k
...Client Service Associate Boston, MA The Client Service Associate serves as a... ...delivering high-touch service experience while partnering closely with Portfolio Managers, custodians, and internal operations... ...~2+ years of experience in wealth management, asset management,...Work at officeLocal areaRemote work1 day per week$60k - $70k
...Focus Partners Wealth seeks a motivated and qualified individual for the position of Client Service Associate. The individual selected for this... ...of technical and client management support to a financial counseling... ...3+ years administrative experience in financial or...Work experience placementWork at office$75k - $85k
...be based on your skills and experience — talk with your recruiter... ...from Lead Advisor Redefining Wealth Management Team Building Lead Advisor... ...role is for one of our clients in Charlestown. To view other... ...advisor.com Client Service Associate Our client is an established...Full timeWork at office$60k - $65k
...investment advisory and asset management services. Job... ...firm is seeking a Registered Client Service Associate to join our Private Client... ...day operations of a growing wealth management practice. This role... ...months of hire) ~5+ years’ experience working as a sales assistant...Local area
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