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
...Company Overview Merrill Wealth Management is a leading provider of comprehensive wealth management... ...This role is responsible for providing client service support to multiple Financial... ...understanding of investment products. Experience working with clients, delivering complex...SuggestedHourly paySeasonal workRemote workWork from homeShift 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... ...competitive hourly pay ranging from $25.00 to $44.00, based on experience. #J-18808-Ljbffr Bank of AmericaSuggestedHourly pay$55k - $75k
UBS is seeking a Client Associate to support its wealth management team in Boston. This full-time role requires 1-3 years of client service experience, preferably in finance, and offers a competitive salary between USD 55,000 and USD 75,000 per annum. Responsibilities include...SuggestedFull timeWork at office$70k - $80k
...level Customer Relationship Associate, you serve as the... ...contact for retail customers, managing inbound call volume and... ...for your career in wealth management, offering hands‑on experience with brokerage account trading... ...Handle retail client inbound call volumes and...SuggestedPart timeWork experience placementWork at officeLocal areaFlexible hours$80k - $90k
...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... ...exceptional, proactive service to the Wealth Client Service team and/or Advisors,...SuggestedTemporary workWork experience placementWork at officeLocal areaFlexible hours$25 - $44 per hour
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management... ...Advisors and Wealth Management Client Associates help clients pursue the life they... ...represents an array of different skills and experiences that individuals bring from all...Hourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift- ...Registered Wealth Management Client Associate Wellesley Hills, Massachusetts To proceed with your application, you must be at least 18 years... ...team represents an array of different skills and experiences that individuals bring from all backgrounds and careers...Seasonal 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...- ...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...Seasonal workShift workDay shift
$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- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and... ...Financial 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...Seasonal workWork at officeWork from homeShift workDay shift
$31.2k - $90k
...Registered Client Service Associate Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered... ...initiatives directed by local management Regularly seek opportunities...Temporary workWork at officeLocal area- Oppenheimer & Co. Inc. in Boston, MA, seeks a Registered Client Service Associate to support Financial Advisors in sales, marketing and daily operations of a growing wealth management practice. This role emphasizes client service, confidentiality and teamwork, with responsibilities...
$55k - $85k
...Overview Registered Client Associate — Full Time, Clerical, Boston, MA, US Requisition ID:... ...has been a cornerstone of personalized wealth management. Headquartered in Boston, MA, with... ...with clients, providing a personalized experience, and problem solving. By facilitating...Full timeTemporary workWork at officeRemote workMonday to FridayFlexible hours- ...Advisors by building and maintaining client relationships through processing... ...the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Assist... ...salary determined based on the role, experience, skill set and location. Those...
$130k - $150k
Client Portfolio Associate - International EquitiesSkip to main contentWe respect... ...As a forward thinking asset manager, we build dynamic... ...opportunities for long term wealth creation. Our talented, global... ...Successful in This Role*****Experience, Education & Certifications...Work at officeLocal areaWorldwideFlexible 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$100k - $125k
## Client Relations & Trading AssociateApplylocations:... ...Client Relations & Trading Associate**Department:**532100 Private Wealth**Location:**Boston**Job... ...analysis, portfolio management, financial planning, reporting... ...required.* 3-5 years of experience in wealth management,...Full timeWork at office$44k - $77k
RBC Capital Markets, LLC is seeking a Client Associate/Registered Client Associate to support financial advisors in managing client relationships and maintaining account records... ...between $44,000 and $77,000, depending on experience and skills, along with a comprehensive...Full time$65k - $80k
...Client Service Associate – Investment Operations & Client Services Compensation:... ...reporting, and ongoing relationship management for sophisticated... ...2–4+ years of professional experience; investment operations, financial services, wealth management, fund administration...Work at office$100k - $125k
Boston Partners Group is looking for a Client Relations & Trading Associate in Boston, MA. This full-time position involves providing exceptional... ...excellence. The ideal candidate should have experience in wealth management and proficiency with trading platforms and CRM...Full time$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$52k - $90.5k
...Department: Wealth Management Reports to: Head of Operations Status: Exempt Grade... ...limited to, skills, prior relevant experience, and specific work location.... ...seeking a personable and highly organized Client Service Associate to work directly with wealth advisors...Work at office$40k - $59.8k
...for a culture that puts its clients and associates first: a culture where... ...or escalated to the branch manager; including suspicious client... ...etiquette. Education & Experience Minimum required: high... ...start-up. We are a global wealth management and investment banking...Work at officeImmediate startFlexible hours- J.P. Morgan Advisors - Senior Client Associate - Boston, MA Job Description J.P. Morgan Advisors... ...net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their... ...Bachelor's degree or equivalent experience Series 7 & 66 licenses upon hire or...Local area
$100k - $125k
Boston Partners is seeking a Client Relations & Trading Associate to deliver exceptional client service and maintain operational excellence... .... The successful candidate will have 3-5 years of experience in wealth management and provide timely support in trading activities,...- A logistics and production support company based in Boston seeks a motivated Client Support Associate to enhance client communication and resolve inquiries. The candidate will be the primary contact for client support, coordinating with internal teams to ensure effective...Full time
- About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching... ...the lives of our clients. We continually seek... ...Sr. Client Service Associate to serve as the... ...aspects of the client experience, including financial...Full timeTemporary workWork at officeWork from homeFlexible hours
$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$225k - $275k
...largest alternative asset manager. We seek to create... ...Business Unit:** The Private Wealth Public Funds (PWPF)... ...Operations, Institutional Client Solutions, Finance, Tax,... ...Qualifications:*** 7+ years of experience practicing law as a law firm associate or in-house counsel,...Local areaFlexible hours
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