Wealth Management Client Associate — Hybrid
Harrison Gray Search
Harrison Gray Search is seeking a Registered Client Associate for a wealth management firm in Boston, MA. This hybrid role emphasizes providing high-quality service to clients, supporting financial professionals, and ensuring compliance in a dynamic environment. The successful candidate will have strong communication skills, relevant experience, and will contribute to the growth and success of the branch. The position offers a competitive salary and a comprehensive benefits package. #J-18808-Ljbffr Harrison Gray Search
$70k - $80k
...Customer Relationship Associate Together we fight for everyone's... ...influence our culture, serve our clients and enrich our communities is... ...for retail customers, managing inbound call volume and providing... ...foundation for your career in wealth management, offering hands-on...SuggestedWork at officeLocal areaFlexible hours$25 - $44 per hour
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...SuggestedHourly paySeasonal 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...Suggested
$80k - $90k
Overview WHO are we looking for? CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge and skills, obtained... ...Deliver exceptional, proactive service to the Wealth Client Service team and/or Advisors, which includes resolving...SuggestedTemporary workWork experience placementWork at officeLocal areaFlexible hours$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...Suggested$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...Hourly pay$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 the...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$55k - $85k
...cornerstone of personalized wealth management. Headquartered in Boston, MA... ...community dedicated to helping clients achieve their financial... ...Description The Registered Client Associate is a forward facing member... ...and is eligible for a hybrid schedule: at least 3 days in...Full timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$120k - $150k
Atlantic Group is hiring a Client Services Associate (Investment Management) in Boston, MA. This hybrid role supports investor servicing and client communications within an alternative investment environment. The ideal candidate will have a Bachelor’s degree and 4-6 years...- 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...
$25 - $44 per hour
Bank of America seeks a dedicated professional for their client service team in Cambridge, Massachusetts. The role involves providing... ...candidate will have a High School Diploma and skills in client management and communication. The position offers an hourly pay range of $...Hourly pay$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,...Seasonal workShift workDay shift
$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- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Seasonal workWork at officeWork from homeShift workDay shift
- ...full-service investment firm in Boston, seeks a Registered Client Service Associate. This role supports Financial Advisors and maintains... ...a year of experience in client service within investment management and strong attention to detail. Benefits include health, dental...Remote jobWork at office1 day per week
$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...$25 - $45 per hour
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Hourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift- ...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... ...downtown Boston office and will have a hybrid schedule. Excellent opportunity to...Work at office
$44k - $66k
Job Description $What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our...Full timeFlexible hours$55k - $85k
Moors & Cabot Inc in Boston, MA is looking for a Registered Client Associate to help clients achieve their financial goals. This full-time... ...comfortable using Microsoft Office and Google Suite. The role offers a hybrid work schedule and a competitive salary ranging from $55,000...Full timeWork at office- CO-US DuCharme, McMillen & Associates Inc is seeking an Associate for Practice Development in Boston. This hybrid role involves partnering with the business development team... ...effectively schedule meetings with potential clients and understand their needs. Key...
- ...Client Service Associate / Registered Client Service Associate , Boutique Wealth Management Firm | Waltham, MA About the Company: Our client is a well-established and growing... ...and improve processes. Flexible hours, a hybrid schedule, and four Summer Fridays reflect...Summer workWork at officeFlexible hours
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Seasonal workWork at officeWork from homeShift workDay shift
$40k - $59.8k
...Stifel strives for a culture that puts its clients and associates first: a culture where everyone... ...the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee... ...like a start-up. We are a global wealth management and investment banking firm...Work at officeImmediate startFlexible hours- Ashton Thomas Private Wealth is seeking a Registered Client Service Associate in Boston, MA. This entry-level role focuses on enhancing client experience through... ..., and supporting wealth advisors with account management. Ideal candidates have 0-2 years of experience....
$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$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- ...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...
$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
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