Registered Client Service Associate
Retail Region 2 Administration
Eastern is seeking an Operations Associate to oversee the daily operations of a banking office, including cash vaults, ATM balancing, and customer service. The role blends sales and transactional duties, with responsibilities spanning account openings, loan applications, and routine servicing. The position requires strong interpersonal and communication skills, comfort with independent work, and strict adherence to bank policies and security protocols. #J-18808-Ljbffr
Vacancy posted 7 hours ago
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$31.2k - $90k
...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build...SuggestedTemporary workWork at officeLocal area711 MS Smith Barney, LLC
Boston, MA1 day ago$31.2k - $90k
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Hingham, MA4 days ago$72.5k - $80k
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Boston, MA1 day ago$70k - $130k
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Quincy, MA1 day ago$60k - $70k
...a motivated and qualified individual for the position of Client Service Associate. The individual selected for this opportunity will be distinguished... ...relevant work experience. Familiarity with brokerage or registered investment advisory firm operations. Strong mathematical...Work experience placementWork at office$75k - $85k
...consulting firm. This role is for one of our clients in Charlestown. To view other open... ..., visit jobs.lead-advisor.com Client Service Associate Our client is an established boutique... ...2 weeks ago Private Wealth Management Registered Client Service Associate Boston, MA $8...Full timeWork at office$28 per hour
Seeking a detail-oriented FX Currency Administration Client Service Representative to support the daily administration of foreign exchange (FX) client accounts. This role is responsible for completing daily operational tasks, responding to client inquiries, and ensuring...Hourly payFor contractorsWork at officeLocal area- 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 I in Investment Middle Office Services - Client Operations, your key responsibility will be to provide premier service delivery...Work at officeFlexible hours
$20.44 - $30 per hour
...make to show up for each other and for the clients we serve. We help individuals,... ...retirement, and wealth management products and services. HUB is one of the world's largest... ...an opportunity for an Client Services Associate to join our Employee Benefit s team...InternshipWork at officeLocal areaFlexible hoursHUB International
Boston, MA3 days ago$70k - $85k
...developing investment solutions at scale for its clients. Managing $13+ billion in assets ,... ...technology innovation, and client-first service , Concentric offersan innovative... ...We are seeking a dynamic Client Service Associate to support our client service operations...Work at officeFlexible hoursPathstone
Boston, MA3 days ago- ...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...
SDL Search Partners
Newton, MA14 hours ago $42.8k - $53.5k
...About the Job: The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and requests as well as acting as a liaison between departments within FMI, and between FMI and its partners, customers and the patient...Work at officeFoundation Medicine
Boston, MA4 days ago$70k
...Overview: Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter... ...providing a fast, high-quality client experience. As an Associate on the Client Service team, you will play a central role in delivering...Temporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hoursGuidepoint
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TransPerfect
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Boston, MAmore than 2 months ago $60k - $65k
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$15 - $40.87 per hour
...POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build...Hourly payFull timeTemporary workWork at officeLocal area- ...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
- 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...
$49.5k - $77k
...Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial... ...or the Branch Director. Such responsibilities may include servicing clients, researching problems, processing account forms...Full timeFlexible hoursRBC
Boston, MA3 days ago$49.5k - $77k
...part of our branch serving financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our clients, advisors and... ...Branch Director. Such responsibilities may include servicing clients, researching problems, processing account forms...Full timeFlexible hoursRBC Capital Markets, LLC
Boston, MA3 days ago- ...Registered Wealth Management Client Associate Boston, Massachusetts To proceed with your application, you must be at least 18 years of age. Acknowledge... ...wealth management and investment products and services for individuals, companies, and institutions. Merrill...Seasonal workWork at officeWork from homeShift workDay shift
Bank of America
Boston, MA14 hours ago $58.24k - $92.56k
State Street is seeking a Senior Associate to oversee day-to-day accounting and trade-related... .... This role emphasizes strong client focus and operational discipline while working... ...accuracy, and deliver exceptional client service. A bachelor's degree and 2-4 years of relevant...Work at office- ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...timeframe if being hired into a registered job code ** Possesses advanced industry...Seasonal workWork at officeWork from homeShift workDay shift
Bank of America Corporation
Boston, MAa month ago $49.5k - $77k
...part of our branch serving financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our clients, advisors and... ...Branch Director. Such responsibilities may include servicing clients, researching problems, processing account forms...Full timeFlexible hours$31.2k - $90k
...POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted...Full timeTemporary workWork at officeLocal areaMorgan Stanley
Wellesley, MAmore than 2 months ago- Gray Private Wealth is seeking a Wealth Management Associate in Canton, MA to support the client portfolio management team and the financial planning process... .... The ideal candidate has 3-5 years in financial services, strong written/verbal communication, and proficiency...
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