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

Hybrid Client Service Associate: Research & Sourcing

Guidepoint

Guidepoint is seeking an Associate for its Client Service team in Boston. You will recruit experts, conduct targeted research, and perform outreach to build a robust advisor network for client consultations. The role combines fast-paced project work with mentorship, emphasis on judgment, and hybrid scheduling requiring three days in the office. Candidates should have a Bachelor’s degree and relevant internships, plus AI-enabled research experience. #J-18808-Ljbffr Guidepoint

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Hybrid Client Service Associate: Research & Sourcing in Boston, MA vacancy
  • Focus Partners Wealth seeks a Client Service Associate to support Wealth Advisors and strengthen client relationships. You will own requests from...  ...to grow within the team. This non-exempt role offers a hybrid schedule with in-office and remote work options and a #J-1... 
    Suggested
    Work at office
    Remote work

    Focus Financial Partners

    Needham Heights, MA
    4 days ago
  • $70k

     ...Overview: Guidepoint's Client Service team connects leading...  ...client's specific research needs and delivering...  ...experience. As an Associate on the Client Service...  ...the work schedule is hybrid with three days in the...  ...studies, and other public sources to identify relevant subject... 
    Suggested
    Temporary work
    Summer work
    Casual work
    Internship
    Work at office
    Worldwide
    Flexible hours

    Guidepoint

    Boston, MA
    2 days ago
  • $28 per hour

    Seeking a detail-oriented FX Currency Administration Client Service Representative to support the daily administration of foreign exchange...  ...cannot opine on their use of AI products. Boston, MA, US Hybrid Banking & Financial Services (includes... 
    Suggested
    Hourly pay
    For contractors
    Work at office
    Local area

    VACO

    Boston, MA
    3 days ago
  • 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...  ...and delivery of middle office servicesBe a communication source for escalation of issues, service updates, and progress updates... 
    Suggested
    Work at office
    Flexible hours

    JP Morgan Chase

    Boston, MA
    3 days ago
  • $70k - $85k

     ...investment solutions at scale for its clients. Managing $13+ billion in...  ...innovation, and client-first service , Concentric offersan...  ...seeking a dynamic Client Service Associate to support our client service...  ...from a different domain, please disregard it. #LI-Hybrid... 
    Suggested
    Work at office
    Flexible hours

    Pathstone

    Boston, MA
    4 days ago
  • $20.44 - $30 per hour

     ...up for each other and for the clients we serve. We help...  ...wealth management products and services. HUB is one of the world's largest...  ...opportunity for an Client Services Associate to join our Employee...  ...our Boston, MA office on a Hybrid work schedule. SPECIFIC RESPONSIBILITIES... 
    Internship
    Work at office
    Local area
    Flexible hours

    HUB International

    Boston, MA
    4 days 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...  ...position also qualifies for Foundation Medicine's benefits. #LI-Hybrid About Foundation Medicine We are a global, patient-... 
    Work at office

    Foundation Medicine

    Boston, MA
    5 days ago
  • $60k - $65k

    Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service...  ...members the flexibility to work a hybrid schedule. Our hybrid model is defined...  ...financial future. Focus Partners uses research-backed investment strategies to create... 
    Internship
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Financial Partners

    Needham Heights, MA
    4 days ago
  •  ...regional wealth management and investment services firm is looking to bring on a CSA to their...  ...years experience in wealth management or client support roles. This role sits in the downtown Boston office and will have a hybrid schedule. Excellent opportunity to learn from... 
    Work at office

    SDL Search Partners

    Boston, MA
    1 day ago
  •  ...up and advance into Paraplanning and other advisor roles over time. You will collaborate with Operations, Planning, and Investment teams to support client service and planning, with potential hybrid work after training. #J-18808-Ljbffr Retirement Resource Center, LLC.

    Retirement Resource Center, LLC.

    Needham Heights, MA
    2 days ago
  •  ...Your role Key Responsibilities: • Educate clients on account services and capabilities • Input client information into the financial planning tools and Firm tools • Assist with the preparation of reports and other materials for client meetings • Ensure appropriate... 
    Work at office
    Flexible hours

    UBS

    Boston, MA
    3 days ago
  •  ...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... 

    SDL Search Partners

    Newton, MA
    1 day ago
  • $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... 
    Temporary work
    Work at office
    Local area

    711 MS Smith Barney, LLC

    Boston, MA
    2 days ago
  • $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

    Vodia Ventures

    Boston, MA
    5 days ago
  • $70k - $130k

     ...Client Relationship ManagerHigh visibility client-facing role managing complex business queries and supporting a variety of client business...  ...daily interaction with client counterparts in maintaining service levels and addressing a wide range of business issues• Manage... 
    Temporary work

    State Street Corporation

    Quincy, MA
    2 days ago
  •  ...SCS Financial is seeking an Associate to join the Client Service Solutions team in Boston or Portsmouth. You will support client relationships, process cash movements, and help maintain client data and onboarding projects. This role interfaces with custodians and multiple... 

    LE0219 SCS Capital Management LLC

    Boston, MA
    2 days ago
  •  ...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 advanced knowledge... 
    Remote job
    Hourly pay
    Flexible hours

    Bank of America

    Boston, MA
    4 days ago
  • $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 CSA assists with the development and growth of business through engaging... 
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Boston, MA
    3 days ago
  • $65k - $75k

     ...Osaic Careers Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 02110 Role Type: Full-time, Non-Exempt Salary: $65,000$75,000 annually + eligibility for an annual bonus Actual compensation offered will be determined individually... 
    Full time
    Work at office

    Osaic

    Boston, MA
    1 day ago
  • This position reports to the Manager of Client Services For over 75 years, the dedicated team at Winston Flowers has been committed to fostering excellence in everything we do. Today, our family-owned company has a worldwide online presence, two state-of-the-art design... 
    Worldwide

    Winston Flowers

    Boston, MA
    12 hours ago
  • $60k - $70k

    Focus Partners Wealth seeks a motivated and qualified individual for the position of Client Service Associate. The individual selected for this opportunity will be distinguished in academic achievement, dedicated to client service, and have the highest ethical and professional... 
    Work experience placement
    Work at office

    The Colony Group

    Needham Heights, MA
    1 day ago
  • $75k - $85k

     ...is a wealth management recruiting and consulting firm. This role is for one of our clients in Charlestown. To view other open roles, visit jobs.lead-advisor.com Client Service Associate Our client is an established boutique financial services firm located in historic Charlestown... 
    Full time
    Work at office

    Lead Advisor

    Boston, MA
    1 day ago
  • Seeking a detail-oriented FX Currency Administration Client Service Representative to support the daily administration of foreign exchange...  ...of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes... 
    Work at office
    Local area

    Vaco by Highspring

    Boston, MA
    2 hours ago
  • Wealth Management - Client Service Associate Overview Directly support Morgan Stanley clients by delivering an elevated standard of care, understanding firm policies and capabilities, and helping to shape client experiences through effective service delivery. Responsibilities... 
    Full time
    Work at office
    Local area

    Morgan Stanley

    Boston, MA
    1 day ago
  • $60k - $65k

     ...middle‑market investment bank and full service broker‑dealer. With roots tracing back...  ...finance), equity & fixed income research, market making, trust services and investment...  ...: The firm is seeking a Registered Client Service Associate to join our Private Client Division in... 
    Local area

    Oppenheimer & Co. Inc.

    Boston, MA
    1 day ago
  • $50k - $60k

     ...management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding...  ...is multi-faceted, as the individual will be part of the Client Service Team and will also provide support to the main receptionist.... 
    Work experience placement
    Work at office
    Local area

    RWA Wealth Partners LLC

    Newton Center, MA
    23 days ago
  • 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... 

    SCS

    Boston, MA
    4 days 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

    State Street

    Quincy, MA
    2 days ago
  • $85.1k - $161.7k

     ...provider of professional services to the middle market...  ..., empowering our clients and people to realize...  ...currently seeking a Senior Associate to join our Accounting...  ...commercial banking, equity research or valuation practice...  ...Equity, Debt, and hybrid instruments as they relate... 
    Full time
    Work experience placement
    Internship
    Local area

    RSM International

    Boston, MA
    3 days ago
  • $64.1k - $88.1k

     ...We’re a diversified financial services leader with more than $1.5...  ...small business and institutional clients. We are a longstanding leader...  ...a Registered Client Service Associate, you will provide dedicated...  ...plans, conducting investment research and completing trades and transactions... 
    Full time
    Part time
    H1b
    Work at office
    Work from home
    Home office
    Visa sponsorship
    1 day per week

    Ameriprise Financial

    Hingham, MA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Hybrid Client Service Associate: Research & Sourcing. Be the first to apply!