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
- 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...SuggestedWork at officeRemote work
$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...SuggestedTemporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours$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...SuggestedHourly 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... ...and delivery of middle office servicesBe a communication source for escalation of issues, service updates, and progress updates...SuggestedWork at officeFlexible hours
$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...SuggestedWork at officeFlexible hours$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...InternshipWork at officeLocal areaFlexible hours$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$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...InternshipWork at officeLocal areaRemote work2 days per week- ...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
- ...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.
- ...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 officeFlexible hours
- ...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...
$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 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, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$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- ...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...
- ...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 jobHourly payFlexible hours
$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 workWork at officeLocal area$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 timeWork at office- 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
$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 placementWork at office$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 timeWork at office- 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 officeLocal area
- 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 timeWork at officeLocal area
$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$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 placementWork 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...
$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$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 timeWork experience placementInternshipLocal area$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 timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
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