Client Support Associate
Alphabe Insight Inc
At Park 6 Logistic, we are committed to delivering operational excellence through precision, efficiency, and innovation. As a growing logistics and production support company, we take pride in maintaining high standards across all our processes while fostering a professional and collaborative work environment. Our team is driven by reliability, attention to detail, and a shared commitment to continuous improvement Job Description We are seeking a motivated and detail-oriented Client Support Associate to join our growing team. In this role, you will serve as a key point of contact for clients, ensuring smooth communication, resolving inquiries, and supporting daily logistics operations. This position is ideal for someone who thrives in a fast-paced environment and values delivering outstanding customer experiences. Responsibilities Serve as the primary contact for client inquiries and support requests Provide timely and accurate information regarding services and operations Coordinate with internal teams to ensure efficient service delivery Maintain and update client records and documentation Identify and resolve issues while ensuring client satisfaction Assist in improving processes to enhance overall service quality Monitor client accounts and follow up on ongoing requests Qualifications Strong communication and interpersonal skills Excellent organizational and multitasking abilities Problem-solving mindset with attention to detail Ability to work both independently and within a team Professional attitude and commitment to client service excellence Basic proficiency with office tools and systems Additional Information Growth opportunities within the company Supportive and collaborative work environment Skill development and career advancement potential Stable full-time position with consistent schedule #J-18808-Ljbffr
$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... ...timely manner. • Provide administrative and operational support to one or more Financial Advisors (FA) and/or the...SuggestedFull timeFlexible hours$130k - $150k
...manager, we build dynamic relationships with clients, understand their goals, and navigate... ....From our welcoming, inclusive, and supportive culture to our globally diverse business... ...worldwide.Position OverviewThe Client Portfolio Associate is a member of the North American Client...SuggestedFull timeWork at officeLocal areaWorldwide$70k - $85k
...specializes in developing investment solutions at scale for its clients. Managing $13+ billion in assets, Concentric's mission is to... ...Position Summary: We are seeking a dynamic Client Service Associate to support our client service operations. This role requires 1 - 4...SuggestedFull timeWork at officeFlexible hours$70k
Overview: Guidepoint’s Client Service team connects leading investment firms, consultancies... ..., high-quality client experience. As an Associate on the Client Service team, you will... ...on mentorship, coaching, and leadership support Workplace that embeds continuous learning...SuggestedFull timeTemporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours- ...Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of... ...tailored to clients’ specific needs.As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients. You...SuggestedLocal area
$180k - $230k
DescriptionOur client, a well-established law firm, is seeking a mid-level Attorney to join a private client practice serving individuals... ...to building lasting client relationships.Role: Private Client Associate AttorneyLocation: Boston, MASalary: $180,000 - $230,000 (...Private practiceRemote work- ...is 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...Hourly payFlexible hours
- ...Job Description This role is responsible for providing client service support to potentially multiple Financial Advisors (FAs). The primary focus is to support enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business...Seasonal workShift workDay shift
$25 - $44 per hour
...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...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...
$100k - $125k
...Boston 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$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 clients with account management, investment documentation, and client inquiries. The ideal candidate has 3-5 years...- ...management and investment services. Responsibilities Provide excellent client service to the bank's clients through educating them on all of... ...practices align with the bank's policies and procedures to support operational excellence, protect clients, and manage risk....Hourly paySeasonal workWork from homeShift workDay shift
$55k - $60k
...love and look forward to every day. Position Overview: As a Client Success Associate you will play a key role in managing day‑to‑day operations... ...primary point of contact for clients, oversee on‑site staff, and support the launch of new locations. This role requires 40% local...Full timePart timeWork experience placementWork at officeLocal areaImmediate startFlexible hours$45k - $110k
...seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team... ...redemptions, wires, checks, journals, check deposits, etc.) Support marketing efforts by promoting client seminars and events Offer...Work at officeLocal area- ...Registered Wealth Management Client Associate Boston, Massachusetts To proceed with your application, you must be at least 18 years... ...America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach...Seasonal workWork at officeWork from homeShift workDay shift
$55k - $75k
...Your role Educate clients on account services and capabilities Input client information into the financial planning tools and Firm... ...passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when...Full timeWork at officeFlexible hours$100k - $125k
## Client Relations & Trading AssociateApplylocations: Bostontime type: Full timeposted... ...**Position:**Client Relations & Trading Associate**Department:**532100 Private Wealth**Location... ...Associate plays a critical role in supporting both portfolio operations and client service...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... ...internal partners to build strong relationships in order to support key interactions and continued premier service...Work at officeFlexible hours
$72.5k - $80k
...Wealth Management team in Boston. Key Responsibilities Educate clients on account services and capabilities Input client information into... ...Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences...Full timeWork at office$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- ...Client Service Associate Boston, MA Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't... ...maintaining client relationships. Provides all client service support including account applications, custodial paperwork,...Work at officeLocal area
- ...services firm is looking to bring on a CSA to their team. Ideal candidates will have 1+ 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 high-...Work at office
- ...Description Job Description Job Title: Currency Admin Client Service Associate Location (On-site, Remote, or Hybrid?): Boston, MA (hybrid... ...is responsible for daily production and client support for Currency Administration mandates. This individual will...Permanent employmentContract workRemote work
$42.8k - $53.5k
...Client Services Associate The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries... ...partners, customers and the patient. The incumbent operates in a supportive function within the fast-paced Client Services department....Work at office$59.21k - $100.62k
...Level (for internal use): 09 S&P Global Corporate The Role: Client Coverage Associate The Team: The Chief Client Office Client Coverage group is... ...day-to-day tasks may vary, but broadly, the role will be supporting a team of Account Managers in their business development...Work experience placementWork at officeFlexible hours$60k - $70k
...seeks a motivated and qualified individual for the position of Client Service Associate. The individual selected for this opportunity will be... ...high level and broad range of technical and client management support to a financial counseling team and assists in managing all...Work experience placementWork at office$65k - $80k
...firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with... ...valued. Position Description The Client Service Associate located in Boston will support and work closely with senior members of the Client...Temporary workWork experience placementWork at officeLocal areaFlexible hours- ...UBS in Boston is seeking a full-time Client Services Associate to support the Wealth Management team. You will educate clients on account services, input client data into planning tools, and help prepare reports for client meetings. In this role you will ensure proper...Full time
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