Wealth Management Client Services Associate

Ashton Thomas Securities

Ashton Thomas Securities, a dynamic wealth management team in Boston, seeks an administrative professional to help grow and maintain client relationships, streamline onboarding, and support Wealth Advisors. You will prepare meeting materials, manage records, and coordinate day-to-day office activities while ensuring accuracy and compliance. The role offers growth opportunities in licensing and professional development within a fast-paced firm. #J-18808-Ljbffr

Apply

Vacancy posted 1 day ago

Similar jobs that could be interesting for youBased on the Wealth Management Client Services Associate in Boston, MA vacancy

Senior Client Service Associate (Private Wealth)
$75k - $85k
...who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your... ..., please visit CIBC.com As a Senior Client Service Associate, you will support Private Wealth relationship management efforts by delivering exceptional service to...
Suggested
Full time
Remote work
Relocation package
CIBC
Boston, MA
1 day ago
North America Client Services & Client Portal, Sr. Associate - State Street Investment Management
$52k - $87.88k
...We are seeking a client-focused, proactive, and highly... ...problem-solving, and service support. Why This... ...Services & Client Portal Sr. Associate will play an important... ...3rd party / vendor management Supporting ad-hoc... .... servicing, wealth management, financial...
Suggested
Full time
Temporary work
Work at office
Flexible hours
State Street
Boston, MA
1 day ago
Client Services Associate
...dynamic and growing multi-billion-dollar wealth management team located in Boston.Ashton Thomas... ...and thought leadership in the financial services industry. Duties and Responsibilities Help to grow and maintain existing client relationships by processing client requests...
Suggested
Temporary work
Work at office
Ashton Thomas Securities
Boston, MA
2 days ago
Operations Client Service, Senior Associate
Who we are looking for This is a Client Service Senior Associate role in the US Asset Owners division. The candidate will be the point of contact for multiple client relationships, manage client activities and resolve client inquiries in a timely manner. The Client Service...
Suggested
Temporary work
Flexible hours
State Street
Quincy, MA
1 day ago
Client Services Associate
..., fast-paced, and collegial Client Advisory team located in Boston. We’re seeking a Client Service Associate, interested in elevating their... ...client support, portfolio management, and family office services.... ...Ideally fives years of relevant wealth management experience (multi...
Suggested
Work at office
Mindoro Capital Partners
Boston, MA
3 days ago
Client Service Associate
$60k - $65k
...Client Service Associate Focus Partners is seeking a Client Service Associate to join our growing... ...this role, you will partner closely with Wealth Advisors to support and strengthen... ...ownership of requests from start to finish, manage multiple timelines, and ensure work is...
Internship
Work at office
Local area
Remote work
2 days per week
SCS Financial
Boston, MA
4 days ago
Client Service Associate
...Advisor in downtown Boston, helping clients preserve and grow their wealth for three generations. Our team of 15+ Wealth Managers, backed by a dedicated operations and service team, works with individuals... ...ROLE The Client Service Associate is a key part of the team that...
Work at office
Flexible hours
Mayflower Advisors
Boston, MA
3 days ago
Client Service & Operations Associate
...Client Service & Operations AssociateCompany Asset Advisors is seeking a full-time Client Service & Operations Associate to join our growing team in our Boston or New Haven location. This individual... ...sales and marketing initiatives, manage client reporting, provide...
Full time
Temporary work
Work at office
Flexible hours
NR Consulting
Boston, MA
1 day ago
Client Service Associate
$50k
...and collaborative teamGain hands-on experience in foundational client service operationsWork in a flexible, remote environment that values... ...application background against essential role criteriaHiring Manager Interview (30 Minutes): An initial virtual interview with the...
Remote work
Work from home
Home office
Flexible hours
Wrenne Financial Planning LLC
Cambridge, MA
4 days ago
Client Services Associate
...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
3 days ago
Client Service Associate
$31.2k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... ...and/or other duties directed by local management Administrative Support Answering...
Temporary work
Work at office
Local area
Morgan Stanley
Wellesley, MA
1 day ago
Merrill Wealth Management Client Associate - Advisor Development Program: Suburban Boston Market
...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...
Traineeship
Work experience placement
Work at office
Local area
Immediate start
Shift work
Day shift
Bank of America Corporation
Wellesley Hills, MA
6 days ago
Client Service Associate
$70k
...Client Service Associate Boston, Massachusetts, United States Guidepoint's Client Service team connects leading investment firms, consultancies... ...on project scope, urgency, and target expert profile Manage multiple fast-moving client requests, balancing competing...
Temporary work
Summer work
Casual work
Internship
Work at office
Flexible hours
Guidepoint
Boston, MA
5 days ago
Client Service Associate
...currently seeking a highly motivated C lient Service Support for an opportunity in Boston, MA... ...Job Description: We are seeking a Client Service Representative to join our... ...custody services and a proven ability to manage client inquiries, drive resolution through...
Daily paid
Permanent employment
Contract work
Temporary work
Work at office
Immediate start
Shift work
3 days per week
BCForward
Boston, MA
2 days ago
Client Services Associate
$60k - $70k
...momentum matter. About This Role As a Client Services Associate at Alumni Ventures, you'll play a... ...of customer success, relationship management, investor communications, and financial... ...services, investing, venture capital, wealth management, banking, consulting, or...
Full time
Work at office
Immediate start
Flexible hours
Alumni Ventures
Boston, MA
a month ago
Registered Wealth Management Client Associate
$25 - $45 per hour
...Merrill Wealth Management Job Opportunity Merrill Wealth Management is a leading provider... ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...
Hourly pay
Seasonal work
Work at office
Work from home
Shift work
Day shift
Bank of America
Wellesley, MA
2 days ago
Private Wealth Services Tax Manager
$138k - $172.5k
As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and... ...high net worth, closely held business and family business clients - all with the resources, environment, and support to help...
Internship
Seasonal work
Work at office
Local area
Flexible hours
3 days per week
Grant Thornton
Boston, MA
4 days ago
Director, Client Advisor
$175k - $200k
...experienced and highly credentialed Director Client Advisor to join our Boston MA office.... ...in delivering comprehensive customized wealth management solutions to ultra-high-net-worth... ...and a commitment to exceptional client service are essential. Job Description: Primary...
Full time
Work at office
Local area
SCS Capital Management
Boston, MA
5 days ago
Client Services Associate
...global leader in the language services and technology industry? Are... ...support services. All services and client partnerships are aided by... ...a continuous dialogue with management about growth opportunities throughout... ...of the Client Services Associate is responsible for serving as...
Permanent employment
Full time
Internship
Local area
TransPerfect
Boston, MA
2 days ago
Client Service Associate
$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... ...and/or other duties directed by local management ADMINISTRATIVE SUPPORT : •...
Full time
Temporary work
Work at office
Local area
Morgan Stanley
Wellesley, MA
20 hours ago
Client Advisor
$60k - $70k
...seeking a highly motivated Associate, Client Advisor to join our growing... ...clients by helping implement and manage strategic and investment... ...to delivering best-in-class service with discretion and professionalism... ...comprised of integrated wealth management, family office,...
Work at office
Local area
Focus Partners Wealth
Boston, MA
3 days ago
Securities Services - Alternative Fund Services - Associate
As an Associate in J.P. Morgan Alternative Fund Services, you will be part of a dynamic team that administers over $9... ...administration services to more than 150 clients across all alternative asset... ...periodic Net Asset Valuations, management fee and carried interest/...
Work at office
JP Morgan Chase
Boston, MA
2 days ago
Management Consulting - Sales, Service and Marketing Senior Associate Intern - Summer 2027
$84k - $202k
...The Opportunity As a Management Consulting - Sales, Service and Marketing - Senior Associate Intern, you will engage with clients to enhance their customer strategies, improve service design, and optimize performance within our Advisory practice. As an Intern, you will...
Summer work
Internship
H1b
PwC
Boston, MA
20 hours ago
Client Associate - Commercial Real Estate- Commercial Term Lending
...environments and engaging confidently with clients? If so, the Commercial Term Lending... ...s #1 multifamily lender as a Client Associate on our multifamily lending sales... ...firm or other area of financial services (Investment Management, Commercial Banking, Business Banking...
Work at office
JP Morgan Chase
Boston, MA
5 days ago
Legal & Compliance - Private Wealth Funds Attorney, VP
$165k - $250k
...’s largest alternative asset manager. Blackstone seeks to deliver... ...Instagram. Business UnitThe Private Wealth Public Funds Legal group... ..., Operations, Institutional Client Solutions, Finance, Tax, Public... ...practicing law as a law firm associate or in-house counsel,...
Full time
Local area
Blackstone Group
Boston, MA
5 days ago
Accounting Consultant - Engagement Director
...top 10 national professional services firm where our purpose is to create... ...every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax,... ...Controller, Financial Reporting Manager, Internal Audit Manager, etc.)...
Hourly pay
Full time
Work experience placement
Interim role
Flexible hours
CliftonLarsonAllen
Quincy, MA
2 days ago
Director - Family Office Accounting Services (CPA Firm)
$100k - $150k
...to delivering real value to our clients.Our mission is to provide exceptional service while fostering long-term relationships... ...and family office clients, while managing a team and contributing to the... ...strategy for family office and wealth management clients. Engage with and...
Full time
Work at office
Local area
3 days per week
PKF O’Connor Davies
Boston, MA
6 days ago
Client Associate
$45k - $110k
...ManagementRockefeller Capital Management was established in 2018 as a... ...independent financial advisory services firm. Originally founded in 1... ...oversees $237 billion in client assets as of August 31, 2026.... ...its growing team as a Client Associate. The Client Associate will work...
Work at office
Local area
Rockefeller Financial
Boston, MA
3 days ago
Legal Support Manager
$125k - $145k
...application to join our team!The Legal Support Manager is responsible for the comprehensive management of legal support services across assigned practice groups such as... ...respond to questions from lawyers, staff, and clients. Advanced analytical and problem-solving abilities...
Full time
Contract work
Work at office
Local area
Remote work
Shift work
Troutman Pepper Hamilton Sanders
Boston, MA
4 days ago
Manager - BCG Vantage - Customer Services
$126.4k - $132k
...it was founded in 1963. Today, we help clients with total transformation-inspiring complex... ...delivers solutions through leading-edge management consulting along with technology and... ...ll DoAs a Manager, BCG Vantage, Sales & Service you'll bring expertise in Sales and Customer...
Work at office
Local area
The Boston Consulting Group
Boston, MA
6 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Services Associate. Be the first to apply!