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

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

Vacancy posted 7 hours ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Services Associate in Boston, MA vacancy
  • $31.2k - $90k

     ...Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care...  ...participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for... 
    Suggested
    Full time
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Boston, MA
    a month ago
  •  ...Client Service Associate Boston, Massachusetts, United States About the Job An established regional wealth management and investment services firm is looking to bring on a CSA to their team. Ideal candidates will have 1+ years experience in wealth management or client... 
    Suggested
    Work at office

    SDL Search Partners

    Boston, MA
    3 days ago
  • $65k - $70k

     ...Summary: Focus Partners is seeking a Client Service Associate to join our growing team! The Client Service...  ...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... 
    Suggested
    Internship
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Partners Wealth

    Needham Heights, MA
    4 days ago
  • $60k - $65k

     ...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 our... 
    Suggested
    Work at office
    Local area

    Waverly Advisors LLC

    Boston, MA
    4 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... 
    Suggested
    Work at office

    Vodia Ventures

    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
    3 days ago
  •  ...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... 
    Temporary work
    Work at office

    Ashton Thomas Securities

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

     ...RWA Wealth Partners RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding...  ...will be part of the Client Service Team and will also provide support... 
    Work experience placement
    Work at office
    Local area

    RWA Wealth Partners

    Newton, MA
    1 day ago
  •  ...Registered Wealth Management Client Associate Boston, Massachusetts To proceed with your application, you must be at least 18 years of age....  ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Boston, MA
    1 day ago
  • $75k - $85k

     ...poster from Lead Advisor Redefining Wealth Management Team Building Lead Advisor is a wealth...  ...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... 
    Full time
    Work at office

    Lead Advisor

    Boston, MA
    19 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...  ...and broad range of technical and client management support to a financial counseling team and... 
    Work experience placement
    Work at office

    The Colony Group

    Needham Heights, MA
    3 days ago
  • $60k - $70k

     ...Client Services Associate Boston, MA About Alumni Ventures Alumni Ventures is one of the world...  ...of customer success, relationship management, investor communications, and financial...  ..., investing, venture capital, wealth management, banking, consulting, or related... 
    Work at office
    Immediate start
    Flexible hours

    Alumni Ventures

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

     ...market investment bank and full service broker-dealer. With roots...  ...advisory and asset management services. Job Description...  ...firm is seeking a Registered Client Service Associate to join our Private Client...  ...day operations of a growing wealth management practice. This role... 
    Local area

    Oppenheimer & Co. Inc.

    Boston, MA
    24 days ago
  • $58.5k - $99.5k

     ...Knights of Columbus Asset Advisors is seeking a full-time Client Service & Operations Associate to join our growing team in our Boston, or New Haven...  ...facilitate and execute sales and marketing initiatives, manage client reporting, provide assistance with onboarding and... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    Knights of Columbus - Council 11091

    Boston, MA
    3 days ago
  • A leading financial services firm is seeking a Client Service Associate in Wellesley, MA. This role involves providing exceptional service to clients and supporting...  ...Financial Advisors with daily tasks, such as managing account inquiries and promoting digital tools. Ideal... 

    PowerToFly

    Wellesley, MA
    5 days ago
  • $41.6k - $60.32k

     ...Operations Client Service A2 The Business Onboarding and Transitions team (BOaT), part of Global Business Integration within Global Delivery...  ...and markets Escalate issues and potential risks to management in a timely manner Assist management in achieving project... 
    Temporary work
    Local area

    State Street

    Quincy, MA
    2 days ago
  • $41.6k - $60.32k

     ...process‑driven environment and values teamwork, accuracy, and client service. Why This Role Is Important to Us The team you will be...  ...Street Global Delivery (SSGD), which provides asset owners and managers access to essential financial tools that support effective investment... 
    Temporary work
    Local area
    Flexible hours

    State Street

    Quincy, MA
    2 days ago
  • World Insurance Associates LLC is seeking a Senior Associate Client Representative to support the daily management of a high-volume Commercial Lines book of business. You will provide excellent client service under a lead servicer, ensuring satisfaction and retention.... 

    World Insurance Associates LLC

    Needham Heights, MA
    1 day ago
  • $25 - $45 per hour

     ...Merrill Wealth Management Job OpportunityMerrill Wealth Management is a leading provider of...  ...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

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

     ...We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement...  ...small business and institutional clients. We are a longstanding leader...  ...a Registered Client Service Associate, you will provide dedicated support... 
    Full time
    Part time
    H1b
    Work at office
    Work from home
    Home office
    Visa sponsorship
    1 day per week

    Ameriprise Financial Services, Inc.

    Hingham, MA
    4 days ago
  • $60k - $80k

     ...interaction & paperwork processing. Schedule client meetings. Basic preparation and follow-...  ...communication, organizational and time management skills. Ability to work in a team based/...  ...working together to deliver exceptional service to our clients. Below is a glimpse of... 
    Local area
    Flexible hours

    Cerity Partners

    Boston, MA
    19 hours ago
  • $70k

     ...Overview: Guidepoint's Client Service team connects leading investment firms, consultancies...  ...-quality client experience. As an Associate on the Client Service team, you will...  ...urgency, and target expert profile Manage multiple fast-moving client requests, balancing... 
    Temporary work
    Summer work
    Casual work
    Internship
    Work at office
    Flexible hours

    Guidepoint

    Boston, MA
    2 days ago
  • $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
    3 days ago
  • $42.8k - $53.5k

     ...Client Services Associate The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries...  ...through communication via phone and e-mail. Successfully manage high volumes of client-facing interactions and establish strong... 
    Work at office

    Foundation Medicine

    Boston, MA
    3 days ago
  •  ...Currency Administration Manager The role involves managing daily operations and providing client support for Currency Administration. A comprehensive understanding of team protocols is essential to fulfill client obligations efficiently. Responsibilities: Handle... 

    Phaxis

    Boston, MA
    3 days ago
  • $65k - $98k

     ...Client Services Associate - Wellesley, MA Wellesley MA - Wellesley, MA 02481 Overview Salary Range $65,000.00 - $98,000.00 Salary...  ...next step if you already know the pace and precision of wealth management and want to bring that experience to a collaborative, values... 
    Full time
    Work experience placement
    Summer work
    Work at office
    Local area
    Work visa
    Monday to Friday
    Flexible hours
    Shift work

    Savant Wealth Management

    Wellesley, 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
    5 days ago
  •  ...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... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Boston, MA
    23 days ago
  • $50k - $55k

     ...leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1...  ...services and investment advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in... 
    Local area

    Oppenheimer & Co. Inc.

    Boston, MA
    19 days ago
  •  ...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
    16 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!