Hybrid Wealth Client Service Associate
$60k - $65kFocus Partners Wealth
Focus Partners Wealth, located in Needham, MA, is looking for a Client Service Associate. This role involves collaborating with Wealth Advisors to enhance client relationships and ensure timely service. The ideal candidate will have a Bachelor's Degree and at least one year of relevant experience. The position offers a hybrid work model, requiring three days in the office and two remote days. A competitive compensation package includes an annual salary between $60,000-$65,000, along with benefits such as medical, dental, and 401(k). #J-18808-Ljbffr Focus Partners Wealth
- ...Financial Partners in Needham, Massachusetts is seeking a Client Service Associate to support Wealth Advisors and enhance client relationships. This role... ...client service, with proficient Microsoft Office skills. A hybrid work schedule allows flexibility with 3 days in the...SuggestedWork at officeRemote work
- Wealth Enhancement Group in Boston is seeking a Sr. Client Service Associate to drive onboarding, client relationship management, and operational support in a hybrid work environment. You will use CRM tools to track assets, coordinate with brokers, and assist advisors with...Suggested
- A regional wealth management firm in Boston is seeking a Client Support Associate (CSA) to enhance their team. The ideal candidate... ...have 1 to 3 years of financial services experience and a Bachelor's degree... .... This position offers a hybrid work model and the opportunity...Suggested
- A financial services organization is seeking an experienced Senior Client Service Associate to support complex client portfolios. This hybrid role requires strong investment operations knowledge and includes responsibilities such as client onboarding, portfolio transactions...Suggested
- Masis Professional Group, a growing full-service investment firm in Boston, seeks a Registered Client Service Associate. This role supports Financial Advisors and maintains client accounts while ensuring accuracy and timeliness. The ideal candidate has over a year of experience...SuggestedRemote jobWork at office1 day per week
$60k - $65k
...Client Service Associate Needham, MA Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate... ...team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days...InternshipWork at officeRemote work2 days per week$60k - $65k
...Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work... ...Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in...InternshipWork at officeLocal areaRemote work2 days per week- Berkshire Bank is seeking a personable and highly organized Client Service Associate to work directly with wealth advisors in our Registered Investment Advisory Firm (RIA). You will be the primary contact for clients, coordinating service requests and ensuring seamless...
$100k - $125k
Boston Partners is seeking a Client Relations & Trading Associate to deliver exceptional client service and maintain operational excellence. This role supports both portfolio... ...candidate will have 3-5 years of experience in wealth management and provide timely support in...- Beacon Hill is seeking a Client Service Associate in Acton, MA to provide essential administrative support in wealth management. The role involves assisting advisors with client accounts, processing transactions, and maintaining client records. Applicants should have over...Work at office
- 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...
- ...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 to learn and grow alongside...
$70k - $80k
...About Wealth Enhancement Wealth Enhancement is an independent... ...the lives of our clients. We use team-driven... ...investment management services to more than 90,000 households... ...: Sr. Client Service Associate Location: Boston, Massachusetts – this hybrid role works partially...Full timeTemporary workWork at officeWork from homeFlexible hours$31.2k - $90k
...Client Service Associate 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$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$90k - $140k
Senior Client Service Associate - Wealth Management Operations (Family Office) Work Arrangement: Hybrid (4 days in office) Compensation: $90,000-$140,000 base salary + bonus Overview A well‑established financial services organization is seeking an experienced Senior...Work at office$70k - $80k
Summary The Client Service Associate serves as a primary point of contact for high-net-worth clients,... ...related field 2+ years of experience in wealth management, asset management, or... ...role is based in our Boston office on a hybrid schedule - 4 days per week in-office,...Work at officeLocal areaRemote work1 day per week$45k
Overview We are a boutique wealth advisory practice seeking a detail-oriented individual to join our growing practice. We are... ...team infrastructure to support the next phase of growth. The Client Service Associate is a foundational hire in that buildout — a role that will...Work at officeImmediate start- A growing full-service Investment firm is seeking a Registered Client Service Associate to join their team. This role is ideal for a highly organized and proactive individual who thrives in a fast-paced, collaborative environment. Key Responsibilities Provide day-to-day...Work at officeRemote work1 day per week
- An established regional wealth management and investment services firm is looking to bring on a CSA to their team... ...experience in wealth management or client support roles. This role sits in... ...downtown Boston office and will have a hybrid schedule. Excellent opportunity to...Work at office
$31.2k - $90k
DUTIES And RESPONSIBILITIES CLIENT SUPPORT Cultivate and enhance new and existing client relationships through active communication with... ...documentation remains current Identify and assist with Firm services and solutions that support clients’ needs including banking products...Temporary workWork at officeLocal area- A prestigious financial services firm in Charlestown is seeking a Client Service Associate to join their team. This full-time role is focused on providing exceptional service to clients, managing inquiries, and supporting operations. The ideal candidate has 3 years of...Full time
$25 - $45 per hour
...Job Description This role provides client service support to multiple Financial Advisors (FAs), supporting enterprise strategic objectives, operational excellence goals, and client advocacy. The most frequent point of contact within Merrill for client service needs. Responsibilities...Hourly paySeasonal workWork from homeShift workDay shift- ...Wealth Management Client Associate Cambridge, Massachusetts To proceed with your application, you must be at least 18 years of age. Acknowledge... ...wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
$25 - $44 per hour
...Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. This role supports financial advisors by delivering client service and operational excellence. Responsibilities Provide excellent client service...Hourly paySeasonal workShift workDay shift$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$65k - $80k
...Client Service Associate – Investment Operations & Client Services Compensation: $65k - $80k A leading global investment advisory firm is seeking... ...experience; investment operations, financial services, wealth management, fund administration, or client service experience...Work at office$40k - $59.8k
...Stifel strives for a culture that puts its clients and associates first: a culture where everyone... ...Under immediate supervision, client services associate (NR) assists one or more financial... ...like a start-up. We are a global wealth management and investment banking firm...Work at officeImmediate startFlexible hours$33.84 - $37.41 per hour
...Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals... .... We lead the industry in aligning wealth, passion, and purpose to help our clients... ...#OneTeam. As a critical member of the Client Service team, you will work closely with lead...Hourly payFull timeSummer workWork at officeLocal areaImmediate startFlexible hours- ...globally respected investment office? We're seeking a motivated Client Service Associate to join our collaborative Client Service team, where you'll... .... We offer: Competitive salary plus performance bonus Hybrid work environment Comprehensive medical, dental, and vision...Work at office
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