Client Services Associate: Benefits & RFP Support
Arthur J. Gallagher & Co. (AJG)
Arthur J. Gallagher & Co. (AJG) is seeking a Client Associate to support account teams in delivering exceptional service to clients. In this role, you will develop industry knowledge and skills, learn the employee benefits Client Service Cycle, and assist in preparing client presentations. The ideal candidate will have a High School diploma and at least one year of relevant experience. Benefits include medical/dental coverage, 401(K), and more alongside a collaborative work environment. #J-18808-Ljbffr Arthur J. Gallagher & Co. (AJG)
$65k - $80k
...customized investment portfolios for its clients tapping into its deep network of... ...Position Description The Client Service Associate located in Boston will support and work closely with senior... ...from/to direct manager and Partners Benefits and Compensation Partners Capital...SuggestedTemporary workWork experience placementWork at officeLocal areaFlexible hoursShift work$31.2k - $90k
Registered Client Service Associates help shape the future of service by modernizing the client experience... .... DUTIES and RESPONSIBILITIES CLIENT SUPPORT Cultivate and enhance new and... ...attractive and comprehensive employee benefits and perks in the industry. There’s also...SuggestedTemporary workWork at officeLocal area$31.2k - $90k
POSITION SUMMARY PWM Client Service Associates help shape the future of service by modernizing the client... ...DUTIES and RESPONSIBILITIES: CLIENT SUPPORT: Cultivate and enhance new and... ...attractive and comprehensive employee benefits and perks in the industry. There’s also...SuggestedTemporary workWork at officeLocal area- A growing full-service Investment firm is seeking a Registered Client Service Associate to join their team. This role is ideal for a... ...Responsibilities Provide day-to-day support to a team of Financial... ...compensation package. Comprehensive benefits, including health, dental,...SuggestedWork at officeRemote work1 day per week
- ...Private Wealth is seeking a Registered Client Service Associate in Boston, MA. This entry-level role... ...through exceptional service and operational support. Responsibilities include maintaining... ...are preferred. Competitive salary and benefits are offered. #J-18808-Ljbffr Ashton...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... ...management and strong attention to detail. Benefits include health, dental, vision, and a...Remote jobWork at office1 day per week
- A leading financial services firm in Boston is seeking a PWM Client Service Associate to enhance client relationships and provide support to Financial Advisors. This role includes onboarding... ...a competitive salary and comprehensive benefits. #J-18808-Ljbffr PowerToFly
$42.8k - $53.5k
...Client Services Associate The Client Services Representative is responsible for responding to and... ...patient. The incumbent operates in a supportive function within the fast-paced Client... ...This position also qualifies for Foundation Medicine's benefits. Foundation MedicineWork at office$50k - $60k
...customized solutions designed to help clients grow and protect their wealth... ...for providing back-office support for a busy and growing... ...individual will be part of the Client Service Team and will also provide... ...forms of compensation and benefits, such as discretionary bonus,...Work experience placementWork at officeLocal area- LIM Marketing & Client Service Associate Longfellow Investment Management Co., LLC (LIM) is an independent... ...with a competitive compensation and benefits package. Job Description The... ...client service. This individual will support client relationships, business development...
$70k - $80k
Summary: The Client Service Associate serves as a primary point of contact for high-net-worth clients... ..., maintaining account integrity, and supporting the overall client relationship.... ...work here. GW&K provides comprehensive benefits that are designed to meet the long-...Full timeWork at officeLocal areaRemote work1 day per week- A global investment firm in Boston is seeking a Client Service Associate to support the Client Service Team. This role involves coordinating portfolio... ...position offers competitive compensation, exceptional benefits, and opportunities for professional growth within a collaborative...Work at office
- Moors & Cabot is hiring a Registered Client Associate in Boston, Massachusetts, to provide top-tier service and support to clients. This full-time role includes client communication... ...series. Attractive total rewards and benefits are provided, including medical plans and...Full time
$65k - $80k
...Client Service Associate – Investment Operations & Client Services Location: Boston, MA (Hybrid) Compensation: $65k - $80k A leading... ...join its Boston office. This individual will play a key role supporting client portfolio operations, investment execution,...Work at office$31.2k - $90k
Overview POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams... ...most attractive and comprehensive employee benefits and perks in the industry. There’s also ample...Temporary workWork at officeLocal area$120k - $150k
Job Overview - Client Services Associate (Investment Management) Compensation: $120,000 - $150,000/year + bonus Location: Boston, MA Schedule:... ...Associate (Investment Management) in Boston, MA for our client, supporting investor servicing, reporting, and client communications...Work at officeMonday to Friday$60k - $65k
...middle‑market investment bank and full service broker‑dealer. With roots tracing back... ...: The firm is seeking a Registered Client Service Associate to join our Private Client Division in... ...The RCSA's primary responsibility is to support Financial Advisors in sales, marketing...Local area$31.2k - $90k
Position Summary Client Service Associates provide exceptional service to our clients and support Financial Advisors (FAs)/ Private Wealth Advisors (PWAs)/ teams on a daily... ...packages, and Morgan Stanley sponsored benefit programs. Equal Opportunity Employment Morgan...Temporary workWork at officeLocal area$19 per hour
...Client Services New Member Experience Associate The Client Services New Member Experience Associate role is a hospitality individual who helps create... ...rate for this position is $19. Responsibilities: Support Premium Club Representatives throughout the new client...Hourly payWork at officeNight shift$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... ...attractive and comprehensive employee benefits and perks in the industry. There's...Temporary workWork at officeLocal area- ...middle-market investment bank and full service broker-dealer. With roots tracing back... ...Description The firm is seeking a Client Service Associate to join our Private Client Division in... ...managing database, general organizational support, as well as client interaction. The...Local area
- ...Client Service Associate Boston, Massachusetts, United States About the Job An established regional wealth management and investment... ...will have 1+ years experience in wealth management or client support roles. This role sits in the downtown Boston office and...Work at office
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County... ...The primary role is to provide client service management support to our clients and operational support to advisor teams....Work at office$60k - $65k
...Client Service Associate Needham, MA Position Summary Focus Partners Wealth is seeking a Client... ...closely with Wealth Advisors to support and strengthen client relationships, serving... ...annual cash bonus and a comprehensive benefits package, including but not limited to...InternshipWork at officeRemote work2 days per week$70k - $90k
...Client Services Associate - Westwood, MA Westwood, MA 02090 Overview Salary Range $70,000.0... ...focused Client Services Associate to support Advisors and help deliver a strong client... ...of compensation. We also offer a benefits package designed to enhance both your...Full timeTemporary workWork experience placementSummer workWork at officeImmediate startRemote workWork visaMonday to FridayFlexible hoursShift work- ...Client Service Associate We are seeking a personable and highly organized Client Service Associate to work directly with wealth advisors... ...The role serves as a primary point of contact for clients, supporting ongoing relationship management, coordinating service requests...Work at office
- ...leader in the language services and technology... ...everything from business support services such as interpretation... .... All services and client partnerships are aided... ...offer a comprehensive benefits package including... ...of the Client Services Associate is responsible for serving...Permanent employmentFull timeInternshipLocal area
$15 - $40.87 per hour
...POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs... ...most attractive and comprehensive employee benefits and perks in the industry. There’s also ample...Hourly payFull timeTemporary workWork at officeLocal area- ...Description Job Description We are seeking a Registered Client Associate to support financial advisors and deliver an exceptional client... ...This role is responsible for client communications, account servicing, money movement requests, new account openings, meeting coordination...
$52k
...base plus OT and incentive The Client Services Data Operations Associate will be responsible for the maintenance... ...integrity of internal databases, supporting RapidRatings clients in their... ...term success. We offer an attractive benefits package with bonus, flexible work...Work at officeFlexible hours3 days per week
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