Private Wealth Client Associate
Rockefeller Capital Management
Rockefeller Capital Management in Boston is seeking a Client Associate to join its Private Advisor team within the Rockefeller Global Family Office. You will work directly with high-net-worth clients, handling account opening, asset transfers, cash management, and client communications with meticulous attention to detail. The ideal candidate has 3-5 years of client service experience in finance, and BA/BS degree; Series 7/66 are a plus. #J-18808-Ljbffr Rockefeller Capital Management
- 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...SuggestedWork at office
- UBS is seeking a service‑oriented associate to join the Private Wealth Management team in Boston. You’ll keep client information systems up-to-date, educate clients on account services, and help prepare reports and materials for client meetings. The role requires Series...SuggestedWork at office
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- This is an exciting opportunity for an experienced Private Client Associate to join a highly regarded US law firm in Boston, working as part of... ...wills, trusts and other estate planning documents Advising on wealth transfer and succession planning Advising on lifetime...SuggestedPrivate practice
- Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...SuggestedSeasonal workWork at office
- Bank of America Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors, delivering tailored service and education on the bank's investment products and offerings. You will ensure timely and accurate client materials, align...Work at office
$200k - $245k
...Job Description Job Description Private Client Trusts & Estates Associate Attorney Direct Counsel is seeking a Private Client Trusts & Estates Associate... ...estate planning, trust and estate administration, wealth transfer strategy, and tax-efficient succession planning...Private practiceRemote work2 days per week$55k - $75k
...take care of people? keep management systems up-to-date with client information educate clients on account services and capabilities... ...and civil liability. The team You’ll be working with a Private Wealth Management team in Boston. Your Skills And Experience series...Full timeWork at officeFlexible hours$55k - $75k
Your role Educate clients on account services and capabilities Input client information into the financial planning tools and Firm tools... ...# 342015BR City Boston Your team You'll be working with the Wealth Management team in Boston. Your expertise ideally 2+ years of experience...Full timeWork at officeFlexible hours- ...Registered Investment Advisor in downtown Boston, helping clients preserve and grow their wealth for three generations. Our team of 15+ Wealth Managers,... ...the scenes. ABOUT THE ROLE The Client Service Associate is a key part of the team that keeps our client experience...Work at officeFlexible hours
$60k - $65k
...Job Description The firm is seeking a Registered Client Service Associate to join our Private Client Division in Boston, MA. The RCSA's primary responsibility... ..., marketing and day-to-day operations of a growing wealth management practice. This role requires superior...Local area$75k - $85k
...from Lead Advisor Redefining Wealth Management Team Building Lead... ...This role is for one of our clients in Charlestown. To view other... ...lead-advisor.com Client Service Associate Our client is an established... ...00.00-$90,000.00 2 weeks ago Private Wealth Management Registered...Full timeWork at office$65k - $80k
Client Service Associate - Investment Operations & Client Services Compensation: $65k - $80k A leading... ...for sophisticated institutional and private clients. This is an excellent opportunity... ...operations, financial services, wealth management, fund administration, or client...Work at office$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- ...opportunity to join a dynamic and growing multi-billion-dollar wealth management team located in Boston.Ashton Thomas Securities is a... ...Duties and Responsibilities Help to grow and maintain existing client relationships by processing client requests, resolving inquiries...Temporary workWork at office
$65k - $70k
Job Description Summary: Focus Partners is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an... ...term priorities. In this role, you will partner closely with Wealth Advisors to support and strengthen client relationships,...InternshipWork at officeLocal areaRemote work2 days per week$49.31k - $71.65k
...Job Title Associate Job Description The Associate is crucial in supporting internal account teams across a variety of back-end... ...Responsibilities Strategy Providing account updates to a client's growing publisher base. Evaluate performance and make recommendations...Temporary workWork experience placementFreelanceWork at officeFlexible hours$90k - $115k
...options, innovative technology, and dedicated client service. We focus on making choices... ...to add a Senior Institutional Client Associate to our Asset Manager & Consultant Relations... ...Investor Background MDP is a leading private equity investment firm based in Chicago....Work experience placementWork at officeLocal areaRemote workVisa sponsorship$40.5k - $67.5k
...all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Full Time Client Experience Associate within PNC's Metro Market and Boston Region you will be based in our North Station branch, Boston, MA . R234988 Job...Full timeTemporary workPart timeWork experience placementWork at office$45k - $110k
...office in London. The Firm oversees $237 billion in client assets as of August 31, 2026. Position A Private Advisor team within our Rockefeller Global Family... ...motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private...Work at officeLocal area$100k - $150k
The Client Relationship Associate will be responsible for the EMsights Capital Group client experience from prospect onboarding throughout the client lifecycle, partnering with the Business Leader on client engagement and broader business development efforts. The role is...Contract work$44k - $66k
...Job Description $What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture as an... ...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to...Full timeFlexible hours$80k - $90k
...excited to be representing a highly respected firm seeking a Client Operations Associate to join their growing team. Boston, MA | Hybrid –3 days in... ...What We’re Looking For 2–4 years of experience in private client operations, middle office, fund accounting, banking...Work experience placementWork at officeFlexible hours- ...seeking a qualified professional to join our affiliate marketing team. The role focuses on presenting strategic revenue opportunities to clients, expanding mid-tier publisher relationships, negotiating media placements, and interpreting performance data to maximize ROI. You...Work at office
$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. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area$160k - $185k
Our client, a full-service law firm, is seeking a Trusts & Estates Associate Attorney to join their thriving legal team in Boston, Massachusetts. This position focuses... ...including complex estate planning strategies, wealth preservation, fiduciary guidance, and probate-related...Work at officeRemote work- ...level practitioner who values meaningful client contact, thoughtful legal strategy, and collaboration... ...related instruments.• Guide clients on wealth preservation approaches, transfer... ...assets.• Create succession plans for privately owned and family-operated businesses, aligning...
- ...Boston area and in Greenwich, Connecticut. Each and every person on our team works in pursuit of a singular goal: to take care of our clients’ precious moments as if they were our own. This dynamic, creative client service position is responsible for providing...Temporary workWorldwide
$64.3k - $85.8k
...believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering...$70k
...Client Service Associate Boston, Massachusetts, United States Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding...Temporary workSummer workCasual workInternshipWork at officeFlexible hours
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