Average salary: $90,250 /yearly
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$70k - $80k
...interaction & paperwork processing. Process account openings, prepare client forms, facilitate account funding, deposit electronic checks,... ...drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our...SuggestedLocal areaFlexible hoursCerity Partners
Boston, MA4 days ago$50k - $55k
...Oppenheimer Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry...SuggestedLocal areaOppenheimer & Co.
Boston, MA2 days ago$17.71 - $24.28 per hour
...Client Service Associate Mass General Brigham relies on a wide range of professionals, including doctors, nurses, business people, tech experts, researchers, and systems analysts to advance our mission. As a not-for-profit, we support patient care, research, teaching...SuggestedHourly payWork at officeRemote workShift workMassachusetts General Hospital
Newton Center, MA22 hours 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...SuggestedWork at officeVodia Ventures
Boston, MA2 days ago$40k - $59.8k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA...SuggestedWork at officeImmediate startFlexible hoursStifel Financial
Boston, MA4 days ago$52k - $84.76k
...Senior Associate Corporate Action Responsible for corporate action instruction processing... ...is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers... ...equity and real estate, SSGS' tools help our clients make better investment choices and act...SuggestedWork at officeFlexible hoursState Street Corporation
Quincy, MA1 day ago$31.2k - $90k
...Registered Client Service Associate Registered 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...SuggestedTemporary workWork at officeLocal area- ...Client Service Associate 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 clients...SuggestedWork at officeLocal area
$60k - $65k
...Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... .... Job Description The firm is seeking a Registered Client Service Associate to join our Private Client Division in Boston, MA. The RCSA...SuggestedLocal area$50k - $60k
...management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding... ...is multi-faceted, as the individual will be part of the Client Service Team and will also provide support to the main receptionist....SuggestedWork experience placementWork at officeLocal areaRWA Wealth Partners
Newton, MA2 days ago$75k - $85k
Compensation: $75,000-$85,000 Base + Bonus Firm Overview A well-established, Boston-based investment management firm is seeking a Client Service Associate to join its growing team. The organization manages equity and fixed income strategies for institutional and intermediary...Suggested- A leading investment firm is seeking multiple Client Service Representatives for June 2026. In this role, you will respond to client inquiries... ..., and resolve account issues. Applicants should have an Associate's Degree or equivalent, with a preference for customer service...Suggested
- 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 clients, managing requests, and aiding marketing strategies. Candidates should...Suggested
$70k - $75k
Your role Educate clients on account services and capabilities Input client information into the financial planning tools and Firm tools Assist with the preparation of reports and other materials for client meetings Ensure appropriate documentation is collated for new...SuggestedFull timeWork at officeFlexible hours$41k - $55.5k
A leading investment management firm located in Boston is looking for a Client Service Representative I to join their team in June 2026. This role involves responding to phone inquiries from clients and processing various transactions. Successful candidates will demonstrate...Suggested- A financial services company is looking for a Registered Client Service Associate in Boston. This role focuses on providing excellent client service, supporting Financial Advisors, and managing client accounts. Candidates should have a High School Diploma and preferably...
- A well-established investment management firm in Boston is seeking a Client Service Associate to enhance institutional and intermediary client relationships. The role involves providing high-quality service, preparing performance reports, and collaborating with various...
- ...focused, detail‑oriented professional who enjoys keeping an office running smoothly, this role is for you. We’re seeking a Client Services Associate to support daily operations, deliver exceptional service, and create a welcoming experience for employees and visitors....Full timeWork 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$31.2k - $90k
Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of...Temporary workWork at officeLocal area$31.2k - $90k
POSITION SUMMARY PWM Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The PWM Client Service Associate assists with the development and growth of business through engaging and utilizing...Temporary workWork at officeLocal area- A leading global financial services company in Boston is seeking an Associate, Client Service Management I to join its Wealth Management team. This role requires strong communication and problem-solving skills, along with 2-3 years of relevant experience. Responsibilities...
$31.2k - $90k
A leading financial services firm is seeking a Registered Client Service Associate in Boston, MA. This role involves building strong client relationships and providing exceptional support to Financial Advisors. The ideal candidate will possess strong interpersonal and...$85k - $100k
A private investment management group is seeking an Operations Associate to deliver exceptional operational support and high-touch client service to senior leadership. In this role, you will manage client inquiries, onboarding procedures, and payment administration while...Work at office$50k - $60k
...Client Services Account Associate - NetLine Do you want to develop your career and make an impact in the fast-growth, fast-moving B2B technology space? At Informa TechTarget, you'll collaborate and grow alongside some of the industry's most respected experts. You...Work at officeLocal areaRemote workWork from homeFlexible hours3 days per weekInforma
Boston, MA1 day ago$24 per hour
A staffing agency is looking for a Client Service Representative in Boston, MA to support client relationships and assist clients with fund accounting and administration. The role requires strong communication skills and the ability to analyze client inquiries. Candidates...Hourly payPermanent employmentContract workTemporary work$91.2k - $132k
At J.P. Morgan, we are committed to delivering exceptional client service. Join our Securities Services team and help shape the client experience for leading institutional clients. As a Client Service Manager (CSM) in Securities Services, you will join a dynamic client...- ...minded business where individuals and families experience truly comprehensive and personal wealth management services. Our practice is steeped in a tradition of client service and personal relationships. We built these relationships over 30 years of being devoted to...Work at officeLocal area
HighTower Advisors
Waltham, MA1 day ago $50k - $65k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to...Edelman Financial Engines
Westwood, MA4 days ago$75k - $90k
...Client Services Associate Hybrid – Boston, MA (3 days in office) Salary: $75,000 – $90,000 + discretionary bonus A well-established private wealth advisory firm is quietly adding a Client Services Associate to its team. This role is ideal for someone who enjoys...Work at office
