Average salary: $90,250 /yearly
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- ...Our Boston, Massachusetts office is looking for a **Sr.** **Client Service Associate** to serve as the liaison between the client and the Financial Advisor (FA). You will work with all aspects of the client experience, including financial paperwork and financial account...SuggestedTemporary workWork at officeFlexible hours
Wealth Enhancement Group
Boston, MA16 hours ago $31.2k - $90k
...POSITION SUMMARY Registered 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...SuggestedWork at officeLocal areaPowerToFly
Boston, MA1 day ago$60k - $65k
...A leading investment banking firm in Boston seeks a Registered Client Service Associate to support Financial Advisors in managing client needs and operations. The ideal candidate has over 5 years of experience in a corporate environment, boasts strong interpersonal skills...SuggestedOppenheimer & Co.
Boston, MA4 days ago- ...A regional wealth management firm in Boston is seeking a Client Support Associate (CSA) to enhance their team. The ideal candidate will have 1 to 3 years of financial services experience and a Bachelor's degree in Finance or a related field. Key responsibilities include...Suggested
SDL Search Partners
Boston, MA4 days ago - ...Registered Client Service Associate Registered Client Service Associates (CSAs) 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...SuggestedWork at officeLocal area
Morgan Stanley
Boston, MA16 hours ago $75k - $85k
...is a wealth management recruiting and consulting firm. This role is for one of our clients in Charlestown. To view other open roles, visit jobs.lead-advisor.com Client Service Associate Our client is an established boutique financial services firm located in...SuggestedFull timeWork at officeLead Advisor
Boston, MA3 days ago$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...SuggestedTemporary workWork at officeLocal areaPowerToFly
Boston, MA2 days ago- ...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
PowerToFly
Boston, MA2 days ago $31.2k - $90k
...Registered Client Service Associate - Bilingual English/Mandarin Position Summary: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisors / Private Wealth Advisors / teams on a daily basis. Through regular interactions...SuggestedWork at officeLocal areaMorgan Stanley
Boston, MA4 days 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 in academic achievement, dedicated to client service, and have the highest ethical and professional...SuggestedWork experience placementWork at officeThe Colony Group
Needham Heights, MA16 hours ago$65k - $90k
...Client Service Associate - Institutional Get AI-powered advice on this job and more exclusive features. This role is part of the overall level of service and communication provided to clients, Consultants, custodian firms and money managers, working on the clients...SuggestedWork experience placementWork at officeLocal areaRemote workShift workFiducient Advisors
Boston, MA16 hours ago- ...Senior Registered Client Service Associate Ashton Thomas is seeking a Senior Registered Private Wealth Client Associate to join our growing team in Boston, MA. We specialize in delivering sophisticated investment management and comprehensive financial planning solutions...Suggested
Ashton Thomas Inc
Boston, MA16 hours ago - ...A private wealth advisory firm is looking for a Client Services Associate to enhance client interaction and support senior advisors. The position, based in Boston, offers a hybrid work model requiring in-office attendance three days a week. Ideal candidates will have 1...SuggestedWork at office3 days per week
Cannon Search
Boston, MA3 days ago - ...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 support roles. This role sits in the downtown Boston office and will have...SuggestedWork at office
SDL Search Partners
Boston, MA1 day ago $44k
...Client Service Associate ABCD Join the Statewide Client Services center of the Low?income Energy Affordability Network (LEAN) at ABCD. This role supports the LEAN website and call center by responding to client inquiries, assisting with application processes, and supporting...SuggestedFull timeWork experience placementA.B.C.D., Inc
Boston, MA2 days ago$50k - $55k
...A leading investment bank in Boston is seeking a Client Service Associate to support various client needs and enhance relationships with advisors. The role involves extensive interaction with clients, preparing analytical reports, and managing schedules. Candidates should...Oppenheimer & Co.
Boston, MA16 hours ago$52k - $84.76k
...joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and... ...equity and real estate, SSGS' tools help our clients make better investment choices and act... ...you will be responsible for As an Senior Associate Risk management within corporate actions...Temporary workWork at officeFlexible hoursState Street Corporation
Quincy, MA3 days ago$30.81 - $42.35 per hour
...Registered Client Service Associate Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client...Hourly payFull timeHome officeAmeriprise Financial
Hingham, MA2 days ago- ...advisory firm in Wellesley, MA is seeking a highly motivated Wealth Associate to provide administrative and analytical support to Wealth... ...years of experience in wealth management and exceptional customer service skills. The position offers limited hybrid work options and a...Work at office
Washington Trust Company
Wellesley, 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- ...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...Work at officeImmediate start
$24.69 per hour
...The Statewide Client Services center is the centralized branch of our Low-income Energy Affordability Network (LEAN). Through the LEAN Network... ...in our Energy Conservation Programs. The Client Services Associate supports the Statewide LEAN website and call center by...Full timeWork experience placementAction for Boston Community Development, Inc., (ABCD)
Boston, MAmore than 2 months ago$70k
...Client Service Healthcare Associate (Class Of 2026) The Client Service team connects Guidepoint's clients with subject-matter experts to better inform their business decisions. They take the time to understand each client's specific research needs and deliver the experts...Summer workCasual workInternshipWork at officeWorldwide$60k - $70k
...Client Service Associate Focus Partners Wealth is seeking a Client Service Associate. The Client Service Associate (CSA) is responsible for assisting with client service tasks in conjunction with and as assigned by Client Service Specialists. The Client Service Associate...Work at officeRemote work2 days per week- ...About the Role: We are seeking motivated individuals to join our growing remote team as a Client Strategy Associate. This is an entry-level opportunity designed for candidates who are eager to learn, work with clients, and develop long-term leadership skills. No prior...Full timeRemote work
Zuzick Organization of Globe Life
Cambridge, MA1 day ago - ...provide permanent benefits for union and association members across the United States. We are... ...inquiries Booking appointments w/ clients to go over their coverage options Collaborate... ...teams to stay updated on new products, services, and policies Engage w/ clients in a...Remote jobPermanent employmentFull timeWork from home
Globe Life American Income Division: Sparby Organization
Cambridge, MA2 days ago $29.45 - $40.42 per hour
...A leading medical technology company is seeking an Associate Field Service Technician in Boston, MA. You will support a service territory by repairing and delivering equipment while maintaining excellent customer relationships. Responsibilities include quality control...Hourly payStryker
Boston, MA1 day ago- ...Stericycle has a full time Hospital Services Technician who will work under management direction in the Boston, MA. A Hospital Services Worker travels between customer healthcare facilities providing on?site proactive collection and exchange of waste containers for various...Full timeWork experience placementRelocation packageMonday to FridayFlexible hours
Stericycle
Boston, MA34 minutes agonew - ...Office Services Associate Williams Lea is hiring for an Office Services Associate for our Boston office to work Monday to Friday 11:00 am... ...to established procedures. Communicate with supervisor or client on job or deadline issues. Meet contracted deadlines for sending...Hourly payWork at officeMonday to Friday
R.R. Donnelley
Boston, MA3 days ago $22 per hour
...Service Associate Starting rate: $22.00. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting...Immediate startMassachusetts Staffing
Boston, MA1 day ago
