Average salary: $90,250 /yearly
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$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
$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 office$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 hours$50k - $55k
...Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Boston, MA. The...SuggestedLocal area- A financial services firm in Boston is looking for a Client Service Wealth Associate who excels in client service and operational excellence. The role involves guiding retail investment clients through their account needs while partnering with internal teams to ensure...SuggestedFull time
- A financial services firm is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors. This role involves cultivating client relationships, executing transactions, and providing administrative support. Candidates should...SuggestedWork at office
- 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...Suggested
$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 office$31.2k - $90k
...Registered Client Service Associate 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...SuggestedTemporary workWork at officeLocal area$18 - $18.25 per hour
Client Services Associate Job Title Client Services Associate Reports To The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview The Client Services Associate provides exceptional office...SuggestedTemporary workWork experience placementImmediate start- 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...Suggested
$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$65k - $85k
Client Service Wealth Associate Location(s): Boston - 800 Boylston Street, Suite 2830, Boston, MA 02199 Role Type: Full-time, Non-Exempt Salary: $65,000-$85,000 annually + eligibility for an annual bonus Actual compensation offered will be determined individually, based...SuggestedFull timeWork at office$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$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...- 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...
- 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...
$70k - $80k
Client Service Associate page is loaded## Client Service Associateremote type: Hybridlocations: Boston, MAtime type: Full timeposted on: Posted Yesterdayjob requisition id: R464**Primary Responsibilities:*** Frequent custodian interaction & paperwork processing. + Process...Temporary workLocal areaFlexible hours- 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...
- Overview The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing inbound/outbound mail, distributing/delivering mail, handling shipping and receiving of products and supplies to support...Work experience placementWork at office
$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$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...Work at officeFlexible hours$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....Work experience placementWork at officeLocal area- A leading outsourcing solutions provider in Boston is seeking a Client Services Associate to deliver exceptional office and mail services. Responsibilities include managing mail/packages, servicing office equipment, and maintaining professional appearance and service. The...Work at office
$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- ...Client Service Manager (CSM) In Securities Services 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 (...
- ...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...Permanent employmentWork at officeLocal area
$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...- A national home health care provider is seeking an Associate in Canton, MA. This role is focused on delivering superior customer service and supporting client services management. Candidates should possess a minimum of an Associate degree, have strong communication and...