Average salary: $90,250 /yearly
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- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As an Associate I in Investment Middle Office Services - Client Operations, your key responsibility will be to provide premier service delivery...SuggestedWork at officeFlexible hours
$28 per hour
Seeking a detail-oriented FX Currency Administration Client Service Representative to support the daily administration of foreign exchange (FX) client accounts. This role is responsible for completing daily operational tasks, responding to client inquiries, and ensuring...SuggestedHourly payFor contractorsWork at officeLocal area- ...Your role Key Responsibilities: • 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...SuggestedWork at officeFlexible hours
UBS
Boston, MA1 day 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...SuggestedTemporary workWork at officeLocal area711 MS Smith Barney, LLC
Boston, MA5 days ago$65k - $80k
...the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider... ...are valued. Position Description The Client Service Associate located in Boston will support and work closely with senior...SuggestedTemporary workWork experience placementWork at officeLocal areaFlexible hoursPartners Capital
Boston, MA5 days ago- ...Client Service Associate Boston, Massachusetts, United States About the Job 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...SuggestedWork at office
SDL Search Partners
Boston, MA2 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, MA1 day ago$70k
...Overview Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts... ...in providing a fast, high-quality client experience. As an Associate on the Client Service team As an Associate on the Client...SuggestedTemporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hoursGuidepoint
Boston, MA4 days ago- ...Client Service Associate Boston, MA 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...SuggestedWork at officeLocal area
Waverly Advisors LLC
Boston, MA1 day ago - ...Currency Administration Manager The role involves managing daily operations and providing client support for Currency Administration. A comprehensive understanding of team protocols is essential to fulfill client obligations efficiently. Responsibilities: Handle daily...Suggested
Phaxis
Boston, MA5 days 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 historic Charlestown...SuggestedFull timeWork at officeLead Advisor
Boston, MA3 days ago$70k - $80k
...Client Service Associate Boston, MA The Client Service Associate serves as a primary point of contact for high-net-worth clients, delivering high-touch service experience while partnering closely with Portfolio Managers, custodians, and internal operations. This...SuggestedWork at officeLocal areaRemote work1 day per weekGW&K Investment Management
Boston, MA2 days ago- ...Client Service Associate Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group. This is a great role for anybody looking to launch their career in Wealth Management - this position provides the opportunity...Suggested
$20.44 - $30 per hour
...make to show up for each other and for the clients we serve. We help individuals,... ...retirement, and wealth management products and services. HUB is one of the world's largest... ...at HUB International. Client Services Associate We currently have an opportunity for...SuggestedInternshipWork at officeLocal areaFlexible hours$42.8k - $53.5k
...Client Services Associate The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and requests as well as acting as a liaison between departments within FMI, and between FMI and its partners, customers and the...SuggestedWork at office$60k - $65k
Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with...InternshipWork at officeLocal areaRemote work2 days per week- This position reports to the Manager of Client Services For over 75 years, the dedicated team at Winston Flowers has been committed to fostering excellence in everything we do. Today, our family-owned company has a worldwide online presence, two state-of-the-art design...Worldwide
$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...Work at office$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 areaRWA Wealth Partners LLC
Newton Center, MA21 days ago- SCS Financial is seeking an Associate to join the Client Service Solutions team in Boston, MA or Portsmouth, NH. The role supports cashiering, money movements, and maintenance of client information while interfacing with custodians and collaborating with advisors to deliver...
$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 basis. Through regular interactions with clients, individuals in this role build trusted...Temporary workWork at officeLocal areaMorgan Stanley
Wellesley, MA4 days ago$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...Local area- ...: Client Services Team Overview The Client Services Team at Arrowstreet serves as a key contributor to the overall client experience at Arrowstreet and works closely with the Client Relationship Management and Strategic Relationships teams to provide high-quality support...Full time
- ...Job Title: Currency Admin Client Service Associate Location (On-site, Remote, or Hybrid?): Boston, MA (hybrid) Contract Duration: Contract until 03/14/2027 JOB DESCRIPTION The FX Currency Administration Client Service Representative is responsible for...Contract workRemote work
- ...work for the global leader in the language services and technology industry? Are you... ...legal support services. All services and client partnerships are aided by best-in-breed... ...The position of the Client Services Associate is responsible for serving as the first...Permanent employmentFull timeInternshipLocal area
- ...Insurance portfolios. Position Summary: Winged Keel Group’s Client Services department focuses on delivering best in class service to our... ...a timely fashion. The successful Client Services Senior Associate will use his or her knowledge of life insurance and client...Weekend workAfternoon shift
$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)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build...Hourly payFull timeTemporary workWork at officeLocal area$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...Full timeTemporary workWork at officeLocal area$65k - $75k
...Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 02110 Role Type: Full-time, Non-Exempt Salary: $65,000–$75,000 annually + eligibility for an annual bonus Actual compensation offered will be determined individually...Full timeWork at office- ...of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global... ...tailored to clients’ specific needs.As a Client Associate in J.P. Morgan Advisors, you will provide dedicated...Local area
