Average salary: $90,250 /yearly
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- ...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...SuggestedWeekend workAfternoon shift
Winged Keel Group
Boston, MA1 day ago - ...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 excellent service to our customers on a variety of...SuggestedTemporary workWorldwide
Winston Flowers
Boston, MA16 days ago $70k - $75k
Key Responsibilities Educate clients on account services and capabilities Input client information into financial planning tools and Firm tools Assist with the preparation of reports and other materials for client meetings Ensure appropriate documentation is collated...SuggestedWork at office$65k - $80k
...the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider... ...and collaborative culture. Position Description The Client Service Associate located in Boston will support and work closely with senior...SuggestedTemporary workWork experience placementWork at officeLocal areaFlexible hoursShift work$120k - $150k
Job Overview - Client Services Associate (Investment Management) Compensation: $120,000 - $150,000/year + bonus Location: Boston, MA Schedule: Monday to Friday (Hybrid) Atlantic Group is hiring a Client Services Associate (Investment Management) in Boston, MA for our client...SuggestedWork at officeMonday to Friday- A leading financial advisory firm based in Boston is seeking a Client Service Associate to manage client interactions and account processes. This role involves scheduling meetings, preparing reports, and ensuring compliance with company policies. Candidates should possess...Suggested
$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...SuggestedTemporary 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 of...SuggestedTemporary workWork at officeLocal area- A leading financial services company is seeking Registered Client Service Associates in Boston to deliver exceptional client service and support Financial Advisors. The role requires strong interpersonal skills and the ability to educate clients on digital tools. Responsibilities...Suggested
$125k - $150k
Job Overview - Senior Client Service Associate (Private Wealth) Compensation: $125,000 - $150,000/year + bonus Location: Boston, MA Schedule: Monday to Friday (In-Office) Atlantic Group is hiring a Senior Client Service Associate (Private Wealth) in Boston, MA for our...SuggestedWork at officeMonday to Friday- 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
$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$70k - $80k
Role Overview As a key member of the Insight Client Service Team, this is a dynamic and pivotal role supporting the relationship management and client servicing efforts of our client base. The candidate will need to be able to demonstrate an understanding and appreciation...SuggestedWork at officeLocal area$60k - $80k
Client Service Associate page is loaded## Client Service Associateremote type: Onsitelocations: Boston, MAtime type: Full timeposted on: Posted 3 Days Agojob requisition id: R627**Primary Responsibilities*** Frequent custodian interaction & paperwork processing. + Process...SuggestedTemporary workLocal areaFlexible hours$60k - $65k
...Client Service Associate Boston, MA Position Summary 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...SuggestedInternshipWork at officeRemote work2 days per week$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...Work at officeImmediate startFlexible hours$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 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...Work at office
- ...Client Service Associate We are seeking a personable and highly organized Client Service Associate to work directly with wealth advisors to deliver an exceptional client service experience within our Registered Investment Advisory Firm (RIA). The role serves as a primary...Work at office
$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...Work at office$48.4k - $60.5k
...Sr. Client Services Associate The Senior Associate, Client Services is responsible for responding to and resolving a wide range of complex client inquiries and requests. This role acts as a liaison between departments within FMI as well as between FMI and its partners...Work experience placementWork at office- ...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...
- LIM Marketing & Client Service Associate Longfellow Investment Management Co., LLC (LIM) is an independent, 100% employee-owned investment firm managing over $23 billion across fixed income, equity, and alternative investment strategies. We serve a nationally based institutional...
$70k - $75k
A leading financial services firm in Boston seeks an experienced client service associate. You will educate clients on account services, manage client information, and assist with report preparations. Ideal candidates have over 2 years of experience in client service within...- A global investment firm in Boston is seeking a Client Service Associate to support the Client Service Team. This role involves coordinating portfolio operations, assisting with client investment strategies, and communication with clients. The ideal candidate will possess...Work at office
$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, you will play a central role in...Full timeTemporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours- A notable insurance firm in Needham, MA is seeking an Associate Client Representative to support high-volume Commercial Lines business. The... ...involves managing account details, ensuring excellent customer service, and leveraging technology like EPIC for efficient operations...
$120k - $150k
Atlantic Group is hiring a Client Services Associate (Investment Management) in Boston, MA. This hybrid role supports investor servicing and client communications within an alternative investment environment. The ideal candidate will have a Bachelor’s degree and 4-6 years...$31.2k - $90k
Overview POSITION SUMMARY 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 area- ...Client Service Associate Investments, estate, tax and financial planning all under one roof. Argent Wealth Management is an independent-minded business where individuals and families experience truly comprehensive and personal wealth management services. Our practice...Permanent employmentWork at officeLocal area
