Average salary: $90,250 /yearly
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- ...Overview We are seeking a Client Service Representative to join a dynamic custody operations team. This is an entry level opportunity working under direct supervision, focused on monitoring client custody operations, maintaining service levels, and supporting senior...SuggestedWork experience placement
Phyton Talent Advisors
Cambridge, MA4 days ago $60k - $80k
...Frequent custodian interaction & paperwork processing. Schedule client meetings. Basic preparation and follow-up for client... ...people 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, MA1 day ago$19 per hour
...Client Services Communications Associate The Client Services Communications Associate role is a hospitality-focused individual who helps create premium-level experiences at Fenway Park. This individual will play a key role in developing the experiences of our members...SuggestedHourly payWork at officeNight shiftTeamWork Online
Boston, MA3 days ago$15 - $40.87 per hour
...Registered Client Service Associate 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...SuggestedHourly payTemporary workWork at officeLocal areaMorgan Stanley
Boston, MA2 days ago- ...anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan... ...Role Description This is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for...SuggestedFull timeRemote work
Hellosunshinetravels
Boston, MA4 days ago $70k
...Client Service Associate (Class of 2026) Boston, Massachusetts, United States 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...SuggestedSummer workCasual workInternshipWork at officeWorldwideGuidepoint
Boston, MA19 hours ago$60k - $70k
...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 weekFocus Financial Partners Inc.
Boston, MA2 days ago$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,...SuggestedWork experience placementWork at officeFoundation Medicine
Boston, MA3 hours agonew$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 officeFoundation Medicine
Boston, MA3 hours agonew- ...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, MA4 days ago - ...Winged Keel Group Client Services Senior Associate Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high-end life insurance solutions. With ten offices nationwide, the firm specializes in Traditional Life...SuggestedWeekend workAfternoon shift
Winged Keel Group
Boston, MA2 days ago $52k - $84.76k
...Senior Associate Corporate Actions 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...SuggestedTemporary workWork at officeState Street Corporation
Quincy, MA3 days 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, MA24 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
$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$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...Work at office$110k - $140k
...Client Services Treasury Associate Boston, MA KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined...Local areaShift work$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- 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...
$52k - $84.76k
...process-driven environment and values teamwork, accuracy, and client service. This role directly supports timely account readiness,... ...reliable client outcomes. As an Operations Client Service Senior Associate, you will: Act as a point of contact between internal...Temporary workLocal areaFlexible hoursState Street Corporation
Quincy, MA1 day ago$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...- ...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 (...
Chase
Boston, MA2 days ago $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$52k - $84.76k
...suited for an early‑career individual who thrives in a structured, process‑driven environment and values teamwork, accuracy, and client service. Why This Role Is Important to Us The team you will be joining is part of State Street Global Delivery (SSGD), which provides...Temporary workLocal areaFlexible hours$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'll...Work at officeLocal areaRemote workWork from homeFlexible hours3 days per weekInforma
Boston, MA3 days 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, MA1 day ago- We’re looking for a detail-oriented, client-focused Client Services Associate who’s ready to play a key role in delivering a seamless, high-touch client experience. In this position, you won’t just support Advisors; you’ll act as a trusted, self-directed partner, owning...Temporary workWork experience placementSummer workWork at officeImmediate startWork visaMonday to FridayFlexible hours
- We’re looking for a detail-oriented, client-focused Client Services Associate to support Advisors and help deliver a strong client experience in our Westwood, MA office. In this role, you’ll assist with client requests, account opening, reporting, and meeting coordination...Temporary workWork experience placementSummer workWork at officeImmediate startRemote workMonday to FridayFlexible hours
$60k - $70k
...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 financial planning delivering personalized...Full timeInternshipWork at officeLocal areaRemote work2 days per week$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
