Average salary: $90,250 /yearly
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- ...Client Service Associate (CSA) Boston, MA | Full-Time A well-established, Boston-based Registered Investment Advisor (RIA) is seeking a Client Service Associate (CSA) to join its growing team. This is an excellent opportunity for an organized and client-focused...SuggestedFull timeWork at office
Masis Professional Group
Milton, MA3 days ago - ...You will drive excellence across the institutional and private client operations. You will act as the key link between internal investment... ...experience, preferably in Investment Operations or Financial Services. ~ High proficiency in Microsoft Office (Excel, Outlook) and...SuggestedWork at office
Atlantic Group
Everett, MA1 day ago - ...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
Chelsea, MA2 days ago - ...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
Waverly Advisors LLC
Boston, MA1 day ago $70k - $80k
...Client Service Associate 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 role is responsible...SuggestedWork at officeLocal areaRemote work1 day per weekGW&K Investment Management
Boston, MA6 hours ago$50k - $55k
...Oppenheimer Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry...SuggestedLocal areaOppenheimer & Co.
Boston, MA3 days ago- A leading financial services firm in Boston seeks a Client Service Representative to monitor client custody operations and assist in responding to inquiries. This entry-level position involves working with senior team members and utilizing technology to enhance client...Suggested
$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 trusted...SuggestedTemporary workWork at officeLocal area$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$65k - $72.5k
A wealth management firm is seeking a support role in their Boston office to assist the Client Advisory Team with client service and administrative tasks. Candidates should have a Bachelor's degree, strong analytical skills, and a proactive attitude. The role offers a...SuggestedWork at officeRemote work1 day per week- A leading financial services firm in Boston is seeking an experienced professional to manage institutional and private client operations. The role involves overseeing communications, coordinating transactions, and collaborating with investment and legal teams, ensuring...SuggestedWork at office
- Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and... .... What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA...SuggestedWork at officeImmediate start
- 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
- A leading financial institution is looking for a Client Service Associate to support Financial Advisors and deliver excellent client service. You will provide assistance by educating clients on banking offerings, ensuring operational alignment, and building client relationships...SuggestedWork 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...Suggested
$19 per hour
DEPARTMENT OVERVIEW The Client Services Department is responsible for the relationship management of all Premium Season Ticket Memberships... ...Club). POSITION OVERVIEW The Client Services Communications Associate role is a hospitality-focused individual who helps create premium...Hourly payWork at officeNight shift$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$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$41k - $55.5k
...leading investment management firm in Boston is seeking multiple Client Service Representatives to respond to client inquiries and provide... ...for advancement after six months. Applicants should have an Associate's Degree or equivalent experience and customer service skills...Brockton VNA
Boston, MA2 hours agonew$31.2k - $90k
A leading financial services firm is seeking a Registered Client Service Associate in Boston, MA. This role involves building strong client relationships and providing exceptional support to Financial Advisors. The ideal candidate will possess strong interpersonal and...$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- A leading media organization in Boston seeks a Client Services Communications Associate to enhance premium-level experiences at Fenway Park. Responsibilities include managing email campaigns, creating newsletters, and facilitating communication with clients. Candidates...Part time
$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...Work at officeLocal areaRemote workWork from homeFlexible hours3 days per weekInforma
Boston, MA13 hours ago$58k - $65k
...Planners, Para Planners, Operations and Client Relationship Managers. This role will allow... ...to start a sales career in financial services. What you’ll bring to Sentinel Exceptional... ...our communities. With a 9-year average associate tenure among our 265 professionals, our...Full timeSummer workWork at officeLocal areaFlexible hours- ...assisting with daily operational needs of the company, gathering, preparing, and filing paperwork, assisting staff with ongoing client service requests, and fulfilling administrative tasks. Responsibilities Assist in gathering and preparing paperwork for clients’ as...Home office
$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- ...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...Temporary workWorldwide
$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...- ...advisors and staff. Responsibilities include handling paperwork for clients, organizing tech platforms, and supporting with marketing... ...Candidates should have a bachelor's degree, experience in financial services, and strong organizational skills. The role also entails being...
- ...Client Associate J.P. Morgan Advisors, the ultra-high net worth division 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 resources of one of the largest...Local area
Chase
Boston, MA1 day ago
