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  • Client Solutions Associate - Boston, MA (June 2026)

    $70k - $76k

     ...Client Solutions Associate FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values... 
    Suggested
    Work at office
    Worldwide
    Flexible hours

    FactSet

    Boston, MA
    1 day ago

  • Client Partnerships Associate

    $49.31k - $66k

     ...over 27 years of experience and 1,000+ associates across 7 different countries, CJ (formerly...  ...their businesses. CJ's industry-leading solutions and services are what makes our...  ...development opportunities in order to provide our clients with cutting edge solutions, strategies,... 
    Suggested
    Temporary work
    Work experience placement
    Freelance
    Work at office
    Flexible hours
    3 days per week

    Publicis Groupe Holdings B.V

    Needham Heights, MA
    4 days ago

  • Client Experience Associate

    $42.6k - $58.2k

     ...opportunity to contribute to the company's success. As a Client Experience Associate within PNC's retail organization, you will be based in Quincy...  ...leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Quincy, MA
    4 days ago

  • Private Client Relationship Associate

    $65k - $85k

     ...have purposefully built and nurtured our client-first culture. Brown Advisory is an...  ...key member of this team, the Relationship Associate will execute on a range of client...  ...contribute and learn, ask questions and provide solutions ~ Ability to work in the Baltimore... 
    Suggested
    Temporary work
    H1b
    Work at office
    Worldwide

    Brown Advisory

    Boston, MA
    3 days ago

  • Senior Registered Client Service Associate

     ...Senior Registered Client Service Associate Ashton Thomas is seeking a Senior Registered Private Wealth Client Associate to join our growing...  ...management and comprehensive financial planning solutions to high-net-worth individuals, families, and corporate executives... 
    Suggested

    Ashton Thomas Inc

    Boston, MA
    3 days ago

  • Client Service Associate

     ...Join to apply for the Client Service Associate role at Stifel Financial Corp. 3 days ago Be among the first 25 applicants Join to...  ...reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.... 
    Suggested
    Full time
    Work at office
    Immediate start

    Stifel Financial

    Boston, MA
    4 days ago

  • Remote Client Success Associate

     ...provide permanent benefits for union and association members across the United States. We are...  ...inquiries Booking appointments w/ clients to go over their coverage options Collaborate...  ...concerns Offer education, support & solutions to customers in accordance with the... 
    Suggested
    Remote job
    Permanent employment
    Full time
    Work from home

    Globe Life American Income Division: Sparby Organization

    Cambridge, MA
    21 hours ago

  • Private Wealth Management Registered Client Service Associate

    $31.2k - $90k

     ...Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care...  ...current Identify and assist with Firm services and solutions that support clients needs including banking products and... 
    Suggested
    Temporary work
    Work at office
    Local area

    PowerToFly

    Boston, MA
    21 hours ago

  • Client Service Associate

    $60k - $70k

     ...Focus Partners Wealth is seeking a Client Service Associate. The Client Service Associate (CSA) is responsible for assisting with client service...  ...and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations.... 
    Suggested
    Work at office
    Remote work
    2 days per week

    Focus Financial Partners Inc.

    Needham Heights, MA
    3 days ago

  • Client Services Associate

    $55k

     ...Client Support Associates work with global clients to facilitate program operations of the FHR (Financial Health Rating) Exchange®. Associates...  ...address support inquiries via telephone and e-mail, providing solutions themselves, or coordinating internal resources as... 
    Suggested
    Work experience placement
    Work at office
    Remote work
    Flexible hours
    2 days per week

    RapidRatings

    Quincy, MA
    1 day ago

  • Client Implementation & Service, Senior Associate

    $52k - $84.76k

     ...they need to deliver effective investment solutions. From core custody, accounting, fund...  ...equity and real estate, SSGS' tools help our clients make better investment choices and act...  ...be responsible for As an Senior Associate Risk management within corporate actions... 
    Suggested
    Temporary work
    Work at office
    Flexible hours

    State Street Corporation

    Quincy, MA
    4 days ago

  • Private Client Associate: Client Service & Wealth Advisory

     ...A leading financial services firm in Newton, Massachusetts, is seeking a Private Client Associate to provide comprehensive client service and administrative support. The role involves managing client relationships, assisting with account administration, and coordinating... 
    Suggested

    Janney Montgomery Scott

    Newton, MA
    1 day ago

  • Client Associate

    $55k - $65k

     ...well as an office in London. The Firm oversees $198 billion in client assets as of December 31, 2025. Position A Private Advisor...  ...a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team members... 
    Suggested
    Work at office
    Local area

    Rockefeller Financial

    Boston, MA
    5 hours agonew

  • Entry-level Client Strategy Associate

     ...About the Role: We are seeking motivated individuals to join our growing remote team as a Client Strategy Associate. This is an entry-level opportunity designed for candidates who are eager to learn, work with clients, and develop long-term leadership skills. No prior... 
    Suggested
    Full time
    Remote work

    Zuzick Organization of Globe Life

    Cambridge, MA
    4 days ago

  • Asset Management Customized Managed Account Solutions Client Account Specialist (Associate)

     ...Client Account Specialist J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients...  ...Account Specialist supporting our Customized Managed Account Solutions business, you will be responsible for facilitating new account... 
    Suggested

    Chase

    Boston, MA
    11 hours agonew

  • Client Service Delivery Associate III

    $21 per hour

     ...Client Service Delivery Associate III Preferred PST/MST time zones with a pay rate of $21.00 per hour with a 3% annual bonus target. Position summary: The client service delivery associate iii role supports guardian's mission to keep our promises and serve more people... 
    Hourly pay
    Work at office
    Local area
    Immediate start
    Remote work
    Work from home
    All shifts
    Flexible hours
    Shift work

    Massachusetts Staffing

    Boston, MA
    3 days ago

  • Bilingual Client Service Associate - Wealth Team

     ...A leading financial services firm is seeking a Registered Client Service Associate eager to provide exceptional service while supporting financial advisors. The successful candidate will have strong interpersonal skills, be fluent in English and Mandarin, and detail-oriented... 

    Morgan Stanley

    Boston, MA
    2 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 to learn and grow alongside... 

    SDL Search Partners

    Newton, MA
    4 days ago

  • Wealth Advisory: Client Services Associate (Hybrid, Boston)

     ...A private wealth advisory firm is looking for a Client Services Associate to enhance client interaction and support senior advisors. The position, based in Boston, offers a hybrid work model requiring in-office attendance three days a week. Ideal candidates will have 1... 
    Work at office
    3 days per week

    Cannon Search

    Boston, MA
    1 day ago

  • Client Service Associate Private Client Division

    $50k - $55k

     ...A leading investment bank is seeking a Client Service Associate to join their Private Client Division in Boston, MA. The role involves servicing clients, managing schedules, and providing organizational support. Ideal candidates are team players with financial services... 

    Oppenheimer & Co.

    Boston, MA
    2 days ago

  • Alt Funds Client Service Associate

     ...A leading financial services firm in Boston seeks a Client Service Representative to manage client relationships. This entry-level position focuses on Fund Accounting and Custody, requiring strong communication and problem-solving skills. Ideal candidates should hold... 
    Flexible hours

    Brown Brothers Harriman

    Boston, MA
    4 days ago

  • Client Services Associate

     ...Client Services Associate The Client Relationship Associate supports and manages client relationships with a strong focus on service, accuracy...  ...and external clients to deliver regulatory reporting solutions on time and to specification. The ideal candidate is organized... 
    Full time

    ConsultNet Technology Services and Solutions

    Hingham, MA
    3 days ago

  • Client Service Associate

    $44k

     ...Client Services Associate The Statewide Client Services center is the centralized branch of our Low-income Energy Affordability Network (LEAN). Through the LEAN Network, we provide phone & online communication services for residents in Massachusetts interested in our... 
    Work experience placement

    Boston Staffing

    Boston, MA
    4 days ago

  • Senior Client Service Associate (Hybrid Role)

    $51.45k - $84k

     ...Senior Client Service Associate (Hybrid Role) Join to apply for the Senior Client Service Associate (Hybrid Role) role at Wealth Enhancement . About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for... 
    Full time
    Temporary work
    Work at office
    Work from home
    Flexible hours

    Wealth Enhancement Inc

    Boston, MA
    5 hours agonew

  • Senior Client Services Associate - Wealth Management

     ...A well-established asset management firm is seeking a Senior Client Service Associate in Newton, MA. The role requires a detail-oriented professional with over 4 years of experience in financial services, focusing on exceptional client service and operational support.... 

    Masis Professional Group

    Newton, MA
    5 hours agonew

  • Bilingual Mandarin Wealth Client Services Associate

     ...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... 

    PowerToFly

    Boston, MA
    3 days ago

  • Elite Private Client Services Associate

    $65k - $85k

     ...A leading investment management firm in Boston is seeking a Relationship Associate to deliver highly customized and comprehensive client service. This role includes executing client requests, maintaining account administration, and collaborating with various internal teams... 

    Brown Advisory

    Boston, MA
    3 days ago

  • Client Services Associate

    $75k - $90k

     ...Client Services Associate Hybrid Boston, MA (3 days in office) Salary: $75,000 $90,000 + discretionary bonus A well-established private wealth advisory firm is quietly adding a Client Services Associate to its team. This role is ideal for someone who enjoys client... 
    Work at office

    Cannon Search

    Boston, MA
    4 days ago

  • Client Services Associate

    $80k - $95k

     ...Opportunity A well?established asset management and financial planning firm located outside of Boston is seeking a SR Client Service Associate to join its growing team. This position plays an integral role in delivering exceptional client service and supporting all... 
    Full time

    Masis Professional Group

    Newton, MA
    4 days ago

  • Wealth Client Service Associate | Hybrid Schedule

    $60k - $70k

     ...A leading wealth management firm in Needham is seeking a Client Service Associate to assist wealth advisors and service specialists. This entry-level position involves client correspondence, Salesforce documentation, and project coordination, supporting a hybrid schedule... 
    Work at office
    Remote work

    Focus Partners Wealth

    Needham Heights, MA
    2 days ago