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$44k - $66k
...Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and...SuggestedFull timeFlexible hours$44k - $66k
RBC Capital Markets, LLC is hiring a Client Associate/Registered Client Associate in Boston. In this role, you'll support financial advisors and clients by managing account inquiries, ensuring compliance, and facilitating financial transactions. Candidates should have a...SuggestedFlexible hours$44k - $66k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource...SuggestedFlexible hours$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...SuggestedTemporary workWork at officeLocal area$60k - $65k
...making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Registered Client Service Associate to join our Private Client Division in Boston, MA. The RCSA's primary responsibility is to support Financial Advisors...SuggestedLocal area$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- ...Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and...SuggestedFull timeFlexible hours
$70k - $80k
...positively influence our culture, serve our clients and enrich our communities is essential... ...As an entry-level Customer Relationship Associate, you serve as the initial point of... ...first month(s) preparing to become a FINRA Registered Representative by studying for and obtaining...SuggestedPart timeWork experience placementWork at officeLocal areaFlexible hours- ...Insurance portfolios. Position Summary: Winged Keel Group’s Client Services department focuses on delivering best in class service... ...in 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 - ...Boston area and in Greenwich, Connecticut. 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...SuggestedTemporary workWorldwide
Winston Flowers
Boston, MA16 days ago - 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
$60k - $70k
...a motivated and qualified individual for the position of Client Service Associate. The individual selected for this opportunity will be distinguished... ...relevant work experience. Familiarity with brokerage or registered investment advisory firm operations. Strong mathematical...SuggestedWork experience placementWork at office$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... ...and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other...SuggestedWork at officeImmediate startFlexible hours$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 area- ...Client Service Associate We are seeking a personable and highly organized Client Service Associate to work directly with wealth advisors... ...deliver an exceptional client service experience within our Registered Investment Advisory Firm (RIA). The role serves as a primary...SuggestedWork at office
$70k - $100k
A global financial services firm is looking for a Client Associate in Boston. This hybrid role involves supporting wealthy clients with complex administrative needs and ensuring seamless transaction processing. The ideal candidate should have a BA, 2-3 years of relevant...- A leading financial services firm in Boston is seeking a Wealth Management Associate to enhance client relationships by supporting Financial Advisors and Private Wealth Advisors. This role demands exceptional interpersonal and organizational skills as the candidate will...
$70k - $100k
...your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously... ...Brown Brothers Harriman is currently recruiting a Client Associate to join our Multi-Family Office team. In this role you will service...Work at officeLocal area3 days per week$45k - $110k
...well as an office in London. The Firm oversees $208 billion in client assets as of February 28, 2026. Position A Private Advisor team... ...a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team members...Work at officeLocal area$45k - $110k
ROCKEFELLER CAPITAL MANAGEMENT in Boston is hiring a Client Associate to support its Private Advisor team. The role involves interacting with high-net-worth clients, completing account management tasks, and providing exceptional client service. Ideal candidates will have...$70k - $76k
Your role Are you truly service oriented? Do you know how to take care of people? Responsibilities We’re looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the...Full timeWork at office- Client Success Associate Stropro is looking for a candidate who takes a high degree of ownership, values team collaboration and has a hunger for personal growth. The role will involve the prospecting, qualifying and onboarding of accredited investors onto the Stropro platform...
$45k - $110k
A leading financial advisory firm based in Boston is seeking a motivated Client Associate to join their Private Advisor team. The successful candidate will interact directly with high-net-worth clients, assisting with account management, providing service, and handling...- A mission-driven investment firm is seeking an associate to join their Client Team in Boston. The role involves managing complex relationships with financial and philanthropic institutions and ensuring exceptional client service. Candidates should have 1-3 years of relevant...
- ...A growing travel business is seeking a full-time remote Client Services Associate to handle customer inquiries and provide exceptional support. The role involves assisting with travel bookings, resolving client issues, and collaborating with the finance team on payments...Full timeRemote work
Hellosunshinetravels
Boston, MA11 days ago - ...customer service through risk-reducing action steps to lower our client’s Total Cost of Risk. Our process then proactively educates and... ...Program to lower their overall risk. The Client Advocate Associate plays a crucial role on our team here at Deland, Gibson. In this...Flexible hours
Deland, Gibson Insurance Associates Inc.
Wellesley Hills, MA6 days ago - Catalant is seeking an Associate for its Client Community in Boston to support critical client needs by matching independent consultants to projects. In this role, you will engage in business development, manage outreach, and coach experts through the consulting process...
- ...LHH is working with a well-established, full-service law firm in Boston is seeking an associate to join its growing Private Client Services group. This is an opportunity to work closely with individuals and families on sophisticated estate planning, trust administration...Private practice
LHH
Boston, MA1 day ago $180k - $230k
...Private Client Associate Attorney Hemenway & Barnes LLP is seeking a dedicated mid-level Associate for our Private Client group. The ideal candidate will have a strong background in serving high-net-worth individuals and families. They will advise on a full range of...Hemenway & Barnes LLP
Boston, MA2 days ago$65k - $75k
...MA (Hybrid) We’re partnering with a growing investment-focused organization in the Boston area that is looking to add a Client Operations Associate to its operations team. This is a strong opportunity for someone with 1–3 years of experience in financial services,...Work experience placementIncendia Partners
Boston, MA1 day ago
