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$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. Become a trusted resource to our clients, advisors and branch. Use your administrative...SuggestedFlexible hoursRoyal Bank of Canada
Newton Lower Falls, MA16 hours 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$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$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$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...SuggestedFull timeTemporary 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...SuggestedFull timeTemporary workWork at officeLocal area$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- ...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
Boston, MA2 days ago $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 hoursStifel Financial
Boston, MA1 day ago$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- 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
$120k - $125k
...Senior Client Relationship Associate Location: Boston, MA Schedule: Monday Friday (In-Office) Salary: $120k - $125k A leading, independent investment management firm is seeking a Senior Client Relationship Associate (Private Wealth) to support high net...SuggestedWork at officeMonday to FridayAtlantic Group
Jamaica Plain, MA58 minutes agonew$70k - $100k
...Client Associate page is loaded## Client Associatelocations: Bostontime type: Full timeposted on: Posted Todayjob requisition id: 70156At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional...SuggestedWork at office3 days per weekBrown Brothers Harriman
Boston, MA3 days ago$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...Suggested- A leading financial services firm in Boston seeks a Real Estate Banking Client Associate to assist in managing client relationships and business development. Responsibilities include supporting the banker team with financial modeling and ensuring compliance with policies...Suggested
- A leading financial services firm seeks a Client Associate to support Financial Advisors in delivering personalized wealth management solutions. This role involves client onboarding, managing accounts, and providing high-quality support for ultra-high net worth clients...
$65k - $75k
..., the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider... ...are valued. Position Description The Client Reporting Associate located in Boston will be an integral member of the North America...Temporary workWork experience placementWork at officeFlexible hoursShift work$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- 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...
- A leading financial institution is seeking a Senior Client Associate in Boston to provide dedicated support to Financial Advisors and clients. The role requires a Bachelor's degree and the ability to handle client onboarding, and interactions while delivering excellent...Work at office
- A leading global wealth management firm in Boston seeks a Client Service Associate to assist clients in navigating account services and maintain accurate client information. The ideal candidate will have over 2 years of experience in client service, preferably in finance...Full time
$70k - $80k
...A reputable investment management firm in Boston is seeking a Client Service Associate to enhance client relationships through high-quality service. This role requires strong communication and organizational skills, as well as experience in wealth management. The ideal...GW&K Investment Management
Boston, MA4 days ago- ...investment services firm is looking to bring on a CSA to their team. Ideal candidates will have 1+ years experience in wealth management or client support roles. This role sits in the downtown Boston office and will have a hybrid schedule. Excellent opportunity to learn from...Work at office
SDL Search Partners
Boston, MA4 days ago $70k - $80k
...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 for ensuring seamless...Work at officeLocal areaRemote work1 day per weekGW&K Investment Management
Boston, MA2 days ago- ...from anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan... ...Description This is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for handling...Full timeRemote work
Hellosunshinetravels
Boston, MA4 days ago $60k - $65k
...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 advice aligned with...InternshipWork at officeLocal areaRemote work2 days per weekFocus Partners Wealth, LLC
Needham Heights, MA4 days ago- ...A boutique life insurance planning firm is seeking a Client Service Associate responsible for providing exceptional service to clients and their advisors. This role includes managing in-force policy servicing and ensuring timely responses to client inquiries. Candidates...
The Coyle Company
Needham Heights, MA4 days ago $70k - $80k
...A financial services firm in Boston is seeking a Client Service Associate to be the main point of contact for high-net-worth clients. This role involves ensuring seamless execution of client requests, coordinating account activities, and maintaining client records. Applicants...Work at officeRemote workGwkinvest
Boston, MA4 days ago$60k - $70k
...A financial planning firm is seeking a Client Service Associate in Boston, MA. This role involves supporting Wealth Advisors, ensuring excellent client service, and managing operational requests. Candidates should possess a Bachelor's degree and at least 1 year of experience...Work at officeRemote workFocus Partners Wealth, LLC
Boston, MA4 days ago$70k - $80k
...Overview Client Service Associate (Investment Operations) – Boston, MA (Hybrid) Base salary range: $70,000 – $80,000 + Bonus Our client, a high-end global investment firm, is seeking a Client Service Associate to join its Boston office. This role sits at the intersection...Work at officeIncendia Partners
Boston, MA1 day ago
