Client Associate Jobs in Boston, MA - NOW HIRING

Client Service Associate

Lead Advisor, LLC
Boston, MA 02298 (Roxbury area)

$65,000 - $75,000 a year

Client Service Associate Role The Client Service Associate will work with an established team in the Charlestown office. The key responsibilities include, but are not limited to, providing client service and support, managing client relationships, ...

Full-Time

Life Insurance

Monday to Friday

Day Shift

Paid Time Off

CRM

NEW

6 days ago

Client Service Associate (Private Equity)

Atlantic Group
Boston, MA 02298 (Roxbury area)

$60,000 a year

Join our client, a thriving private equity firm in Boston, MA, as a Client Service Associate. ... Qualifications for the Client Service Associate (Private Equity): Education: Bachelor's degree in finance, business, or related fields preferred.

Permanent

Monday to Friday

HTML

PowerPoint

Bachelor's Degree

Excel

10 days ago

Client Service Associate

Fanning Personnel
Boston, MA 02298 (Roxbury area)

$150,000 - $200,000 a year

This individual will work closely with the Client Advisory Team to understand the client's needs and to improve upon service within each client relationship as well as facilitate the daily transactions for client portfolios. The Client Service ...

CRM

Bachelor's Degree

18 days ago

Client Solutions Associate (February 2025)

FactSet
Boston, MA 02298 (Roxbury area)

$200,000 - $250,000 a year

Client Solutions Associates are core to FactSet's value proposition and important to promoting product usage and adoption and reducing client cancellations. ... Through exceptional service, you become a trusted advisor on FactSet to your clients and ...

Excel

18 days ago

Client Associate

Moors & Cabot Inc
Boston, MA 02298 (Roxbury area)

$50,000 - $70,000

The Client Associate is a forward facing member of the Moors & Cabot team with a mission to competitively deliver the highest quality service to clients in order to help them achieve their financial goals. ... Contribute to Client Associate ...

Full-Time

Life Insurance

Health Insurance

401(k)

Paid Time Off

Advancement Opportunities

NEW

4 days ago

Senior Associate, Client Strategist (Cornerstone)

BNY External Career Site
Boston, MA

$58,900 - $125,000 a year

The Senior Associate, Client Strategist will be expected to learn how to identify, engage & nurture new business influencers and the right types of clients to grow our business. ... The Senior Associate, Client Strategist will participate in a ...

Full-Time

Commission

Bachelor's Degree

22 days ago

Client Solutions Associate (February 2025)

FactSet Research Systems, Inc
Boston, MA 02108 (Downtown / Beacon Hill area)

$70,000 - $75,000 a year

Client Solutions Associates are core to FactSet's value proposition and important to promoting product usage and adoption and reducing client cancellations. ... Client Solutions Associates become versatile businesspeople as they expand their ...

Excel

Bachelor's Degree

NEW

6 days ago

Client Account Associate

ESM Software
Boston, MA 02298 (Roxbury area)
Remote

$125,000 - $150,000 a year

The client account associate will play a multifaceted role in delivering our software, delivering training services to clients and seeking growth opportunities. ... Test and address product enhancements and bugs uncovered by clients or during ...

Security Clearance

18 days ago

Client Success Associate

Amour Marketing
Boston, MA

The Client Success Associate is responsible for directly engaging with customers to communicate information regarding available products and services, answering and addressing specific inquiries and concerns, and assisting in the sign-up or ...

Full-Time

Entry Level

React.js

Advancement Opportunities

NEW

2 days ago

Client Service Associate (Boston)

Oppenheimer & Co Inc
Boston, MA 02298 (Roxbury area)

$150,000 - $200,000 a year

The firm is seeking a Client Service Associate to join our Private Client Division in Boston, MA. ... Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner. FINRA Licenses: Series ...

Excel

PowerPoint

18 days ago

Client Support, Senior Associate- State Street Global Advisors

State Street
Boston, MA

$52,000 - $75,400 a year

In addition to working with our external clients, the Client Support Senior Associate will collaborate internally with various Business Units across SSGA including the Global Institutional Group and Portfolio Management team. ... Ensure the highest ...

Full-Time

Bachelor's Degree

Associate's Degree

25 days ago

Client Information Management Associate

Kinsley Power Systems
Boston, MA 02298 (Roxbury area)

$125,000 - $150,000 a year

An exciting opportunity to join Cambridge Associates (CA) as an AML/KYC Associate within the Client Information Management (CIM) team in Global Portfolio Services (GPS). ... Working alongside its early clients, Cambridge Associates pioneered the ...

NEW

6 days ago

Client Associate

UBS
Boston, MA

We're looking for a Client Associate to: ... ideally 3 years of experience in client service, within the finance sector * bachelor degree preferred, focusing on finance * excellent communicator, with solid interpersonal skills * detail oriented

Part-Time

Bachelor's Degree

9 days ago

Client Relation Assoc 1b

Kforce, Inc
Boston, MA 02298 (Roxbury area)

$125,000 - $150,000 a year

Job Description - Client Relation Assoc 1b (240947) ... qualification, and matching of solutions to meet client needs. ... Delivering creative, strategic, and cost-effective solutions to solve our clients’ business needs. Developing and fostering ...

Parental Leave

Health Insurance

401(k) Matching

Commission

Paid Time Off

18 days ago

Registered Client Associate (Boston)

Harrison Gray Search and Consulting LLC
Boston, MA 02298 (Roxbury area)

... next Registered Client Associate in their Boston office. ... Administrative Support Organize client records in CRM systems. Manage branch mail and maintain a professional office environment. Provide general administrative support to the ...

CRM

Health Insurance

401(k) Matching

Monday to Friday

Paid Time Off

NEW

Today

Private Wealth Client Associate

Bank of America
Boston, MA 02298 (Roxbury area)

... Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. ... Attends client meetings and presents comprehensive financial plans, captures notes and follows up ...

Temporary

Day Shift

High School Degree

Morning Shift

8 days ago

Associate, Client Service II

BNY External Career Site
Boston, MA 02108 (Downtown / Beacon Hill area)

Associate, Client Service II ... Supports clients in addressing moderately complex operational and technical issues and ensuring requests are executed. ... Supports multiple, moderately complex client accounts. To be successful in this role, ...

Full-Time

Bachelor's Degree

22 days ago

Registered Client Service Associate

Morgan Stanley
Boston, MA

CLIENT SUPPORT Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains ...

Full-Time

High School Degree

NEW

4 days ago

Client Service Associate – Commingled Funds

Acadian Asset Management
Boston, MA

We are looking for a Client Service Associate (CSA) to join our Commingled Funds Client Service team. ... 2-4 years of Client Service or Operations experience in a similar environment Solution oriented mindset with an eye towards process improvement ...

Full-Time / Permanent

30+ days ago

Client Associate

Rockefeller Capital Management
Boston, MA 02116 (Back Bay / South End / Downtown area)

The Client Associate (CA) actively supports Private Advisor with various tasks related to client account operational activity, asset allocation and account oversight and reporting. ... Keep Private Advisor and Senior Associates apprised of the ...

Bachelor's Degree

Excel

PowerPoint

8 days ago

People also searched:

Jobs near me: