8,118 jobs found
Bank of America
Boston, MA 02298 (Roxbury area)
$150Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. ... Provides excellent Client Service to the bank's ...
Full-Time / TemporarySalesforce
High School Degree
PowerPoint
Excel
16 days ago
- Fanning Personnel
- Boston, MA 02298 (Roxbury area)
$150,000 - $200,000a yearThis 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 ...Full-Time / Part-Time / Permanent / Temporary / Contract / InternshipCRM
Bachelor's Degree
30+ days ago
- ESM Software
- Boston, MA 02298 (Roxbury area)
- Remote
$125,000 - $150,000a yearThe 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 ...Full-Time / Part-Time / Permanent / Temporary / Contract / InternshipSecurity Clearance
30+ days ago
- BNY External Career Site
- Boston, MA
$58,900 - $125,000a yearThe 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-TimeCommission
Bachelor's Degree
16 days ago
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- Rockefeller Capital Management
- Boston, MA 02298 (Roxbury area)
$125,000 - $150,000a yearThe Client Investment Associate will work with team members to assist with all aspects of managing clients’ investment portfolios, including gathering and analyzing portfolio data, evaluating managers and investment opportunities, and preparing ...Full-Time / Part-Time / Permanent / Temporary / Contract / InternshipPowerPoint
Excel
10 days ago
- Maestrofs
- Boston, MA 02298 (Roxbury area)
$150,000 - $200,000a yearWe are seeking a Client Onboarding Associate to join our Family Office. ... Act as a client support project associate, handling tasks such as onboarding data, reconciling transactions, and assisting the onboarding team's requirements.Full-Time / Part-Time / Permanent / Temporary / Contract / InternshipSalesforce
Company Events
SharePoint
Retirement Plan
Excel
30+ days ago
- Beacon Hill
- Boston, MA 02298 (Roxbury area)
$80,000 - $95,000a yearSenior Associate, Client Reporting (Investment Manager) ... Meet client-driven deadlines for reporting, adhering to weekly, monthly, and quarterly schedules. ... Why Join Our Client: This role offers exposure to a variety of fixed income investment ...Health Insurance
PowerBI
Excel
11 days ago
- MFS Investment Management
- Boston, MA 02298 (Roxbury area)
- Remote
THE ROLEThe Distribution Client Services Associate provides support to the Relationship Management and Sales teams, ensuring that the production of appropriate and accurate marketing materials for client and sales engagement activities across ...Full-Time / Part-Time / Permanent / Temporary / Contract / InternshipCRM
401(k)
Life Insurance
Paid Time Off
Vision Insurance
NEWToday
- MFS Investment Management
- Boston, MA
- Remote
The Distribution Client Services Associate provides support to the Relationship Management and Sales teams, ensuring that the production of appropriate and accurate marketing materials for client and sales engagement activities across business ...Full-Time / PermanentFlexible Spending Account
401(k)
Vision Insurance
Adoption Assistance
Paid Time Off
NEWToday
- Jobleads-US
- Boston, MA 02298 (Roxbury area)
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. ... Provides excellent Client Service to the bank's ...Full-Time / TemporaryDay Shift
High School Degree
Salesforce
Morning Shift
PowerPoint
15 days ago
- Merrill
- Boston, MA
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. ... Provides excellent Client Service to the bank's ...Full-Time / TemporarySalesforce
Day Shift
Morning Shift
High School Degree
PowerPoint
15 days ago
- Masis Professional Group
- Boston, MA
Client Service Associate – Boston, MA ... Document all communications in the firm's Client Relationship Management (CRM) system. Qualifications: Bachelor’s degree required. Proven client service experience (minimum three years preferred).Salesforce
Health Insurance
Disability Insurance
CRM
NEWToday
- Morgan Stanley
- Boston, MA 02298 (Roxbury area)
$150,000 - $200,000a yearPWM Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. ... Onboard and maintain client accounts, including collecting client information and ...High School Degree
28 days ago
- Fiducient Advisors
- Boston, MA 02298 (Roxbury area)
$65,000 - $90,000a yearThe Client Service Associate role is a valuable part of the overall level of service and communication provided to clients, Consultants, custodian firms and money managers, working on the clients' behalf to help them achieve their investment goals, ...Paid Time Off
401(k)
Referral Program
Employee Resource Groups (ERG)
Retirement Plan
NEWToday
- Atlantic Group
- Boston, MA
The Senior Client Service Associate will be responsible for coordinating operations for a range of clients, serving as a primary point of contact for the Investment Teams, and contributing to the development of operational processes and procedures.PowerPoint
Excel
NEWToday
- Fanning Personnel
- Boston, MA
Client Service Associate Location: ... Support client onboarding by preparing new client materials and setting up accounts. ... 1-3 years of experience in a client service, operations, or administrative role, ideally within the financial services ...PowerPoint
Excel
NEWToday
- Morgan Stanley
- Boston, MA 02298 (Roxbury area)
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. ... Onboard and maintain client accounts, including collecting client information and required documentation, ...Full-TimeHigh School Degree
NEWToday
- Oppenheimer & Co
- Boston, MA 02298 (Roxbury area)
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:PowerPoint
Excel
NEWToday
- Oppenheimer & Co Inc
- Boston, MA 02298 (Roxbury area)
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:Excel
PowerPoint
NEWToday
- SCS Financial
- Boston, MA 02298 (Roxbury area)
$125,000 - $150,000a yearThe Client Analytics & Reporting team is responsible for designing, maintaining and enhancing the firm’s client reporting infrastructure and supporting advisors and clients with analytical and technical support. ... creation, review and delivery ...Full-Time / Part-Time / Permanent / Temporary / Contract / InternshipNEWToday
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This content is generated by The BIG Jobsite using the following data sources:
- Data from the Census Bureau Data API. Note: This product uses the Census Bureau Data API but is not endorsed or certified by the Census Bureau.
- Data Commons (2024), accessed April 2, 2024, <https://datacommons.org/> .