Client Associate Jobs in Boston, MA - NOW HIRING

Wealth Management Client Associate

Bank of America
Boston, MA 02298 (Roxbury area)

$125,000 - $150,000 a year

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 ...

Temporary

High School Degree

7 days ago

Senior Client Associate, Private Wealth

Fanning Personnel
Boston, MA 02298 (Roxbury area)

$80,000 - $125,000

I’m writing to inform you that one of my client companies, an RIA located in Boston which services a HNW/ UHNW individual and family client base, is seeking a Senior Client Associate, Private Wealth. ... client/ portfolio inquiries, preparing ...

NEW

Today

Client Service Associate, Private Wealth

Fanning Personnel
Boston, MA 02298 (Roxbury area)

$72,000 - $80,000 a year

I’m writing to inform you that one of my client companies, an RIA located in Boston which services a HNW/ UHNW individual and family client base, is seeking a Client Associate, Private Wealth. ... client reporting, addressing client/ portfolio ...

10 days ago

Client/ Portfolio Associate

Fanning Personnel
Boston, MA 02298 (Roxbury area)

$75,000 - $100,000

I’m writing to inform you that one of my client companies, an RIA located in Boston which services a private wealth client base, is seeking a Client/ Portfolio Associate. ... performance reporting, preparing client materials for meetings/ ...

NEW

Today

Registered Wealth Management Client Associate

Bank of America
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. ... Use creativity to tackle complex problems; ...

Internship

Salesforce

Morning Shift

Day Shift

PowerPoint

Excel

NEW

1 day ago

Registered Client Service Associate

Morgan Stanley
Boston, MA 02298 (Roxbury area)

$150,000 - $200,000 a year

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 required ...

High School Degree

11 days ago

Wealth Management Client Associate

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 / Temporary

High School Degree

Day Shift

Morning Shift

25 days ago

Client Associate

UBS
Boston, MA
Remote

We're looking for a [Client Associate] to: ... Gym, Birth Parent or Maternity Leave,Adoption Leave,Non-Birth Parent or Paternity Leave,Fertility Benefits,Family Support Resources,On-site/Nearby Childcare, Flexible Work Hours,Remote Work ...

Full-Time / Part-Time / Internship

Flexible Schedule

401(k) Matching

Paid Time Off

Vision Insurance

Adoption Leave

16 days ago

Private Wealth Management Registered Client Service Associate

Morgan Stanley
Boston, MA 02298 (Roxbury area)

$125,000 - $150,000 a year

Private Wealth Management 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 ...

High School Degree

11 days ago

Lead Client Service Associate

ABCD
Boston, MA 02298 (Roxbury area)

... our team at ABCD as a Lead Client Services Associate. ... Live chat functions engagement with clients Case study updates for website and public dissemination Lead origination, outreach and outbound marketing calls Monitor Google Analytics ...

Portuguese

Access

Bilingual

Spanish

Excel

NEW

1 day ago

Senior Client Associate – Travel Vertical

Epsilon Data Interactive, Inc
Boston, MA 02298 (Roxbury area)

How You’ll Make an ImpactAs a Senior Client Associate in Epsilon's Travel Vertical, you will be instrumental in managing and growing a portfolio of key travel accounts. ... Our products accelerate our clients’ ability to harness the power of ...

MBA

Salesforce

Bachelor's Degree

NEW

1 day ago

Associate Client Relations Representative - Parametric

Morgan Stanley
Boston, MA 02298 (Roxbury area)
Remote

$125,000 - $150,000 a year

CRG is comprised of teams and functions including Client Service (client relationship building and service), Client Experience (special client service initiatives to support the client experience), Contract Management (manage contract lifecycle and ...

Contract

11 days ago

Client Service Associate

Guidepoint
Boston, MA

$70,000 a year

As an Associate on the Client Service team, you will understand your client's unique business questions and identify the experts who can best provide the answers. ... Screen experts to determine their suitability for each specific client project and ...

Internship

Dental Insurance

Vision Insurance

Health Insurance

Parental Leave

Paid Time Off

NEW

2 days ago

J.P. Morgan Advisors - Senior Client Associate

JPMorgan Chase
Boston, MA

As a Client Associate in J. ... maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with ...

Full-Time

Tuition Reimbursement

PowerPoint

Bachelor's Degree

Excel

21 days ago

Senior Client Associate - Travel Vertical

Publicis Groupe
Boston, MA

As a Senior Client Associate in Epsilon's Travel Vertical, you will be instrumental in managing and growing a portfolio of key travel accounts. ... with internal teams and clients to ensure seamless communication and service delivery.

Adoption Assistance

Salesforce

MBA

Tuition Assistance

Paid Sick Time

NEW

Today

Associate, Client Processing I

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

Associate, Client Processing I ... Processes account related transactions per scheduled events/client authenticated direction. ... Client Processing 09/12/2024, 02: 10 PM BNY Mellon Center, Boston, MA, 02108, US Full time Day Boston, MA, United ...

Full-Time

NEW

Today

Associate, Client Processing II

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

Associate, Client Processing II ... Processes account related transactions per scheduled events/client authenticated direction. ... Client Processing 09/12/2024, 02: 03 PM BNY Mellon Center, Boston, MA, 02108, US Full time Day Boston, MA, United ...

Full-Time

NEW

Today

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 Support Associate - Workout

Banco Santander Brazil
Boston, MA
Remote

Client Support Associate - Workout Country: United States of America Responsibilities * Assists Workout Officers with transaction histories, pull statements, account transfers, payments, requesting payoff letters, QPR's, loan sales, daily ...

Full-Time / Contract

Bachelor's Degree

Excel

NEW

Today

Client Service Associate, Boston

Partners Capital
Boston, MA 02298 (Roxbury area)

Client Service Associate ... Support the Client Service Managers and Investment Teams responsible for managing client relationshipsDraft client correspondence for review and send out (e. ... calls)Liaise directly with custodians and fund ...

Health Insurance

Life Insurance

Disability Insurance

CRM

Dental Insurance

NEW

1 day ago

People also searched:

Jobs near me: