Client Associate Jobs in Boston, MA - NOW HIRING

Client Associate, Private Wealth

Fanning Personnel
Boston, MA 02108 (Downtown / Beacon Hill area)

$80,000 - $100,000

I’m writing to inform you that one of my client companies, a wealth management firm located in Boston which services a HNW individual and family client base, is seeking a Client Associate, Private Wealth, an individual working in this role who ...

NEW

1 day ago

Senior Client Associate, Private Wealth

Fanning Personnel
Boston, MA 02108 (Downtown / Beacon Hill area)

$85,000 - $100,000

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

1 day ago

Senior Client Service Associate, Private Wealth

Fanning Personnel
Boston, MA 02108 (Downtown / Beacon Hill area)

$75,000 - $90,000

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 Service Associate, Private Wealth. ... portfolio transactions, client ...

NEW

1 day ago

Registered Client Service Associate (Boston)

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

$100,000 - $125,000 a year

Private Client Division is currently seeking a Registered Client Service Associate for their Bellevue branch office. ... small team that overseas $300 million in client assets. ... Interact with clients and compile and complete, present financial ...

Excel

PowerPoint

21 days ago

Client Solutions Associate (February 2025)

Bedfordma
Boston, MA

$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 ...

Advancement Opportunities

Excel

NEW

6 days ago

Client Associate

Rockefeller Capital Management
Boston, MA 02298 (Roxbury area)

$125,000 - $150,000 a year

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 ...

Excel

PowerPoint

Bachelor's Degree

29 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 ...

PowerPoint

Excel

21 days ago

Client Solutions Associate (February 2025)

Jobleads-US
Boston, MA 02298 (Roxbury 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 ...

Advancement Opportunities

Excel

30+ 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 (240510) ... 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 ...

Commission

401(k) Matching

Health Insurance

Parental Leave

Paid Time Off

11 days ago

Client Support, Senior Associate- State Street Global Advisors

State Street
Boston, MA 02298 (Roxbury area)

$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 ...

NEW

Today

Client Support, Senior Associate- State Street Global Advisors

SSGA Trust Company
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

NEW

Today

Senior Client Service Associate (Investment)

Atlantic Group
Boston, MA 02298 (Roxbury area)

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

NEW

2 days ago

Client Services Associate

Fanning Personnel
Boston, MA 02108 (Downtown / Beacon Hill area)

Client Service Associate ... 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 or wealth ...

PowerPoint

Excel

NEW

1 day 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

13 days ago

Client Services Associate

Atlantic Group
Boston, MA 02298 (Roxbury area)

The Client Service Associate in Boston will support the Client Service Team in portfolio operations for various clients. Key responsibilities include implementing client investment strategies, assisting with portfolio reporting, and providing ...

CRM

Bachelor's Degree

NEW

3 days ago

Associate, Client Operations

SCS Financial
Boston, MA 02298 (Roxbury area)

$80,000 - $100,000 a year

SCS Financial is looking for an Associate to join the Client Operations team. ... a variety of functions necessary to support the business, including security and client setup and data intake, report creation and maintenance, as well as operational ...

Internship

CRM

18 days ago

Client Service Healthcare Associate (Class of 2025)

Guidepoint Global
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

Vision Insurance

Dental Insurance

Life Insurance

Paid Time Off

Health Insurance

NEW

Today

Client Service Associate, the Wealth Office

Fiducient Advisors
Boston, MA 02108 (Downtown / Beacon Hill area)

The Client Service Associate works on the clients' behalf towards achieving their investment goals, supporting our mission of helping clients prosper. ... Open new brokerage accounts for various client types including, but not limited to, ...

Wellness Reimbursement

CRM

401(k)

Paid Time Off

Retirement Plan

NEW

1 day ago

Associate, Client & Advisor Services

SCS Financial
Boston, MA 02298 (Roxbury area)

$80,000 - $100,000 a year

As a member of this group, the Associate will participate in the support of client relationships, organization and maintenance of client information, cashiering and money movements, and facilitation of various firmwide support functions.

Internship

30+ days ago

Client Account Associate

ESM Software
Boston, MA 02298 (Roxbury area)
Remote

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

NEW

Today

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