Client Associate Jobs in Boston, MA - NOW HIRING

Client Associate, Private Wealth

Fanning Personnel
Boston, MA 02298 (Roxbury 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

5 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

5 days 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

30+ 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

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 (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 ...

401(k)

Commission

Health Insurance

401(k) Matching

Parental Leave

NEW

2 days ago

Associate Client Success Director

IQVIA
Boston, MA

$99,500 - $184,900 a year

The IQVIA Healthcare Solutions Associate Client Success Director plays a crucial role in ensuring that our U. ... Creates, maintains, and monitors the client service agreement across business lines, ensuring consistency in service.

Part-Time

Bachelor's Degree

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

8 days ago

Client Services Associate

Fanning Personnel
Boston, MA 02298 (Roxbury 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 ...

Excel

PowerPoint

NEW

5 days ago

Private Wealth Client Associate

Bank of America
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. ... Attend client meetings and present comprehensive ...

Temporary

Day Shift

Morning Shift

High School Degree

NEW

Today

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

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

Today

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

27 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

Parental Leave

Health Insurance

NEW

3 days ago

Client Service Associate, the Wealth Office

Fiducient Advisors
Boston, MA 02298 (Roxbury 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, ...

Referral Program

Wellness Reimbursement

Paid Time Off

401(k)

CRM

8 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

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 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

Private Wealth Management 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 Services Associate

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

Our Client, a Global Investment Bank, is seeking a Client Service Associate in their Boston, MA location. ... Communicate product enhancements to clients and conduct training sessions as needed. ... Language skills relevant to the office location ...

NEW

2 days ago

Senior Associate, Client Service

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

We’re seeking a future team member for the role of Associate, Client Service Business Analyst to join our Asset Servicing team. ... Maintaining Client Relationships: Attend regular meetings with client representatives; meetings may be either face ...

Full-Time

SQL

On Call

Excel

7 days ago

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