7,506 jobs found
Fanning Personnel
Boston, MA 02298 (Roxbury area)
$70,000 - $80,000This position involves providing comprehensive support to a small team of Senior Advisors by performing an array of duties including client onboarding, maintaining client accounts via monitoring and executing portfolio transactions, performing ...
Full-TimeVision Insurance
Health Insurance
8 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
23 days ago
- Acadian Asset
- Boston, MA
$150,000 - $200,000a yearClient Service Associates support Relationship Managers by helping to plan client calls and meetings, gather and review meeting materials, communicate with clients, write meeting notes, execute follow-up, uncover potential cross-sell opportunities, ...22 days ago
- SS&C Eze
- Boston, MA 02298 (Roxbury area)
$60,000 - $80,000a yearAssociate Solutions Consultant, Eclipse Client Services ... Own client projects working with hedge fund custodians/administrators, as well as internal projects working with R&D ... investment management solution, working both with our clients and ...401(k)
Paid Time Off
Parental Leave
Employee Assistance Program
401(k) Matching
8 days ago
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- Oppenheimer & Co Inc
- Boston, MA
$150,000 - $200,000a yearThe 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
16 days ago
- Maestrofs
- Boston, MA
$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.Company Events
SharePoint
Salesforce
Retirement Plan
Excel
NEW5 days ago
- Rockefeller Capital Management
- Boston, MA
$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 ...PowerPoint
Excel
22 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 / TemporaryMorning Shift
Day Shift
High School Degree
Salesforce
Excel
13 days ago
- STATE STREET CORPORATION
- Boston, MA 02298 (Roxbury area)
$52,000 - $84,760a yearIn 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 ...NEW3 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 ...Full-TimePaid Time Off
Retirement Plan
Referral Program
CRM
401(k)
8 days ago
- 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. ... Assists with ensuring practices are in alignment with the bank's policies and procedures to ...TemporarySalesforce
Morning Shift
High School Degree
Day Shift
PowerPoint
8 days ago
- Masis Professional Group
- Boston, MA 02298 (Roxbury area)
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).CRM
Salesforce
Health Insurance
Disability Insurance
Bachelor's Degree
NEWToday
- Morgan Stanley
- Boston, MA
$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
22 days ago
- Action for Boston Community Development
- Boston, MA 02298 (Roxbury area)
Client Services Associate ... Track client process through marketing lifecycle. Coordinate Cap engagement on follow-up and completion of client referrals. Review affordability/individual client income documentation. Take notes during meetings if ...Full-Time / PermanentRetirement Plan
Bilingual
Access
Excel
8 days ago
- UBS Financial Services
- Boston, MA 02298 (Roxbury area)
We’re looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetingsFull-TimeNEW6 days ago
- Oppenheimer & Co Inc
- Boston, MA 02298 (Roxbury area)
Private Client Division is currently seeking a Registered Client Service Associate for their Bellevue branch office. ... team that oversees $300 million in client assets. ... Interact with clients and compile and complete, present financial plans to ...PowerPoint
Excel
NEW6 days ago
- Global Atlantic Financial Group
- Boston, MA 02298 (Roxbury area)
$108,000 - $157,000a yearGlobal Atlantic is seeking an Associate for its Client Services team under the Reinsurance Operations group with a focus on supporting reinsurance client relationships. ... Serve as a central point of contact to consume and respond to requests and ...Life Insurance
Excel
8 days ago
- 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:Excel
PowerPoint
8 days ago
- 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. ... clients or during development cycles. Create custom training content to support ...Security Clearance
30+ days ago
- Jobleads-US
- Boston, MA 02298 (Roxbury area)
The 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 ...Excel
PowerPoint
13 days ago
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