Client Service Administrative Associate Adviser Investments, LLCClient Service Administrative AssociateNewton, MA$50,000–$60,000 / yearRWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations. We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team.
Senior Associate, Client Service Partners Capital Investment Group LLPSenior Associate, Client ServiceBoston, MA$75,000–$115,000 / yearPart timeClients include Syracuse University, Sesame Workshop, INSEAD Business School, New York’s Metropolitan Opera, San Francisco Symphony, Eton College, Colorado College, several Oxford and Cambridge University Colleges, several family offices around the world, and senior executives from leading global investment firms. With $75B+ in assets under management, the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider exceptional asset managers across all major asset classes.
Client Service Associate GW&K Investment ManagementClient Service AssociateBoston, Massachusetts$70,000–$80,000 / yearThe Client Service Associate serves as a primary point of contact for high-net-worth clients, delivering high-touch service experience while partnering closely with Portfolio Managers, custodians, and internal operations. Everything we do from our mission to help our clients achieve their investment objectives, to building and sustaining a diverse, equitable, and inclusive culture is achieved because of the dedicated, talented, collaborative people who work here.
Senior Associate, Client Service Partner's CapitalSenior Associate, Client ServiceBoston, Massachusetts$75,000–$115,000 / yearClients include Syracuse University, Sesame Workshop, INSEAD Business School, New York’s Metropolitan Opera, San Francisco Symphony, Eton College, Colorado College, several Oxford and Cambridge University Colleges, several family offices around the world, and senior executives from leading global investment firms. With $75B+ in assets under management, the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider exceptional asset managers across all major asset classes.
NewClient Service Associate PathstoneClient Service AssociateBoston, Massachusetts$70,000–$85,000 / yearFounded in 2001 and based in San Francisco, the firm has spent over two decades refining its proprietary technology to deliver tax-efficient investment outcomes and specializes in developing investment solutions at scale for its clients. About Concentric Innovation: Concentric Innovation (“Concentric”) is an investment management firm specializing in customized direct indexing and integrated portfolio solutions for independent RIAs, family offices, and institutional investors.
Client Service Associate (Boston, MA) Oppenheimer & Co. Inc.Client Service Associate (Boston, MA)Boston, MA$50,000–$55,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of Massachusetts and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Registered Client Service Associate (Boston, MA) Oppenheimer & Co. Inc.Registered Client Service Associate (Boston, MA)Boston, MA$60,000–$65,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of Massachusetts and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Client Service - Associate I JPMorgan Chase & CoClient Service - Associate IBoston, MAYou will deal with all stages of the lifecycle for each product, from broker matching to management of the client's custodial network, lifecycle events, ensuring timely settlement of trades and cash, management of claims and overdrafts, client/regulatory reporting and input into the production of our Investment Book of Record delivery (IBOR). As an Associate I in Investment Middle Office Services - Client Operations, your key responsibility will be to provide premier service delivery and ensure the accurate and timely delivery of the investment operations to our end clients.
Client Service Associate - Senior Baker Tilly Virchow KrauseLLPClient Service Associate - SeniorTewksbury, MA$80,200–$105,000 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Job Description: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Client Service Associate – Travel (Remote) HomebasedcareersintravelClient Service Associate – Travel (Remote)Salem, MassachusettsRemoteIn this role, you will assist clients with travel planning, provide excellent customer service, and help coordinate memorable travel experiences. We are looking for motivated and service-oriented individuals to join our growing travel team as a Client Service Associate – Travel .
NewFX Client Service Associate PhaxisFX Client Service AssociateBoston, MAHandle daily tasks for specific Currency Administration clients, collaborating with management to address inquiries and meet daily deliverables. The role involves managing daily operations and providing client support for Currency Administration.
NewCurrency Admin Client Service Associate HireTalentCurrency Admin Client Service AssociateBoston, MAWe are seeking a Client Service Representative - FX Currency Administration to support daily operational activities and client servicing functions within a fast-paced financial services environment. This role is responsible for ensuring the timely execution of client deliverables, responding to client inquiries, and supporting foreign exchange (FX) administration processes.
Client Service Associate Guidepoint Global LLCClient Service AssociateBoston, MALead cold outreach, phone-based vetting, and screening conversations with experts to evaluate their fit for specific client projects and prepare high-quality profiles for client consideration. You will learn how to assess client needs, identify the types of experts best suited to address them, and recruit new experts into Guidepoint's global network of more than 1,750,000 Advisors.
NewClient Service Wealth Associate Advisor GroupClient Service Wealth AssociateBoston, Massachusetts$65,000–$75,000 / yearProvide essential administrative support, including scheduling appointments, maintaining organized and current client records, preparing internal and client-facing reports, and supporting daily office operations. We are seeking a client-focused financial services professional who excels in delivering exceptional service, ensuring accurate account management, and supporting operational excellence.
Client Service Associate - Senior Baker Tilly Virchow Krause, LLPClient Service Associate - SeniorTewksbury, MA$80,200–$105,000 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Job Description: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers- New York, London, San Francisco, Los Angeles, Chicago and Boston.
Client Service Associate Guidepoint GlobalClient Service AssociateBoston, MALead cold outreach, phone-based vetting, and screening conversations with experts to evaluate their fit for specific client projects and prepare high-quality profiles for client consideration. You will learn how to assess client needs, identify the types of experts best suited to address them, and recruit new experts into Guidepoint's global network of more than 1,750,000 Advisors.
Wealth Client Service Associate M&T Bank CorpWealth Client Service AssociateBoston, MA$26.23–$43.71 / hourEducation and Experience Required: Bachelor's degree and a minimum of 1 years' financial services client service experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 years' financial services client service experience. Overview: Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management.
NewClient Service Wealth Associate Osaic IncClient Service Wealth AssociateBoston, MA$65,000–$75,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Provide essential administrative support, including scheduling appointments, maintaining organized and current client records, preparing internal and client-facing reports, and supporting daily office operations.
Client Service Associate - Senior Baker Tilly Advisory Group, LPClient Service Associate - SeniorTewksbury, MassachusettsBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Client Service Associate (Boston, MA) Oppenheimer Holdings IncClient Service Associate (Boston, MA)Boston, MA$50,000–$55,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of Massachusetts and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.