1mo
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Associate, Client Accounting Services - Family Office
Frisco or Dallas or New York City or San Francisco or Los Angeles or Chicago or Boston or London
$60k-$81k/yr OnsiteFull Time
1+ YOEBachelor's degree required, 1+ year progressive accounting/bookkeeping experience, CPA eligible preferred, proficient with Microsoft Office, QuickBooks preferred, familiar with GAAP, strong client service and project management skills.
Microsoft Office, QuickBooks
3d
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Client Services Associate II - Digital Investment Services, Chelmsford, MA,
Chelmsford, Massachusetts, United States
$30-$34/hr OnsiteFull Time
Supports financial consultants with account processing, client servicing, account maintenance; requires financial services experience, investment operations knowledge; Series 7/63 preferred; bachelor’s degree preferred.
3w
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Client Associate
Boston, Massachusetts, United States
$45k-$110k/yr OnsiteFull Time
Series 7 & 66 required, BA/BS degree required, 3-5 years client service experience in financial industry preferred; strong client-facing, organizational, and Microsoft Office skills; experience with eMoney or Addepar is a plus.
Microsoft Excel, Microsoft PowerPoint, Microsoft Office, eMoney, Addepar
3w
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Client Associate/Registered Client Associate
Providence, Rhode Island, United States
$40k-$70k/yr OnsiteFull Time
Bachelor’s degree or equivalent experience; strong communication and client service skills; Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months; attention to detail and adaptability to changing technology.
3w
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Client Service Associate (Hybrid)
Norwell, Massachusetts, United States
$59k-$78k/yr OnsiteFull Time
1+ YOEPerform administrative and data maintenance for client accounts, process transactions and new account openings, manage policy service requests, and support advisors. Requires 1-3 years experience (financial services preferred) and proficiency in Microsoft Office.
Microsoft Office
1mo
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Client Service Associate
Boston, Massachusetts, United States
$70k-$85k/yr HybridFull Time
1+ YOEBachelor's degree, 1+ years client relationship or account management experience, Series 65 required or must obtain within six months, strong communication and analytical skills, institutional investment knowledge.
6d
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Client Service Associate
Wellesley, Massachusetts, United States
$31k-$90k/yr OnsiteFull Time
High school diploma or equivalent required; college preferred. Strong client service, organizational and Microsoft Office skills; willingness to obtain Series licensing (7,63/65,66).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
3w
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Client Service Associate
Boston, Massachusetts, United States
$70k-$80k/yr HybridFull Time
2+ YOEBachelor's in Finance/Economics/Business, 2+ years in wealth/asset/financial services with client exposure; progress toward CFA/CFP a plus; advanced Excel and experience with Black Diamond, MoneyGuidePro, or Schwab Institutional; strong attention to detail and communication.
Black Diamond, MoneyGuidePro, Schwab Institutional, Microsoft Excel
2mo
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Senior Tax Associate – Private Client Services
Southborough, Massachusetts, United States
$83k-$143k/yr OnsiteFull Time
2+ YOE2+ years tax experience; Bachelor’s and/or advanced degree; CPA or JD preferred; strong technical and research skills; self-starter in fast-paced environment.
Tax research tools, Microsoft Office, ERP/accounting software
3w
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Senior Associate, Client Service
Boston, Massachusetts, United States
$75k-$115k/yr OnsiteFull Time
5+ YOE5+ years experience, undergraduate degree required, strong attention to detail, client service and communication skills, proficiency with Microsoft Office (Excel/PowerPoint/Outlook); investment operations experience preferred.
Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Office, Client Relationship Management (CRM)
1d
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Registered Wealth Management Client Associate
Boston, Massachusetts, United States
$25-$45/hr OnsiteFull Time
Requires FINRA registrations (SIE, Series 7, Series 66 or 63/65), advanced investment product knowledge, client service experience, strong communication, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Client Service Associate
Boston, Massachusetts, United States
$60k-$80k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1+ years experience; strong communication, organizational and compliance skills; custodian interaction, account processing, cash transfers, CRM maintenance, and client meeting support.
CRM
2w
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Associate Director, Client Services
St. Petersburg or Dallas or Raleigh or Richmond or Detroit or Indianapolis or Minneapolis or St. Louis or Montpelier or Denver or Annapolis or Atlanta or Baton Rouge or Boston or Chicago
RemoteFull Time
8+ YOE8+ years in client services/account management in financial services; bachelor’s degree in marketing or business; strong analytical, communication, and project management skills; experience with CRM and loyalty platforms; ability to manage client relationships and teams.
1mo
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Client Success Associate
Boston, Massachusetts, United States
$55k-$60k/yr HybridFull Time
2+ YOE2+ years in client success/account management; process-oriented; tech-savvy; able to lift up to 40 lbs; willing to travel within Boston.
CRM software, Microsoft Excel, Google Workspace
1mo
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Client Service Associate
Needham, Massachusetts, United States
$60k-$65k/yr HybridFull Time
1+ YOEBachelor's degree with 1+ years relevant experience; strong written/verbal communication, time management, problem solving; proficiency with Microsoft Office and ability to learn new software; experience with Salesforce preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Salesforce
4d
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Client Service Wealth Associate
Boston, Massachusetts, United States
$65k-$75k/yr OnsiteFull Time
1+ YOEClient-facing financial services role requiring 1–3 years' experience, FINRA registrations (SIE, Series 6, 63, 65/66), high school diploma (BA preferred), strong communication and account servicing skills.
Microsoft Office
3w
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Client Relations & Trading Associate
Boston, Massachusetts, United States
$100k-$125k/yr OnsiteFull Time
3+ YOEBachelor's degree required; 3+ years in wealth management, investment operations, trading, or client service. Experience executing securities trades and supporting portfolio implementation. Proficiency with Addepar, Adhesion, Redtail/Salesforce/Wealthbox CRMs, Fidelity and Schwab platforms, and Microsoft Office.
Fidelity Wealthscape, Schwab Advisor Center, Adhesion, Addepar, Redtail CRM, Salesforce, Wealthbox, Microsoft Office Suite
2w
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Client Service Associate - Argent Wealth Management
Waltham, Massachusetts, United States
HybridFull Time
2+ YOE2+ years in a similar client service role; experience with account onboarding, money movements, cashiering, and custodial partners; strong accuracy, organization, and client communication skills; proficiency with Outlook, Word, Excel, Salesforce, Orion.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce, Orion, Schwab, Fidelity
1d
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Private Client Service Associate II- Greenville, South Carolina
Greenville or Manchester
$24-$34/hr OnsiteFull Time
2+ YOEAssociates degree or 2+ years relevant experience, strong customer service, PC/spreadsheet/database skills, attention to detail, eligible for NMLS/Loan Originator registration, pass background and credit checks.
3mo
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Alternative Investment Services, Senior Associate
Quincy, Massachusetts, United States
$58k-$85k/yr OnsiteFull Time
3+ YOE3+ years general ledger accounting or audit; CPA preferred; advanced Excel; fund accounting knowledge; accounting degree; strong client communication.
Excel, Pivot Tables, VLOOKUP
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