42 client accounting services associate jobs at 14 companies in New Bedford, MA
1mo
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Client Associate
Boston, Massachusetts, United States
$45k-$90k/yr OnsiteFull Time
0+ YOE0-2 years client service experience preferred, Series 7 & 66 strongly preferred or willing to obtain, BA/BS degree, strong client-facing, organizational, and technical skills.
Microsoft PowerPoint
2mo
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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.
3d
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Associate I - Global Fund Services Fund Accounting
Boston, Massachusetts, United States
$76k-$106k/yr OnsiteFull Time
3+ YOERequires at least three years of fund accounting and administration experience, fund servicing expertise, process improvement experience, emotional intelligence, and client-focused communication skills.
AI-powered analytics, workflow automation, intelligent process tools
2mo
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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)
3w
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Registered Client Service Associate
Hingham, Massachusetts, United States
$64k-$88k/yr HybridFull Time
3+ YOEBachelor's degree or equivalent, 3–5 years of relevant experience, client service experience, strong analytical and organizational skills, and securities, investment adviser, insurance, and variable contracts licenses or ability to obtain them.
contact manager
2mo
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Associate Manager
New York City or Union or Windsor or Braintree or Jacksonville
$70k-$140k/yr HybridFull Time
6+ YOE2+ MgmtBachelor's in finance/business, 6+ years investor services experience with ≥2 years leadership, strong client relationship, project management, fund structure and regulatory (AML/KYC, FATCA, CRS) knowledge, excellent communication.
Microsoft Office Suite, Microsoft Excel, investor relations software
3w
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Digital Asset Operations, Senior Associate
Quincy, Massachusetts, United States
$52k-$85k/yr OnsiteFull Time
Bachelor’s degree in finance, accounting, or related discipline; operations, controls, client service, or process execution experience; digital asset and wallet experience preferred.
distributed ledger technology, Blockchain, digital custody, cryptocurrencies, digital wallet technology, tokenization, Artificial Intelligence (AI)
3w
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Tax Associate
Rockland, Massachusetts, United States
$16-$20/hr OnsiteFull Time, Seasonal
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT; no prior tax experience required.
Copilot, ChatGPT
2w
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Transaction Associate Manager
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yr RemoteFull Time
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.
Microsoft Excel
1w
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Associate Account Manager
Norwood, Massachusetts, United States
$50k-$57k/yr OnsiteFull Time
2+ YOEAssociate degree and 2+ years of account management or client service experience required; bachelor's degree preferred. Requires strong communication, analysis, organization, problem-solving, and PC skills.
Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Salesforce
1w
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Senior Associate Wealth Advisor
Needham, Massachusetts, United States
$125k-$140k/yr HybridFull Time
5+ YOEBachelor’s degree, 5+ years of financial services experience, CFP or equivalent required, and expertise in financial analysis, investment, risk, tax, estate planning, and client development.
CRM, LinkedIn
1mo
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Mail Operations Representative
Newton or Needham
OnsiteFull Time
0.5+ YOEExperience with mail operations, document capture, and client service; associate or bachelor\u0002s preferred; 6 months professional experience preferred; strong attention to detail and problem-solving.
2mo
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Account Manager
Norwell, Massachusetts, United States
$55k-$105k/yr OnsiteFull Time
2+ YOE2+ years client service or industry experience; associate's degree preferred; knowledge of benefits administration, HealthCare Reform, Excel and PowerPoint; strong communication and presentation skills.
Microsoft Excel, Microsoft PowerPoint, NFP portal
1mo
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Account Manager-Employee Benefits
Norwell, Massachusetts, United States
$45k-$85k/yr OnsiteFull Time
3+ YOE3+ years client service or industry experience; associate or bachelor's preferred; knowledge of benefits administration and compliance; strong Excel and PowerPoint; ability to obtain insurance licensing.
Microsoft Excel, Microsoft PowerPoint
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