1mo
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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.
1w
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Wealth Management Client Associate
Providence, Rhode Island, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, manage client materials, follow policies, and promote banking solutions; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1w
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Client Service Associate
Wellesley, Massachusetts, United States
$31k-$90k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors, execute money movements, manage calendars, and use Microsoft Office and digital client tools.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1d
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Private Wealth, Client Associate
New York or Johnston or Stamford or Pittsburgh
$35-$44/hr OnsiteFull Time
Supports wealth managers with client onboarding, relationship management, and communications. May require Series 7 and 66 or 63/65; undergraduate degree preferred; prior brokerage or RIA experience and investment product knowledge preferred.
1w
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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
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, Microsoft Office and Teams proficiency, Salesforce preferred, time management, problem-solving, and client service skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Salesforce
2w
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Client Services Associate - Old Lyme, CT
Old Lyme, Connecticut, United States
$57k-$76k/yr OnsiteFull Time
2+ YOE2+ years client services/administrative support in financial services or related field preferred; bachelor's or associate's degree preferred; strong communication, multitasking, troubleshooting; Salesforce experience; professional phone and client-facing skills.
Salesforce
1mo
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Client Associate - Legacy Place, MA
Dedham, Massachusetts, United States
$17-$19/hr OnsitePart Time
1+ YOERetail sales role requiring 1+ year client-services experience, strong communication, POS and Microsoft proficiency, ability to work weekends/evenings/holidays, maintain store standards, and engage customers to drive sales.
Microsoft Applications, POS, CRM
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
2mo
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Private Client Associate - Mystic, CT
Mystic, Connecticut, United States
OnsiteFull Time
0+ YOEHigh school diploma; office experience preferred; securities licensing (Series 7/63/65/66) or ability to obtain within 12 months; excellent customer service; proficient in Word/Excel/PowerPoint/Outlook; team player; detail-oriented; thrives in a fast-paced environment; high ethical standards.
Word, Excel, PowerPoint, Outlook
2mo
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Work From Home - Client Services Associate
Coventry, Rhode Island, United States
RemoteFull Time
Remote financial services role; strong communication; ability to work independently and in a team; integrity.
3mo
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Client Service Coordinator - Medfield, MA
Medfield, Massachusetts, United States
$17-$22/hr OnsiteFull Time
Coordinating client and pet flow, maximizing veterinary team productivity, ensuring clear communication with clients and associates, and promoting client retention and referrals.
2w
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Senior Associate, Client Relations Specialist - HYBRID
Denver or Braintree or Boston or Kansas City
$45k-$115k/yr HybridFull Time
2+ YOE2+ years client-facing experience in financial services, Bachelors or equivalent experience, strong communication, problem-solving, Excel and system proficiency (JIRA, Chorus/AWD, TA2000, 3270).
JIRA, Chorus/AWD, TA2000, 3270, Microsoft Excel, word processing
3mo
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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
2w
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Client Onboarding Specialist
South Windsor, Connecticut, United States
HybridFull Time
Experience with CRM (Salesforce) and MS Office, strong written and verbal communication, cold calling, attention to detail, ability to work independently and in a team; high school diploma required; associate's or bachelor's in related fields preferred.
Salesforce, Forecasa, LinkedIn, Microsoft Office, LOS
2w
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Client Onboarding Specialist
South Windsor, Connecticut, United States
HybridFull Time
High school diploma required; associate or bachelor in business/marketing/communications/real estate preferred. Strong communication, cold-calling, attention to detail, CRM (Salesforce) and MS Office proficiency; internship or academic office/phone experience required.
Salesforce, Forecasa, LinkedIn, Microsoft Office
3mo
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Lead Client Service Coordinator
Northborough, Massachusetts, United States
$20-$26/hr OnsiteFull Time
2+ YOETwo years healthcare/veterinary experience; supervisory preferred; associate degree or veterinary technician certification preferred.
2mo
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Client Services Navigator - Community Services
New London, Connecticut, United States
$20/hr OnsiteFull Time
2+ YOEBachelor's plus 2 yrs related experience or Associates plus 4 yrs, or High School plus 5 yrs. Experience in strength-based case management, valid driver's license, strong computer and communication skills.
Tribeware, Microsoft Office, Microsoft Excel, Microsoft Access, Microsoft Publisher
1mo
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Client Trainer (Implementation) (Bilingual – English / French Canadian)
Canton, Massachusetts, United States
$54k-$66k/yr HybridFull Time
Bilingual English and French (written & verbal), project management and presentation skills, willingness to travel 50–75% across US/Canada, bachelor\u00179s/associate preferred or 2–3 years applicable experience; company will train.
MEDITECH, EHR
3mo
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Senior Tax Associate – Private Client Services
Southborough, Massachusetts, United States
$83k-$143k/yr OnsiteFull Time
2+ YOE2+ years of tax experience; Bachelor's degree (or higher: MAcc, MST, JD); CPA/JD credentials preferred; Minimum GPA 3.0; advanced credentials or pursuit of IRS representation; self-starter; proficient with technology.
Technology Proficient