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330 client associate jobs at 148 companies in Cranston, RI

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Client Associate
Boston, Massachusetts, United States
$45k-$90k/yr OnsiteFull Time
Rockefeller Capital Management
Rockefeller Capital Management: Provides wealth management and financial advisory services to clients.
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
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1mo
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Client Associate/Registered Client Associate
Providence, Rhode Island, United States
$40k-$70k/yr OnsiteFull Time
Royal Bank of Canada
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
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.
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3w
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Client Associate
Boston, Massachusetts, United States
$55k-$75k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and investment banking services.
1+ YOE1–3 years client service experience in finance preferred; bachelor's degree preferred (Finance or Economics); strong communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office Suite
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1w
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Wealth Management Client Associate
Providence, Rhode Island, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
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1w
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Client Service Associate
Wellesley, Massachusetts, United States
$31k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
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
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2mo
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Client Success Associate
Boston, Massachusetts, United States
$55k-$60k/yr HybridFull Time
Fooda
Fooda: Provides restaurant-catered lunch programs for corporate office employees.
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
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20h
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Private Wealth, Client Associate
New York or Johnston or Stamford or Pittsburgh
$35-$44/hr OnsiteFull Time
Citizens Financial Group
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
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.
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1w
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Client Service Associate
Wellesley, Massachusetts, United States
$31k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
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
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3w
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Client Service Associate
Boston, Massachusetts, United States
$60k-$80k/yr OnsiteFull Time
Cerity Partners
Cerity Partners: Provides financial planning, investment advisory, and wealth management services.
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
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1mo
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Client Service Associate
Needham, Massachusetts, United States
$60k-$65k/yr HybridFull Time
Focus Financial Partners
Focus Financial Partners: Global partnership of independent fiduciary wealth management firms.
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
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1w
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Associate, Private Client
Boston, Massachusetts, United States
$67k-$87k/yr OnsiteFull Time
Cambridge Associates
Cambridge Associates: Provides global investment advisory and portfolio management services.
2+ YOEBachelor's degree,2+ years relevant experience in business development or client service,strong project management,proposal/RFP support experience preferred,excellent communication,familiarity with CRM and Microsoft Office.
CRM, Microsoft Office
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1mo
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Client Service Associate
Boston, Massachusetts, United States
$70k-$85k/yr HybridFull Time
Pathstone
Pathstone: Provides wealth management and advisory services for affluent families.
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.
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1mo
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Client Service Associate
Boston, Massachusetts, United States
$70k-$80k/yr HybridFull Time
GW&K Investment Management
GW&K Investment Management: Provides active equity and fixed-income investment management services.
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
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1mo
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Client Associate - Legacy Place, MA
Dedham, Massachusetts, United States
$17-$19/hr OnsitePart Time
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
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
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4w
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Senior Associate, Client Service
Boston, Massachusetts, United States
$75k-$115k/yr OnsiteFull Time
Partners Capital
Partners Capital: Global outsourced investment office providing bespoke asset management services.
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)
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1w
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Wealth Client Service Associate
Boston, Massachusetts, United States
$26-$44/hr HybridFull Time
M&T Bank
M&T BankNYSE: MTB: Provides retail, commercial, and institutional banking and trust services.
1+ YOEBachelor's degree or equivalent (or 5 years combined education/work),1+ year financial services client service experience, strong customer service, communication, organizational skills, and PC proficiency.
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1mo
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Senior Associate, Client Onboarding
Boston, Massachusetts, United States
$100k-$115k/yr HybridFull Time
HarbourVest
HarbourVest: Manages global private equity, credit, and infrastructure investments.
7+ YOE7+ years in financial services/private equity with client service and onboarding experience; strong communication, analytical and multitasking skills; proficiency with Salesforce and Microsoft suite; knowledge of subscription/KYC and closed-ended vehicles.
Salesforce, Microsoft suite
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3w
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Client Service Associate (Hybrid)
Norwell, Massachusetts, United States
$59k-$78k/yr OnsiteFull Time
Wealthspire
Wealthspire: Provides integrated wealth management and financial advisory services.
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
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2w
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Client Service Associate - Boston
Boston, Massachusetts, United States
$34-$37/hr OnsiteFull Time
Brighton Jones
Brighton Jones: Provides fee-only wealth management and financial planning services.
1+ YOE1+ year administrative experience (1-4 years preferred), undergraduate degree desired, proficiency in Microsoft Office (Word, Excel, Windows), Salesforce preferred, strong organization and client service skills; in-office full-time role.
Microsoft Word, Microsoft Excel, Windows, Salesforce
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2w
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Client Service Associate
Omaha or Boston
$45k-$66k/yr OnsiteFull Time
Coverys
Coverys: Provides medical professional liability insurance and risk management services.
High school or equivalent required; prior customer service/call center or insurance experience preferred; strong verbal/written communication, multitasking, problem-solving, and Microsoft Office skills.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook
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