1w
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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
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.
1mo
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Client Associate
Boston, Massachusetts, United States
$55k-$75k/yr OnsiteFull Time
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
2w
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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
4d
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Associate, Client Advisory
Boston, Massachusetts, United States
$65k-$73k/yr HybridFull Time
Bachelor's degree required; strong analytical, communication, Excel and client-service skills; knowledge of investments; prior client operations experience is a plus.
Microsoft Excel, Microsoft Office
1d
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Client Services Associate II
Chelmsford, Massachusetts, United States
$28-$33/hr OnsiteFull Time
1+ YOE1+ year investment support or client-facing experience, Associate degree or equivalent, familiarity with processes and CRM, strong organization, communication, and critical thinking; SIE and Series 7 preferred.
Microsoft Office
1mo
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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, Private Client
Boston, Massachusetts, United States
$67k-$87k/yr OnsiteFull Time
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
2w
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Client Service Associate
Wellesley, Massachusetts, United States
$31k-$90k/yr OnsiteFull Time
High school diploma required (college preferred). Detail-oriented, strong client service and communication skills, advanced Microsoft Office, willingness to obtain Series 7 and Series 66 or Series 63 and 65 registrations.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1mo
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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
3d
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Associate Client Advocate
New York or Boston or Short Hills or Philadelphia or Hartford
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience; knowledge of coverage forms and renewal process; negotiation, relationship, project management, and presentation skills; Microsoft Office proficiency; must maintain active P&C broker license.
Microsoft Office
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
1d
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Senior Associate, Client Service
Boston, Massachusetts, United States
$75k-$115k/yr OnsiteFull Time
5+ YOE5+ years experience, undergraduate degree, strong attention to detail, Microsoft Office proficiency, client service and investment or operations experience, excellent communication and analytical skills.
Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
2w
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Wealth Client Service Associate
Boston, Massachusetts, United States
$26-$44/hr HybridFull Time
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.
1mo
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Senior Associate, Client Onboarding
Boston, Massachusetts, United States
$100k-$115k/yr HybridFull Time
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
1mo
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PB Client Relations Associate
Boston or United States
$115k-$145k/yr HybridFull Time
3+ YOE3+ years client-facing experience in private banking, wealth management, or luxury hospitality; proficiency with Salesforce CRM; event and travel coordination experience; exceptional written and verbal communication, discretion, and strong organizational skills.
Salesforce CRM, LinkedIn
3w
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Client Services Associate
Boston, Massachusetts, United States
$43k-$54k/yr HybridFull Time
2+ YOEHigh school diploma/GED, 2+ years customer-facing service experience, strong communication, data entry and computer skills, knowledge of HIPAA and patient data privacy.
Microsoft Office
2mo
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Client Care Associate
South Dennis or Buzzards Bay
$18-$23/hr OnsitePart Time
1+ YOE1+ year veterinary hospital experience preferred; strong customer service; multitask; comfortable with computers; good math; deposit handling.
EMR, EHR, Microsoft Word, Microsoft Excel, CareCredit, ezyVet, SmartFlow
1w
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Client Experience Associate
Burlington, Massachusetts, United States
$41k-$68k/yr OnsiteFull Time
0+ YOEProvides customer service in-branch, processes transactions, educates customers on products, identifies sales opportunities; typically requires less than one year related experience and no degree.
1w
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Client Coverage Associate
Boston or New York City
$59k-$101k/yr OnsiteFull Time
1+ YOEUndergraduate degree in business/finance/marketing, 1+ years' experience (financial markets preferred), strong Microsoft Office skills, analytical and communication skills; Salesforce experience beneficial; must have right to work in the US.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce