387 client associate jobs at 169 companies in Nashua, NH
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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
2w
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Client Associate
Boston, Massachusetts, United States
$45k-$90k/yr OnsiteFull Time
0-2 years client service experience preferred; Series 7 & 66 strongly preferred or willing to obtain; BA/BS preferred; strong client service, communication, organization, detail orientation, and technical proficiency.
Microsoft PowerPoint
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
1w
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Client Associate
Boston, Massachusetts, United States
$73k-$80k/yr OnsiteFull Time
2+ YOEPreferred: 2+ years of client service experience in finance, a finance-focused bachelor's degree, Series 7 and 66 licenses, strong communication and interpersonal skills, attention to detail, and Microsoft Office Suite proficiency.
Microsoft Office Suite, artificial intelligence (AI)
2w
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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
1w
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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
1w
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Client Services Associate II
Chelmsford, Massachusetts, United States
$28-$33/hr OnsiteFull Time
1+ YOERequires an associate degree or equivalent experience, at least 1 year of investment support or client-facing administration experience, Microsoft Office proficiency, organizational skills, judgment, and problem-solving ability.
Microsoft Office Suite, CRM, TouchPoint Management
1w
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Registered Client Associate
Boston, Massachusetts, United States
$50k-$77k/yr OnsiteFull Time
Bachelor’s degree or related experience; Series 7 and 66 or Series 63/65 licenses; strong communication, organizational, client service, adaptability, and attention-to-detail skills.
2w
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Wealth Management Client Associate
Manchester, New Hampshire, United States
OnsiteFull Time
1+ YOEHigh school diploma/GED, 1+ year experience, client-centric, strong communication, detail-oriented, ability to learn new technology platforms; SIE/Series 7/66 preferred; proficient with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Wealth Management Client Associate
Cambridge, Massachusetts, United States
$25-$44/hr OnsiteFull Time
Provides client service support to Financial Advisors; high school diploma/GED required; desirable FINRA SIE/Series 7/66 (63/65 accepted); strong communication, detail orientation, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
4w
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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
4w
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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 travel, and assist with digital tool enrollment. Detail-oriented with strong communication and Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
4w
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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
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
1w
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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
2d
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Senior Associate, Client Operations
Lake Mary or Westborough
$59k-$100k/yr HybridFull Time
4+ YOEBachelor's degree in business, finance, or related field; typically 4–7 years of experience, preferably in operations or client services; strong analytical, problem-solving, communication, and collaboration skills.
AI
1mo
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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.
2d
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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
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
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