HiringCafe
Join our community

342 client associate jobs at 161 companies in Taunton, MA

2w
Save
Mark Applied
Hide
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
Job PostingView all
2w
Save
Mark Applied
Hide
Client Associate
Boston, Massachusetts, United States
$45k-$90k/yr OnsiteFull Time
Rockefeller Capital Management
Rockefeller Capital Management: Provides financial advisory and wealth management for wealthy clients.
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
Job PostingView all
1mo
Save
Mark Applied
Hide
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.
Job PostingView all
1mo
Save
Mark Applied
Hide
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
Job PostingView all
1d
Save
Mark Applied
Hide
Client Associate
Boston, Massachusetts, United States
$73k-$80k/yr OnsiteFull Time
UBS
UBS: A global financial services providing wealth management, asset management, and investment banking solutions.
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)
Job PostingView all
3w
Save
Mark Applied
Hide
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
Job PostingView all
1w
Save
Mark Applied
Hide
Associate, Client Advisory
Boston, Massachusetts, United States
$65k-$73k/yr HybridFull Time
Pathstone
Pathstone: Provides wealth management and advisory services for affluent families.
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
Job PostingView all
2mo
Save
Mark Applied
Hide
Wealth Management Client Associate
Hyannis, Massachusetts, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
0+ YOEHigh school diploma, client service skills, ability to learn financial platforms; SIE/Series 7/66/63/65 credentials preferred; strong communication and detail orientation.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
Job PostingView all
1mo
Save
Mark Applied
Hide
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
Job PostingView all
3w
Save
Mark Applied
Hide
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
Job PostingView all
1mo
Save
Mark Applied
Hide
Client Service Associate
Hyannis, Massachusetts, United States
$16-$43/hr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
2+ YOEHigh school diploma required; Series 7 and Series 66 or Series 63+65 required, 2+ years industry experience preferred; advanced Microsoft Office skills and client service experience.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
Job PostingView all
3w
Save
Mark Applied
Hide
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 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
Job PostingView all
1mo
Save
Mark Applied
Hide
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
Job PostingView all
1w
Save
Mark Applied
Hide
Associate Client Advocate
New York or Boston or Short Hills or Philadelphia or Hartford
$90k-$120k/yr HybridFull Time
WTW
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
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
Job PostingView all
1mo
Save
Mark Applied
Hide
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
Job PostingView all
6d
Save
Mark Applied
Hide
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, 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
Job PostingView all
3w
Save
Mark Applied
Hide
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.
Job PostingView all
1mo
Save
Mark Applied
Hide
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
Job PostingView all
1mo
Save
Mark Applied
Hide
PB Client Relations Associate
Boston or United States
$115k-$145k/yr HybridFull Time
Citizens Financial Group
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
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
Job PostingView all
1mo
Save
Mark Applied
Hide
Client Services Associate
Boston, Massachusetts, United States
$43k-$54k/yr HybridFull Time
Foundation Medicine
Foundation Medicine: Molecular profiling for personalized cancer treatment and research.
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
Job PostingView all

Explore Jobs

Expand Your Job Search