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.
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
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
3w
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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
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
2d
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Client Experience Associate
Framingham, Massachusetts, United States
$41k-$68k/yr OnsiteFull Time
0+ YOECustomer-focused branch role requiring accuracy, digital awareness, basic banking product knowledge, effective communication, fraud detection, and ability to identify sales opportunities; typically <1 year experience.
1mo
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Client Service Associate - Argent Wealth Management
Waltham, Massachusetts, United States
HybridFull Time
2+ YOE2+ years in a similar client service role; experience with account onboarding, money movements, cashiering, and custodial partners; strong accuracy, organization, and client communication skills; proficiency with Outlook, Word, Excel, Salesforce, Orion.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce, Orion, Schwab, Fidelity
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
1mo
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Client Service Administrative Associate
Newton, Massachusetts, United States
$50k-$60k/yr OnsiteFull Time
1+ YOEBachelor's degree with 1-2 years related experience; strong multitasking, organizational and customer service skills; proficiency with Salesforce, DocuSign, Microsoft Excel, PowerPoint, and Word.
Salesforce, DocuSign, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, CLM
1mo
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Associate Director of Client Success – Launch Accelerator
East Norriton or Waltham or New York City or Princeton
$125k/yr OnsiteFull Time
5+ YOE5+ years pharma/biotech launch or PMO experience, 3+ years client-facing SaaS adoption experience, strong project management and communication skills, SaaS/digital transformation experience, ability to drive client value and growth.
Launch Accelerator, GenAI, SaaS
1w
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Work From Home - Client Services Associate
Warwick, Rhode Island, United States
RemoteFull Time
Strong communication and interpersonal skills, ability to work independently and in a team, integrity and desire to help families; remote work and Zoom interviews.
Zoom
3w
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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
1w
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Leveraging Liaison/Client Care
Buzzards Bay, Massachusetts, United States
$22-$24/hr HybridFull Time
2+ YOE2+ years veterinary hospital or equivalent experience, strong customer service and computer skills, basic math, clear communication, ability to stay calm and prioritize in a fast-paced environment.
ezyVet, SmartFlow, CareCredit
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
1mo
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Associate
Raleigh or Atlanta or Framingham
HybridFull Time
3+ YOEMaster's in business administration required; 3+ years post-undergraduate experience; strong analytical, writing, communication, problem-solving, client-facing skills; advanced Microsoft Office proficiency.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook
1mo
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Sales Associate
Hingham, Massachusetts, United States
$16-$19/hr OnsitePart Time
Prior retail or client service experience preferred, ability to multitask, lift up to 20 pounds, effective communication skills; knowledge of XStore and Tulip a plus.
XStore, Tulip
1mo
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Dispensary Associate
Shrewsbury, Massachusetts, United States
$17-$17/hr OnsitePart Time
2+ YOEHigh school diploma, 2+ years client-service experience in fast-paced retail or hospitality, cash-handling preferred, must be ≥21, night/weekend availability, and able to pass state background check.
3d
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Wealth Management Associate
Westerly or Providence
$65k-$75k/yr HybridFull Time
5+ YOEBachelor's degree or equivalent experience and 5+ years in wealth management or client administration; strong operational, documentation, and client service skills; proficiency with Microsoft Word, Excel, Outlook.
Microsoft Word, Microsoft Excel, Microsoft Outlook