67 client facing associate jobs at 45 companies in Marlborough, MA
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Client Associate
Boston, Massachusetts, United States
$45k-$90k/yrOnsiteFull Time
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.
First Tech Federal Credit Union: Member-owned financial cooperative providing banking and lending services.
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
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.
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.
Chicago or Los Angeles or Phoenix or Houston or Denver or Overland Park or Detroit or Milwaukee or Pittsburgh or Philadelphia or New York or Short Hills or Boston or Arlington or Atlanta or Nashville or Tampa or Miami or Mobile
$90k-$120k/yrHybridFull Time
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 renewals, negotiation and relationship management, project management, excellent communication, and ability to obtain a P&C broker license.
Osaic: Provides wealth management services to independent financial advisors.
1+ YOEClient-facing financial services role requiring 1–3 years' experience, FINRA registrations (SIE, Series 6, 63, 65/66), high school diploma (BA preferred), strong communication and account servicing skills.
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
Provide client-facing coordination for pets and owners, drive patient flow, coordinate care, communicate with clients and associates, and support clinic productivity and client retention.
Associate Director of Client Success – Launch Accelerator
East Norriton or Waltham or New York City or Princeton
$125k/yrOnsiteFull Time
Trinity Life Sciences: Strategic consulting and analytics for life sciences companies.
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.
Northern Bank: A community bank providing commercial and personal banking services.
1+ YOE1+ year client-facing sales or service experience, high school diploma or associate degree preferred, strong organization, detail orientation, and client relationship skills.
Catalant: Marketplace for on-demand access to vetted independent business consultants.
2+ YOEBachelor's degree and 2+ years in business development, recruiting, or similar; strong communication, prioritization, and client-facing skills; experience with outreach and relationship building.
Orangetheory - Franchise #0324: A fitness franchise offering science-based, full-body heart rate and strength training workouts.
Enthusiastic sales professional with excellent face-to-face and written communication skills, passion for fitness, and ability to present memberships, conduct tours, and follow up with prospective clients.
Lumanity: Provides strategic consulting and commercialization services for life sciences.
Postgraduate degree in a relevant field, strong research and scientific writing, Microsoft Word/PowerPoint fluency, client-facing communication, and ability to work independently; occasional travel may be required.
Lumanity: Global life sciences consultancy driving medical access and strategy.
Postgraduate degree preferred (MSc/PhD/PharmD). Strong research, evidence synthesis, scientific writing, and client-facing skills. Proficient in Microsoft Word and PowerPoint. Willingness to travel occasionally.
Canopy USA: Holding for diverse US cannabis brands and operations.
2+ YOEHigh school diploma, 2+ years client-service experience, cash-handling preferred, ability to pass state background check, night and weekend availability, must be 21+ and provide patient-facing education.
Verrill: Provides full-service legal representation and advisory services to businesses.
1+ YOEAdmission to the Massachusetts bar or eligibility; at least 1 year experience in estate planning, trust and estate administration, and related tax work; strong writing, research, and client-facing skills; highly organized and detail-oriented.
Audemars Piguet: Manufacturing and selling luxury mechanical watches and timepieces
3+ YOE3+ years luxury retail or client-facing experience; strong clienteling, CRM and ERP proficiency, excellent communication, organization, and ability to support events and peak periods.
FDM GroupLondon Stock Exchange: FDM: Provides IT consulting, technical training, and staff augmentation services.
6+ YOE6+ years related experience, client-facing, project management and business analysis skills, knowledge of trade flow/settlement desirable, familiarity with FIX/SWIFT/DTCC preferred.
Allworth Financial: Provides retirement planning and investment advisory services to individuals.
2+ YOE2+ years client-facing administrative experience in financial services, HS diploma/GED required, BS/BA preferred, CRM and financial software experience, proficiency with Microsoft Word/Excel/Outlook, strong communication and attention to detail.
CRM, Microsoft Word, Microsoft Excel, Microsoft Outlook
AGF Management LimitedToronto Stock Exchange: AGF.B: Global investment firm managing public and private market assets.
3+ YOE3+ years in asset/wealth management or investment distribution; direct sales/client-facing experience; familiarity with managed accounts, model portfolios or ETFs; strong communication and organization; Series 7 and 63 required.