65 client facing associate jobs at 43 companies in Waltham, 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 wealth management services.
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.
New York or Boston or Short Hills or Philadelphia or Hartford
$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 renewal process; negotiation, relationship, project management, and presentation skills; Microsoft Office proficiency; must maintain active P&C broker license.
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.
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.
SS&C TechnologiesNasdaq: SSNC: Provides software and technology for financial and healthcare sectors.
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
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.
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.
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.
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.
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
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.
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.