264 client services associate jobs at 120 companies in Avon, MA
3d
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Client Services Associate
Manchester or Boston or New York City or Chicago or Menlo Park or London or Tokyo
OnsiteFull Time
1+ YOERequires 1+ year in customer success, client services, relationship management, hospitality, recruiting, operations, financial services, consulting, or another customer-facing environment, plus strong communication and organization.
HubSpot, Salesforce
4w
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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
1mo
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Client Services Associate
Boston, Massachusetts, United States
$43k-$54k/yr HybridFull Time
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
2w
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Client Services Associate
Wilmington, Massachusetts, United States
$20-$30/hr HybridFull Time
0+ YOEBachelor's degree and less than one year of relevant experience required. Requires a Life/Health license within six months, Microsoft Office proficiency, and strong organizational, interpersonal, and communication skills.
Microsoft Office, Microsoft PowerPoint, ThinkHR, Choosewell, Brainshark
1d
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Associate Manager, Client Services
Whitinsville or Massachusetts
$55k-$65k/yr OnsiteFull Time
1+ YOERequires 1–2 years in client or customer service, strong written and verbal communication, analytical and problem-solving skills, organization, presentation, interpersonal skills, and MS Office proficiency.
Microsoft Office
1d
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Associate Manager, Client Services
Whitinsville, Massachusetts, United States
$55k-$65k/yr OnsiteFull Time
1+ YOERequires 1–2 years in client or customer service, strong written and verbal communication, analytical and problem-solving skills, organization, attention to detail, interpersonal skills, and MS Office proficiency.
Microsoft Office
1w
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Client Services Associate (Providence, RI)
Providence, Rhode Island, United States
OnsiteFull Time
1+ YOE1-2 years of financial services or fixed income experience preferred; strong technology, organizational, communication, accuracy, confidentiality, multitasking, and deadline-management skills required.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1w
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Work From Home - Client Services Associate
Nashua, New Hampshire, United States
RemoteFull Time
Strong communication and interpersonal skills, ability to work independently and collaboratively, genuine desire to help others, and integrity in professional dealings.
Zoom
1mo
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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
3w
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Specialist, Client Services, International
Canton or Fall River
$54k-$66k/yr HybridFull Time
Bachelor's or associate degree preferred, strong communication and project management skills, customer service or related experience, ability to travel extensively and manage travel expenses.
1mo
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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
2mo
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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.
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
3w
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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)
1mo
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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
1w
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Wealth Client Associate
Boston, Massachusetts, United States
$26-$44/hr HybridFull Time
1+ YOEBachelor's degree and 1+ year financial services client service experience, or equivalent experience; strong customer service, communication, organization, computer, and spreadsheet skills.
Microsoft Excel
1mo
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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
1d
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Client Services Manager, Home Health
Providence, Rhode Island, United States
OnsiteFull Time
Associate degree required and bachelor's preferred. Requires strong computer, communication, and interpersonal skills; medical office or home care experience preferred, with Medicare, OASIS, and supervisory experience advantageous.
electronic medical record
1w
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Wealth Client Associate
Boston, Massachusetts, United States
$26-$44/hr HybridFull Time
1+ YOEBachelor's degree and 1+ year of financial services client service experience, or 5 years combined education/work experience including 1+ year relevant experience. Requires customer service, communication, organization, and computer skills.
personal computers, word processing software, spreadsheet software, presentation software
2mo
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Client Service Associate
Middleton, Massachusetts, United States
$15-$41/hr OnsiteFull Time
High school diploma required (college preferred); active Series 7 and Series 66 or Series 63 and 65 required; 2+ years industry experience preferred; strong client service, Microsoft Office, and financial product knowledge.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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