2w
Save
Mark Applied
Hide
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
3mo
Save
Mark Applied
Hide
Client Services Senior Associate
Boston, Massachusetts, United States
OnsiteFull Time
3+ YOE2+ Mgmt3-5 years client service in insurance; 2-4 years leadership; Bachelor's degree; Industry licenses; Excel proficiency; knowledge of life insurance products; strong leadership and communication.
Excel, Outlook, Word
5d
Save
Mark Applied
Hide
Client Services Associate II - Digital Investment Services, Chelmsford, MA,
Chelmsford, Massachusetts, United States
$30-$34/hr OnsiteFull Time
Supports financial consultants with account processing, client servicing, account maintenance; requires financial services experience, investment operations knowledge; Series 7/63 preferred; bachelor’s degree preferred.
1w
Save
Mark Applied
Hide
Client Services Specialist
Beverly or United States
HybridFull Time
Associates degree required; client support experience; payroll data entry; knowledge of iSolved and CRM; strong interpersonal, written and verbal communication; time management; SaaS exposure preferred.
iSolved, CRM
2mo
Save
Mark Applied
Hide
Work From Home - Client Services Associate
Salem, New Hampshire, United States
RemoteAll Commitments Available
Genuine desire to help others; strong communication; ability to work independently and with a team; integrity in professional dealings.
4w
Save
Mark Applied
Hide
Client Associate
Boston, Massachusetts, United States
$45k-$110k/yr OnsiteFull Time
Series 7 & 66 required, BA/BS degree required, 3-5 years client service experience in financial industry preferred; strong client-facing, organizational, and Microsoft Office skills; experience with eMoney or Addepar is a plus.
Microsoft Excel, Microsoft PowerPoint, Microsoft Office, eMoney, Addepar
4w
Save
Mark Applied
Hide
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.
3w
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
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 use Microsoft Office and digital client tools.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
6d
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
Client Service Associate
Needham, Massachusetts, United States
$60k-$65k/yr HybridFull Time
1+ YOEBachelor's degree with 1+ years relevant experience, strong written/verbal communication, Microsoft Office and Teams proficiency, Salesforce preferred, time management, problem-solving, and client service skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Salesforce
1mo
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
Associate Director, Client Services
St. Petersburg or Dallas or Raleigh or Richmond or Detroit or Indianapolis or Minneapolis or St. Louis or Montpelier or Denver or Annapolis or Atlanta or Baton Rouge or Boston or Chicago
RemoteFull Time
8+ YOE8+ years in client services/account management in financial services; bachelor’s degree in marketing or business; strong analytical, communication, and project management skills; experience with CRM and loyalty platforms; ability to manage client relationships and teams.
2d
Save
Mark Applied
Hide
Senior Associate Client Accounting & Advisory Services
Miami or West Palm Beach or Boca Raton or Fort Lauderdale or New York City or London or San Francisco or Los Angeles or Chicago or Boston
OnsiteFull Time
2+ YOE2+ years real estate accounting experience, proficiency with Yardi Voyager, strong accounting and analytical skills, bachelor's in accounting/finance preferred, excellent communication and organizational skills.
Yardi Voyager
3w
Save
Mark Applied
Hide
Client Service Associate
Boston, Massachusetts, United States
$60k-$80k/yr OnsiteFull Time
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
1mo
Save
Mark Applied
Hide
Client Service Associate
Boston, Massachusetts, United States
$70k-$80k/yr HybridFull Time
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
1mo
Save
Mark Applied
Hide
Client Success Associate
Boston, Massachusetts, United States
$55k-$60k/yr HybridFull Time
2+ YOE2+ years in client success/account management; process-oriented; tech-savvy; able to lift up to 40 lbs; willing to travel within Boston.
CRM software, Microsoft Excel, Google Workspace
2w
Save
Mark Applied
Hide
Client Service Associate - Boston
Boston, Massachusetts, United States
$34-$37/hr OnsiteFull Time
1+ YOE1+ year administrative experience (1-4 years preferred), undergraduate degree desired, proficiency in Microsoft Office (Word, Excel, Windows), Salesforce preferred, strong organization and client service skills; in-office full-time role.
Microsoft Word, Microsoft Excel, Windows, Salesforce
1w
Save
Mark Applied
Hide
Associate, Private Client
Boston, Massachusetts, United States
$67k-$87k/yr OnsiteFull Time
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
1w
Save
Mark Applied
Hide
Wealth Client Service Associate
Boston, Massachusetts, United States
$26-$44/hr HybridFull Time
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.
Explore Jobs
Expand Your Job Search
Top Cities Near Boston for Client Services Associate
- Client Services Associate jobs in Worcester, MA
- Client Services Associate jobs in Providence, RI
- Client Services Associate jobs in Lowell, MA
- Client Services Associate jobs in Cambridge, MA
- Client Services Associate jobs in Manchester, NH
- Client Services Associate jobs in Brockton, MA
- Client Services Associate jobs in Fall River, MA
- Client Services Associate jobs in Quincy, MA
- Client Services Associate jobs in Lynn, MA
- Client Services Associate jobs in Newton, MA
- Client Services Associate jobs in Nashua, NH
- Client Services Associate jobs in Warwick, RI
- Client Services Associate jobs in Cranston, RI
- Client Services Associate jobs in Somerville, MA
- Client Services Associate jobs in Lawrence, MA
- Client Services Associate jobs in Pawtucket, RI
- Client Services Associate jobs in Framingham, MA
- Client Services Associate jobs in Waltham, MA
- Client Services Associate jobs in Haverhill, MA
- Client Services Associate jobs in Malden, MA