196 client services associate jobs at 100 companies in Cumberland, RI
6d
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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
6d
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Client Services Specialist
Beverly or United States
HybridFull Time
Associates degree required (BA preferred), strong customer service skills, payroll data entry and iSolved knowledge, CRM experience, ability to handle inbound calls and meet deadlines.
iSolved, CRM, Artificial Intelligence (AI), SaaS
2mo
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Work From Home - Client Services Associate
Coventry, Rhode Island, United States
RemoteFull Time
Genuine desire to help others, strong communication, ability to work independently and in a team, and ethical conduct.
1d
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Client Associate
Boston, Massachusetts, United States
$45k-$110k/yr OnsiteFull Time
3+ YOE3–5 years of financial-industry client service experience preferred, Series 7 and 66 required, and BA/BS degree required. Strong Microsoft Office, client service, organizational, and communication skills required.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, eMoney, Addepar
2w
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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
3d
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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/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
1d
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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)
3w
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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
3w
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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
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
1w
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Associate, Client Advisory
Boston, Massachusetts, United States
$65k-$73k/yr HybridFull Time
Bachelor's degree required; strong analytical, communication, Excel and client-service skills; knowledge of investments; prior client operations experience is a plus.
Microsoft Excel, Microsoft Office
2w
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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
1mo
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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
3w
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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
3w
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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.
3w
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Wealth Client Service Associate
Boston, Massachusetts, United States
$26-$44/hr HybridFull Time
1+ YOEBachelor’s degree or equivalent experience, minimum 1 year financial services client service experience, strong customer service, communication, organizational skills, and proficiency with word processing, spreadsheet and presentation software.
6d
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Senior Associate, Client Service
Boston, Massachusetts, United States
$75k-$115k/yr OnsiteFull Time
5+ YOE5+ years experience, undergraduate degree, strong attention to detail, Microsoft Office proficiency, client service and investment or operations experience, excellent communication and analytical skills.
Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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