144 client services associate jobs at 56 companies in Gardner, MA
3w
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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
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
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+ 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
3mo
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Client Service Associate
Concord, New Hampshire, United States
OnsiteFull Time
5+ YOEIdeally 5+ years client service experience in finance, Bachelor's preferred, excellent communication and interpersonal skills, detail oriented, proficient in Microsoft Office Suite.
Microsoft Office Suite
1w
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Client Service Associate
Manchester, New Hampshire, United States
OnsiteFull Time
3+ YOERequires strong communication and interpersonal skills, attention to detail, Microsoft Office Suite proficiency, and ideally 3–5 years of client service experience in finance.
Microsoft Office Suite, 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
1mo
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Client Service Associate
Wellesley, Massachusetts, United States
$31k-$90k/yr OnsiteFull Time
High school diploma required (college preferred). Detail-oriented, strong client service and communication skills, advanced Microsoft Office, willingness to obtain Series 7 and Series 66 or Series 63 and 65 registrations.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1mo
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Wealth Management Client Associate
Manchester, New Hampshire, United States
OnsiteFull Time
1+ YOEHigh school diploma/GED, 1+ year experience, client-centric, strong communication, detail-oriented, ability to learn new technology platforms; SIE/Series 7/66 preferred; proficient with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Client Associate - Legacy Place, MA
Dedham, Massachusetts, United States
$17-$19/hr OnsitePart Time
1+ YOERetail sales role requiring 1+ year client-services experience, strong communication, POS and Microsoft proficiency, ability to work weekends/evenings/holidays, maintain store standards, and engage customers to drive sales.
Microsoft Applications, POS, CRM
1mo
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Client Experience Associate
Burlington, Massachusetts, United States
$41k-$68k/yr OnsiteFull Time
0+ YOEProvides customer service in-branch, processes transactions, educates customers on products, identifies sales opportunities; typically requires less than one year related experience and no degree.
2w
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Senior Associate, Client Operations
Lake Mary or Westborough
$59k-$100k/yr HybridFull Time
4+ YOEBachelor's degree in business, finance, or related field; typically 4–7 years of experience, preferably in operations or client services; strong analytical, problem-solving, communication, and collaboration skills.
AI
6d
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Wealth Management Client Associate
Manchester or Portland
$25-$44/hr OnsiteFull Time
High school diploma or equivalent; client service, communication, judgment, and technology skills required. Investment industry knowledge preferred; FINRA SIE, Series 7, or Series 66 preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
6d
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Client Service Associate
Needham, Massachusetts, United States
$65k-$70k/yr HybridFull Time
1+ YOEBachelor’s degree and 1+ year of relevant experience, including internships. Requires Microsoft Office proficiency, communication, judgment, accuracy, organization, and ability to manage multiple priorities.
Microsoft Teams, Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, DocuSign, FedEx, UPS
1w
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Client Service Associate - Argent Wealth Management
Waltham, Massachusetts, United States
HybridFull Time
2+ YOERequires 2+ years in a similar client service role, finance industry experience, relationship-building, organization, follow-through, confidentiality, and proficiency with Microsoft Outlook, Microsoft Word, Excel, and Salesforce.
Microsoft Outlook, Microsoft Word, Excel, Salesforce, Orion, Schwab, Fidelity, ACH, ACAT, DTC
1mo
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Rehire Client Support Associate
Bedford, New Hampshire, United States
OnsiteMultiple Commitments Available
Strong interpersonal and communication skills, basic computer proficiency and troubleshooting, customer service or retail experience preferred, willingness to learn; PTIN certification indicated.
1mo
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Client Service Associate - Senior
Tewksbury or New York City or San Francisco or Los Angeles or Chicago or Boston or London
$80k-$105k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years experience (financial services/wealth management preferred), strong organization and communication, proficiency with Microsoft Office, familiarity with custodial platforms and CRM systems; Series 65 preferred or willing to obtain.
Microsoft Office Suite, Addepar, Schwab, Fidelity, Pershing, Redtail, Salesforce, eMoney
3mo
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Client Service Coordinator - 000791
Everett, Massachusetts, United States
$17-$22/hr OnsiteFull Time
Coordinates client and pet flow through a veterinary hospital, supports medical team productivity, communicates with clients and associates, and provides welcoming, efficient service.
2mo
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Client Service Administrative Associate
Newton, Massachusetts, United States
$50k-$60k/yr OnsiteFull Time
1+ YOEBachelor's degree with 1-2 years related experience; strong multitasking, organizational and customer service skills; proficiency with Salesforce, DocuSign, Microsoft Excel, PowerPoint, and Word.
Salesforce, DocuSign, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, CLM
2mo
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Client Service Coordinator - 005232
Stoneham, Massachusetts, United States
$17-$22/hr OnsitePart Time
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.
Workday
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