223 client services associate jobs at 100 companies in Haverhill, MA
1w
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Client Services Associate II
Chelmsford, Massachusetts, United States
$28-$33/hr OnsiteFull Time
1+ YOERequires an associate degree or equivalent experience, at least 1 year of investment support or client-facing administration experience, Microsoft Office proficiency, organizational skills, judgment, and problem-solving ability.
Microsoft Office Suite, CRM, TouchPoint Management
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
3d
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Client Services Associate
Boston, Massachusetts, United States
$20-$30/hr HybridFull Time
0+ YOEHigh school or equivalent; less than one year of employee benefits account management experience; Life/Health license required within six months; Microsoft Office proficiency and strong organizational, interpersonal, and communication skills.
Microsoft Office, PowerPoint, ThinkHR, Choosewell, Brainshark
3mo
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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.
1w
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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
1w
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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
Norwell, Massachusetts, United States
$44k-$77k/yr OnsiteFull Time
Bachelor's degree or job-related experience; strong verbal/written communication, client service and organizational skills; attention to detail; willingness to obtain Series 7 and 66 (or 63/65) licensing within 12 months.
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
1w
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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)
4w
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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
2w
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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
1mo
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Wealth Management Client Associate
Cambridge, Massachusetts, United States
$25-$44/hr OnsiteFull Time
Provides client service support to Financial Advisors; high school diploma/GED required; desirable FINRA SIE/Series 7/66 (63/65 accepted); strong communication, detail orientation, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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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
2w
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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
4w
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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
1mo
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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.
1mo
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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.
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