296 client services associate jobs at 116 companies in Millis, 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
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
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
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
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.
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
2w
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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
2w
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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
6d
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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
6d
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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
3w
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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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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
$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
1w
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Registered Client Associate
Boston, Massachusetts, United States
$55k-$75k/yr OnsiteFull Time
2+ YOERequires ideally 2+ years of client service experience in finance, strong communication and interpersonal skills, attention to detail, Microsoft Office Suite proficiency, and a bachelor's degree in finance preferred.
Microsoft Office Suite, Microsoft Excel
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