108 client services associate jobs at 41 companies in New Bedford, MA
3mo
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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.
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
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
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.
4w
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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
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
Hyannis, Massachusetts, United States
$16-$43/hr OnsiteFull Time
High school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 and Series 65 required. Bilingual not required. Two+ years industry experience preferred. Advanced Microsoft Office and client service skills.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
5d
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Client Service Associate
Middletown or St. Louis or New York City or San Francisco or Baltimore or London or Frankfurt or Toronto
$42k-$63k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, two years of clerical or related industry experience, strong administrative, customer service, communication, critical thinking, and Microsoft Office skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
4d
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Client Service Associate
Middletown, Rhode Island, United States
$42k-$63k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, 2 years of clerical or related industry experience, administrative and brokerage knowledge, customer service and communication skills, and proficiency in Microsoft Office applications.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2w
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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
13h
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PW Client Associate
Tarrytown or Johnston
$38-$48/hr HybridFull Time
Customer-focused professional with strong verbal and written communication, investment and banking product knowledge, and prior brokerage or RIA experience; Series 7 and 66 or 63/65 may be required.
Mutual Funds
4d
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Registered Client Service Associate
Hingham, Massachusetts, United States
$64k-$88k/yr HybridFull Time
3+ YOEBachelor's degree or equivalent, 3–5 years of relevant experience, client service experience, strong analytical and organizational skills, and securities, investment adviser, insurance, and variable contracts licenses or ability to obtain them.
contact manager
3d
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Client Care Associate
South Dennis or Dennis or Buzzards Bay
$18-$23/hr OnsitePart Time
1+ YOECustomer service and communication skills, computer proficiency, basic math, multitasking, prioritization, and composure under pressure; veterinary hospital experience preferred.
Microsoft Word, Microsoft Excel, EMR, ezyVet, SmatFlow, CareCredit
3d
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Client Care Associate
South Dennis or Dennis or Buzzards Bay
$18-$23/hr OnsitePart Time
Customer service and communication skills, multitasking, computer proficiency, basic math, and ability to remain calm under pressure. Veterinary hospital experience is preferred.
Microsoft Word, Microsoft Excel, EMR, ezyVet, SmatFlow, CareCredit
1mo
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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
4w
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Wealth Management Client Associate
Providence, Rhode Island, United States
$25-$44/hr OnsiteFull Time
High school diploma/GED, client-service experience, strong communication, Microsoft Word/Excel/PowerPoint and Salesforce proficiency; FINRA SIE/Series licenses preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Client Service Associate
Needham, Massachusetts, United States
$60k-$65k/yr HybridFull Time
1+ YOEBachelor’s degree and 1+ years of relevant experience required. Requires Microsoft Office proficiency, communication, problem-solving, time management, accuracy, discretion, and interest in financial planning.
Microsoft Teams, Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1w
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Member Services Associate
Quincy, Massachusetts, United States
$55k/yr HybridFull Time
Bachelor's degree, prior high-volume client interaction experience, advanced Microsoft Office and CRM proficiency, experience with Intercom/Zendesk/Salesforce Service Cloud preferred, strong communication and analytical skills.
Microsoft Office, CRM, Intercom, Zendesk, Salesforce Service Cloud
4w
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Client Service - Associate I
Boston, Massachusetts, United States
$74k-$100k/yr OnsiteFull Time
3+ YOE3+ years client service experience in financial services, knowledge of investment operations/IBOR/reconciliations, strong communication, change management, and digital literacy skills.
3mo
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Client Care Specialist I
Hyannis, Massachusetts, United States
$22-$24/hr OnsiteFull Time
0+ YOE6 months client service experience; high school diploma or GED required; associate degree preferred; banking/digital support experience is a plus.
Windows, Microsoft Office, CRM, Mobile platforms (Android, iOS)
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