37 client services associate jobs at 21 companies in Pittsfield, MA
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Client Services Associate, Wealth Management
Albany, New York, United States
$23-$27/hrOnsiteFull Time
Broadview Federal Credit Union: Provides member-owned banking, lending, and insurance financial services.
3+ YOEFINRA SIE, Series 7, and Series 66 or Series 63/65 required within one year; bonding eligibility, associate degree or three years related experience, strong client service, organization, technology, and Microsoft Office skills.
Wealthbox CRM, LPL ClientWorks, Microsoft Office Suite
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
2+ YOERequires strong communication, interpersonal, organizational, and detail-oriented skills; Microsoft Office proficiency; 2–5 years of finance-sector client service experience preferred; Series 7 and 66 licenses for registered CSAs.
Microsoft Office Suite, Artificial Intelligence (AI)
Rockefeller Capital Management: Provides wealth management and financial advisory services to clients.
3+ YOEPreferred: 3–5 years of financial-industry client service or executive support experience, or equivalent, plus a BA/BS degree. Requires Microsoft Office proficiency, organization, communication, multitasking, and attention to detail.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Concur
2+ YOERequires 2+ years in financial services, client service, or administrative support; strong organization, communication, professionalism, discretion, ethics, relationship-building, Microsoft Office, and CRM skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, CRM
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
2+ YOERequires 2+ years in financial services, client service, or administrative support; strong organization, communication, discretion, Microsoft Office, CRM, problem-solving, and relationship-building skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, CRM systems, FINRA, SEC
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
Provide trust administration support, perform day-to-day account maintenance, strong customer service and organizational skills, experience in financial or client service roles, proficiency with Microsoft Office and Salesforce.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Active Series 7 and Series 66, or Series 63 and Series 65; high school diploma or equivalent; strong financial services knowledge, client service, writing, organization, and Microsoft Office skills.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Active Series 7 and applicable Series 66 or Series 63 and Series 65 licenses; two or more years of industry experience preferred, strong client service, organizational, computer, and financial product knowledge.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
GP Fund Solutions: Provides back-office fund administration services for private investment managers.
Bachelor's degree in business, 0+ years administrative experience acceptable, proficiency with Microsoft Excel/Word/Outlook/Teams, strong accuracy and communication skills.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Teams
Boca Recovery Center: Provides addiction treatment and medical detoxification services.
1+ YOEAssociate's degree in psychology, social work, counseling, or related field; 1–2 years behavioral health experience; familiarity with aftercare planning, FMLA/disability documentation, case management, EHR; strong communication and documentation; group facilitation a plus.
H&R Block: A tax preparation and financial services helping clients manage their taxes and finances.
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, and comfort with digital tools including Copilot and ChatGPT. No prior tax experience required.
Northern Rivers Family of Services: Provides human services and mental health support for families.
1+ YOEAssociate's degree and 1–2 years related experience (or equivalent). Valid NYS driver's license required. Experience with community services, case management, documentation, and client engagement.
Part Time (30 Hours) Associate Banker, Westfield East Main Branch, Westfield, MA
Westfield, Massachusetts, United States
$20-$25/hrOnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma/GED required; client service or comparable experience; ability to learn products and procedures, engage clients, handle cash, and use digital banking tools.
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
DVM required, licensure in NY or ability to obtain, commitment to high standard of medicine; clinical skills with cats and dogs; collaborative, teaching, and client-communication skills.
Digital Rads, Ultrasound, EMR, Cold or Therapeutic Lasers, Acupuncture, ECG, Rehab Equipment, Orthopedic Procedure Equipment
Western Veterinary Partners: Provides operational and business support services to veterinary practices.
DVM and state veterinary license required; new graduates and experienced veterinarians welcome. Skills in small animal medicine, preventive care, diagnostics, client communication, and medical record documentation.
Albany Community Action Partnership: Providing education and social services to empower low-income families.
2+ YOEHigh school diploma or equivalent, 2 years customer service/data entry experience in client-facing or human services setting, basic PC/database/word processing/spreadsheet skills; associate degree in human services preferred.
VCA Animal Hospitals: Operates animal hospitals providing veterinary medicine and pet services.
Experienced Associate Veterinarian with strong medical judgment, empathy, client communication, and commitment to professional growth in clinical practice.
Harris Beach Murtha: Law firm providing legal representation and professional advisory services.
2+ YOE2+ years legal administrative experience; high school diploma (associate preferred); strong written and oral communication; MS Office proficiency; exceptional organization and client service skills.
Microsoft Word, Microsoft Outlook, Microsoft Excel, MS Office