299 client services associate jobs at 115 companies in Wakefield, MA
2d
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Client Services Associate
Boston or New York City or Chicago or Menlo Park or Manchester or London or Tokyo
$60k-$70k/yr OnsiteFull Time
1+ YOERequires 1+ year in customer success, client services, relationship management, operations, financial services, or another customer-facing environment, plus strong communication, organization, detail, and prioritization skills.
HubSpot, Salesforce
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
2d
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Work From Home - Client Services Associate
Manchester, New Hampshire, United States
RemoteFull Time
Strong communication and interpersonal skills, integrity, ethical conduct, ability to work independently and collaboratively, and a genuine desire to help others through financial services.
Zoom
1w
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Client Services Satisfaction Specialist
Dover, New Hampshire, United States
OnsiteFull Time
2+ YOEAssociate degree or high school diploma with 2–3 years of member/client services experience; strong administrative, clerical, technical, communication, organization, confidentiality, and Microsoft Office skills.
Microsoft Office Suite, Microsoft Excel, Microsoft Outlook, Microsoft Word, Microsoft Publisher, Microsoft PowerPoint
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
3w
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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
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
3w
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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)
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
1w
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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
1w
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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
4w
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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
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