Client Services Associate

A distinguished cross-over investment firm in Boston, MA is searching for a dynamic Client Service Associate to provide stellar operational support across the firm s multiple investment products! They are looking for proactive candidates with experience in an administrative or client service-oriented role who are sharp and able to multi-task well in a...

Job Title: Client Services Associate Location: Hybrid, 3 days in Boston (Tues – Thurs)Duration: 6+ months JOB PURPOSE: The Distribution Client Services Associate provides support to the wider Global Client Service team on a range of responsibilities and will assist the team with the production of appropriate and accurate marketing materials for client and...

Position Summary Boston investment firm is seeking a Client Service Associate to join their dynamic team. This individual will work closely with the Client Advisory Team to understand the client's needs and to improve upon service within each client relationship as well as facilitate the daily transactions for client portfolios. The Client Service Associate...

**Responsibilities Include**: - In collaboration with multiple Financial Advisors, lead all operational aspects of a pre-sale client experience, including preparing administrative paperwork, assisting in processing financial transactions, document requests, data management, on-going assistance of client accounts, as well as, ad-hoc projects while...

Our client is a Wealth Management firm, and they are looking to bring onboard a Client Services Associate to their Boston office. This is a hybrid role.Responsibilities include client onboarding activities, collaborating with advisors to expand their client base. Daily client engagement through phone calls and emails will keep you connected to the financial...

Our client is a Wealth Management firm, and they are looking to bring onboard a Client Services Associate to their Boston office. This is a hybrid role.Responsibilities include client onboarding activities, collaborating with advisors to expand their client base. Daily client engagement through phone calls and emails will keep you connected to the financial...

Our client is a Wealth Management firm, and they are looking to bring onboard a Client Services Associate to their Boston office. This is a hybrid role.Responsibilities include client onboarding activities, collaborating with advisors to expand their client base. Daily client engagement through phone calls and emails will keep you connected to the financial...

The Client Service Associate located in Boston will support and work closely with senior members of the Client Service Team in coordinating the portfolio operations for a range of clients. Primary responsibilities will center on the implementation of client investment strategies (execution), assisting with portfolio reporting/invoicing, and providing...

The Client Service Associate located in Boston will support and work closely with senior members of the Client Service Team in coordinating the portfolio operations for a range of clients. Primary responsibilities will center on the implementation of client investment strategies (execution), assisting with portfolio reporting/invoicing, and providing...

The Client Service Associate located in Boston will support and work closely with senior members of the Client Service Team in coordinating the portfolio operations for a range of clients. Primary responsibilities will center on the implementation of client investment strategies (execution), assisting with portfolio reporting/invoicing, and providing...

Associate, Client Service & Marketing opening located at a wealth management firm in Boston Im a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual who may be...

Associate, Client Service & Marketing opening located at a wealth management firm in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual who may...

Associate, Client Service & Marketing opening located at a wealth management firm in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual who may...

Position SummaryThe role of the Wealth Management- Client Service Associate is to assist team members in ensuring every aspect of client accounts are accurately and properly opened and maintained. This role will provide on-going service and support to Client Service Managers and Advisors by providing service that exceeds expectations. This includes...

Position SummaryThe role of the Wealth Management- Client Service Associate is to assist team members in ensuring every aspect of client accounts are accurately and properly opened and maintained. This role will provide on-going service and support to Client Service Managers and Advisors by providing service that exceeds expectations. This includes...

Position SummaryThe role of the Wealth Management- Client Service Associate is to assist team members in ensuring every aspect of client accounts are accurately and properly opened and maintained. This role will provide on-going service and support to Client Service Managers and Advisors by providing service that exceeds expectations. This includes...

Who We Are:Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...

Who We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...

Job DescriptionJob DescriptionWho We Are:Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading,...

Client/ Portfolio Associate opening located at a wealth management firm in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual who may be actively...