Senior Client Service Associate

Position Description The Client Service Senior Associate located in Boston will be responsible for coordinating the operations for a range of clients, serve as a primary point of contact to the Investment Teams managing client portfolios, and help to build our operational processes and procedures. The candidate will be supported by one or more junior team...

Position DescriptionThe Client Service Senior Associate located in Boston will be responsible for coordinating the operations for a range of clients, serve as a primary point of contact to the Investment Teams managing client portfolios, and help to build our operational processes and procedures. The candidate will be supported by one or more junior team...

Position DescriptionThe Client Service Senior Associate located in Boston will be responsible for coordinating the operations for a range of clients, serve as a primary point of contact to the Investment Teams managing client portfolios, and help to build our operational processes and procedures. The candidate will be supported by one or more junior team...

Client Service AssociateEstablished regional wealth management and investment services firm is looking to bring on a CSA to their team. Ideal candidates will have 1+ years experience in wealth management or client support roles.This role sits in the downtown Boston office and will have a hybrid schedule. Excellent opportunity to learn from high-performing...

Senior Client Associate, Private Wealth opening located at an RIA in Boston Im a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...

Senior Client Associate, Private Wealth opening located at an RIA in Boston I’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...

Senior Client Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...

Senior Client Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...

Client Service Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...

Client Service Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...

Client Service Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...

Client Service Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

About the RoleWe are seeking a highly skilled and detail-oriented Associate, Client Processing I to join our Wealth Management team at The Bank of New York Mellon Corporation. This role is located in Boston, MA.Key ResponsibilitiesPerform routine and non-routine client service and transactional support functions.Interact with other organizational units/teams...

Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

Our client is a global investment firm. They build long-term portfolios for their high-net-worth clients. Currently, they are looking to add a Fund Services Senior Associate who will make strategic decisions and an impact within their team. Salary/Hourly Rate: $90k - $110k plus 15% Bonus and Profit Sharing Position Overview: The Fund Services Senior...

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...

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...

Position: REMOTE - Client Service Associate Status: Full-Time Hourly (40 hours)Hours: Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch * Phenomenal customer service, written, and verbal communication skills* ABOUT THE ORGANIZATION: This is a temporary, REMOTE – Client Service Associate opportunity with the possibility of becoming a...

Client Services Team Overview Read all the information about this opportunity carefully, then use the application button below to send your CV and application. The Client Services Team at Arrowstreet serves as a key contributor to the overall client experience at Arrowstreet and works closely with the Client Relationship Management and Strategic...