Client Services Associate

Job Title: Client Service AssociateRobertson Stephens Wealth Management, Llc is seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in providing exceptional client service management support to our clients and operational support to advisor teams.Key Responsibilities:Work closely...

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...

Job SummaryWe are seeking a highly organized and detail-oriented Client Services Associate to join our team. As a Client Services Associate, you will provide administrative support to our Financial Advisors, assist with client account maintenance, and perform various clerical functions.Key ResponsibilitiesAssist Financial Advisors with client account opening...

Job Title: Client Service AssociateWe are seeking a highly skilled and detail-oriented Client Service Associate to join our Private Client Division in Boston, MA.Key Responsibilities:Provide administrative support, including document creation, maintenance, and editing, as well as calendar management and coordination of meetings.Manage databases and perform...

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...

Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a Client Service Associate, you will play a critical role in supporting our Financial Advisors and clients by providing exceptional customer service, administrative support, and operational expertise.Key ResponsibilitiesProvide...

About the RoleWe are seeking a highly skilled Client Service Associate to join our team at Graham. As a Client Service Associate, you will be responsible for providing exceptional customer support to our clients, addressing their inquiries and resolving issues in a timely and professional manner.Key ResponsibilitiesProvide fast and friendly support to...

About the RoleThis is a temporary, remote Client Service Associate opportunity with the possibility of becoming a permanent position based on business needs. As a Client Service Associate, you will play a pivotal role in providing fast, friendly support to clients, ensuring their inquiries and problems are addressed promptly and effectively.Key...

Job Title: Client Service Associate Location: Boston, MA Job Type: Hybrid Company Overview: Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences...

Job Title: Client Service AssociateLocation: Boston, MAJob Type: HybridCompany Overview:Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences through...

Job Title: Client Service AssociateLocation: Boston, MAJob Type: HybridCompany Overview:Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences through...

About the Role:This is a temporary, REMOTE – Client Service Associate opportunity with the possibility of becoming a permanent position based on business needs. The Client Service Associate plays a pivotal role in providing fast, friendly support to clients. This role is essential as it serves as the primary point of contact for clients, ensuring their...

Client Service Associate Established 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...

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...

Prestigious investment banking company in Boston is seeking a Client Services Associate with a Series 7 license to add to their growing team. The individual in this role will work with the firms financial advisors to deliver products and services designed to address the needs of high-net worth and ultra-high-net worth individuals. Salary: Up to $90,000 plus...

Prestigious investment banking company in Boston is seeking a Client Services Associate with a Series 7 license to add to their growing team. The individual in this role will work with the firm’s financial advisors to deliver products and services designed to address the needs of high-net worth and ultra-high-net worth individuals.Salary: Up to $90,000...

Prestigious investment banking company in Boston is seeking a Client Services Associate with a Series 7 license to add to their growing team. The individual in this role will work with the firm’s financial advisors to deliver products and services designed to address the needs of high-net worth and ultra-high-net worth individuals.Salary: Up to $90,000...

Job DescriptionWinston Flowers is seeking a highly motivated and customer-focused individual to join our Design Studio sales team as a Client Services Associate.This dynamic role is responsible for providing exceptional service to our clients on a variety of levels, including gift product selection, questions, and specific product requests via telephone.As a...

About the RoleWe are seeking a highly motivated and detail-oriented Associate, Client Processing I to join our Wealth Management team in Boston, MA.Key ResponsibilitiesProvide exceptional client service and support for routine and non-routine transactions.Collaborate with internal teams to ensure timely delivery of services and resolution of issues.Process...

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not Client Service, Associate, Registered, Financial Advisor, Service, Branch Manager, Retail