Client Services Associate
3 weeks ago
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 pulse.
Contribute to client reports and account maintenance, ensuring a seamless flow of communication and accurate billing processes. This role will allow you to put into practice your analytical and problem-solving skills, managing a myriad of tasks in a fast-paced environment.
Ideal candidate will bring a four-year finance degree and 1-5 years of experience. Must have excellent written/verbal skills and proficiency in Microsoft Excel, Word, and PowerPoint. Knowledge of Salesforce is a plus. Possessing multitasking skills and a keen eye for detail is crucial.
If you’d like immediate consideration, please email your most updated resume to thatiane.abrantes@roberthalffs.com. Thank you
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Client Service Associate
3 weeks ago
Boston, United States Boutique Recruiting Full timeA 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...
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Client Service Associate
2 weeks ago
Boston, United States Boutique Recruiting Full timeA 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...
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Client Service Associate
2 weeks ago
Boston, United States Boutique Recruiting Full timeA 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...
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Client Service Associate
2 days ago
Boston, United States Boutique Recruiting Full timeA 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...
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Client Service Associate
2 days ago
Boston, United States Boutique Recruiting Full timeA 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...
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Client Service Associate
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Client Service Associate
2 days ago
Boston, United States Fanning Personnel Full timePosition 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...
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Client Service Associate
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Boston, United States Graham Full timePosition: 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...
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Client Service Associate
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Boston, United States BOSTON TRUST WALDEN COMPANY Full timeBoston Trust Walden Company OverviewBoston Trust Walden Company is an independent, employee-owned firm that provides investment management services to institutional investors and private wealth clients. The firm manages approximately $16 billion in client assets.Boston Trust Walden distinguishes itself in several keyways, including:stable, diversified...
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Client Service Associate
2 days ago
Boston, United States BOSTON TRUST WALDEN COMPANY Full timeBoston Trust Walden Company OverviewBoston Trust Walden Company is an independent, employee-owned firm that provides investment management services to institutional investors and private wealth clients. The firm manages approximately $16 billion in client assets.Boston Trust Walden distinguishes itself in several keyways, including:stable, diversified...
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Client Service Associate
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Client Services Associate
3 weeks ago
Boston, United States Robert Half Full timeOur 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...
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Client Services Associate
3 weeks ago
Boston, United States Robert Half Full timeOur 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...
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Client Services Associate
1 day ago
Boston, United States Robert Half Full timeOur 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...
-
Client Service Associate
1 week ago
Boston, United States BOSTON TRUST WALDEN COMPANY Full timeJob DescriptionJob DescriptionBoston Trust Walden Company Overview Boston Trust Walden Company is an independent, employee-owned firm that provides investment management services to institutional investors and private wealth clients. The firm manages approximately $16 billion in client assets.Boston Trust Walden distinguishes itself in several keyways,...
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Client Service Associate
2 days ago
Boston, United States BOSTON TRUST WALDEN COMPANY Full timeJob DescriptionJob DescriptionBoston Trust Walden Company Overview Boston Trust Walden Company is an independent, employee-owned firm that provides investment management services to institutional investors and private wealth clients. The firm manages approximately $16 billion in client assets.Boston Trust Walden distinguishes itself in several keyways,...
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Client Service Associate
1 week ago
Boston, Massachusetts, United States MFS Investment Management Full timeAt MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions...
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Client Service Associate
5 days ago
Boston, Massachusetts, United States MFS Investment Management Full timeAt MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions...