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 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 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 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...

The Client Service Associate in Boston will support the Client Service Team in portfolio operations for various clients. Key responsibilities include implementing client investment strategies, assisting with portfolio reporting, and providing support to the Investment Team. The role requires collaboration with global Operations and Investment teams, managing...

The Client Service Associate in Boston will support the Client Service Team in portfolio operations for various clients. Key responsibilities include implementing client investment strategies, assisting with portfolio reporting, and providing support to the Investment Team. The role requires collaboration with global Operations and Investment teams, managing...

The Client Service Associate in Boston will support the Client Service Team in portfolio operations for various clients. Key responsibilities include implementing client investment strategies, assisting with portfolio reporting, and providing support to the Investment Team. The role requires collaboration with global Operations and Investment teams, managing...

Job DescriptionJob DescriptionWe are offering a short term contract employment opportunity for a Client Service Associate in Boston, Massachusetts. This role involves providing administrative support within a non-profit organization, acting as the initial point of contact for all incoming communication and assisting with various administrative...

SummaryThe Client Service Associate acts as a liaison between the client, portfolio manager, custodian and the operations department.This is a hybrid role, 3 days in office and 2 days remote. ResponsibilitiesRespond and resolve client requests/inquires on a timely basis.Monitor new accounts, set-up, closing accounts, and transfers.Oversee and review account...

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...

Summary The Client Service Associate acts as a liaison between the client, portfolio manager, custodian and the operations department. This is a hybrid role, 3 days in office and 2 days remote. Responsibilities Respond and resolve client requests/inquires on a timely basis. Monitor new accounts, set-up, closing accounts, and transfers. Oversee and review...