Client Services Associate

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 DescriptionJob DescriptionWe are offering a short term contract employment opportunity in Boston, Massachusetts for a Client Service Associate. The role is in the industry and requires a high level of organization and attention to detail. As a Client Service Associate, you will be tasked with managing client communications, handling data entry, and...

Seeking the extraordinary TM ! We invite you to explore career opportunities at The Colony Group, where we seek the extraordinary in all that we do. With roots going back to 1986, The Colony Group is driven by one overarching vision: to be the leading financial advisory company in the world for clients and team members who seek meaning and joy in their...

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...

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 JobWe are seeking a Sales Associate to join our retail team at J.McLaughlin. This role is perfect for someone who is passionate about classic American Sportswear and wants to work in a fast-paced, dynamic environment. As a Sales Associate, you will be responsible for creating a unique shopping experience for our clients, driving sales, and building...

Our Client, a Global Investment Bank, is seeking a Client Service Associate in their Boston, MA location. Responsibilities:Client ServiceRespond proactively to client and internal inquiries, keeping clients informed of status updates and escalating issues when necessary.Research and identify internal issues impacting client service, escalating them as...

Our Client, a Global Investment Bank, is seeking a Client Service Associate in their Boston, MA location. Responsibilities: Client Service Respond proactively to client and internal inquiries, keeping clients informed of status updates and escalating issues when necessary. Research and identify internal issues impacting client service, escalating them as...

Our Client, a Global Investment Bank, is seeking a Client Service Associate in their Boston, MA location. Responsibilities:Client ServiceRespond proactively to client and internal inquiries, keeping clients informed of status updates and escalating issues when necessary.Research and identify internal issues impacting client service, escalating them as...

As a Popup Attendant at Fooda, you will be part of a dynamic team that delivers exceptional customer experiences through our popup programs. Your primary responsibility will be to ensure seamless execution of our programs, provide top-notch service to clients, and collaborate with restaurant partners to deliver high-quality food experiences.About Our TeamWe...

Job DescriptionJob DescriptionWe are looking to bring on board a Registered Client Services Associate in Boston, Massachusetts. This role involves significant customer interaction and administrative duties within the Wealth Management industry. The Registered Client Services Associate will work closely with clients, ensuring their wealth management needs are...

Summary:GW&K is seeking a Client Service Associate to join the Institutional Team, serving as a liaison between clients, consultants, and internal business partners, including operations, marketing, legal, compliance and performance. This is a hybrid position, 3 days in the office and 2 days remote.Responsibilities:Act as a point of contact for institutional...

Summary:A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully.GW&K is seeking a Client Service Associate to join the Institutional Team, serving as a liaison between clients, consultants, and internal business partners, including operations, marketing, legal, compliance and...

Firm Description: Founded in 2002, SCS Financial is a well-established and growing investment and wealth management firm serving ultra-high net worth families, family offices and institutional investors. We manage approximately $30 billion in assets across public, alternative, and private market opportunities globally. The firm's overall business strengths...

Summary: GW&K is seeking a Client Service Associate to join the Institutional Team, serving as a liaison between clients, consultants, and internal business partners, including operations, marketing, legal, compliance and performance. This is a hybrid position, 3 days in the office and 2 days remote. Responsibilities: Act as a point of contact for...

Description We are looking to bring on board a Registered Client Services Associate in Boston, Massachusetts. This role involves significant customer interaction and administrative duties within the Wealth Management industry. The Registered Client Services Associate will work closely with clients, ensuring their wealth management needs are met and their...

Our client is a highly sought-after Wealth Management firm in Boston and looking to add a Registered Client Service Associate to the team. Essential tasks include client account servicing, new account opening, assisting with financial professional transitions, and office administrative duties. Personal career growth initiative, as well as strong...

Our client is a highly sought-after Wealth Management firm in Boston and looking to add a Registered Client Service Associate to the team. Essential tasks include client account servicing, new account opening, assisting with financial professional transitions, and office administrative duties. Personal career growth initiative, as well as strong...