Client Service Associate
4 days ago
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 lives. In our highly collaborative culture, a focus on purpose, connection, lifelong learning, diversity and inclusion, sustainability, and leadership development is core to our collective success. We strive to attract, develop, and engage the best talent in the industry to provide top investment, wealth and business management, tax, and other financial advisory services to high-net-worth and ultra-high-net-worth private and institutional clients. Across our hybrid working environment, we put our people first and focus on developing exciting career paths, prioritizing the physical and mental wellness of our people and offering a culture where the needs of our employees and clients come first. We are united by our commitment to teamwork, collaboration, doing meaningful work, and having fun together, as well as fostering an environment where each person can thrive as part of a broader community. Join The Colony Group in making your everyday extraordinary The Colony Group seeks a motivated and qualified individual for the position of Client Service Associate. The individual selected for this opportunity will be distinguished in academic achievement, dedicated to client service, and have the highest ethical and professional standards of excellence. The Client Service Associate provides a high level and broad range of technical and client management support to a financial counseling team and assists in managing all aspects of a client relationship. Primary responsibilities for this position include: Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, client-specific requests at various custodians (e.g., check requests, distributions); and communicating with the company’s custodians and initiating proactive follow-through on such action points; Assisting the compliance and the wealth management teams with internal compliance and external requirements necessary for new accounts and assets; Preparing and updating financial schedules and analyses, client presentations, and client meeting agendas; Drafting and processing correspondence to clients and communicating with clients by telephone and email; Assisting with the income tax return preparation process, e.g., scanning data, sending copies of returns to clients, etc. (location specific); Interacting with spreadsheet-driven reports for the wealth management team and the company’s clients; Maintaining electronic and physical records and files in an orderly fashion and updating client information into the company’s databases; Preparing, generating, and delivering quarterly reports and assisting with billing; Responsible for the daily cash and position reconciliations of clients’ accounts, and the investigation and resolution of any resulting exception items; Retirement Plan Consulting Quarterly Reports; Assisting people in the office with DocuSign letters. Qualifications: A Bachelor's degree with a minimum of 3+ years administrative experience in financial or professional services, or an Associate's degree with 8+ years of relevant work experience; Familiarity with brokerage or registered investment advisory firm operations; Strong mathematical aptitude; superb written and verbal communication skills; Moderate understanding of investment products and investment operations is desired; Solid analytical skills and attention to detail and organization; Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology; Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills; Ability to work in a fast-paced environment and to juggle multiple and competing tasks and demands; Experience with Tamarac. This is a Non-exempt position. Salary: $75-80k TCG made Investment News' highly selective list of the top 75 places to work for financial advisors: Best Places to Work #J-18808-Ljbffr
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Client Service Associate
3 months 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
4 days ago
Boston, United States Robert Half Full timeJob 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...
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Client Services Associate
2 months ago
Boston, United States Fanning Personnel Full timeJob 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...
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Client Services Associate
2 months ago
Boston, United States Fanning Personnel Full timeJob 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...
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Client Services Associate
2 months ago
boston, United States Fanning Personnel Full timeJob 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...
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Client Services Associate
2 months ago
Boston, United States Fanning Personnel Full timeJob 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...
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Client Services Associate
7 days ago
Boston, Massachusetts, United States J McLaughlin Full timeAbout 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...
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Client Services Associate
2 months ago
Boston, United States Phyton Talent Advisors Full timeOur 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...
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Client Services Associate
2 months ago
boston, United States Phyton Talent Advisors Full timeOur 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...
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Client Services Associate
1 month ago
Boston, United States Phyton Talent Advisors Full timeOur 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...
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Client Services Associate
2 months ago
boston, United States Phyton Talent Advisors Full timeOur 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...
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Client Services Associate
2 weeks ago
Boston, Massachusetts, United States Fooda Full timeAs 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...
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Registered Client Services Associate
2 weeks ago
Boston, United States Robert Half Full timeJob 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...
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Associate, Client
3 months ago
Boston, United States SCS Financial Full timeFirm 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...
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Registered Client Service Associate
2 weeks ago
Boston, United States Robert Half Full timeOur 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...
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Registered Client Service Associate
3 days ago
Boston, United States Robert Half Full timeOur 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...
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Client Service Associate
1 month ago
Boston, United States Oppenheimer & Co Full timeWho We Are: Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...
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Client Service Associate
3 weeks ago
Boston, United States Oppenheimer & Co Full timeWho We Are:Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...
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Client Service Associate
3 months ago
Boston, United States Oppenheimer & Co. Full timeCareer Opportunities with Oppenheimer & Co. Inc. A great place to work. Current job opportunities are posted here as they become available. Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the...
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Client Service Associate
3 months ago
Boston, United States Oppenheimer & Co. Full timeWho We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...
