Junior Client Service Associate

5 months ago


Boston, United States Fanning Personnel Full time

Setting up new relationships through opening/closing/transferring of accounts, assembling materials for prospect meetings, account conversions, and other general account maintenance, as well as communicating directly with clients/prospects, equity trading, serving as a liaison between traders, brokers, and the operations team as needed. Qualifications: Bachelor's Degree Minimum of 1 year of industry experience Experience in a Registered Investment Advisor firm or Financial Services firm Strong knowledge of Excel Willingness/ability to become proficient with proprietary accounting & trading systems Exceptional attention to detail, strong organizational, written, and communications skills. Collaborative demeanor, team player a must Self-motivated, ability to juggle multiple projects as well as focus on primary tasks Willingness to enroll in the Claritas Program and other applicable educational courses

#J-18808-Ljbffr



  • Boston, United States Atlantic Group Full time

    The Atlantic Group has partnered with a global investment firm in Boston looking to hire a talented Senior Client Service Associate to join their investment team! Job Summary: The Senior Client Service Associate will be responsible for coordinating operations for a range of clients, serving as a primary point of contact for the Investment Teams, and...


  • boston, United States Atlantic Group Full time

    The Atlantic Group has partnered with a global investment firm in Boston looking to hire a talented Senior Client Service Associate to join their investment team!Job Summary:The Senior Client Service Associate will be responsible for coordinating operations for a range of clients, serving as a primary point of contact for the Investment Teams, and...


  • boston, United States Atlantic Group Full time

    The Atlantic Group has partnered with a global investment firm in Boston looking to hire a talented Senior Client Service Associate to join their investment team!Job Summary:The Senior Client Service Associate will be responsible for coordinating operations for a range of clients, serving as a primary point of contact for the Investment Teams, and...


  • Boston, United States Atlantic Group Full time

    The Atlantic Group has partnered with a global investment firm in Boston looking to hire a talented Senior Client Service Associate to join their investment team!Job Summary:The Senior Client Service Associate will be responsible for coordinating operations for a range of clients, serving as a primary point of contact for the Investment Teams, and...


  • Boston, United States Back Bay Staffing Group Full time

    Our clients in downtown Boston are seeking junior attorneys with up to one year experience in litigation. Probate or construction law is a plus. If you or someone you know may be interested in these positions, please email a resume in Word to associate@backbaystaffinggroup.com.


  • Boston, MA, United States Atlantic Group Full time

    The Atlantic Group has partnered with a global investment firm in Boston looking to hire a talented Senior Client Service Associate to join their investment team!Job Summary:The Senior Client Service Associate will be responsible for coordinating operations for a range of clients, serving as a primary point of contact for the Investment Teams, and...


  • boston, United States Gamoran Legal Consulting Full time

    Job Title: Corporate M&A Associate (Junior Level)Location: Boston, MAAbout Our Client:Our client, a leading global law firm, is seeking a Junior Corporate Associate with 2-4 years of M&A and private equity experience to join their Corporate Practice in Boston. This is an excellent opportunity to work on complex transactions in a collaborative environment...


  • boston, United States Gamoran Legal Consulting Full time

    Job Title: Corporate M&A Associate (Junior Level)Location: Boston, MAAbout Our Client:Our client, a leading global law firm, is seeking a Junior Corporate Associate with 2-4 years of M&A and private equity experience to join their Corporate Practice in Boston. This is an excellent opportunity to work on complex transactions in a collaborative environment...


  • Boston, United States Gamoran Legal Consulting Full time

    Job Title: Corporate M&A Associate (Junior Level)Location: Boston, MAAbout Our Client:Our client, a leading global law firm, is seeking a Junior Corporate Associate with 2-4 years of M&A and private equity experience to join their Corporate Practice in Boston. This is an excellent opportunity to work on complex transactions in a collaborative environment...


  • Boston, United States Gamoran Legal Consulting Full time

    Job Title: Corporate M&A Associate (Junior Level)Location: Boston, MAAbout Our Client:Our client, a leading global law firm, is seeking a Junior Corporate Associate with 2-4 years of M&A and private equity experience to join their Corporate Practice in Boston. This is an excellent opportunity to work on complex transactions in a collaborative environment...


  • Boston, United States Fanning Personnel Full time

    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...


  • Boston, United States Graham Full time

    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...


  • Boston, United States Fanning Personnel Full time

    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...


  • Boston, United States Fanning Personnel Full time

    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...


  • boston, United States Fanning Personnel Full time

    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...


  • Boston, United States Fanning Personnel Full time

    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...


  • Boston, United States Fanning Personnel Full time

    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...

  • Junior Counsel

    1 month ago


    Boston, United States Third Sector New England Full time

    Overview Third Sector New England, Inc. (TSNE) (tsne.org) is working to build a more just, equitable society. We do this by providing capacity building services, consulting and training services, and operational support for hundreds of nonprofits, foundations, community-based groups, and others working for social change. We are partners and colleagues...


  • Boston, United States Atlantic Group Full time

    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...


  • Boston, United States Atlantic Group Full time

    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...