Registered Client Service Associate
3 weeks ago
Oppenheimer Private Client Group is a full service financial services firm with an emphasis on providing premier financial advice and guidance to the local affluent marketplace.Job DescriptionPrimary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards.Responsibilities Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors Quickly develop knowledge of a variety of forms and account procedures in order to assist clients Learn to utilize research and technical support tools Produce quality analytical reports using various software programs Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions Act with integrity and respect in all situations Cultivate and grow existing client relationships Assist with marketing efforts and plan client events Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts Local office interaction with other support members, Financial Advisors and ManagementSkills/Requirements Series 7 and 63/65 (or 66) required (within first six months of hire) 3+ years' experience working as a sales assistant/CSA in a corporate/brokerage environment Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role Must be able to maintain the highest level of confidentiality Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner Able to meet designated deadlines and work effectively in a pressurized environment Demonstrate the ability to handle multiple tasks to completion with little or no supervision
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Registered Client Service Associate
4 days 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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Registered Client Service Associate
6 days ago
Boston, United States Oppenheimer & Co. Inc. Full timeJob DescriptionJob DescriptionWho 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,...
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Client Services Associate
1 week ago
Boston, United States Marchon Partners Full timeJob Title: Client Services Associate Location: Hybrid, 3 days in Boston (Tues – Thurs)Duration: 6+ months JOB PURPOSE: The Distribution Client Services Associate provides support to the wider Global Client Service team on a range of responsibilities and will assist the team with the production of appropriate and accurate marketing materials for client and...
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Client Services Associate
2 weeks ago
Boston, United States Marchon Partners Full timeJob Title: Client Services Associate Location: Hybrid, 3 days in Boston (Tues – Thurs)Duration: 6+ months JOB PURPOSE: The Distribution Client Services Associate provides support to the wider Global Client Service team on a range of responsibilities and will assist the team with the production of appropriate and accurate marketing materials for client and...
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Client Service Associate
3 weeks 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 Services Associate
17 hours 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
10 hours 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
4 hours 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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Boston, United States SS&C Technologies Holdings, Inc. Full timeDirector Client Services; Registered Fund Services. Locations: Boston, MA | Hybrid. Get To Know The Team:Directors on the Registered Fund Services team participate in a broad set of business activities supporting the Registered Fund Services client r Client Service, Director, Registered, Fund, Service, Client Relations, Retail
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Client Service Associate
2 weeks ago
Boston, United States Canadian Imperial Bank of Commerce Full timeWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...
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Client Service Associate
2 weeks ago
Boston, United States CIBC Full timeWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...
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Client Service Associate
1 week ago
Boston, United States Partners Capital Full timeThe Client Service Associate located in Boston will support and work closely with senior members of the Client Service Team in coordinating the portfolio operations for a range of clients. Primary responsibilities will center on the implementation of client investment strategies (execution), assisting with portfolio reporting/invoicing, and providing...
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Client Service Associate
17 hours ago
Boston, United States Partners Capital Full timeThe Client Service Associate located in Boston will support and work closely with senior members of the Client Service Team in coordinating the portfolio operations for a range of clients. Primary responsibilities will center on the implementation of client investment strategies (execution), assisting with portfolio reporting/invoicing, and providing...
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Client Service Associate
2 weeks ago
Boston, United States Partners Capital Full timeThe Client Service Associate located in Boston will support and work closely with senior members of the Client Service Team in coordinating the portfolio operations for a range of clients. Primary responsibilities will center on the implementation of client investment strategies (execution), assisting with portfolio reporting/invoicing, and providing...
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Associate, Client Service
1 week ago
Boston, United States Fanning Personnel Full timeAssociate, Client Service & Marketing opening located at a wealth management firm in Boston Im a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual who may be...
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Associate, Client Service
6 days ago
Boston, United States Fanning Personnel Full timeAssociate, Client Service & Marketing opening located at a wealth management firm in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual who may...
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Associate, Client Service
2 weeks ago
Boston, United States Fanning Personnel Full timeAssociate, Client Service & Marketing opening located at a wealth management firm in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual who may...
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Boston, United States SS&C Technologies Full timeSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...
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Registered Client Service Associate
7 days ago
Boston, United States Oppenheimer & Co. Inc. Full time**Who 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...
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Associate I
7 days ago
Boston, United States JPMorgan Chase & Co. Full timeInterface with Compliance, Audit and risk staff at our clients to review and analyze all compliance related topics Review all testing results before they are released to clients Be responsibility for all client work conducted by offshore team Work wi Client Service, Compliance, Associate, Asset Manager, Client, Retail, Banking
