Client Service Associate
7 months ago
About the job Client Service Associate
Client Service Associate
Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group. This is a great role for anybody looking to launch their career in Wealth Management - this position provides the opportunity to learn and grow alongside some of the best in the business.
If you have, or are looking to obtain your Series 7 / 66 licenses and kickstart your career in Wealth Management, please apply here
Responsibilities:
- Work directly with the clients on Financial Planning as well as cash flow planning for retirement
- Assist clients with their accounts, including maintenance and creation of new accounts
- Manage and validate accounts transfers
- Assist with any distributions / checks / wire transfers
- Assist with file coordination for quarterly administrative and investment reviews
- Ad hoc projects when required
- Series 7 / 63 / 66, SIE highly preferred
- 1-3 years of experience in Wealth Management as either a CSA or comparable role
- Experience with Word / Excel / PowerPoint
- Ability to work in an entrepreneurial atmosphere
- Ability to communicate effectively and to establish relationships
-
Client Service Associate
2 weeks ago
Newton, United States The Colony Group Full timeSeeking the extraordinaryTM! 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....
-
Client Service Coordinator
16 hours ago
Newton, Massachusetts, United States The Colony Group Full timeAre you looking for a challenging and rewarding career opportunity in financial services? The Colony Group is seeking a highly motivated and organized individual to fill the role of Client Service Associate. As a member of our team, you will have the opportunity to work with a dynamic and collaborative group of professionals who are dedicated to providing...
-
Reception and Client Services Associate
22 hours ago
Newton Center, Massachusetts, United States 55 J L Inc Full timeAbout the RoleWe are seeking a talented Reception and Client Services Associate to join our dynamic team at 55 J L Inc.In this role, you will be responsible for providing top-notch customer service to our clients, ensuring they have an exceptional experience from the moment they arrive.Your duties will include scheduling appointments, responding to client...
-
Client Service Coordinator
7 months ago
Newton, United States Banfield Full timeClient Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and...
-
Client Service Analyst
1 week ago
Newton, United States Kbw Financial Full timeClient Service Analyst Location:Boston, MA Compensation: $24 per hour (Temp to Perm) Work Authorization: This role requires passing a drug test, including testing for marijuana. Job Overview: KBW has partnered with a highly regarded financial services firm seeking a Client Service Analyst. In this role, you will oversee and service assigned client...
-
Client Service Specialist
2 weeks ago
Newton, Massachusetts, United States SDL Search Partners Full timeAbout the Job: Client Service SpecialistWe are seeking a skilled Client Service Specialist to join our team at SDL Search Partners. As a key member of our Wealth Advisory group, you will work closely with clients to provide exceptional service and support.Key Responsibilities:Provide financial planning and cash flow management services to clients.Maintain...
-
Client Service Specialist
2 days ago
Newton Center, Massachusetts, United States RWA Wealth Partners LLC Full timeRWA Wealth Partners LLC is a boutique wealth management firm dedicated to providing customized solutions for its clients.Job DescriptionWe are seeking a passionate and detail-oriented Client Service Associate to join our team. This role involves assisting with managing all aspects of client relationships, including onboarding new client assets, account...
-
Client Relationship Specialist
4 weeks ago
Newton, Massachusetts, United States Cerulean Consulting Inc. Full timeJob DescriptionWe are seeking a full-time Client Services Associate to join our Cerulean Consulting Inc. team.This is an entry-level opening that offers the opportunity for career growth and development.Servicing clients with exceptional customer service skills is at the heart of our success, and we are looking for someone who can provide personalized...
-
Client Services Representative
2 weeks ago
Newton, United States TEKsystems Full timeJob DescriptionJob DescriptionDescriptionCustomer Service Specialists are responsible for learning and understanding the entire front-end process to ensure successful service for our patients. The Customer Service Specialists works in a fast-paced environment answering inbound calls and making outbound calls. Maybe responsible for obtaining, analyze, and...
-
Client Relationship Specialist
2 weeks ago
Newton, Kansas, United States Dustin Sylvester - State Farm Agent Full timeDuties and Responsibilities:The Account Associate will be responsible for engaging with clients, developing leads, and marketing products and services. Key duties include:Establishing and maintaining strong client relationshipsUsing a customer-focused approach to educate clients about insurance optionsDeveloping leads and scheduling appointmentsMarketing...
-
Client Relationship Manager
2 weeks ago
Newton, Massachusetts, United States The Colony Group Full timeThe Colony Group is a premier financial advisory company that offers a unique opportunity for individuals to make a meaningful impact in their careers. As a Client Service Associate, you will play a vital role in supporting our financial counseling team and contributing to the success of our high-net-worth and ultra-high-net-worth private and institutional...
-
Senior Investment Sales Associate
4 weeks ago
Newton, Massachusetts, United States NORTHEAST PRIVATE CLIENT GROUP LLC Full timeOverviewNortheast Private Client Group LLC is a leading real estate investment firm in New England, named one of the fastest-growing private companies by Inc Magazine.SalaryThe estimated salary for this role is $60,000 - $80,000 per year, depending on experience and performance.Job DescriptionWe are seeking an experienced Commercial Real Estate Investment...
-
Event Planning and Customer Service Associate
4 weeks ago
Newton, New Jersey, United States Michael's Inc Full timeWe are seeking a highly skilled and energetic Event Planning and Customer Service Associate to join our team at Michaels Inc. in Newton, NJ.Job Summary:The Event Planning and Customer Service Associate will be responsible for planning, coordinating, and facilitating events within our store, providing a stress-free, fun, and engaging experience for guests....
-
Dining Service Associate
4 weeks ago
Newton, Kansas, United States Consolidated Management Company Full timeWe are seeking a Dining Service Associate to join our team at the Consolidated Management Company. This is a flexible part-time position offering a range of hours, including weekends and holidays.The successful candidate will have a starting salary of $15.00 per hour, with opportunities for advancement and professional growth. In addition to competitive pay,...
-
Financial Operations Associate
15 hours ago
Newton, Massachusetts, United States The Colony Group Full timeThe Colony Group seeks a highly skilled and detail-oriented individual to join its financial operations team. As a Client Service Associate, you will play a critical role in supporting the company's wealth management team by providing exceptional client service, technical support, and administrative assistance.Key ResponsibilitiesAssist clients and the...
-
Client Marketing Associate-Hybrid
3 weeks ago
Newton, MA, United States Bright Horizons Children's Centers Full timeThe Client Marketing Associate role leverages expertise in marketing service and communications by taking in all marketing requests from client relationship partners, keeping the requests organized, staying on top of the details for each client, and bringing these projects to completion. This role requires being organized and able to deliver on critical...
-
Hospitality Service Associate
13 hours ago
Newton, New Jersey, United States Sussex County Community College Full timeWe are seeking a highly motivated Hospitality Service Associate to join our team at Sussex County Community College. This individual will play a key role in supporting the growth of our culinary program and providing exceptional customer service.About the Role:This position will involve supporting the front-of-house operations, including serving guests,...
-
Wealth Management Associate
2 weeks ago
Newton, Massachusetts, United States SDL Search Partners Full timeAbout the RoleWe are seeking a highly motivated Client Service Associate to join our Wealth Advisory group in Greater Boston. As a Client Service Associate, you will work closely with clients to provide exceptional service and support their financial planning needs.Responsibilities:Work directly with clients on financial planning and cash flow planning for...
-
Rural Mail Carrier Associate
2 weeks ago
Newton, New Jersey, United States US Postal Service Full timeAt the US Postal Service, we are seeking a dedicated and reliable individual to join our team as a Rural Carrier Associate. Estimated Salary: $60,000 - $80,000 per year. As a key member of our delivery team, you will be responsible for delivering mail to customers along a prescribed rural route using a vehicle. Your duties will include:Loading mail in your...
-
Customer Service Associate
20 hours ago
Newton, Kansas, United States Kroger Full timeKey ResponsibilitiesAs a Customer Service Associate at Kroger, you will play a critical role in delivering an exceptional shopping experience for our customers. Your responsibilities will include:Assisting customers with their shopping needs, answering questions, and providing recommendations.Maintaining a clean and organized store environment, adhering to...