Client Service Associate
2 weeks ago
A distinguished cross-over investment firm in Boston, MA is searching for a dynamic Client Service Associate to provide stellar operational support across the firm s multiple investment products They are looking for proactive candidates with experience in an administrative or client service-oriented role who are sharp and able to multi-task well in a fast-paced environment This is a great position for candidates who are personable and enjoy working in a client-facing role where you can build strong relationships with clients, focusing on their satisfaction, retention, and overall growth of the company. This is not a sales role, it s primarily to support client-related tasks to ensure smooth day-to-day operations. The firm has a fantastic start-up culture where everyone is friendly, eats lunch together (lunch is provided daily by the firm), and spends time together outside of work. You will have the opportunity to learn a lot from this role, build great relationships, receive a great benefits package and so muchClient Service Associate Requirements:1-3 years of experience in an administrative or client service roleBachelor s Degree or Associate Degree requiredProficiency in Microsoft Office (Word, Excel), Outlook, Zoom, and TeamsFamiliarity with CRM systems, DocuSign, and Adobe is essentialDynamo experience is preferredFinancial services background and startup environment experience is a plusExcellent multitasking and organizational skills to handle a high volume of workSelf-starter who is friendly and client-facing with excellent follow-up skillsDetail-oriented with strong problem-solving skills and the ability to anticipate client needs proactivelyClient Service Associate Responsibilities:Support day-to-day operations including managing investments, handling 270 clients and over 1000 contacts, and planning client eventsEnsure accurate updating of CRM, run internal reports, and respond to investor requestsAssist with onboarding new clients and updating existing accountsCoordinate with internal and external teams to maintain organized client recordsAssist in producing investor report summaries and coordinating monthly/quarterly materials for internal managementBenefits:100% Medical, Dental and Vision coverage for employeesUnlimited PTOHSA contributionsTax advisory servicesOpportunities for growthStart-up culture with flexibility in day-to-day activities, encouraging creativity in work flowsDaily lunches providedFully onsite with flexibility for occasional remote work as neededIf you are sharp, friendly and passionate about providing top-notch service to clients, apply now#LI-POST #LI-ONSITE #LI-BM1
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Client Service Associate
2 weeks ago
Boston, United States Boutique Recruiting Full timeA distinguished cross-over investment firm in Boston, MA is searching for a dynamic Client Service Associate to provide stellar operational support across the firm s multiple investment products! They are looking for proactive candidates with experience in an administrative or client service-oriented role who are sharp and able to multi-task well in a...
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Client Service Associate
1 month 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
2 days ago
Boston, United States Graham Full timePosition: 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...
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Client Service Associate
7 days ago
Boston, United States BOSTON TRUST WALDEN COMPANY Full timeBoston Trust Walden Company OverviewBoston Trust Walden Company is an independent, employee-owned firm that provides investment management services to institutional investors and private wealth clients. The firm manages approximately $16 billion in client assets.Boston Trust Walden distinguishes itself in several keyways, including:stable, diversified...
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Client Service Associate
6 hours ago
Boston, United States BOSTON TRUST WALDEN COMPANY Full timeBoston Trust Walden Company Overview Boston Trust Walden Company is an independent, employee-owned firm that provides investment management services to institutional investors and private wealth clients. The firm manages approximately $16 billion in client assets. Boston Trust Walden distinguishes itself in several keyways, including: stable, diversified...
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Client Services Associate
2 weeks 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
2 days 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
2 weeks 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
2 weeks 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 Service Associate
5 days ago
Boston, United States MFS Investment Management Full timeAt MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the...
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Client Service Associate
5 days ago
Boston, United States BOSTON TRUST WALDEN COMPANY Full timeJob DescriptionJob DescriptionBoston Trust Walden Company Overview Boston Trust Walden Company is an independent, employee-owned firm that provides investment management services to institutional investors and private wealth clients. The firm manages approximately $16 billion in client assets.Boston Trust Walden distinguishes itself in several keyways,...
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Client Service Associate
3 days ago
Boston, Massachusetts, United States MFS Investment Management Full timeAt MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions...
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Client Service Associate
7 hours ago
Boston, Massachusetts, United States MFS Investment Management Full timeAt MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions...
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Client Service Associate
4 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
4 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
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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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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Client Service Associate
4 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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Client Service Associate
4 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
6 days ago
Boston, United States Fanning Personnel Full timeAssociate, Client Service & Marketing opening located at a wealth management firm in Boston I’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...
