Client Financial Associate

About Rockefeller Capital Management: Rockefeller Capital Management is a leading independent financial advisory services firm with a rich history dating back to 1882. Originally founded as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to high-net-worth individuals and families, institutions, and corporations from...

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.About the JobWe are seeking a highly motivated and detail-oriented...

About SCS FinancialHeadquartered in Boston, SCS Financial is a renowned investment and wealth management firm dedicated to delivering exceptional services to its esteemed clients. Our team of experts provides comprehensive support for client relationships, organization, and maintenance of client information, cashiering, and money movements, as well as...

At SCS Financial, we are seeking an experienced Client Portfolio Coordinator to join our Client Advisor Services team. This is a fantastic opportunity for individuals who want to contribute to the core business management functions of our firm.About the RoleThe successful candidate will be responsible for supporting client relationships, organizing and...

Overview: MFS Investment Management is a leading financial institution seeking a skilled Client Service Representative to join our team. This role offers a unique opportunity to work with clients, process transactions, and provide exceptional customer service.About the Role: As a Client Service Representative, you will be responsible for responding to client...

We are seeking a highly skilled Financial Services Associate to join our team at Oppenheimer & Co. As a Financial Services Associate, you will provide administrative support to our Financial Advisors, assist with sales, marketing, and day-to-day operations, and develop knowledge of account procedures. The ideal candidate has 5+ years of experience in a sales...

Job Description: As a Financial Analyst - Client Delivery with Fanning Personnel, you will be responsible for producing and delivering high-quality client reports. This role requires strong analytical skills, excellent communication skills, and a passion for delivering exceptional client service.About the Position: This is an exciting opportunity for someone...

About SCS FinancialWe are a leading investment and wealth management firm, dedicated to serving ultra-high net worth families, family offices, and institutional investors.Our team manages approximately $30 billion in assets across public, alternative, and private market opportunities globally. We prioritize strong relationships with clients, excellent...

About PNCPNC Financial Services Group is a leading provider of financial services, dedicated to delivering exceptional customer experiences. As a Relationship Manager II in our Healthcare Business Banking organization, you will be based in Boston, MA.Your RoleYou will be responsible for managing relationships with healthcare businesses to identify...

Job Summary: Fanning Personnel seeks a Client Service Associate - Reports to support the production and delivery of high-quality client reports. The ideal candidate will have a strong background in investment management and excellent analytical skills.About the Team: Our team is dedicated to providing exceptional client service and ensuring that our clients...

Creative Financial Staffing is collaborating with a rapidly expanding Real Estate Investment Trust to find a seasoned Senior Financial Reporting Leader.Key highlights of the role include:The Company: A publicly traded Real Estate Investment Trust focused on acquiring and operating single and multi-tenant industrial properties.The Growth: Our client has...

Creative Financial Staffing partners with a leading Construction company to identify an experienced Accounts Payable Associate. This is a unique opportunity for a skilled professional to join the team and contribute to the company’s financial success.Key Responsibilities:Ensure prompt approvals from Associates to meet month-end closing targets by...

About the CompanyCreative Financial Staffing is a well-established firm in the real estate industry, offering a range of services from construction to property marketing. With almost three decades of experience, they have established themselves as a leading player in the Boston area.Job DescriptionThe Property Accountant will play a crucial role in...

Job OverviewMFS Investment Management is seeking a highly skilled Client Service Representative to join our team. As a key member of our Service Center, you will be responsible for providing exceptional customer service and support to our clients.Job DescriptionContacting Clients: Respond to incoming phone calls from existing and potential MFS clients about...

Job Title: Financial Operations AssociateJoin our team as a Financial Operations Associate and contribute to the smooth operation of our financial functions. In this role, you will process bi-weekly payrolls, monitor time recording, and maintain payroll records.About the Role:This position requires strong organizational and analytical skills to ensure...

Job Title:Investment Research AssociateAbout the Role:We are seeking a skilled Financial Research Associate to support and actively participate in managing various aspects of asset allocation, risk modeling, and external manager selection frameworks. This role will assume coverage of different economic sectors or industries, develop insights into portfolio...

We are seeking a Business Solutions Associate to join our team at FactSet. This role involves building deep client relationships by developing client-focused processes and solutions, promoting high user adoption by implementing product-based workflows, and ensuring smooth user onboarding by providing necessary training.About the RoleIn this position, you...

Job DescriptionThe Client Advisor Services team at SCS Financial is responsible for supporting the firm's core business management activities. We are seeking an experienced Associate to join our team and contribute to the success of the company.Responsibilities and RequirementsSupport client relationships by maintaining accurate client information and...

**Key Responsibilities:**Daily Cashiering: process and reconcile money movements on behalf of clients with strict adherence to internal policies and procedures.Interface directly with external custodian banks in the account opening and asset transfer process.Maintain existing client information; ensure all necessary data and documentation is accurately...

Company OverviewOppenheimer & Co. Inc. 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, equity & fixed income research,...