Financial Services Associate

Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a Client Service Associate, you will play a critical role in supporting our Financial Advisors and clients by providing exceptional customer service, administrative support, and operational expertise.Key ResponsibilitiesProvide...

Financial Advisor Opportunity at Hanscom Federal Credit UnionLPL Financial partners with credit unions to offer a comprehensive range of financial services to credit union clients. This employment opportunity at Hanscom Federal Credit Union in Boston, MA, would allow you to join the Investment Program as a Financial Advisor associated with LPL...

Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will provide exceptional customer service to our clients, assist with the opening and maintenance of client accounts, and perform various administrative tasks.Key ResponsibilitiesAssist Financial Advisors with client...

Unlock Your Potential as a Financial AdvisorAt Baystate Financial, we're committed to helping you succeed in your career as a financial advisor. Our comprehensive training program will equip you with the skills and knowledge you need to excel in this field.Key Responsibilities:Client Acquisition and MarketingDiscovery and Needs AssessmentFinancial Plan...

Unlock Your Potential as a Financial AdvisorAt LPL Financial Holdings, Inc., we're committed to helping you succeed in your career as a Financial Advisor. Our partnership with Webster Bank in Boston, MA offers a unique opportunity to join the Investment Program and build a successful business.Key Benefits:Service an existing book of business upon hireBuild a...

About Baystate FinancialBaystate Financial is a customer-centric, full-service financial firm that has been providing comprehensive financial services for over a century. Our team of over 300 professionals and 200 support staff work together to build financial plans for a wide variety of individuals and businesses.Job SummaryWe are seeking a highly motivated...

Job DescriptionThe Department of Biomedical Informatics at Harvard University is seeking a highly skilled Financial Associate to provide administrative and financial support to the department. This is a part-time position, 17.5 hours (.5 FTE) per week, and is based in Massachusetts.ResponsibilitiesCoordinate all aspects of accounts payable and receivable for...

Job DescriptionThe Department of Biomedical Informatics at Harvard University is seeking a highly skilled Financial Associate to provide administrative and financial support to the department. This is a part-time position, 17.5 hours (.5 FTE) per week, and is based in Massachusetts.ResponsibilitiesCoordinate all aspects of accounts payable and receivable for...

Job Title: Associate, Financial SolutionsJob Summary:Fidelity Investments is seeking a highly motivated and detail-oriented Associate to join our Financial Solutions team. As a key member of this team, you will play a vital role in developing the methodology that provides answers to key financial planning questions for our retail and workplace customers.Key...

About The Moody Street GroupThe Moody Street Group, LLC is a general agency of OneAmerica Financial, serving a diverse clientele including individuals, business owners, professionals, and families. Our team assists clients in achieving financial objectives by providing a range of products and services that help create, accumulate, and conserve wealth.Our...

Prestigious Investment Banking Company Seeks Client Services AssociateWe are seeking a highly skilled Client Services Associate to join our team at Masis Professional Group. The ideal candidate will have a Series 7 license and 3+ years of experience in client service within the financial services industry.Key Responsibilities:Maintain accurate and up-to-date...

Prestigious Investment Banking Company Seeks Client Services AssociateWe are a leading investment banking firm in Boston seeking a highly skilled Client Services Associate to join our growing team. The ideal candidate will possess a Series 7 license and have a strong background in client service within the financial services industry.Key...

Unlock Your Potential as a Financial AdvisorAt Baystate Financial, we're committed to helping you succeed in your career as a financial advisor. Our comprehensive training program will equip you with the skills and knowledge you need to excel in this field.Key Responsibilities:Client Acquisition and MarketingDiscovery and Needs AssessmentCase Development and...

Job SummaryThe Harvard T.H. Chan School of Public Health is seeking a highly skilled and detail-oriented Grants and Finance Associate to join our team. This is a part-time, benefits-eligible position with a schedule of 28 hours per week.Key ResponsibilitiesManage a small portfolio of sponsored and non-sponsored funds, providing advice to faculty and staff on...

About the RoleBoston University Student Financial Services is seeking an Associate Director of Outreach to join our team. This role will work closely with the Associate Director of Operations and the Director of Student Financial Services to administer a holistic financial aid program that supports the recruitment and retention efforts of the Medical...

Job SummaryWe are seeking a highly skilled Financial Reporting Specialist to join our team at Insource Services. As a key member of our service delivery team, you will be responsible for overseeing and performing various financial reporting and oversight activities related to the financial wellbeing of our clients.Key ResponsibilitiesManage monthly,...

Job Title: Client Service AssociateWe are seeking a highly skilled and detail-oriented Client Service Associate to join our Private Client Division in Boston, MA.Key Responsibilities:Provide administrative support, including document creation, maintenance, and editing, as well as calendar management and coordination of meetings.Manage databases and perform...

Job Title: Financial Reporting SpecialistWe are seeking a highly skilled Financial Reporting Specialist to join our team at Insource Services. As a key member of our financial operations team, you will be responsible for overseeing and performing a variety of financial reporting and oversight activities related to the financial wellbeing of our clients.Key...

Job SummaryWe are seeking a highly organized and detail-oriented Client Services Associate to join our team. As a Client Services Associate, you will provide administrative support to our Financial Advisors, assist with client account maintenance, and perform various clerical functions.Key ResponsibilitiesAssist Financial Advisors with client account opening...

Join Our Team as a Financial AdvisorSouth Shore Retirement Services, a reputable Boston-based independent financial advisory firm, is seeking a dynamic Financial Advisor to collaborate with their advisory team. If you thrive in client-facing roles, enjoy building long-term relationships, and provide exceptional customer service, we'd like to discuss this...