Client Service Associate

Job Title: Client Services AssociateAt AEG, we're seeking a highly motivated and customer-focused individual to join our Client Services team as a Client Services Associate. This role will play a key part in assisting club managers in providing unmatched hospitality to enhance member experiences and relationships.Responsibilities:Assist with the planning and...

Career Opportunities with Oppenheimer & Co. Inc.A leading middle-market investment bank and full service broker-dealer seeks a Client Service Associate to join our Private Client Division in Boston, MA.Job DescriptionAs a Client Service Associate, you will be responsible for servicing clients, marketing, scheduling, prioritizing meetings, managing database,...

Job Title: Client Service AssociateCompany Overview: Lead Advisor, LLC is a wealth management consulting and search firm that assists individuals and families manage and protect their wealth.Job Summary: We are seeking a Client Service Associate to work with our established team in the Charlestown office. The ideal candidate will provide exceptional client...

Job Title: Client Services AssociateWe are seeking a highly motivated and customer-focused Client Services Associate to join our team at Winston Flowers. As a critical member of our Design Studio sales team, you will be responsible for providing exceptional service to our clients on a variety of levels.Key Responsibilities:Utilize our Customer Relationship...

Unlock Your Potential with GuidepointAt Guidepoint, we're passionate about empowering our clients to make informed decisions. As a Client Service Associate, you'll play a vital role in our success by identifying the experts who can provide the answers to our clients' unique business questions. With a network of nearly 1.5 million experts and 1,300 employees...

Position SummaryFanning Personnel is seeking a highly skilled Client Service Associate to join their dynamic team at a Boston investment firm.This individual will work closely with the Client Advisory Team to understand client needs and improve service within each client relationship, as well as facilitate daily transactions for client portfolios.The ideal...

Job DescriptionThe Private Client Division of Oppenheimer & Co. Inc. is seeking a highly skilled Client Service Associate to provide exceptional support to our clients. The ideal candidate will possess a proactive mindset, excellent communication skills, and the ability to work in a fast-paced environment.Key Responsibilities:Provide administrative support,...

Job DescriptionOppenheimer & Co. Inc. is seeking a Registered Client Service Associate for their Bellevue branch office. The successful candidate will support Financial Advisors in sales, marketing, and day-to-day operations of a growing wealth management practice.Key ResponsibilitiesSupport Financial Advisors in sales, marketing, and day-to-day...

About the RoleWe are seeking a highly skilled Client Service Associate to join our Wealth Management team in Boston, MA. As a key member of our team, you will work closely with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY Mellon.Key ResponsibilitiesSupport clients in addressing moderately...

About the RoleWe are seeking a highly skilled Client Services Associate to join our team at Foundation Medicine. As a vital member of our Client Services department, you will play a critical role in responding to and resolving client inquiries and requests, while also serving as a liaison between departments within our organization and between our...

Client Advisor Services AssociateSCS Financial is seeking a highly organized and detail-focused Client Advisor Services Associate to join our Client Advisor Services team. As a key member of this team, you will play a critical role in supporting client relationships, maintaining accurate client information, and facilitating various firmwide support...

About GuidepointGuidepoint is a leading research enablement platform that advances understanding and empowers clients' decision-making processes. Our innovative technology, real-time data, and hard-to-source expertise help clients turn answers into action.Job SummaryWe are seeking a Client Service Associate to join our team. As a Client Service Associate,...

About GuidepointGuidepoint is a leading research enablement platform that empowers clients to make informed decisions. Our innovative technology and expertise help organizations navigate complex information and turn answers into action.Job SummaryWe are seeking a Client Service Healthcare Associate to join our team. As a key member of our Client Service...

Department Overview: The Boston Red Sox Client Services department oversees the managing of premium season ticket members at Fenway Park. The team builds relationships with clients through various interactions during games and special events, providing exclusive experiences. Position Overview: The Boston Red Sox Client Services department is seeking a...

Join a dynamic team at Fanning Personnel as a Senior Client Service Associate, Private Wealth. This role involves providing comprehensive support to a Principal who carries a $700M book comprised of HNW and UHNW clients by performing an array of duties including client onboarding, ongoing portfolio maintenance, client reporting, addressing client/portfolio...

About the RoleFactSet is seeking a Client Solutions Associate to join our team. As a Client Solutions Associate, you will be responsible for building deep client relationships, promoting product usage and adoption, and reducing client cancellations. You will work closely with clients to understand their business and investment processes and provide solutions...

Client Solutions AssociateFactSet is seeking a Client Solutions Associate to join our team. As a key member of our client-facing team, you will be responsible for building deep client relationships, promoting high user adoption, and ensuring smooth user onboarding.Key Responsibilities:Develop client-focused processes and solutions to improve client...

About Maestro for Private EquityMaestro for Private Equity is a cutting-edge platform designed to revolutionize the way private equity firms manage their portfolios. Our platform is built to help PE sponsors modernize their operations and maximize value creation within their portfolio companies.About the RoleWe are seeking a highly motivated and analytical...

About the RoleState Street Global Advisors, the asset management division of State Street Corporation, is seeking a highly skilled Client Support Senior Associate to join our team. This role will report to the Client Support Manager in the corporate headquarters at the Channel Center Building in Boston.Key ResponsibilitiesCollaborate with institutional...

Senior Client Associate, Private WealthWe are seeking a highly skilled Senior Client Associate to join our team at a leading RIA in Boston. This is a fantastic opportunity for an individual with 4+ years of experience in client service to take their career to the next level.Key Responsibilities:Provide comprehensive support to a select group of Senior...