Client Service Associate
2 months ago
Responsibilities:
• Serve as the first point of contact, handling all incoming calls and greeting staff
• Assist with various administrative projects as needed
• Maintain an organized and efficient workplace
• Utilize skills in operating switchboards with 1-10 lines
• Uphold the organization's commitment to excellent client service.• Proficient in handling switchboards and managing phone lines ranging from 1 to 10.
• Excellent communication and interpersonal skills to interact with clients effectively.
• Ability to manage client queries and complaints efficiently.
• Skilled in maintaining client records and updating databases.
• Experience in providing excellent customer service and maintaining client satisfaction.
• Ability to work in a team environment and coordinate with different departments.
• Strong problem-solving skills to address client issues promptly.
• Proficiency in using computer systems and software relevant to client servicing.
• Ability to multitask and prioritize tasks according to urgency and importance.
• Strong organizational and time management skills to manage tasks efficiently.
• Willingness to learn and adapt to new technologies and tools related to client servicing.
• Flexible to work in different shifts, including weekends and holidays as required.
• Proficient in English language for effective communication.
• High level of professionalism and integrity in dealing with clients.
• Strong attention to detail and accuracy in all tasks.
• Ability to handle confidential information with discretion.
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Client Service Associate
3 months 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
7 months 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 Services Associate
2 months ago
Boston, United States Fanning Personnel Full timeJob Title: Client Service Associate Location: Boston, MA Job Type: Hybrid Company Overview: Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences...
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Client Services Associate
2 months ago
Boston, United States Fanning Personnel Full timeJob Title: Client Service AssociateLocation: Boston, MAJob Type: HybridCompany Overview:Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences through...
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Client Services Associate
2 months ago
boston, United States Fanning Personnel Full timeJob Title: Client Service AssociateLocation: Boston, MAJob Type: HybridCompany Overview:Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences through...
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Client Services Associate
3 days ago
Boston, Massachusetts, United States J McLaughlin Full timeAbout the JobWe are seeking a Sales Associate to join our retail team at J.McLaughlin. This role is perfect for someone who is passionate about classic American Sportswear and wants to work in a fast-paced, dynamic environment. As a Sales Associate, you will be responsible for creating a unique shopping experience for our clients, driving sales, and building...
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Client Services Associate
2 months ago
Boston, United States Phyton Talent Advisors Full timeOur Client, a Global Investment Bank, is seeking a Client Service Associate in their Boston, MA location. Responsibilities:Client ServiceRespond proactively to client and internal inquiries, keeping clients informed of status updates and escalating issues when necessary.Research and identify internal issues impacting client service, escalating them as...
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Client Services Associate
1 month ago
boston, United States Phyton Talent Advisors Full timeOur Client, a Global Investment Bank, is seeking a Client Service Associate in their Boston, MA location. Responsibilities:Client ServiceRespond proactively to client and internal inquiries, keeping clients informed of status updates and escalating issues when necessary.Research and identify internal issues impacting client service, escalating them as...
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Client Services Associate
4 weeks ago
Boston, United States Phyton Talent Advisors Full timeOur Client, a Global Investment Bank, is seeking a Client Service Associate in their Boston, MA location. Responsibilities: Client Service Respond proactively to client and internal inquiries, keeping clients informed of status updates and escalating issues when necessary. Research and identify internal issues impacting client service, escalating them as...
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Client Services Associate
1 month ago
boston, United States Phyton Talent Advisors Full timeOur Client, a Global Investment Bank, is seeking a Client Service Associate in their Boston, MA location. Responsibilities:Client ServiceRespond proactively to client and internal inquiries, keeping clients informed of status updates and escalating issues when necessary.Research and identify internal issues impacting client service, escalating them as...
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Client Services Associate
1 week ago
Boston, Massachusetts, United States Fooda Full timeAs a Popup Attendant at Fooda, you will be part of a dynamic team that delivers exceptional customer experiences through our popup programs. Your primary responsibility will be to ensure seamless execution of our programs, provide top-notch service to clients, and collaborate with restaurant partners to deliver high-quality food experiences.About Our TeamWe...
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Registered Client Services Associate
2 weeks ago
Boston, United States Robert Half Full timeJob DescriptionJob DescriptionWe are looking to bring on board a Registered Client Services Associate in Boston, Massachusetts. This role involves significant customer interaction and administrative duties within the Wealth Management industry. The Registered Client Services Associate will work closely with clients, ensuring their wealth management needs are...
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Associate, Client
2 months ago
Boston, United States SCS Financial Full timeFirm Description: Founded in 2002, 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. The firm's overall business strengths...
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Registered Client Service Associate
2 weeks ago
Boston, United States Robert Half Full timeOur client is a highly sought-after Wealth Management firm in Boston and looking to add a Registered Client Service Associate to the team. Essential tasks include client account servicing, new account opening, assisting with financial professional transitions, and office administrative duties. Personal career growth initiative, as well as strong...
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Client Service Associate
4 weeks ago
Boston, United States Oppenheimer & Co Full timeWho We Are: Oppenheimer & Co. Inc. (Oppenheimer) 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 (both corporate and...
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Client Service Associate
3 weeks ago
Boston, United States Oppenheimer & Co Full timeWho We Are:Oppenheimer & Co. Inc. (Oppenheimer) 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 (both corporate and...
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Client Service Associate
2 months ago
Boston, United States Oppenheimer & Co. Full timeCareer Opportunities with Oppenheimer & Co. Inc. A great place to work. Current job opportunities are posted here as they become available. Oppenheimer & Co. Inc. (“Oppenheimer”) 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...
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Client Service Associate
3 months ago
Boston, United States Oppenheimer & Co. Full timeWho We Are: Oppenheimer & Co. Inc. ("Oppenheimer") 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 (both corporate and...
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Client Service Associate, Institutional
1 month ago
Boston, United States Fiducient Advisors Full timeFiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper. The Client Service Associate role is a...
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Client Associate
5 months ago
Boston, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...
