Client Associate

At Alpha Ascension, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall improved the quality of our client...

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for...

Megalodon Management is a telecommunication-based consulting sales and marketing firm. We help our client’s popular, household brands maximize their profitability and increase their overall brand exposure through innovative and creative revenue capabilities. We are looking for a self-starter entry-level Client Communications Associate to assist with our...

Position 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...

Job Title: Client Services Associate Location: Hybrid, 3 days in Boston (Tues – Thurs)Duration: 6+ months JOB PURPOSE: The Distribution Client Services Associate provides support to the wider Global Client Service team on a range of responsibilities and will assist the team with the production of appropriate and accurate marketing materials for client and...

Job Title: Client Services Associate Location: Hybrid, 3 days in Boston (Tues – Thurs)Duration: 6+ months JOB PURPOSE: The Distribution Client Services Associate provides support to the wider Global Client Service team on a range of responsibilities and will assist the team with the production of appropriate and accurate marketing materials for client and...

Client/ Portfolio Associate opening located at a wealth management firm in BostonI’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 be actively...

Client/ Portfolio Associate opening located at a wealth management firm in BostonI’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 be actively...

Client/ Portfolio Associate opening located at a wealth management firm in BostonI’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 be actively...

Job SummaryJob DescriptionWhat is the opportunity?Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and...

Our 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...

Our 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...

Our 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...

**Company Overview**: Trove is an administrative financial services company that understands the complex needs of high-net-worth individuals, families and/or their organizations. Trove delivers an array of bespoke, day-to-day, financial solutions to the families and engagements it serves. We have 5 office locations; Boston, MA, New York City, NY, Bryn Mawr,...

We'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...

Associate, Client Service & Marketing opening located at a wealth management firm in Boston Im 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 be...

We'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...

Associate, Client Service & Marketing opening located at a wealth management firm in BostonI’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...

Associate, Client Service & Marketing opening located at a wealth management firm in BostonI’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...

About Maestro Maestro is the value creation platform designed exclusively for the Private Equity industry. Backed by S&P Global, Accordion Partners and several General Partners from the PE industry, Maestro helps PE sponsors modernize their operations and maximize value creation within their portfolio through active portfolio management and collaboration...