- Wealth Enhancement Group (Boston, MA)
- Our Boston, Massachusetts office is looking for a **Sr.** ** Client Service Associate ** to serve as the liaison between the client and the Financial ... raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information,… more
- PowerToFly (Boston, MA)
- …modernizing the client experience through an elevated standard of care. The PWM Client Service Associate assists with the development and growth of ... POSITION SUMMARY PWM Client Service Associates help shape the future of service by… more
- Oppenheimer & Co Inc (Boston, MA)
- A leading investment bank is seeking a Client Service Associate to join their Private Client Division in Boston, MA. The role involves servicing clients, ... managing schedules, and providing organizational support. Ideal candidates are team players with financial services experience and strong MS Office skills. The salary range for this position is $50,000.00 - $55,000.00 per year, with potential bonuses… more
- Oppenheimer & Co Inc (Boston, MA)
- …and investment advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division ... & 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… more
- Stifel (Boston, MA)
- …request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock ... where success meets success . What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s))… more
- PowerToFly (Boston, MA)
- Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The ... Advisor(s) in developing a business plan and delivering against a client service model Support the team's marketing strategy by maintaining marketing materials,… more
- Wealth Enhancement Group (Boston, MA)
- A leading wealth management firm in Boston is seeking a Sr. Client Service Associate to act as the liaison between clients and Financial Advisors. This role ... requires strong customer service skills and a minimum of 2-3 years of...the financial industry. The ideal candidate will assist with client paperwork, manage accounts, and ensure a seamless … more
- PowerToFly (Boston, MA)
- A leading financial services firm in Boston is seeking a PWM Client Service Associate to enhance client relationships and provide support to Financial ... Advisors. This role includes onboarding clients, managing requests, and aiding marketing strategies. Candidates should have a high school diploma, strong computer skills, and excellent interpersonal abilities. The position offers a competitive salary and… more
- PowerToFly (Boston, MA)
- A financial services firm in Boston is seeking a Registered Client Service Associate to enhance client relationships by managing service requests, ... This role offers professional development opportunities and is integral to client -focused service delivery within a supportive environment. #J-18808-Ljbffr more
- ClinChoice (Waltham, MA)
- Associate Director, Statistical Programming (Permanent) - Hybrid Waltham, MA 02453 Are you interested in working directly for a single sponsor while having the ... of both worlds ClinChoice is currently recruiting for a Associate Director of Statistical programming, Hybrid to join our... Director of Statistical programming, Hybrid to join our client 's team in a permanent position-an exciting opportunity to… more
- TD Bank (Burlington, MA)
- …the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit ... of the following: volunteering, education, military experience preferred* Demonstrated Customer Service skills preferred* Ability to work during operating hours to… more
- FactSet Research Systems Inc. (Boston, MA)
- Client Solutions Associate - Boston, MA (June...and act as an advocate on behalf of the client to Product Development. Through exceptional service , you ... 2026) page is loaded## Client Solutions Associate - Boston, MA (June 2026)locations: United States, Boston, One Beacon Streettime type: Full timeposted on:… more
- Harbourvest Partners (UK) Limited (Boston, MA)
- Senior Associate , Client Ops New Business Implementation page is loaded## Senior Associate , Client Ops New Business Implementationlocations: Bostontime ... quarter), leaving 5 additional remote days to be used as needed.The Senior Associate , Client Ops New Business Implementation will assist the operational build… more
- Kohlberg Kravis Roberts & Co. (Boston, MA)
- …alternative investments and both equity and credit product offerings Prior relevant client service and project management experience, ideally at an alternative ... system and workflow enhancements Contribute to the design and expansion of client self‑ service capabilities related to onboarding (eg, data collection portals,… more
- Bose Corporation (Framingham, MA)
- Associate Director and Senior Counsel page is loaded## Associate Director and Senior Counsellocations: US, MA - Framinghamtime type: Full timeposted on: Posted ... influence best outcomes for Bose. We are seeking an Associate Director and Senior Counsel to partner closely as...the ability to advise on fair competition laws, superior client counselling and problem solving skills, intellectual curiosity and… more
- Willis Towers Watson (Boston, MA)
- …firm is seeking a Health and Benefits Associate Director to lead the client service team in Boston. The role involves managing health and benefits programs, ... fostering client relationships, and participating in business development activities. The ideal candidate will have over 8 years of experience in health plan… more
- Babson College (Wellesley, MA)
- …a rapport with, and the trust of, clients including ensuring high standards of client interaction and service at all times. Actively listen to clients and ... Associate Director, Business Development page is loaded## ...stage of a qualified custom prospect at the enterprise/strategic client level.* Internalize and successfully sell the definitive value… more
- Citigroup Inc. (Boston, MA)
- …documentation such as account opening and closing, loan disbursals, etc. Provide complete service support to client , including solving complex client ... Assistant Vice President Associate Banker Working at Citi is far more...Investments Assist the Banker with prospecting - conduct new client / prospect research, generate leads and develop prospects,… more
- LE001 Berkeley Research Group, LLC (Boston, MA)
- …and ultimate completion of client -ready valuation deliverables (or similar client service deliverables); and Significant progress toward a ASA designation ... of America. *The Privacy Statements can be found at https://www.thinkbrg.com/policies/ Senior Associate - Valuations page is loaded Senior Associate - Valuations… more
- Willis Towers Watson (Boston, MA)
- … team Employ WTW's Excellence tools and concepts to ensure efficient and quality output/ service delivery Attend client meetings, consult with the client and ... In your role as a Pension Outsourcing Benefits Senior Associate - Project Manager/Administration Consultant in our Pension Outsourcing...to and lead special projects, and provide ad hoc client support services. You will serve as the project… more
