- 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… 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 ... and documentation remains current Identify and assist with Firm services and solutions that support clients' needs including banking...in developing a business plan and delivering against a client service model Support the team's marketing… more
- PowerToFly (Boston, MA)
- A financial services firm in Boston is seeking a Registered Client Service Associate to enhance client relationships by managing service ... This role offers professional development opportunities and is integral to client -focused service delivery within a supportive environment. #J-18808-Ljbffr more
- 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 ... the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information,… more
- Stifel (Boston, MA)
- …Stifel, where success meets success . What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial ... request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock… 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...Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more… 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
- 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
- Quix Recruitment Group Ltd (Boston, MA)
- …a prestigious Big 4 professional services firm to recruit for a Tax Senior Associate role within their Tax Line of Service , based in the Cayman Islands. This ... to work with world-class clients in the asset and wealth management sector while advancing your career in a...respected environment. About the Role As a Tax Senior Associate , you will take on a proactive leadership role… more
- Risk Strategies Company (Boston, MA)
- …employee benefits, private client services , as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, ... in Boston, MA. This role is responsible for managing client relationships, acting as the primary point of contact...acting as the primary point of contact for day-to-day service , and overseeing the development and execution of each… more
- Shine Associates, LLC (Boston, MA)
- …identify and recruit a Senior Financial Manager ("SFM") on behalf of our client ('Company'). This position will be based in the Boston, MA office. CONFIDENTIALITY ... of a candidate's personal review of the career opportunity. CLIENT DESCRIPTION Our client is a real...thrives for generations-long after its founders-while continuing to generate wealth , growth, and impact for our investors, team members,… more
- Bank of America (Boston, MA)
- Private Wealth Client Associate Boston, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/Private- Wealth - Client - Associate \_25048316) **Job Description:** Merrill … more
- Grant Thornton (Boston, MA)
- As the Private Wealth Services Tax Senior Associate , you'll perform compliance services for complex tax returns and provide income, estate, and gift tax ... to help you excel. You'll collaborate with the Private Wealth Services Tax team and make recommendations...and tax savings opportunities, focusing on accuracy, quality and client service because together is how we… more
- BlackRock (Boston, MA)
- **About this role** **About this role** We are actively seeking client -facing sales professionals with a proven successful track record of managing an assigned ... territory to help identify, develop, and own client relationships. As the world's largest asset manager, BlackRock has product and solution offerings for almost any… more
- Equitable (Boston, MA)
- Wealth Management Associate - Retirement Benefits...can be tailored to meet their unique needs * Client Service and Implementation: Analyze and organize ... out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals… more
- Equitable (Boston, MA)
- Wealth Management Associate - MA, Boston (4054) ( 220000E8 ) **Primary Location** : UNITED STATES-MA-Boston **Organization** : Equitable Advisors **Description** ... personalized strategies, offering clear recommendations and guidance * Product and Service Consultation: Discuss financial products and services tailored to… more
- BlackRock (Boston, MA)
- **About this role** **Role Description:** BlackRock SMA Specialists in US Wealth Advisory are responsible for accelerating the growth of Separately Managed Accounts ... and SpiderRock option overlay strategies. They are tasked with developing client relationships, educating financial professionals on the benefits of SMAs, and… more
- BlackRock (Boston, MA)
- …this role** Due to our continued phenomenal growth, we are actively seeking client -facing sales professionals with a proven successful track record of managing an ... assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of the fastest growing areas of the Asset Management… more
- Nuveen Investments (Waltham, MA)
- …Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/ Services Acumen, Wealth Due Diligence, Wealth ... ** Wealth Advisor** Supported with a robust array of...with their team to grow their collective book through client referrals. **Key Responsibilities and Duties** + Manages time… more
- World Insurance Associates, LLC. (Westborough, MA)
- …in financial services , wealth management, or a related client service role (preferred) + Strong understanding of investment accounts, custodial ... About Us We are a growing, client -focused wealth management firm committed to delivering exceptional service...Summary We are seeking a detail-oriented and highly organized Client Services Associate to support… more
