- 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 Registered ... in order to deliver the full firm to clients. DUTIES and RESPONSIBILITIES CLIENT SUPPORT Cultivate and enhance new and existing client relationships through… 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, onboarding ... experience. This role offers professional development opportunities and is integral to client -focused service delivery within a supportive environment.… more
- Wealth Enhancement Group (Boston, MA)
- …(Available after meeting service requirements) Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the ... Our Boston, Massachusetts office is looking for a **Sr.** ** Client Service Associate ** to serve as the...Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more… more
- FactSet Research Systems Inc. (Boston, MA)
- Client Solutions Associate - Boston, MA (June 2026) page is loaded## Client Solutions Associate - Boston, MA (June 2026)locations: United States, Boston, ... clients. They do not provide financial advice, nor do they perform management consulting functions.**What We're Looking For:** Client Solutions Associates have a… 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 ... additional remote days to be used as needed.The Senior Associate , Client Ops New Business Implementation will...of professional experience in the private markets or asset management space, focused on client operations, understanding… more
- Stifel (Boston, MA)
- …than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. ... success . What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or...securities regulations with basic knowledge of investment products. Time Management - Able to organize, prioritize and manage multiple… 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 ... the financial industry. The ideal candidate will assist with client paperwork, manage accounts, and ensure a seamless ...client paperwork, manage accounts, and ensure a seamless client experience. This position offers competitive benefits and a… more
- Quix Recruitment Group Ltd (Boston, MA)
- …role offers you the opportunity to work with world-class clients in the asset and wealth management sector while advancing your career in a dynamic and globally ... professional services firm to recruit for a Tax Senior Associate role within their Tax Line of Service, based...and global tax issues, particularly in the asset and wealth management sector. Actively participate in business… more
- Risk Strategies Company (Boston, MA)
- …Employee Benefits team in Boston, MA. This role is responsible for managing client relationships, acting as the primary point of contact for day-to-day service, and ... overseeing the development and execution of each client 's benefits strategy. The ideal candidate will have strong experience with self-funded plans and will serve as… 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 (Westborough, MA)
- Wealth Management Client Associate Westborough, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Westborough/ Wealth - Management - Client - Associate \_25044758-2) **Job Description:** Merrill Wealth Management… more
- Equitable (Boston, MA)
- Wealth Management Associate - Retirement Benefits Group - MA, Boston (3884) ( 200000JA ) **Primary Location** : UNITED STATES-MA-Boston **Organization** : ... carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for… more
- Equitable (Boston, MA)
- Wealth Management Associate - MA, Boston (4054) ( 220000E8 ) **Primary Location** : UNITED STATES-MA-Boston **Organization** : Equitable Advisors ... Highlights** * Client Engagement: Build and nurture client relationships through networking events and portfolio management...financial professional, empowering you to establish your career in wealth management . Stable pay is based on… 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
- 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...one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid… more
- Nuveen Investments (Waltham, MA)
- …Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management **Anticipated ... ** Wealth Advisor** Supported with a robust array of...and 65 (or 66) completed Related Skills Business Development, Client Relationship Management , Collaboration, Consultative Communication, Continuous… more
- JPMorgan Chase (Boston, MA)
- JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management , offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources...customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you… more
- World Insurance Associates, LLC. (Westborough, MA)
- About Us We are a growing, client -focused wealth management firm committed to delivering exceptional service and personalized financial guidance. We value ... Summary We are seeking a detail-oriented and highly organized Client Services Associate to support our financial...Qualifications + 2-5 years of experience in financial services, wealth management , or a related client… more
- TD Bank (Shrewsbury, MA)
- …prospects to attract and develop clients and address their wealth management advisory needs + Analyzes client and prospect financial information, including ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Associate ...clients to attract and retain clients by addressing their wealth management advisory needs. The FAA will… more
- CIBC (Boston, MA)
- …CIBC.com (https://www.cibc.com/en/about-cibc.html) **About CIBC Private Wealth US** CIBC Private Wealth offers tailored wealth management solutions to ... Accountability, Analytical Thinking, Documentations, Professional Presentation, Reporting Processes, Researching, Wealth Management , Work Collaboratively At CIBC, we… more
