- 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 ... alternative investments, hedge funds, and charitable giving practices* Attends Client Services and company educational events**Education/Qualifications 4-year… 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
- 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...and documentation remains current Identify and assist with Firm services and solutions that support clients needs including banking… 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
- 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
- Oppenheimer & Co Inc (Boston, MA)
- …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
- 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
- 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
- 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
- Citigroup Inc. (Boston, MA)
- A global financial services provider is seeking an experienced Assistant Vice President Associate Banker in Boston. The role involves aiding in sales strategies, ... managing client relationships, and ensuring compliance with regulations. Candidates should have 5-8 years in banking or investment roles, a Bachelor's degree, and… more
- CFA Institute (Boston, MA)
- …investment firm? State Street Investment Management is seeking a motivated and client -focused Associate Regional Consultant (AVP) to join our Broker Dealer ... Are you looking to join one of the fastest-growing segments in financial services ? Do you have a passion for asset management and a desire to contribute to a… 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
- 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
- Partners Capital (Boston, MA)
- …environment. Client Portfolio Management (Primary Focus): The Senior Investment Associate will support the Client Chief Investment Officers (CIOs) on ... the management of individual client portfolios. The Senior Investment Associate 's primary...passion for investing 3-6 years' experience in a professional services role (eg, management consulting, investment banking, or asset… more
- Atlantic Group (Boston, MA)
- …MASchedule: Monday to Friday (In-Office) Atlantic Group is hiring a Treasury Operations Associate with our client in Boston, MA. This in-office role supports ... management system experience, and a background in private equity or financial services . Responsibilities as the Treasury Operations Associate : Deal Closings:… more
- Advocates Legal Recruiting (Boston, MA)
- …with limited supervision Strong judgment, clear writing, and a practical approach to client service Bar admission in the relevant jurisdiction or eligibility to ... M&A Associate | Technology Companies Our AmLaw 100 client is adding a mid-level associate to its Technology Companies M&A practice. This is a platform… more
- Ernst & Young Advisory Services Sdn Bhd (Boston, MA)
- EY-Parthenon-Strategy and Execution-Software Strategy Group - Experienced Associate Other locations: Anywhere in Region Requisition ID: 1631173 At EY, we're all in ... - Strategy and Execution - Software Strategy Group - Experienced Associate EY-Parthenon's unique combination of transformative strategy, transactions and corporate… more
- Ernst & Young Advisory Services Sdn Bhd (Boston, MA)
- …Execution - Software Strategy Group - Product - Senior Associate -Consultant EY-Parthenon's unique combination of transformative strategy, transactions and corporate ... in practice, not just on paper. Benefiting from EY's full spectrum of services , we've reimagined strategic consulting to work in a world of increasing complexity.… more
- Ernst & Young Advisory Services Sdn Bhd (Boston, MA)
- Leadership Development: Executive Coach, Associate Director Other locations: Anywhere in Region Date: Jan 4, 2026 Requisition ID: 1671126 Location: Boston,Chicago, ... and vision. You will actively seek feedback on the client experience and impact of the coaching engagements across...other for the team to grow and deliver exceptional services Building and maintaining strong relationships with key Talent… 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
