- Primary processor of new accounts and account maintenance requests from all CWM Advisors
- Professionally provides primary point contact with our custodians
- Service client needs and requirements as determined through Client Service Manager coordination
- Assist in developing annual client review materials
- Maintain accurate and complete client information in the database
- Interact with Client Service Manager team on all case requirements and follow up
- Develop and maintain written procedures of all activities
- Attend all training and information sharing meetings scheduled for the Service team
- Adhere to all company and industry supervisory guidelines and policies
- Other duties as assigned
- Knowledge of Financial Advisor office tools (i.e., Orion, SalesForce, etc.) preferred
- Knowledge of Microsoft Office, including Word, Excel, and Outlook required
- Excellent interpersonal & communication skills
- Excellent attitude and an extraordinary client service orientation
- A genuine interest in serving and caring for other people
- Excellent organizational and time management skills
- Ability to handle multiple tasks with precision
- Analytical and research skills
- Ability to troubleshoot and problem solve
- Desire to provide the highest quality of service
- High level of attention to detail
- Bachelor's degree in business administration, accounting, finance, or similar field preferred or commensurate career experience
- Experience working in a professional office environment preferred
- 3 years of experience in the financial industry
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Service Associate
4 days ago
UBS Boston, United StatesYour role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Service Associate to: · * keep management systems up-to-date with client information · * educate clients on account services and capabilities · * help with the preparation of ...
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Service Associate
1 day ago
UBS Boston, United StatesYour role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Service Associate to: · * keep management systems up-to-date with client information · * educate clients on account services and capabilities · * help with the preparation of ...
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Service Associate
4 days ago
UBS Boston, United StatesYour role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Service Associate to: · • keep management systems up-to-date with client information · • educate clients on account services and capabilities · • help with the preparation ...
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Service Associate
3 days ago
UBS Financial Services Boston, United States· Business management, administration and support · Global Wealth Management · Job Reference # · 296439BR · City · Job Type · Full Time · Your role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Service Associate to: · • keep ma ...
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Office Services Associate
2 weeks ago
Williams Lea Boston, United States Full timeWilliams Lea is hiring for an Office Services Associate for our Boston office to work Monday to Friday, 11:00 am to 8:00 pm · This position will require proof of Covid-19 vaccination (see end of description for additional requirements). · Pay: $18.00/hour · Benefits: · * Various ...
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Client Service Associate
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Acadian Asset Management Boston, MA, United StatesAcadian Asset Management LLC is a Boston-headquartered investment management firm with wholly owned affiliates located in Singapore, London, and Sydney. As of September 30, 2023, the firm managed approximately US$97 billion on behalf of major pension funds, endowments, foundation ...
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Client Service Associate
3 weeks ago
Morgan Stanley Boston, United States Full timePOSITION SUMMARY · Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capab ...
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Client Services Associate
3 weeks ago
Marchon Partners Boston, United StatesJob 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 t ...
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General Service Associate
1 week ago
Boston Medical Center Boston, United StatesAt Boston Medical Center (BMC), our diverse staff works together for one goal - to provide exceptional and equitable care to improve the health of the people of Boston. Our bold vision to transform health care is powered by our respect for our patients and our commitment to ensur ...
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Client Service Associate
1 week ago
Boutique Recruiting Boston, United StatesA distinguished cross-over investment firm in Boston, MA is searching for a dynamic Client Service Associate to provide stellar operational support across the firm s multiple investment products They are looking for proactive candidates with experience in an administrative or cli ...
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Customer Service Associate
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Catholic Charities Archdiocese of Boston Boston, United StatesJob Description · Job Description · The Customer Service Associate is responsible for assisting the Community Interpreter Services program administrative function in busy, high-volume setting. The Customer Service Associate will process all administrative tasks such as data ent ...
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Customer Service Associate
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Greenlining Management Boston, United StatesGreenlining 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-s ...
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Customer Service Associate
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Greenlining Management Boston, United StatesGreenlining 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-s ...
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Client Service Associate
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CIBC Boston, United StatesWe'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 ...
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Client Service Associate
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Fanning Personnel Boston, United StatesPosition 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 fac ...
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Park Service Associate
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Park Service Associate
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Service Associate I
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Associate Tax Services
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Member Services Associate
2 weeks ago
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Wealth Management-Client Service Associate - Boston, United States - Carson Wealth
Description
Position Summary
The role of the Wealth Management- Client Service Associate is to assist team members in ensuring every aspect of client accounts are accurately and properly opened and maintained. This role will provide on-going service and support to Client Service Managers and Advisors by providing service that exceeds expectations. This includes determining what actions need to be completed to open new accounts and perform maintenance on existing client accounts on an accurate and timely basis. Coordination of projects, training, and on-going development of improved office procedures is also required. The Client Service Associate must be able to manage multiple tasks at a time while maintaining professional poise and courtesy to clients and internal stakeholders.
Essential Job Functions
Knowledge, Skills, and Abilities
Preferred Education and Experience
