Client Associate - Boston

We're looking for a Client Associate to keep management systems up-to-date with client information, educate clients on account services and capabilities, help with report preparation for client meetings. · ...

Your role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Client Associate to: · keep management systems up-to-date with client information · educate clients on account services and capabilities · help with the preparation of report ...

This position is a critical component to our Wealth Management Client Team. Client Associates contribute to the successful retention and onboarding of clients by providing outstanding service. · ...

The Client Onboarding Associate will be responsible for coordinating the onboarding and account opening for clients and serving as a primary point of contact to new clients and to the Investment Teams managing client portfolios. · This role is client facing with both internal and ...

A well-established Boston-based Registered Investment Advisor (RIA) seeks a motivated Client Service Associate to join its growing team. · Support Advisors by managing client communications and day-to-day service requests · Assist with portfolio administration and related operati ...

This role is ideal for someone who enjoys client interaction, · financial planning, · and being the steady,reliable point of support behind · high-net-worth client relationships.You'll work directly with senior advisors,sit in on client meetings, · ...

We are seeking a Client Service Associate to serve as a key point of contact between our clients and internal teams. · Act as a primary liaison for client inquiries requests service coordination · Provide timely professional accurate responses to client communications · ...

· Apply for this Client Service Associate (full-time, fully remote) position if you: · Share our core values of Service, Curiosity, Transparency, Humility, & Tenacity · Want to be part of a special team changing an industry · Love what you do and want to continue doing that with ...

+The Private Client Associate plays a key role in providing exceptional service and customized personal insurance solutions to high-net-worth individuals and families. · +Client Relationship Management: · Serve as the primary point of contact for high-net-worth clients, addressin ...

+A well-established Registered Investment Advisor (RIA) in Boston is seeking a Client Service Associate to join its growing team. · +Support Advisors by managing client communications, inquiries, and day-to-day service requests · Assist with portfolio administration, account main ...

Job description · Apply for this Client Service Associate (full-time, fully remote) position if you: · Share our core values of Service, Curiosity, Transparency, Humility, & Tenacity · Want to be part of a special team changing an industry · Love what you do and want to continue ...

The Client Service Associate is a detail-oriented and proactive professional who plays a key role in the daily operations of a wealth management practice. · ...

The Private Client Associate plays a key role in providing exceptional service and customized personal insurance solutions to high-net-worth individuals and families. · Serve as the primary point of contact for high-net-worth clients, addressing inquiries and providing solutions ...

The Private Client Associate plays a key role in providing exceptional service and customized personal insurance solutions to high-net-worth individuals and families. · Serve as the primary point of contact for high-net-worth clients, addressing inquiries and providing solutions ...

Apply for this Client Service Associate (full-time, fully remote) position if you: · Share our core values of Service, Curiosity, Transparency, Humility, & Tenacity · Want to be part of a special team changing an industry · Love what you do and want to continue doing that with us ...

About XBP · XBP Global is a workflow automation leader that leverages decades of industry experience, global footprint and Agentic AI to rethink business process automation and enable digital transformation for our clients. We are approximately 11,000 professionals strong, presen ...

+p> Client Services Associate · A well-established private wealth advisory firm is quietly adding a Client Services Associate · to its team. This role is ideal for someone who enjoys client interaction, · financial planning,<span style= ...

Job Title: Client Service Associate · Location: Boston, MA (Hybrid) · Compensation: $75,000–$85,000 Base + Bonus · Firm Overview · A well-established, Boston-based investment management firm is seeking a Client Service Associate to join its growing team. The organization manages ...

Client Services Associate · Hybrid – Boston, MA (3 days in office) · Salary: $75,000 – $90,000 + discretionary bonus · A well-established private wealth advisory firm is quietly adding a Client Services Associate to its team. This role is ideal for someone who enjoys client inter ...

Company: · Marsh · Description: · Marsh is seeking candidates for our open Associate Client Advisor position based in our Boston or NYC office in our FINPRO practice, support Private Equity clients. This is a hybrid role that will be in the office 3x per week. · What can you expe ...