Client Associate - Boston

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. · ...

+You'll develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher's clients. You will work alongside experienced team members as you learn the business. · +You learn and support the employee benefits Client Service Cycle to ensu ...

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. · ...

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, · ...

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 ...

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 ...

+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= ...

We are looking for an experienced Client Support Senior Associate to join a high-performing institutional investment environment supporting sophisticated global clients. · Serve as a primary point of contact for institutional clients on trade-related inquiries, · Deliver consiste ...

We are seeking a polished and detail-oriented Client Service Associate to support our client relations strategy and ensure every interaction reflects the high standards of Elevare Branding. · ...

+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 ...

We are seeking a Client Services Associate to assist Financial Advisors with client account opening and maintenance. · Perform clerical functions related to opening client accounts · Work with clients in obtaining required documents · ...

The Private Client Associate plays a key role in providing exceptional service and customized personal insurance solutions to high-net-worth individuals and families. · ...

The firm is seeking a Client Service Associate to join our Private Client Division in Boston, MA. · ...

Oppenheimer & Co. Inc. is a leading middle-market investment bank and full service broker-dealer seeking a Client Service Associate to join their Private Client Division in Boston, MA. · ...

Elevare Branding es una empresa dedicada a fortalecer la presencia en el mercado mediante colaboración estratégica. · Servir como contacto principal para consultas del cliente garantizando respuestas oportunas y profesionales. · Mantener comunicación clara y precisa entre cliente ...

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 Client Services Associate provides exceptional office and mail services delivering operational functions including processing inbound/outbound mail distributing/delivering of mail shipping and receiving product supplies supporting onsite business service center replenishing/o ...

+ Provide day-to-day administrative support for high-net-worth client accounts and act as a trusted partner to the Relationship Management team. · + Demonstrate passion for serving clients by accurately completing account administrative duties such as preparing correspondence and ...

+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 ...