Client Service Associate - Waltham, MA

This role involves supporting Senior Advisors with client requests and performing tasks related to investment portfolios. · The ideal background will be someone with a Bachelors degree and 2 plus years of financial services experience.Supporting Senior Advisors with client reques ...

We built these relationships over 30 years of being devoted to helping individuals and their families achieve their financial goals. · ...

We are seeking highly motivated and resourceful Client Service Associate who thrives in client-focused environment. · ...

We provide white glove service to our clients. From continual training of our team on the latest estate and tax strategies and implementing state-of-the-art investment research technology, to discovering better ways to improve client service, · You will report to the Director of ...

We provide white glove service to our clients. From continual training of our team on the latest estate and tax strategies and implementing state-of-the-art investment research technology, to discovering better ways to improve client service, it's all about our clients.We aim to ...

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. · ...

We're excited to be opening a brand new location in Newton, MA, just outside Boston, · Court 16 offers a tennis experience unlike any other. · At our core is Court 16's dedication to fostering the values of sportsmanship, · discipline, and inclusion conveyed through well-rounded ...

A well-established asset management and financial planning firm located outside of Boston is seeking a SR Client Service Associate to join its growing team. · Prepare comprehensive client reports · Serve as a key point of contact for clients · ...

We are seeking a Service Associate I to perform duties as both Customer Service Representative and Teller in specific traditional branch locations. · Simultaneously performs the duties of a traditional branch customer service representative and teller. · Serves customers at the p ...

We are seeking a Service Associate I to work in our traditional branch locations. This is a hybrid position that combines the duties of a customer service representative and teller. The ideal candidate will have excellent communication skills and be able to multitask in a fast-pa ...

The Service Associate is responsible for performing various duties such as customer service representative and teller tasks. They will work towards achieving specific sales and service goals through activities like opening deposit accounts, preparing loan applications, and closin ...

This is a Service Associate role that involves working in a traditional branch location as a customer service representative and teller. The associate will have a mixture of time between the platform and teller line. · ...

This role performs the duties of both a Customer Service Representative and Teller in specific traditional branch locations. Key responsibilities include opening deposit accounts, preparing loan applications, closing loans for customers and making referrals to other bank business ...

The Client Service Associate works directly with the Sales Associate, managing new and existing accounts, · develops weekly and monthly reports detailing client activity · maintenance of a provider database · ...

A great role for anybody looking to launch their career in Wealth Management - this position provides the opportunity to learn and grow alongside some of the best in the business. · ...

This position will have a mixture of time between platform and teller line. On some occasions more time might be spent on one side verses the other. · ...

+The Client Service Associate works under the direction of the Administrative Director at Mass General Brigham in Newton. The role supports client services including client support scheduling logistics data tracking invoice inquiry workflow support managing consult block slide re ...

Job Summary · Works under the direction of the Administrative Director located at 2 Wells Avenue, Newton. Candidate supports client services, including client support, scheduling logistics, materials fulfillment, data tracking, invoice inquiry, workflow support, managing consult ...

As a Service Associate at Eastern Bank, you will be responsible for performing the duties of both a Customer Service Representative and a Teller in specific traditional branch locations. You will work towards achieving individual sales and service goals by opening deposit account ...

Service Associates perform operational support and oversight on behalf of the Market as well as general management support functions and special projects. · Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing · Oversee and dis ...