Client Service Associate Jobs in Massachusetts

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82 Massachusetts Client Service Associate jobs found on Monster.

Jobs 1 to 20 of 82
Job Description Well established, successful, wealth management and financial planning firm needs a Client Services Associate to assist the principals/brokers in all aspects of their business. Responsibilities include the following: · Interact directly with clients, vendors and various internal departments. Responsible for researching and resolving issues in a timely manner and communicating to ...
Client Service Associate – Excellent salary plus bonus & benefits An established alternative investment firm based in Boston with offices around the globe is seeking a Client Service Associate to join their Boston office. The Client Service Associate will be the point person responsible for research and responding to client and investment team inquiries. The CSA will also put together reports for...
Our client on the North Shore is seeking Client Services Associates to join their team. These roles are responsible for managing a heavy caseloads and building strong client relations. Candidates must be comfortable working in a high volume-deadline driven environment. This is a team driven culture and will be supported by various departments. Ideally candidates should have 2 years work experience...
Our client, a mid-sized Boston based private investment manager, is looking to add to staff. They are seeking a Client Services Associate to play a key role in the Client Service Support Team. Specific responsibilities of this position include but are not limited to: production of client and new business materials; assist with meeting preparation by researching client/prospect information and gath...
Arthur J. Gallagher & Co., one of the world's largest insurance brokers, provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting, and actuarial services in the United States. We also offer claims and information management, risk control consulting, and appraisal services to cl...
Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perf...
Client Service Associate Salary - $70-90K plus bonus Expanding Boston Investment firm seeks polished financial service pro to coordinate and complete client requests for existing institutional clients in the US. Typical tasks include client query management, CRM utilization, meeting preparation, materials generation, product and client analytics and client reporting delivery. Critical to this po...
Job Description Financial Investment firm seeks a polished and professional temp-perm candidate for their Client Services Associate role. This position will start off paying $15/hr on a temporary basis while the person goes through training. On a permanent basis the salary will be $40-45K DOE. Registered Investment Advisory (RIA) firm serving private clients, and other RIAs, broker-dealers, ins...
Bright Horizons L.P Boston, MA
Client Service Associate Job Number: : 3029244 Posting Date : Jul 15, 2014 Primary Location : Americas-United States of America-Massachusetts-Boston Education Level : High School Diploma/GED Job : Wealth Management Employment Type : Full Time Job Level : Non-Exempt Description POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account infor...
Citizens Bank Boston, MA
Responsibilities The Client Service Associate role is the primary point of contact for service related needs of the Private Bank's high net worth and not for profit clients. The administrator works in a team-oriented environment with relationship managers, portfolio managers and operations/support teams to deliver a seamless delivery of service to the client. The ideal candidate will be Passio...
Charles Schwab Corporation Boston, MA, 02298
Job ID: 0815-19139 Description: We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and ...
BNY MELLON Boston, MA
Client Service Associate - Standish Insurance (Job Number: 1412432) BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 co...
BNY MELLON Boston, MA
Client Service Associate - Standish Active Fixed (Job Number: 1412825) BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35...
The Bank of New York Mellon Corporation Boston, MA
Client Service Associate - Standish Active Fixed ( Job Number: 1412825 ) BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in ...
The Bank of New York Mellon Corporation Boston, MA
Client Service Associate - Standish Insurance ( Job Number: 1412432 ) BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 ...
beaconhill Massachusetts, MA
Client Services Associate Location: --Massachusetts Our client, a mid-sized Boston based private investment manager, is looking to add to staff. They are seeking a Client Services Associate to play a key role in the Client Service Support Team. Specific responsibilities of this position include but are not limited to: production of client and new business materials; assist with meeting preparati...
Families First Boston, MA
Company Description Smarterer helps your team change as fast as your business. Our capability management platform, Flock, enables Fortune 500 companies to manage the gap between the skills they have and the skills they need. Through the powerful combination of a dynamic assessment engine, collaborative test development tools, and a library of the freshest crowdsourced tests, Smarterer can quantif...
Marten Transport Northampton, MA
Job DescriptionThomson Financial is a fast paced, growing independent financial advisory firm in downtown Northampton. We are adding to our team of smart, motivated, people. This position is designed to provide support to the Client Manager and three advisors. This work requires problem solving, a relentless ability to get things done, the ability to prioritize while juggling many things while kee...
Robert Half Boston, MA
Salary $36,000.99 to $44,000.99 per year Description Recruiting for a client associate in a Boston. Role is responsible for supporting the investment team in the manner of client service and daily operations, including maintaining relationships with custodians, banks, and brokers. please contact *****...
Marten Transport Northampton, MA
Company DescriptionJob DescriptionThomson Financial is a fast paced, growing independent financial advisory firm in downtown Northampton. We are adding to our team of smart, motivated, people. This position is designed to provide support to the Client Manager and three advisors. This work requires problem solving, a relentless ability to get things done, the ability to prioritize while juggling ma...

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Customer Service Career Tools

Sales Assistant

Salaries

$16,640.00 - $52,000.00
Typical Salary for Sales Assistant in Massachusetts
(610 Respondents)
Source: Monster.com Careerbenchmarking Tool

Education / Training

Bachelor's
38%
Some College Coursework Completed
25.8%
High School
15.1%
Associates
11.3%
Master's
4%
Certification
2%
(450 Respondents)
Source: Monster.com Careerbenchmarking Tool

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