Client Service Associate Jobs in Massachusetts

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138 Massachusetts Client Service Associate jobs found on Monster.

Jobs 1 to 20 of 138
Company Confidential Kingston, MA, 02364
Description Client Service Associate provides support to financial advisors and their customers. Experience in financial services would be a plus. Position will entail daily interaction with clients and providing any necessary support. Assisting advisors with calendar, travel, and processing paperwork. Qualifications College degree, preferably in business, finance or economics preferred or equival...
Client Service Associate - Retirement Plans - $50-60K Exciting new opportunity in an excellent Registered Investment Advisor west of Boston! The firm is seeking a junior individual to be responsible for managing accounts and meeting and exceeding client expectations. Responsibilities include client retention, customer service, fiduciary and plan consulting, plan level fund reviews, participant edu...
About the company: Our client is a leading provider of mobile app marketing. Job description: Our client is seeking a Client Service Associate to partner with the internal team to ensure the teams are prepared to meet with clients. The responsibilities will include, but are not limited to: Pulling data and entering into a spreadsheet to submit as a report Working with senior team members to build...
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...
About Aon Hewitt Aon Hewitt empowers organizations and individuals to secure a better future through innovative talent, retirement and health solutions. We advise, design and execute a wide range of solutions that enable clients to cultivate talent to drive organizational and personal performance and growth, navigate retirement risk while providing new levels of financial security, and redefine he...
Client Service Associate Dynamic, highly regarded investment firm just outside of Boston seeks a Client Service Associate to establish and maintain client relationships. The Client Service Associate will prepare portfolio analysis of potential holdings, and create investment proposals for prospective clients. Will assist with account openings and transfers providing clients with necessary informat...
Our client, an investment management firm, is searching for a Senior Client Reporting Associate to join their team. This is a senior role within the client reporting team to ensure the prompt and accurate dissemination of client reporting. Specific responsibilities of this position include but are not limited to: work closely with team members to identify areas for process improvement and efficien...
Job Summary We have an exciting opportunity for an experienced, customer focused Personal Lines Client Service Associate (CSA) to join our team. This key contributor will support all insurance service needs of clients and strive to not only exceed the agency’s quality standards and client expectations but also perform a variety of sales and service functions. Some marketing and cross-selling activ...
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...
As the world's leading insurance broker and risk advisor, Marsh is devoted to finding the opportunity in risk. Companies look to us to help them navigate the daunting global risk landscape, seeing risks others don't and unlocking opportunities others can't. With 25,000 employees and annual revenues approaching $5 billion Marsh serves more clients in more industries worldwide than any firm in our i...
Company Confidential Boston, MA, 02108
Service and Research Associate (SRA) Stumm Financial is looking for a Service and Research Associate for their LPL office in Newton Center, MA (Newton Center Green Line) The essential duties for this person will be to: * Prepare client and portfolio reviews for the advisor * Coordinate newsletter and marketing to clients * Assist in general office administration This position is scheduled to be pa...
As the world's leading insurance broker and risk advisor, Marsh is devoted to finding the opportunity in risk. Companies look to us to help them navigate the daunting global risk landscape, seeing risks others don't and unlocking opportunities others can't. With 25,000 employees and annual revenues approaching $5 billion Marsh serves more clients in more industries worldwide than any firm in our i...
Part time - 17 hours/week Provides support to the Financial Advisor by providing the FA and the clients of the FA with account information and quotes; establishing new accounts, entering security order tickets after being approved by the Financial Advisor and, processing deliveries and/or payments. Performs various administrative functions for the Financial Advisor(s) and Branch Management includi...
Job Title: Compound Management Associate (3919861) Location: Cambridge, MA Duration: 12 month Company: Artech Information Systems LLC. Client: A Leading Pharmaceutical Organization. Job Description Client is looking for a highly motivated individual to be a key contributor in the Sample Management Group (SMG). As a member of the Sample Management Group, the successful candidate will be primarily r...
Marketing Communications Associate Growing investment firm just outside of Boston is seeking a Marketing Communications Associate with experience in the marketing/communications media realm to join their dynamic team! The duties of the Marketing Associate include but are not limited to: Analyze and plan all aspects of web development for the company; maintain and update content Assist with the dev...
The Office Services Associate is a member of the on-site Williams Lea team delivering exceptional customer service at our client locations. Responsibilities include mail distribution, copy services, hospitality and conference room set-up, reception assistance and other general office duties as needed. Job Responsibilities : Process high volumes of incoming and outgoing mail. Deliver mail and packa...
The Office Services Associate is a member of the on-site Williams Lea team delivering exceptional customer service at our client locations. Responsibilities include mail distribution, copy services, hospitality and conference room set-up, reception assistance and other general office duties as needed. Job Responsibilities : Process high volumes of incoming and outgoing mail. Deliver mail and packa...
Senior Associate - Strategic Financial Operations We are recruiting for smart, motivated and "business savvy" audit, financial and accounting professionals that are seeking a new challenge in their professional career. We offer prospective candidates the opportunity to use their experience / skills from public & corporate accounting, financial rotational programs and transactions services groups t...
The Mail Associate is a member of the on-site Williams Lea team delivering exceptional customer service at our client locations. Responsibilities include mail distribution, package delivery, and courier services. Job Responsibilities: Sort incoming USPS mail and special mails (Fed Ex, UPS, Parcel Post, etc.). Deliver mail to each department, person, or pre-established drop area as required, includ...
The Records Associate is a member of the on-site Williams Lea team delivering exceptional customer service at our client locations. Responsibilities include file and database maintenance, fulfilling client record requests and special projects as needed. Job Responsibilities : Creation of new files, following established procedures. Data entry of all records into the client records management datab...
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Salaries

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

Education / Training

Bachelor's
38.1%
Some College Coursework Completed
25.8%
High School
15.1%
Associates
11.1%
Master's
4%
Certification
2%
(449 Respondents)
Source: Monster.com Careerbenchmarking Tool

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