Client Service Associate Jobs in Massachusetts
103 Massachusetts Client Service Associate jobs found on Monster.Jobs 1 to 20 of 100
Client Service Associate - $40-50K Seeking a Client Service Associate to join a small downtown Boston investment management firm. This is a great opportunity for someone looking to learn and grow within investment management. The Client Service Associate will build relationships with both new and existing clients, assist with account opening and maintenance and handle client account administration...
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...
A Registered Client Associate services clients and provides operational and administrative support to Financial Advisors, whilst representing UBS Financial Services Inc. and their Financial Advisor's business. Key Responsibilities: * Market products and services to clients and educate them on client services and there capabilities * Input orders and data within appropriate system and planning tool...
Edelman Financial, one of the nation’s largest and most well known financial planning firms, is seeking skilled Client Service Associates for our Needham, MA office. The Client Service Associate provides full support to one or more Financial Planner, ensuring client satisfaction through direct -contact with clients, vendors, and other operational employees, while adhering to regulatory standards....
CUSTOMER SERVICE EXPERIENCE WANTED! Retail Customer Service Associate Position Open! If you have great people skills and enjoy working with the public, we want to meet you! Summit Promotions is seeking a full-time Customer Service Associate who is career minded and posses unmatched people skills. This is an entry level opening NOT in a call center environment. As a result of clients placing a high...
Company Description Franklin Professional Associates specializes in the placement of professionals in Office and Administrative, Accounting, Sales and Marketing and Manufacturing and Engineering positions. We have lasting client relationships giving us access to the best opportunities. Our client in the Marlborough area is looking for a Customer Service Associate with a genuine passion for top per...
Provide comprehensive support to Wealth Management Sales Team(s) in servicing, maintaining and growing their high net worth book of business. Responsibilities: · Open client accounts and assist clients with required documentation. Perform account maintenance including but not limited to: funds disbursements, name/address changes, gifting securities, ACATS and DTC transfers, cost updates, billing/f...
Senior Tax Associate The expanding tax practice of this Boston firm has created a challenging opportunity for an experienced Senior Tax Associate with a focus on high net worth, real estate and partnership taxation. The Senior Tax Associate will provide a broad range of tax compliance services to a diverse group of clients. The Associate will review individual, trusts, partnership and corporate ta...
Operations Associate Growing investment firm just outside of Boston is seeking an Operations Associate with GIPS knowledge to join their dynamic team! The Operations Associate will interact with all departments within the firm and work closely with custodians and the portfolio management software team. The Associate will be responsible for trade processing, reporting, account maintenance and setti...
About the company: Our client is a Massachusetts based environmentally conscious based consumer goods company. Job description: Our client is looking for an Accounting Associate to work on a variety of Finance and Accounting, Customer Service, and Sales projects. The responsibilities will include, but are not limited to: Working with the Finance team on a variety of reports Creating reports using...
A Core Tax Services Senior Associate is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers and working with tax software applications to complete tax returns for review. In t...
Join a fast-growing IT recruitment firm named one of the Best Places to Work in Staffing. Healthcare IT Leaders is hiring an Associate Recruiter (Permanent Placement) to work in our Boston (Topsfield) office. You will be responsible for screening, locating, presenting and coordinating Healthcare IT Professionals looking for Full-Time opportunities. Your role is to be a trusted advisor to our netwo...
Daintree Advisors is a multi-family office and wealth advisory firm created in 2010. We guide and empower clients to “See the Forest” so that they can make thoughtful financial decisions for themselves and their families. Job Summary To execute effectively the firm's operational tasks contributing to superior results for internal and external clients. The Operations Associate will ensure that clie...
BASIC FUNCTION OF JOB The Sales Solutions Associate is responsible for providing customer service and managing the sales processes of their assigned Account Executive or team of Account Executives (AE). This involves, but is not limited to: quoting, ordering and account management, mailbox and call management, part requests, report generation, order fulfillment, reporting, and collections. Pre-sal...
We are assisting our client in their search for a Portfolio Associate. The Portfolio Associate will: maintain portfolio accounting system for a group of clients and reconcile account transactions with custodian's records; prepare client reports including quarterly billing reports, asset performance reports, client meeting documents and any specialized reports requested by clients; share in operati...
About the Company eBay Enterprise, formerly known as GSI Commerce, is a leading provider of commerce technologies, omnichannel operations and marketing solutions. GSI Commerce has been driving and evolving the world of commerce since the early days of retailing on the web. In 2011, eBay Inc. acquired GSI Commerce to become one of the pillars of their powerhouse. Today, doing business as eBay Enter...
Outgoing, financial savvy and professional individual, with superior client service skills, needed to join the Boston team of a successful financial services firm!! As the Operations Associate, you will provide day-to-day support to the needs of the external client and the delivery of total quality customer service supporting the products and services offered by the firm. The Operations Associate'...
Are you ready for a life changing opportunity? Are you ready to learn more in 18 months than your peers will learn in five years? Are you ready to take a giant leap into the lucrative and rewarding world of information technology? Let’s talk! You may soon be working side-by-side with the best and brightest IT consultants in the industry,providing innovative consulting services to dynamic, cutting...
Requisition # 13-1560 Post Date 11/14/2013 Title Reprographics Associate Shift M-F, 10am-7pm City Boston State MA Description 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 gene...
Requisition # 13-1562 Post Date 11/7/2013 Title Supervising Operations Associate - Office Services Shift M-F, 1pm-10pm City Boston State MA Description The Supervising Operations Associate is a member of the on-site Williams Lea team delivering exceptional customer service at our client locations. Responsibilities include leading a team in mail distribution, copy services, hospitality and conferen...
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I was an intern at an investment firm. I do not want to apply to be a financial advisor at the firm and am waiting until I find another job. Now, they have my title as "Client Service Associate" (an...
Is it ok to be a secretary when you are straight out of college?
I was an intern at an investment firm. I do not want to apply to be a financial advisor at the firm and am waiting until I find another job. Now, they have my title as "Client Service Associate" (anot...
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Customer Service Career Tools
$16,640.00 - $52,000.00
Typical Salary for Sales Assistant in Massachusetts
Source: Monster.com Careerbenchmarking Tool
Education / Training
Some College Coursework Completed
Source: Monster.com Careerbenchmarking Tool
Supports sales and marketing managers by tracking, investigating, and reporting sales information; resolving problems.
Rate of Growth
Size of Industry in 2006:
Source: Bureau of Labor Statistics, May 2006
Administrative Writing Skills
Attention to Detail
Basic Mathematical Skills
Updates managers by consolidating, analyzing, and forwarding daily action summaries.
Resolves order and inventory problems by investigating data and history; identifying alternate means for filling orders; notifying managers and customers.
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