Client Services Associate Salaries in Boston, MA

A bachelor's degree in a relevant field such as finance or business is preferred but not essential. Proven experience in a client service or administrative role…

1 day ago

You will deal with all stages of the lifecycle for each product, from broker matching to management of the client's custodial network, lifecycle events,…

$74,100 - $100,000 a year

6 days ago

Utilizes operational, technical, and functional expertise to support the execution of policies and procedures that align with all aspects of Wealth Management…

$26.23 - $43.71 an hour

9 days ago

Handle money movement requests including capital calls, distributions, journals, trades, and asset transfers. Prepare various administrative deliverables which…

$33.84 - $37.41 an hour

Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).

$15.00 - $40.87 an hour

Receive client calls and resolve questions/issues as needed. Prolonged periods sitting at a desk and working on a computer. 1-5+ years of experience.

$60,000 - $80,000 a year