Senior Client Services Associate Salaries in Massachusetts

Proficiency with CRM platforms (e.g., Salesforce), Microsoft suite and workflow/project management tools. In addition to salary and bonus, total compensation…

$100,000 - $115,000 a year

Keen interest in and understanding of investment products and financial instruments such as equities and fixed income.

$60,000 - $90,000 a year

Daily, communicate directly with clients over the phone, via email, and in-person to help with service requests, answer questions, and problem-solve across a…

$80,000 - $100,000 a year

4 days ago

Demonstrated ability to coach, mentor, and develop junior team members while driving accountability and performance. No two days are the same.

$86,000 - $151,000 a year

FINRA Series 65 or willingness to obtain industry licensing, if applicable. Support implementation of financial planning and investment recommendations.

$80,200 - $105,000 a year

Support operational onboarding and implementation of KKR offerings on platforms (private banks, wirehouses, RIAs, custodians, and third party providers and…

$80,000 - $140,000 a year