Client Services Associate Salaries in Westford, MA

Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering…

$45,000 - $90,000 a year

Define sourcing strategies for each client request based on project scope, urgency, and target expert profile. 15 days of PTO, 10 paid holidays, and sick leave.

$70,000 - $75,000 a year

Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed). Industry experience is a plus.

$31,200 - $90,000 a year

Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging. Proficiency in Microsoft Suite and Adobe.

$65,000 - $85,000 a year

Check clients in, assist with scheduling, and answer questions. This is a hands-on, client-focused position for someone who enjoys helping people, has an…

From $17 an hour

2 days ago

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