Top 18544 Part time Jobs in Auburndale, Ma

Client Services Administrator (Wealth Management)
Precision Private Wealth —Wellesley Hills, MA
- $32 - $35 an hour
- Part-time
- Hybrid work
- Mid-level
- Bachelor's degree
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
11d
Server
Woodland Golf Club —Auburndale, MA
- $18 - $22 an hour
- 8 hour shift
- Background check
- English
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Live Stream Host (Whatnot-Fashion)
Hotli —Auburndale, MA
- $25 - $60 an hour
- Part-time
- Public speaking
- English
- Continuous improvement
- Employee discount
- Professional development assistance
Quick Apply
13d
Rental Car Driver
Confidential —Boston, MA
- $16.50 an hour
- Part-time
- Background check
- Customer service
- Ability to lift 50 pounds
- Paid training
- Health insurance
Hospitality Associate 1
LASELL VILLAGE INC —Newton, MA
- $21 - $22 an hour
- Part-time
- Background check
- Clean driving record
- Microsoft Outlook
Quick Apply
Store Associate
CVS Health —Newton, MA
- $15 - $22 an hour
- Part-time
- No high school diploma
- High school diploma or GED
- 16+ years old
- Dental insurance
- Vision insurance
Fulfillment Associate
tilli tomas —Needham, MA
- $25 an hour
- Part-time
- Computer literacy
- English
- Computer skills
Quick Apply
High Volume Restaurant Servers and Support Staff - Up to $350/shift!
Big Dill Hospitality —Waltham, MA
- $15 - $50 an hour
- Part-time
- Casual dining restaurant
- No experience needed
- In-person
- Employee discount
Quick Apply
Front Desk Receptionist
EverPresent —Newton Highlands, MA
- $18 - $20 an hour
- Part-time
- Sales
- Computer literacy
- English
- 401(k)
- Employee assistance program
Quick Apply
Front of House Team Member
Uncommon Grounds —Watertown, MA
- $16 - $19 an hour
- Part-time
- English
- In-person
- Restaurant
- Employee discount
- Flexible schedule
Quick Apply
Caregiver/ Companion
Seniors Helping Seniors, Greater Boston & Metrowest —Newton, MA
- $20 an hour
- Part-time
- Background check
- No experience needed
- English
- Paid training
- Mileage reimbursement
Quick Apply
Busser
La Campania Restaurant —Waltham, MA
- $25 - $40 an hour
- Part-time
- Hospitality
- Food service experience
- US work authorization
- Employee discount
Quick Apply
Front Desk Receptionist
Bridges by EPOCH at Lexington —Lexington, MA
- $19 an hour
- Part-time
- Administrative experience
- Computer skills
- Entry level
- Free parking
- Paid holidays
Quick Apply
3d
P.M. Cashier / Barista
Mochiko Hawaiian Fried Chicken & Bubble Tea —Newtonville, MA
- $17 - $20 an hour
- Part-time
- Fair chance
- In-person
- Entry level
- Paid training
- Employee discount
Quick Apply
Part-Time Barista - Watertown Coffeebar
Intelligentsia Coffee —Watertown, MA
- From $18.24 an hour
- 8 hour shift
- Background check
- Serving
- English
- Paid training
- Commuter assistance
16h
Delivery Driver
Scriptpac LLC —Waltham, MA
- From $20 an hour
- Part-time
- Residential
- Driver's License
- In-person
- Paid sick time
Quick Apply
5d
Flexible Part-Time Assistant to CEO — Educational Company (Wellesley, MA)
Prep Admissions —Wellesley, MA
- $25 - $28 an hour
- Part-time
- Research
- Office
- Bachelor's degree
Quick Apply
3d
Receptionist - Honda Burlington
Asbury —Burlington, MA
- $18 - $19 an hour
- Part-time
- 18 years or older
- Microsoft Outlook
- Dealership
- Paid training
- Paid parental leave
Quick Apply
Dog Walker/Pet Sitter
Walden Pet Services —Lincoln, MA
- $18 - $23 an hour
- Part-time
- Background check
- Driving
- In-person
- Paid training
- Mileage reimbursement
Crew Member
Chipotle —Newton, MA
- $16.75 - $17.75 an hour
- Part-time
- Customer service
- Fast casual restaurant
- No experience needed
- Health insurance
- Dental insurance

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Client Services Administrator (Wealth Management)

Precision Private Wealth
Wellesley Hills, MA

Quick Apply

Job Details

Part-time
$32 - $35 an hour
11 days ago

Benefits

Health insurance
Dental insurance
Paid time off
Flexible schedule
Retirement plan

Qualifications

Electronic transaction processing
Managing clients in a customer support role
Managing financial planning clients
Records management
Bachelor's degree
Attention to detail
Client services
Customer support ticket management
Investment account customer support
CRM system proficiency
Account opening
Client interaction via phone calls

Full Job Description

Overview

We are seeking a Client Services Administrator with experience supporting advisors in a wealth management or financial planning environment. This role is responsible for client account administration, financial transactions and delivering exceptional client service.

Responsibilities

Serve as the primary contact for client service requests and follow items through completion.
Process financial transactions, including ACH transfers, distributions and account transfers.
Open and maintain retirement and non-retirement investment accounts (IRA, Roth IRA, Trust, Individual/Joint Brokerage, etc.).
Prepare account paperwork and client documents for e-signature.
Schedule client meetings and assist with meeting preparation.
Maintain accurate client records in Salesforce.
Work with custodians, broker-dealers, annuity providers and internal teams to resolve client requests.

Qualifications

2–5 years of client service or operations experience within a wealth management, RIA, broker-dealer or financial planning firm.
Experience opening investment accounts and processing account transfers and money movement.
Understanding of retirement and non-retirement account types.
Experience with CRMs, such as Salesforce or Redtail.
Highly organized, detail-oriented, resourceful and committed to providing exceptional client service.

Company Benefits/Perks (Starting after 6 months)

Retirement Plan (SIMPLE IRA)
Health Insurance
Dental Insurance
Paid time off
Flexible schedule options

All applicants applying for U.S. job openings must be legally authorized to work in the United States and are required to have U.S. residency at the time of application.

Pay: $32.00 - $35.00 per hour

Benefits:

Dental insurance
Flexible schedule
Health insurance
Paid time off
Retirement plan

Application Question(s):

Do you plan to work for at least 8 more years?
Do you have experience working in the financial services industry?
Have you processed move money requests for clients before?
Do you have any experience using AI?
Are you comfortable with a role that only requires 28-32 hours per week?

Work Location: Hybrid remote in Wellesley Hills, MA 02481

Quick Apply

Refine Your Search

part time jobs in auburndale, ma

Client Services Administrator (Wealth Management)

Server

Live Stream Host (Whatnot-Fashion)

Rental Car Driver

Hospitality Associate 1

Store Associate

Fulfillment Associate

High Volume Restaurant Servers and Support Staff - Up to $350/shift!

Front Desk Receptionist

Front of House Team Member

Caregiver/ Companion

Busser

Front Desk Receptionist

P.M. Cashier / Barista

Part-Time Barista - Watertown Coffeebar

Delivery Driver

Flexible Part-Time Assistant to CEO — Educational Company (Wellesley, MA)

Receptionist - Honda Burlington

Dog Walker/Pet Sitter

Crew Member

I want to receive the latest job alert for part time in auburndale, ma

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