Top 712 Investment representative Jobs in Boston, Ma

Client Onboarding Specialist (Series 7)
Loomis Sayles & Company —Boston, MA
- $85,000 - $120,000 a year
- Extended hours
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Entry Level Sales Representative
Power Home Remodeling —Boston, MA
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Bachelor's degree
- Mentoring
- Paid parental leave
- Paid holidays
Quick Apply
Sales Representative
Power Home Remodeling —Boston, MA
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Bachelor's degree
- Mentoring
- Paid parental leave
- Paid holidays
Quick Apply
Entry Level Sales Representative
Power Home Remodeling —Waltham, MA
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Bachelor's degree
- Mentoring
- Paid parental leave
- Paid holidays
Quick Apply
Entry Level Sales Representative
Power Home Remodeling —Woburn, MA
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Bachelor's degree
- Mentoring
- Paid parental leave
- Paid holidays
Quick Apply
Sales Representative
Power Home Remodeling —Norwood, MA
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Bachelor's degree
- Mentoring
- Paid parental leave
- Paid holidays
Quick Apply
Entry Level Sales Representative
Power Home Remodeling —Brockton, MA
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Bachelor's degree
- Mentoring
- Paid parental leave
- Paid holidays
Quick Apply
14d
Sales Representative
Power Home Remodeling —Burlington, MA
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Bachelor's degree
- Mentoring
- Paid parental leave
- Paid holidays
Quick Apply
Sales Representative
Power Home Remodeling —Brockton, MA
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Bachelor's degree
- Mentoring
- Paid parental leave
- Paid holidays
Quick Apply
14d
Senior Associate Civil Engineer
The LiRo Group —Newton, MA
- $150,000 - $175,000 a year
- Full-time
- Bachelor of Science
- Engineering
- 11+ years
- Employee stock purchase plan
- Referral program
Controller Real Estate Investments
ProPivotal —Boston, MA
- $140,000 - $200,000 a year
- Full-time
- Hybrid work
- Office
- 8 years
- Analysis skills
Quick Apply
Outside Sales
Lansing Building Products LLC —Woburn, MA
- $68,500 - $78,000 a year
- Full-time
- Business development
- 2 years
- Communication skills
- Wellness program
- Paid parental leave
Quick Apply
8h
Real Estate Corporate Controller - $140-155k + great benefits
ProPivotal —Boston, MA
- $140,000 - $155,000 a year
- Full-time
- Hybrid work
- 7 years
- Office
- Finance
- Paid parental leave
- Disability insurance
Quick Apply
7d
Financial Services Employer Partnerships Specialist
ProPivotal —Cambridge, MA
- $40 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- Financial services
Quick Apply
6h
Fund Controller - Real Estate
ProPivotal —Boston, MA
- $140,000 - $170,000 a year
- Full-time
- 7 years
- CPA
- Office
- Health insurance
- Dental insurance
Quick Apply
Block Clerk - Part Time on Fridays
ADESA —Framingham, MA
- Part-time
- Background check
- 18 years or older
- English
- Paid holidays
- Paid time off
Quick Apply
14d
Warehouse Supervisor (2nd Shift)
M.S. Walker Inc. —Norwood, MA
- $75,000 - $85,000 a year
- Computer literacy
- Mid-level
- 3 years
- Disability insurance
- Health insurance
Quick Apply
Residential Generator Sales Representative
W.W.Williams Company —Wakefield, MA
- Full-time
- Computer literacy
- Mid-level
- Residential
- Paid training
- Paid holidays
Quick Apply
Financial Services Representative / Financial Advisor
The Moody Street Group, LLC —Auburndale, MA
- $40,000 - $152,003 a year
- Full-time
- Marketing
- Finance
- Bachelor's degree
- Health savings account
- Health insurance
Field Sales Representative - Water Restoration
Roto-Rooter Services Company —Stoughton, MA
- $80,000 - $120,000 a year
- Weekends as needed
- Background check
- English
- Mid-level
- Profit sharing
- Paid training

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Client Onboarding Specialist (Series 7)

Loomis Sayles & Company -
Boston, MA

Apply Now

Job Details

Full-time
$85,000 - $120,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
Paid time off
Work from home

Qualifications

Customer communication
Employee relationship building
Series 7
Stakeholder relationship building

Full Job Description

Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $434.6 billion in assets under management (as of 30 June 2026) for global clients spanning more than 50 countries.

We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS, the core characteristics of who we aspire to be as employees and an organization.

INCLUSIVE & DIVERSE-DEDICATED TO TEAMWORK–EXCELLENT–ACCOUNTABLE–LEADERS-SOLUTIONS-ORIENTED

Loomis Sayles is committed to the continual improvement of our performance, processes and people. As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity:

About the Role
With a strong customer service mindset, the Client Intake Specialist will deliver a responsive, high-quality onboarding experience, will communicate clearly with clients and business partners, and will help build confidence, trust and goodwill throughout the intake process. The Client Intake Specialist will act as the face of Loomis Sayles, setting the stage for a successful and welcoming client relationship, including with financial intermediaries, high net worth dual contract accounts, and institutional separate accounts.

Working directly with clients and their representatives, the Client Intake Specialist will be responsible for the successful end-to-end onboarding of new accounts. The Client Intake Specialist will ensure all onboarding requirements are completed accurately and timely, including documentation and anti-money laundering/know your customer (AML/KYC) initial reviews. The Client Intake Specialist will work collaboratively with both internal and external parties, and will take initiative to resolve outstanding items, ensuring Loomis Sayles meets client expectations and deadlines. In addition, this role will collaborate with and provide backup to the AML/KYC team and will seek out and participate in broader onboarding team initiatives.

Job Responsibilities

As the primary point of contact, provide white-glove, end-to-end onboarding service to new clients, delivering a responsive and service-oriented client experience.
Working as a liaison and central point of coordination for all responsible groups within the company, while helping clients and internal partners understand requirements and next steps.
With consistent communication throughout the process, partner with Sales, Relationship Management, Client Administration, Legal & Compliance, Operations, the Investment Teams and other internal stakeholders to deliver coordinated, high-quality support to clients and business partners.
Maintain accurate client and account onboarding information across internal systems to track the onboarding progress, supporting a seamless and dependable service experience for clients and internal stakeholders.
With professionalism, clarity, and attention to detail and service, specific tasks include:
Facilitate review of investment agreements, guidelines, fee schedules, complete AML/KYC reviews and due diligence requirements for new and existing accounts
Coordinate transfers in kind, amendments and changes to existing accounts
Manage derivative trading agreement set up
Review KYC documents and manage the AML process for new accounts
Respond to AML due diligence requests from brokers and custodians
Coordinate Markit system uploads
Manage Bloomberg LEI updates and annual LEI registration renewals

Qualifications & Education Requirements

Bachelor’s degree or appropriate equivalent experience
Series 7 License – REQUIRED, NO EXCEPTIONS
At least five years of financial industry experience preferred

Experience and Knowledge
Experience in working in the investment industry with institutional clients, financial advisors, high-net-worth clients and/or financial intermediaries, with demonstrated familiarity with investment products as well as industry and contract terminology.

Skills and Competencies

Client focused mindset with strong service orientation and a can-do attitude
Excellent communication skills (written and spoken)
Ability to build effective relationships with internal and external stakeholders (at all levels of client and firm)
Demonstrated process and procedure orientation with the ability to prioritize and multitask several competing high priority projects simultaneously with a sense of urgency
Exceptional organizational skills with a high level of attention to detail and follow up
Proven ability to work independently and to take initiative
Intellectual curiosity and willingness to learn
Dependability, flexibility and willingness to work extended hours when needed

Additional Requirements
The position follows a hybrid schedule with two days work from home and three days work from office.

Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $85,000 - $120,000 USD. Your starting salary will be based on your experience, skills, qualifications and local benchmarking. This position is also eligible for a discretionary annual incentive award, which is based on individual and company performance. In addition to your compensation, you will have access to a comprehensive benefits package designed to support your health, well-being and financial security.

Global Benefit Statement:
At Loomis Sayles, we believe benefits should empower our employees to thrive — at work and beyond. To attract and retain diverse talent worldwide, we are committed to offering comprehensive, competitive benefits that support your well-being, your family and your future. Designed with both local and global needs in mind, our benefits ensure that wherever you work, you have the support and resources to succeed.

Core Global Benefit Offerings:
Health & Welfare: Medical, dental, and supplemental health plans
Retirement Savings
Paid Time Off
Company-Provided Leave Benefits
Life and Disability Insurance
Work/Life and Wellness Resources
Locally Relevant Perks and Programs
EEOC and Diversity Statement

Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset doesn’t completely match the job description. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

Apply Now

Refine Your Search

investment representative jobs in boston, ma

Client Onboarding Specialist (Series 7)

Entry Level Sales Representative

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Entry Level Sales Representative

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Senior Associate Civil Engineer

Controller Real Estate Investments

Outside Sales

Real Estate Corporate Controller - $140-155k + great benefits

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Fund Controller - Real Estate

Block Clerk - Part Time on Fridays

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Field Sales Representative - Water Restoration

I want to receive the latest job alert for investment representative in boston, ma

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