Top 3052 Client service associate Jobs in Boston Ma

Senior Client Service Associate
TSW Wealth Management —Framingham, MA
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Writing skills
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Sales Associate - Part Time
Wolford America —Boston, MA
- Part-time
- Merchandising
- Entry level
- 401(k)
- Employee discount
Quick Apply
Center Clinical Manager
Community Autism Services —Brockton, MA
- $90,000 - $115,000 a year
- Full-time
- 5 years
- Clinic
- Doctor of Philosophy
- Health insurance
- Dental insurance
Quick Apply
Medical Director
Tandem —Somerville, MA
- $175,000 - $200,000 a year
- Full-time
- Clinic experience
- Recruiting
- In-person
- Health insurance
- Dental insurance
Quick Apply
Associate Executive Director - Corporate Compliance Officer
North Charles Mental Health Research and Training Foundation, Inc —Cambridge, MA
- $73,000 - $80,000 a year
- Full-time
- HIPAA
- Office
- Master's degree
- Health savings account
- Health insurance
Quick Apply
Board Certified Behavior Analyst (BCBA)
Community Autism Services —Danvers, MA
- $85,000 - $100,000 a year
- Full-time
- Hybrid work
- Spanish
- Management
- Clinic
- Mileage reimbursement
- Disability insurance
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Client Service Associate
Armstrong Advisory Group —Needham, MA
- $60,000 - $70,000 a year
- Full-time
- Background check
- Writing skills
- Research
- Health insurance
- Dental insurance
Quick Apply
8d
Associate Director of Event Sales
Tavistock Restaurant Collection —Boston, MA
- Full-time
- Marketing
- English
- High school diploma or GED
Quick Apply
Tax Associate
Schofer Dillberg & Company —Natick, MA
- $70,000 - $80,000 a year
- Full-time
- CPA
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Associate Dentist
New England Dental Group-Southborough —Southborough, MA
- $250,000 - $300,000 a year
- Full-time
- Background check
- Anatomy knowledge
- Dental office
- Health savings account
- Health insurance
Quick Apply
Field Service Engineer
TMC —Massachusetts
- $80,000 - $100,000 a year
- Full-time
- Up to 50% travel
- Military
- Data analysis skills
- Health insurance
- Dental insurance
Quick Apply
Interior Design Sales Professional
Ethan Allen Global, Inc. —Natick, MA
- $52,700 - $200,000 a year
- Full-time
- Mid-level
- High school diploma or GED
- Driver's License
- Health savings account
- AD&D insurance
Quick Apply
Residential Rehab Educator, $20 #250
Aspire Health and Community Services —Weymouth, MA
- $20 an hour
- CPR Certification
- Clean driving record
- Experience working with individuals with disabilities
Associate General Dentist
New England Dental Group-Wilmington —Wilmington, MA
- $200,000 - $275,000 a year
- Part-time
- Background check
- Anatomy knowledge
- Dental office
- Health savings account
- Health insurance
Quick Apply
Behavior Therapist (ABA) - Revere/Lynn
Merrimack Autism Consultants LLC —Revere, MA
- $19 - $25 an hour
- Part-time
- Background check
- 18 years or older
- Experience working with individuals with developmental disabilities
- Health insurance
- Dental insurance
Quick Apply
Nursing Manager of Regulatory Compliance
Signature Healthcare —Brockton, MA
- $42 - $60 an hour
- Full-time
- Hospital
- Word processing
- 3 years
Quick Apply
Outpatient Therapist
All About You Therapy Associates —Wayland, MA
- $75,000 - $150,000 a year
- Contract
- Hybrid work
- Writing skills
- Mid-level
- Outpatient experience
Quick Apply
Job Coach - Part Time Flex
Grow Associates, Inc. —Randolph, MA
- $21 an hour
- Part-time
- Experience working with individuals with developmental disabilities
- CPR Certification
- Experience working with individuals with disabilities
- Free parking
- Paid training
Quick Apply
Scheduling Coordinator - Home Care Agency (English/Russian Speaking required)
Multicultural Home Care —Lynn, MA
- $20 - $24 an hour
- Monday to Friday
- Customer service
- English
- Mid-level
- AD&D insurance
- Paid holidays
Quick Apply
Direct Care Staff – Bilingual (English/Spanish)
FamilyAid —Newton, MA
- $22 an hour
- Full-time
- Spanish
- English
- Residential
Quick Apply

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client service associate jobs near boston ma

Senior Client Service Associate

TSW Wealth Management
Framingham, MA

Quick Apply

Job Details

Full-time
$80,000 - $100,000 a year

Benefits

Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Work from home
Vision insurance
401(k) matching
Employee discount
Opportunities for advancement
Life insurance

Qualifications

Customer communication
Writing skills
Bachelor's degree
SaaS platforms
Financial services
CRM system proficiency
SaaS

Full Job Description

TSW Wealth Management is a boutique wealth management firm based just outside of Boston in Framingham, Massachusetts. Focusing on retirement planning, we have been providing independent financial advice to high net worth individuals and families throughout the country for over 30 years.

Our Client Service Team is continuing to grow. We are for looking someone to join our team full-time to help with client service, as well as assist with operations, compliance, and special firm projects. This is a great role for those who want to pivot within the financial services industry, or who are already in a similar role and want to expand their knowledge within the wealth management space. This is a support position, and for those individuals looking to take on a higher level of responsibility, there is the opportunity for advancement and specialization as the firm continues to expand.

The ideal candidate is someone who enjoys and is at ease interacting directly with clients, has strong critical thinking skills and attention to detail, and is eager to help tackle new initiatives for the Firm. We take pride in providing a highly personalized level of service, so even as an associate you will be a crucial part of the group working closely with clients, investment companies, and the firm’s financial advisors. The feel of a professional investment firm but without the corporate culture, we are searching for someone who is looking for a company to grow with.

Interested individuals should submit both a cover letter and a Resume/CV. Please no phone calls or walk-ins.

Job Description/Benefits

Full time, salaried
Hours: Monday through Friday from 8:30am to 4:30pm. Fridays early departure at 4:00pm.
Position has an in-office component. Potential for partial remote work and Summer Fridays
Annual bonus program
Health, Dental, Vision and Life Insurance
Company retirement plan with automatic firm contribution
Complimentary investment management services
Five weeks paid time off - (includes NYSE holidays and three weeks’ vacation)

Requirements

Bachelor’s Degree required
Previous direct experience within a Financial Advisor's office or a Broker/Dealer is preferred
Maintain strict attention to detail and accuracy throughout the course of the day
Ability to prioritize and switch between different types of assignments depending on the queue that day
An effective verbal communicator. Able to communicate professionally, clearly, and courteously to all clients and staff
Strong writing skills. Able to produce a high level of quality on all written correspondence
Comfortable working in a small office environment and the willingness to take initiative to help the team
Strong familiarity and comfort utilizing CRM and SaaS platforms for wealth management

Experience

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 wide variety of financial account types
Prepare and follow-up on required client paperwork, financial applications, and transactions
Assist in compiling portfolio reviews for clients
Assume the role of a paraplanner and assist with data entry for Financial Plans
Work directly with investment companies to help service client accounts, identify and resolve any potential issues, and obtain investment product information
Help manage and update critical applications including our CRM, reporting system, and other financial sites
Support our compliance program, assisting with compilation and documentation
Help work on and take the lead on special projects for the firm

Pay: $80,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Health insurance
Life insurance
Paid time off
Vision insurance
Work from home

Education:

Bachelor's (Required)

Experience:

Financial services: 3 years (Required)

Ability to Commute:

Framingham, MA 01701 (Required)

Work Location: Hybrid remote in Framingham, MA 01701

Quick Apply

Refine Your Search

client service associate jobs in boston ma

Senior Client Service Associate

Sales Associate - Part Time

Center Clinical Manager

Medical Director

Associate Executive Director - Corporate Compliance Officer

Board Certified Behavior Analyst (BCBA)

Client Service Associate

Associate Director of Event Sales

Tax Associate

Associate Dentist

Field Service Engineer

Interior Design Sales Professional

Residential Rehab Educator, $20 #250

Associate General Dentist

Behavior Therapist (ABA) - Revere/Lynn

Nursing Manager of Regulatory Compliance

Outpatient Therapist

Job Coach - Part Time Flex

Scheduling Coordinator - Home Care Agency (English/Russian Speaking required)

Direct Care Staff – Bilingual (English/Spanish)

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