Top 119 Client services associate Jobs in Braintree Ma

Client Service Associate, The Wealth Office
Fiducient Advisors —Boston, MA
- $65,000 - $85,000 a year
- Hybrid work
- Mid-level
- Office
- Microsoft Office
- Paid time off
- Cell phone reimbursement
Client Associate
Rockefeller Capital Management —Boston, MA
- $45,000 - $90,000 a year
- Full-time
- Bachelor of Science
- Office
- Financial services
- Health insurance
- Retirement plan
Client Service Associate
GW&K Investment Management —Boston, MA
- $70,000 - $80,000 a year
- Hybrid work
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Client Service Healthcare Associate
Guidepoint —Boston, MA
- $70,000 - $75,000 a year
- Hybrid work
- Writing skills
- Research
- Office
- Commuter assistance
- Paid holidays
Client Services Associate
HUB International —Boston, MA
- $20.44 - $30.00 an hour
- Full-time
- Hybrid work
- Office
- High school diploma or GED
- 1 year
- Wellness program
- Health savings account
1d
Client Technology Advocate (Intermediate) – Eastern MA/RI
Confidential —Mansfield, MA
- $60,000 - $75,000 a year
- Full-time
- Hybrid work
- Background check
- Azure
- 5 years
- Travel reimbursement
- Profit sharing
Quick Apply
9d
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
1d
Client Advisor (Full Time)
CH Carolina Herrera —Boston, MA
- From $21 an hour
- Full-time
- Spanish
- Customer service
- Merchandising
- Commuter assistance
- Health insurance
Quick Apply
Senior Tax Manager - Private Client Services | Boston | $190k
Daley and Associates —Boston, MA
- $155,000 - $190,000 a year
- Email
- Hybrid work
- CPA
- Research
- Office
Quick Apply
6d
Senior Analyst - BCG Vantage, B2B SaaS (Client Focus Track)
Boston Consulting Group —Boston, MA
- $124,800 - $129,000 a year
- Full-time
- Urgent Care
- English
- Mid-level
- Profit sharing
- Paid parental leave
PWM Client Service Associate
Morgan Stanley —Boston, MA
- $15.00 - $40.87 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Wealth Client Service Associate
M&T Bank —Boston, MA
- $26.23 - $43.71 an hour
- Full-time
- Hybrid work
- Word processing
- Office
- Bachelor's degree
Senior Associate, Client Onboarding
HarbourVest Partners —Boston, MA
- $100,000 - $115,000 a year
- Full-time
- Hybrid work
- Customer service
- Bachelor of Science
- Mid-level
- Health insurance
- Paid time off
Client Service Associate (Boston, MA)
Oppenheimer & Co. Inc. —Boston, MA
- $50,000 - $55,000 a year
- Full-time
- Organizational skills
- 1 year
- Entry level
Quick Apply
Client Associate - Legacy Place, MA
Travis Mathew —Dedham, MA
- $16.80 - $18.50 an hour
- Part-time
- Cash register
- Computer skills
- Communication skills
Client Service - Associate I
JPMorganChase —Boston, MA
- $74,100 - $100,000 a year
- Full-time
- Mid-level
- 3 years
- Communication skills
- Health insurance
- Tuition reimbursement
Client Associate/Registered Client Associate
Royal Bank of Canada —Norwell, MA
- $44,000 - $77,000 a year
- Full-time
- Research
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Wealth Management Client Associate
Bank of America —Cambridge, MA
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Operations - Analyst, Senior Analyst, Associate Client Service - Parametric
Morgan Stanley —Boston, MA
- $60,000 - $90,000 a year
- Hybrid work
- Marketing
- Mid-level
- Office
Associate Manager, Client Services
Precision AQ —Boston, MA
- $95,000 - $115,000 a year
- Online Application
- Remote
- Microsoft Outlook
- Up to 50% travel
- Mid-level
Quick Apply
14d

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Client Service Associate, The Wealth Office

Fiducient Advisors -
Boston, MA

Apply Now

Job Details

$65,000 - $85,000 a year

Benefits

Paid time off
Cell phone reimbursement
Parental leave
401(k) matching
Referral program

Qualifications

Customer communication
Customer relationship building
Bachelor's degree

Full Job Description

Fiducient Advisors is part of Wealthspire, a leading wealth management, institutional advisory, and business management firm serving individuals, families, retirement plans, endowments, and other institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting and business management, empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.

For more information, visit www.wealthspire.com and www.fiducientadvisors.com.

The Client Service Associate is responsible for high-quality customer service and communication to private clients, Investment Consultants, custodians, and money managers. The Client Service Associate acts as a dedicated liaison between custodians and clients, building trusted relationships and delivering exceptional service. This role assumes responsibility for supporting the firm’s Investment Consultants in account administration, operational tasks, client servicing, internal projects, and client-related projects. The Client Service Associate works on the clients’ behalf towards achieving their investment goals, supporting our mission of helping clients prosper.

Responsibilities:

Direct responsibility to fully onboard new clients accurately and in a timely manner
Open new brokerage accounts for various client types including, but not limited to, individual, joint, retirement, trust, incorporated and non-incorporated accounts
Process and facilitate various types of money movements including wires, ACHs, journals, DTC, ACAT and non-ACAT transfers
Maintain organization of client records and documents in the firm’s CRM and document management system
Follow internal policies and procedures accurately as it relates to money movement verification, CRM documentation, client tasks, and compliance requests
Demonstrate ability to problem solve and critically think through the handling of operational tasks and client service-based projects
Consistent and proactive communication to clients and colleagues in a timely manner for status updates
Completion of subscription documents for Private Equity and Hedge Fund investments, with ongoing maintenance for capital call processing and additional requests
Work with outside asset managers for initial account set up and ongoing account maintenance
Collaborate with different internal departments on firm or client related projects
Support the Director of Client Services, Investment Consultants, and Private Clients with ad-hoc projects

Education, Professional & Technical Experience

Bachelor’s Degree required with a preferred concentration in Business or related
Two (2) to four (4) Years of Financial Industry Experience
Proficiency in Microsoft Suite and Adobe
Previous CRM experience
Previous custodial portal experience, particularly Charles Schwab and/or Fidelity, is a plus
Understands different types of money movements transactions
Understands basics of different brokerage account types and client types
Understand basics of brokerage account processes such as RMDs, 401(k) rollovers, etc.
Broad knowledge of different types of securities such as stocks, mutual funds and bonds
Broad knowledge of asset managers
Basic knowledge of alternative investment vehicles [Private Equity and Hedge Funds]

Essential Traits

Team Oriented
Excellent follow-up skills
Excellent email management communication and etiquette
Detail-oriented with a high level of accuracy and organization
Thoughtful ability to establish rapport and build relationships
Customer service skills
Adaptability when priorities shift and able to work independently
Sound judgment and problem-solving skills
Resourcefulness
Innovative, curious, and enthusiastic.
Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging.
Passionate about working in an organization that values and promotes inclusion and belonging.

Work Environment & Travel Requirements

This role may travel up to 5% of the time for training and or business/events.
This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.

Physical Job Expectations
The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:

Must be able to remain in a stationary position for up to 8 hours.
Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
The person in this position may at times need to move throughout the building to access different areas.
Ability to move equipment weighing up to 25 pounds.
Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.

What We Offer (Summary Highlights)
A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to inclusion and belonging. We strive to be active participants of change in and outside our industry.

The base salary range for this position is $65,000-$85,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Paid Time Off

Generous PTO with optional rollover
Personal/Sick Time
10 Holidays with additional half days off for specific holidays throughout the year
Summer Perks
Bereavement Time –inclusive time off for a loved one, unborn child, or pet.
Employer Paid Parental, Personal and Family leaves.
Professional Development Day for eligible exams

Work Life Convenience Benefits

Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
KindBody – Family & Fertility Assistance
Wellness Reimbursement Program
Professional Development Designation reimbursement
Employee Referral Program
Employee Resource Groups, Mentorship Program & New Hire Cohort
401K Plan with company match
Cell Phone Reimbursement Program

Fiducient Advisors provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Apply Now

Refine Your Search

client services associate jobs in braintree ma

Client Service Associate, The Wealth Office

Client Associate

Client Service Associate

Client Service Healthcare Associate

Client Services Associate

Client Technology Advocate (Intermediate) – Eastern MA/RI

Senior Client Service Associate

Client Advisor (Full Time)

Senior Tax Manager - Private Client Services | Boston | $190k

Senior Analyst - BCG Vantage, B2B SaaS (Client Focus Track)

PWM Client Service Associate

Wealth Client Service Associate

Senior Associate, Client Onboarding

Client Service Associate (Boston, MA)

Client Associate - Legacy Place, MA

Client Service - Associate I

Client Associate/Registered Client Associate

Wealth Management Client Associate

Operations - Analyst, Senior Analyst, Associate Client Service - Parametric

Associate Manager, Client Services

I want to receive the latest job alert for client services associate in braintree ma

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