Top 222 Client reporting associate Jobs in Cambridge, Ma

Client Service Associate
Raymond James Financial Services —Newton Lower Falls, MA
- $50,000 - $70,000 a year
- Full-time
- Microsoft Excel
- Writing skills
- Research
- Health insurance
- Dental insurance
Quick Apply
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
12d
Client Service Associate
Cerity Partners —Boston, MA
- $60,000 - $80,000 a year
- Email
- Mid-level
- Office
- Bachelor's degree
- Commuter assistance
- Dental insurance
Compliance Reporting Associate
MFS Investment Management —Boston, MA
- $55,500 - $80,500 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Bachelor's degree
- Commuter assistance
- Health savings account
9d
Client Service Administrative Associate
RWA Wealth Partners LLC —Newton, MA
- $50,000 - $60,000 a year
- Full-time
- Office
- Bachelor's degree
- Organizational skills
- Health insurance
- Dental insurance
12d
Treasury & Client Services Associate
Careers at KKR —Boston, MA
- $110,000 - $140,000 a year
- Email
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
Fulfillment Associate
TrustWareGate —Boston, MA
- $17 - $27 an hour
- Full-time
- High school diploma or GED
- Ability to lift 50 pounds
- Warehouse
- Paid training
- Opportunities for advancement
Quick Apply
12d
Marketing Associate
Saphire Event Group —Walpole, MA
- $55,000 - $65,000 a year
- Weekends as needed
- Marketing
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
4d
Corporate Associate
Leoforce —Boston, MA
- $285,000 - $350,000 a year
- Hybrid work
- Mid-level
- 4 years
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Financial Planning Associate
METRO Financial Strategies —Chelmsford, MA
- $60,000 - $80,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Associate, Transaction Advisory Services
Leoforce —Boston, MA
- $120,000 - $150,000 a year
- CPA
- Mid-level
- 3 years
- Health savings account
- Disability insurance
Quick Apply
14d
Retail Merchandising Project Associate
Channel Partners —Dedham, MA
- $19 an hour
- 8 hour shift
- 18 years or older
- Merchandising
- No high school diploma
- Paid training
- 401(k)
Associate Manager, Integrated Media
Keurig Dr Pepper —Burlington, MA
- $76,400 - $100,000 a year
- Email
- Marketing
- Mid-level
- Analysis skills
- Mileage reimbursement
- Paid parental leave
12d
Client Engagement Senior Associate, Tax Operations
Crowe —Boston, MA
- $21.75 - $44.50 an hour
- Full-time
- Hybrid work
- 5 years
- Continuous improvement
- US work authorization
Quick Apply
6d
Treasury & Client Services Associate
Kohlberg Kravis Roberts & Co. —Boston, MA
- $110,000 - $140,000 a year
- Email
- Hybrid work
- Mid-level
- Bachelor's degree
- Continuous improvement
Information Associate
Cambridge Associates LLC —Boston, MA
- $63,700 - $82,800 a year
- Full-time
- Microsoft Outlook
- Bachelor of Science
- Mid-level
9d
Clinical Research Associate
Alira Health —Boston, MA
- $85,000 - $125,000 a year
- Full-time
- Bachelor of Science
- English
- Mid-level
5d
Office Services Associate
Opensity Solutions —Boston, MA
- $24.16 an hour
- Full-time
- Microsoft Outlook
- Writing skills
- Office
Quick Apply
11d
Portfolio Implementation Associate
Morgan Stanley —Boston, MA
- $100,000 - $130,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
Onboarding Accounting Associate
Aprio —Boston, MA
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- 3 years
- Bachelor's degree
- Profit sharing
- Wellness program

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Client Service Associate

Raymond James Financial Services
Newton Lower Falls, MA

Quick Apply

Job Details

Full-time
$50,000 - $70,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Investment
Microsoft Excel
Databases
Administrative experience
Financial services
Appointment scheduling

Full Job Description

We are seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!

Essential Duties and Responsibilities

Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
Opens new client accounts and researches client and security information using internal databases and other technologies.
For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.
Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
May enter orders at the direction of the Financial Advisor.
Process and manage inbound calls to the office and the Financial Advisors.
Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities

Knowledge of

Company’s working structure, policies, mission, and strategies.
General office practices, procedures, and methods.
Investment concepts, practices and procedures used in the securities industry.
Financial markets, products and industry regulations.

Skill in

Client Relationship Management (CRM) software, or similar contact management software.
Excel, including developing spreadsheets as needed and for ongoing reporting.
Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)

Ability to

Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Analyze and research account information.
Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Identify time sensitive items and assess competing priorities.
Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
Handle stressful situations and provide a high level of customer service in a calm and professional manner.
Analyze problems and establish solutions in a fast paced environment.
Use mathematics sufficient to process account and transaction information.
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
Work both independently and as part of a cohesive team.
Provide a high level of customer service.

Educational/Previous Experience Requirements

Education/Previous Experience

Associates degree or equivalent and 3 or more years securities industry or related work experience preferred.

Licenses/Certifications

SIE, Series 7 & 66 -preferred

Job: Administrative & Support Services

Primary Location: Newton Lower Falls, MA

Organization Northern

Schedule Full-time

Job Shift Day Job

Travel No

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Compensation Package:

Bonus opportunities

Experience:

Financial services: 3 years (Preferred)

Ability to Commute:

Newton Lower Falls, MA 02462 (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

client reporting associate jobs in cambridge, ma

Client Service Associate

Client Service Associate

Client Service Associate

Compliance Reporting Associate

Client Service Administrative Associate

Treasury & Client Services Associate

Fulfillment Associate

Marketing Associate

Corporate Associate

Financial Planning Associate

Associate, Transaction Advisory Services

Retail Merchandising Project Associate

Associate Manager, Integrated Media

Client Engagement Senior Associate, Tax Operations

Treasury & Client Services Associate

Information Associate

Clinical Research Associate

Office Services Associate

Portfolio Implementation Associate

Onboarding Accounting Associate

I want to receive the latest job alert for client reporting associate in cambridge, ma

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