Top 275 Finance operations occupations Jobs in Cambridge, 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
Sr Analyst, Transaction Services - Liberty Mutual Investments
Liberty Mutual —Boston, MA
- $92,000 - $154,000 a year
- Full-time
- Mid-level
- Office
- 3 years
12d
Treasury Associate
Nexamp —Boston, MA
- $55,000 - $65,000 a year
- Mid-level
- Office
- Finance
- Commuter assistance
- Paid holidays
Quick Apply
Lead AML/CFT Analyst
North Easton Savings Bank —South Easton, MA
- $69,154.29 - $96,811.53 a year
- Full-time
- 5 years
- Office
- Bachelor's degree
Compliance Associate
KBW Financial Staffing & Recruiting —Boston, MA
- $80,000 - $100,000 a year
- Email
- Research
- Mid-level
Quick Apply
Operations Associate - Parametric
Morgan Stanley —Boston, MA
- $70,000 - $140,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Research
- Mid-level
Assistant Director, Enterprise Operations & Strategy
HarbourVest Partners —Boston, MA
- $120,000 - $150,000 a year
- Full-time
- Hybrid work
- Writing skills
- Office
- Project management
- Health insurance
- Paid time off
Operations Associate, Private Debt
Audax Group —Boston, MA
- $72,000 - $130,000 a year
- Bachelor of Science
- Mid-level
- Office
- Disability insurance
- Health insurance
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, Accounting Operations
HarbourVest Partners —Boston, MA
- $72,000 - $85,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- CPA
- Computer literacy
- Health insurance
- Paid time off
Trade Coordinator
Wellington Management —Boston, MA
- $80,000 - $150,000 a year
- Email
- Mid-level
- Office
- SQL
- Commuter assistance
- Health savings account
Service Associate
Morgan Stanley —Boston, MA
- $34,320 - $90,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
Senior Associate, Portfolio Operations (Private Markets)
HarbourVest Partners —Boston, MA
- $110,000 - $120,000 a year
- Full-time
- Hybrid work
- 5 years
- Bachelor of Science
- Research
- Health insurance
- Paid time off
Investment Operations Analyst
BOSTON TRUST WALDEN NATIONAL ASSOCIATION —Boston, MA
- $75,000 - $100,000 a year
- Full-time
- Microsoft Outlook
- 5 years
- Mid-level
- Profit sharing
- Commuter assistance
Quick Apply
ETF Servicing - Associate I
JPMorganChase —Boston, MA
- $76,000 - $106,000 a year
- Full-time
- Office
- Finance
- Analysis skills
- Health insurance
- Tuition reimbursement
5d
Client Service Operations Analyst
Wellington Management —Boston, MA
- $90,000 - $180,000 a year
- Email
- Mid-level
- Office
- 3 years
- Commuter assistance
- Health savings account
Insurance Investment Operations Senior Analyst
Careers at KKR —Boston, MA
- $70,000 - $100,000 a year
- Email
- Hybrid work
- Mid-level
- Office
- 1 year
12d
Associate, Portfolio Operations, Primary Investments
HarbourVest Partners —Boston, MA
- $80,000 - $90,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Mid-level
- Office
- Health insurance
- Paid time off
Associate I, Production Operations
FIS Global —Canton, MA
- Full-time
- Pass drug screening
- Research
- Office
Senior Derivatives Operations Specialist
Bracebridge Capital —Boston, MA
- $95,000 - $105,000 a year
- Mid-level
- Office
- 3 years

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finance operations occupations jobs near cambridge, ma

Client Services Administrator (Wealth Management)

Precision Private Wealth
Wellesley Hills, MA

Quick Apply

Job Details

Part-time
$32 - $35 an hour

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

finance operations occupations jobs in cambridge, ma

Client Services Administrator (Wealth Management)

Sr Analyst, Transaction Services - Liberty Mutual Investments

Treasury Associate

Lead AML/CFT Analyst

Compliance Associate

Operations Associate - Parametric

Assistant Director, Enterprise Operations & Strategy

Operations Associate, Private Debt

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

Associate, Accounting Operations

Trade Coordinator

Service Associate

Senior Associate, Portfolio Operations (Private Markets)

Investment Operations Analyst

ETF Servicing - Associate I

Client Service Operations Analyst

Insurance Investment Operations Senior Analyst

Associate, Portfolio Operations, Primary Investments

Associate I, Production Operations

Senior Derivatives Operations Specialist

I want to receive the latest job alert for finance operations occupations in cambridge, ma

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