Top 607 Service administrator Jobs in Rockland, 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
10d
Dental Front Desk Admin/Billing Coordinator/Office Manager
Confidential —Brookline, MA
- $25 - $35 an hour
- Part-time
- Dental office
- English
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
M365 System Administrator
DS Graphics, Inc. —Canton, MA
- $60,000 - $70,000 a year
- Full-time
- Background check
- Computer Science
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Service Administrator
Alta Equipment Group —Middleborough, MA
- $20 - $30 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee stock purchase plan
- Paid holidays
Quick Apply
Senior Research Administrator
Dana-Farber Cancer Institute —Boston, MA
- $89,000 - $101,100 a year
- 5 years
- Computer literacy
- Bachelor's degree
2d
Senior Research Administrator
Dana-Farber Cancer Institute —Boston, MA
- $89,000 - $101,100 a year
- 5 years
- Computer literacy
- Writing skills
9d
Yardi Systems Administrator
Confidential —Dedham, MA
- $130,000 - $150,000 a year
- Full-time
- Computer Science
- Software troubleshooting
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Senior Executive Administrative Assistant (Higher Education)
ProPivotal —Cambridge, MA
- $35 - $38 an hour
- Full-time
- Mid-level
- University
- Leadership
Quick Apply
Unix/Linux Administrator_Local to MA only
The Akanksha LLC —Quincy, MA
- $60 - $62 an hour
- Contract
- 8 years
- AWS
- In-person
- Flexible schedule
Quick Apply
5d
Sales Administrative Assistant - USA
DELO Industrial Adhesives LLC —Boston, MA
- Full-time
- Microsoft Excel
- 5 years
- Writing skills
- Dental insurance
- Employee assistance program
Medical Administrative Assistant
Personal Health MD —Boston, MA
- $28 - $31 an hour
- 8 hour shift
- Vital signs
- Laboratory experience
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
NetSuite Systems Administrator
Vista Higher Learning —Massachusetts
- $115,000 - $135,000 a year
- Full-time
- Hybrid work
- Computer Science
- 5 years
- Writing skills
11d
Office Manager
Plymouth Congregational Church of Belmont —Belmont, MA
- From $35,000 a year
- Part-time
- Mid-level
- Office
- In-person
- Health insurance
- Paid time off
Quick Apply
Grants and Contracts Administrator
ProPivotal —Cambridge, MA
- $40 an hour
- Full-time
- 5 years
- Bachelor's degree
- Continuous improvement
Quick Apply
3d
Contracts Administrator construction urgent need $100000
Commonwealth Resources —Boston, MA
- $80,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
11d
Research Grants Administrator
ProPivotal —Cambridge, MA
- $40 an hour
- Full-time
- 5 years
- Bachelor's degree
- Continuous improvement
Quick Apply
3d
Office Manager | Back Bay
Cactus Club Cafe Boston Back Bay —Boston, MA
- $23 - $29 an hour
- Part-time
- Mid-level
- Office
- Administrative experience
- Dental insurance
- Employee assistance program
Employee Relations and Office Manager
Jason Stone Injury Lawyers —Boston, MA
- From $70,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
9d
LPN Program Administrator - Sign on Bonus!
High Point & Affiliated Organizations —Brockton, MA
- $85,280 - $101,920 a year
- Full-time
- 18 years or older
- Nursing
- Addiction Medicine
- Continuing education credits
- Disability insurance
Quick Apply
NetSuite Systems Administrator
Vista Higher Learning —Boston, MA
- $115,000 - $135,000 a year
- Full-time
- Hybrid work
- Computer Science
- 5 years
- Writing skills
11d

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service administrator jobs near rockland, ma

Client Services Administrator (Wealth Management)

Precision Private Wealth
Wellesley Hills, MA

Quick Apply

Job Details

Part-time
$32 - $35 an hour
10 days ago

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

service administrator jobs in rockland, ma

Client Services Administrator (Wealth Management)

Dental Front Desk Admin/Billing Coordinator/Office Manager

M365 System Administrator

Service Administrator

Senior Research Administrator

Senior Research Administrator

Yardi Systems Administrator

Senior Executive Administrative Assistant (Higher Education)

Unix/Linux Administrator_Local to MA only

Sales Administrative Assistant - USA

Medical Administrative Assistant

NetSuite Systems Administrator

Office Manager

Grants and Contracts Administrator

Contracts Administrator construction urgent need $100000

Research Grants Administrator

Office Manager | Back Bay

Employee Relations and Office Manager

LPN Program Administrator - Sign on Bonus!

NetSuite Systems Administrator

I want to receive the latest job alert for service administrator in rockland, ma

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