Top 11743 Client services 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
6d
Residential Rehab Educator $20.00
Aspire Health and Community Services —Norwell, MA
- $20 an hour
- CPR Certification
- Clean driving record
- Experience working with individuals with disabilities
Territory Manager
Reliable Respiratory —Boston, MA
- $100,000 - $180,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
Quick Apply
Merchandiser
PHG Retail Services —Hanover, MA
- $25 an hour
- Part-time
- Merchandising
- Power tools
- Entry level
Quick Apply
Advisor - Personal Lines - Outside Sales
The Baldwin Group —Kingston, MA
- From $100,000 a year
- Full-time
- Hybrid work
- Mid-level
- Driver's License
- Travel
- Opportunities for advancement
Client Relationship Manager
HUB International —Rockland, MA
- $31.25 - $40.86 an hour
- Full-time
- Remote
- High school diploma or GED
- Organizational skills
- 1 year
- Paid parental leave
- Health savings account
14h
Customer Success Specialist
ALTO USA LLC —Boston, MA
- $65,000 - $77,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Driver's License
- Mileage reimbursement
- Disability insurance
Quick Apply
Customer Success Specialist
ALTO USA LLC —Quincy, MA
- $65,000 - $77,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Driver's License
- Mileage reimbursement
- Disability insurance
Quick Apply
Client Project Manager 1
Pace Analytical Services —Massachusetts
- Full-time
- Remote
- Mid-level
- Bachelor's degree
- Continuous improvement
- Wellness program
- Health savings account
Supervisor, Customer Contact Center
South Shore Health —Weymouth, MA
- $79,600 - $113,800 a year
- Full-time
- Mid-level
- Organizational skills
- Paid time off
7d
Sales and customer service
Pro Audio Design —Hanover, MA
- Customer service
- Entry level
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
Cash Management Specialist - Boston
Hingham Institution for Savings —Hingham, MA
- $80,000 - $100,000 a year
- Full-time
- Computer literacy
- Mid-level
- Office
Quick Apply
Flight Coordinator
Jets.com —Norwell, MA
- $25 - $35 an hour
- Weekends as needed
- Hospitality
- Customer service
- Bachelor's degree
Quick Apply
Director of Client Services and Community Engagement
Volunteers of America of Massachusetts —Quincy, MA
- $75,000 - $80,000 a year
- Full-time
- Mid-level
- Residential
- Outpatient experience
- 403(b) matching
- Paid holidays
Quick Apply
5d
Senior Customer Success Manager
Supermetrics —Boston, MA
- $80,000 - $125,000 a year
- Remote
- English
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
5d
Client Onboarding Specialist (Series 7)
Loomis Sayles & Company —Boston, MA
- $85,000 - $120,000 a year
- Extended hours
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Member & Administrative Services Coordinator
Massachusetts Funeral Directors Association —East Weymouth, MA
- $25 - $30 an hour
- Part-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Research
Quick Apply
12d
Client Services Account Manager
DS Graphics | Universal Wilde —Canton, MA
- 5 years
- Writing skills
- Mid-level
Sales and Service Client Services, AVP
State Street —Quincy, MA
- $80,000 - $140,000 a year
- Full-time
- Mid-level
- Analysis skills
- Bachelor's degree
- Disability insurance
- Health insurance
6d

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client services 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
6 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

client services jobs in rockland ma

Client Services Administrator (Wealth Management)

Residential Rehab Educator $20.00

Territory Manager

Merchandiser

Advisor - Personal Lines - Outside Sales

Client Relationship Manager

Customer Success Specialist

Customer Success Specialist

Client Project Manager 1

Supervisor, Customer Contact Center

Sales and customer service

Client Associate/Registered Client Associate

Cash Management Specialist - Boston

Flight Coordinator

Director of Client Services and Community Engagement

Senior Customer Success Manager

Client Onboarding Specialist (Series 7)

Member & Administrative Services Coordinator

Client Services Account Manager

Sales and Service Client Services, AVP

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

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