Top 1831 Client advisor Jobs in Weston, Ma

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
13d
Client Advisor (Full Time)
CH Carolina Herrera —Boston, MA
- From $21 an hour
- Full-time
- Spanish
- Merchandising
- Children
- Commuter assistance
- Health insurance
Quick Apply
6d
Wealth Management Trainee (MA)
Bankers Life —Waltham, MA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Client Service Associate - Argent Wealth Management
HighTower Advisors —Waltham, MA
- Full-time
- Microsoft Word
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
11d
Environmental Client Advisor
Marsh —Boston, MA
- $92,500 - $197,100 a year
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Health insurance
- 401(k)
Client Advisor-Full Time-Natick, MA
Tiffany & Co. —Natick, MA
- $20.40 - $27.00 an hour
- Weekends as needed
- Microsoft Outlook
- Mid-level
- US work authorization
- Health insurance
- Dental insurance
Beauty Advisor - Part Time
Sephora —Natick, MA
- $19.80 - $22.90 an hour
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Fair chance
- Health insurance
14d
Associate Director of Career Champions Network, CENTER FOR CAREER DEVELOPMENT
Boston University —Boston, MA
- Weekends as needed
- Hybrid work
- Doctoral degree
- 5 years
- University
Studio Coach & Client Advisor
FigurellaUSA —Wellesley, MA
- From $20 an hour
- Part-time
- In-person
- Communication skills
- Entry level
Quick Apply
Client Services Representative
Trane Technologies —Wilmington, MA
- $66,056.66 - $96,039.99 a year
- Full-time
- Pass drug screening
- Mid-level
- Office
- Paid holidays
- Health insurance
Service Advisor - Burlington Mall
Aritzia —Burlington, MA
- Part-time
- Mid-level
Style Advisors, Chestnut Hill
Equinox —Newton, MA
- Part-time
- Inventory management
- Merchandising
- US work authorization
Quick Apply
Charlotte Tilbury Retail Artist- Part-Time
Charlotte Tilbury —Newton, MA
- Part-time
- Mid-level
- Retail sales
Quick Apply
Sales Advisor-Mercedes Benz of Burlington
Mercedes Benz of Burlington —Burlington, MA
- $65,000 - $200,000 a year
- Full-time
- Clean driving record
- Dealership
- Customer service
- Paid training
- Paid holidays
Quick Apply
Service Advisor - Legacy Place
Aritzia —Dedham, MA
- Part-time
- Mid-level
Client Advisor - Natick Collection
Brooks Brothers —Natick, MA
- $20.75 - $29.00 an hour
- Weekends as needed
- Mid-level
- 2 years
- Communication skills
- Paid holidays
- Health insurance
Retail Associate - Legacy Place
Aritzia —Dedham, MA
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Senior Analyst (Newton, Jan 2027)
Health Advances —Newton, MA
- $100,000 - $120,000 a year
- Hybrid work
- Travel
- Fair chance
- Communication skills
- Paid holidays
- Disability insurance
13d
GUCCI | Client Advisor - Boston Copley
Gucci —Boston, MA
- $22 - $23 an hour
- Weekends as needed
- Mid-level
- POS
- Communication skills
Style Advisor - Legacy Place
Aritzia —Dedham, MA
- Part-time
- Entry level
- Retail sales

I want to receive the latest job alert for client advisor in weston, ma

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client advisor jobs near weston, ma

Senior Client Service Associate

TSW Wealth Management
Framingham, MA

Quick Apply

Job Details

Full-time
$80,000 - $100,000 a year
13 days ago

Benefits

Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Work from home
Vision insurance
401(k) matching
Employee discount
Opportunities for advancement
Life insurance

Qualifications

Customer communication
Writing skills
Bachelor's degree
SaaS platforms
Financial services
CRM system proficiency
SaaS

Full Job Description

TSW Wealth Management is a boutique wealth management firm based just outside of Boston in Framingham, Massachusetts. Focusing on retirement planning, we have been providing independent financial advice to high net worth individuals and families throughout the country for over 30 years.

Our Client Service Team is continuing to grow. We are for looking someone to join our team full-time to help with client service, as well as assist with operations, compliance, and special firm projects. This is a great role for those who want to pivot within the financial services industry, or who are already in a similar role and want to expand their knowledge within the wealth management space. This is a support position, and for those individuals looking to take on a higher level of responsibility, there is the opportunity for advancement and specialization as the firm continues to expand.

The ideal candidate is someone who enjoys and is at ease interacting directly with clients, has strong critical thinking skills and attention to detail, and is eager to help tackle new initiatives for the Firm. We take pride in providing a highly personalized level of service, so even as an associate you will be a crucial part of the group working closely with clients, investment companies, and the firm’s financial advisors. The feel of a professional investment firm but without the corporate culture, we are searching for someone who is looking for a company to grow with.

Interested individuals should submit both a cover letter and a Resume/CV. Please no phone calls or walk-ins.

Job Description/Benefits

Full time, salaried
Hours: Monday through Friday from 8:30am to 4:30pm. Fridays early departure at 4:00pm.
Position has an in-office component. Potential for partial remote work and Summer Fridays
Annual bonus program
Health, Dental, Vision and Life Insurance
Company retirement plan with automatic firm contribution
Complimentary investment management services
Five weeks paid time off - (includes NYSE holidays and three weeks’ vacation)

Requirements

Bachelor’s Degree required
Previous direct experience within a Financial Advisor's office or a Broker/Dealer is preferred
Maintain strict attention to detail and accuracy throughout the course of the day
Ability to prioritize and switch between different types of assignments depending on the queue that day
An effective verbal communicator. Able to communicate professionally, clearly, and courteously to all clients and staff
Strong writing skills. Able to produce a high level of quality on all written correspondence
Comfortable working in a small office environment and the willingness to take initiative to help the team
Strong familiarity and comfort utilizing CRM and SaaS platforms for wealth management

Experience

Daily, communicate directly with clients over the phone, via email, and in-person to help with service requests, answer questions, and problem-solve across a wide variety of financial account types
Prepare and follow-up on required client paperwork, financial applications, and transactions
Assist in compiling portfolio reviews for clients
Assume the role of a paraplanner and assist with data entry for Financial Plans
Work directly with investment companies to help service client accounts, identify and resolve any potential issues, and obtain investment product information
Help manage and update critical applications including our CRM, reporting system, and other financial sites
Support our compliance program, assisting with compilation and documentation
Help work on and take the lead on special projects for the firm

Pay: $80,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Health insurance
Life insurance
Paid time off
Vision insurance
Work from home

Education:

Bachelor's (Required)

Experience:

Financial services: 3 years (Required)

Ability to Commute:

Framingham, MA 01701 (Required)

Work Location: Hybrid remote in Framingham, MA 01701

Quick Apply

Refine Your Search

client advisor jobs in weston, ma

Senior Client Service Associate

Client Advisor (Full Time)

Wealth Management Trainee (MA)

Client Service Associate - Argent Wealth Management

Environmental Client Advisor

Client Advisor-Full Time-Natick, MA

Beauty Advisor - Part Time

Associate Director of Career Champions Network, CENTER FOR CAREER DEVELOPMENT

Studio Coach & Client Advisor

Client Services Representative

Service Advisor - Burlington Mall

Style Advisors, Chestnut Hill

Charlotte Tilbury Retail Artist- Part-Time

Sales Advisor-Mercedes Benz of Burlington

Service Advisor - Legacy Place

Client Advisor - Natick Collection

Retail Associate - Legacy Place

Senior Analyst (Newton, Jan 2027)

GUCCI | Client Advisor - Boston Copley

Style Advisor - Legacy Place

I want to receive the latest job alert for client advisor in weston, ma

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected