Top 1241 Associate Jobs in Worcester, 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
8d
Sales Associate
Rocky's Ace Hardware —Northborough, MA
- Merchandising
- Entry level
Freezer/Cooler Warehouse Associate
Legal Sea Foods Inc —Milford, MA
- $18 - $21 an hour
- Full-time
- High school diploma or GED
- Ability to lift 50 pounds
- US work authorization
- Paid training
7d
Client Service Associate
G9 Financial —Millbury, MA
- $55,000 - $65,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Basic math
- 401(k)
- Paid time off
Quick Apply
12d
AT&T Wireless Customer Associate
Mass Media Sales Group —Westborough, MA
- $3,600 - $5,500 a month
- Full-time
- Communication skills
- Entry level
Quick Apply
8d
Small Package Packing and Shipping Associate
Worx Printing LLC —Worcester, MA
- $18 - $24 an hour
- Full-time
- Basic math
- English
- Mid-level
- 401(k)
- Paid time off
Quick Apply
14d
Retail Stocking Associate
Harbor Freight —Worcester, MA
- $17 an hour
- Part-time
- Entry level
- Paid holidays
- Disability insurance
Quick Apply
Delivery Station Warehouse Associate
Amazon Warehouse —Worcester, MA
- $23.50 an hour
- Extended hours
- 18 years or older
- Military encouraged
- Entry level
- Flextime
- On-the-job training
Warehouse Associate (Cold Storage)
A&D Cold Storage, Inc. —Worcester, MA
- From $24 an hour
- Overtime
- Forklift
- Warehouse experience
- In-person
- Health insurance
- 401(k)
Quick Apply
Sales Associate - Spirit
Spirit Halloween —Worcester, MA
- $15.00 - $15.25 an hour
- Seasonal
- Merchandising
- Ability to lift 50 pounds
- Cleaning
- Paid sick time
Associate Patient Care Coordinator
Optum —Worcester, MA
- $16 - $29 an hour
- Urgently hiring
- Hybrid work
- Computer literacy
- Pass drug screening
- Office
- AD&D insurance
- Employee stock purchase plan
Shipping/Receiving Associate II
CoorsTek Inc —Worcester, MA
- $21.86 - $26.00 an hour
- Full-time
- No high school diploma
- Mid-level
- Forklift
Quick Apply
Delivery Associate
All Points Inc —Worcester, MA
- $23.25 an hour
- Overtime
- Customer service
- No experience needed
- Ability to lift 50 pounds
- Paid training
- Health insurance
Quick Apply
5d
Warehouse Associate
mSupply —Worcester, MA
- $19 - $22 an hour
- Full-time
- Forklift
- Residential
- High school diploma or GED
- Health savings account
- Paid holidays
Quick Apply
Fulfillment / Stocking Associate - Part Time
Total Wine & More —Shrewsbury, MA
- $17.49 - $24.49 an hour
- Part-time
- Merchandising
- High school diploma or GED
- Ability to lift 50 pounds
- Commuter assistance
- Paid parental leave
Quick Apply
Retail Stocking Associate - Part Time
Burlington —Worcester, MA
- $15 an hour
- Part-time
- Merchandising
- Organizational skills
- Entry level
- Paid holidays
- Health insurance
Retail Sales Associate
Skechers USA Retail, LLC —Worcester, MA
- $17.00 - $18.04 an hour
- Part-time
- 18 years or older
- Merchandising
- No high school diploma
- On-the-job training
- Flexible schedule
Quick Apply
Food Service Associate - Pay: $17 - $19.50/hr - Worcester
Panera Bread (PR Management Corp) —Worcester, MA
- $17.00 - $19.50 an hour
- 18 years or older
- Customer service
- Ability to lift 50 pounds
- Disability insurance
- Health insurance
Quick Apply
Seasonal Stockroom Operations Associate
KOHLS —Worcester, MA
- $15.00 - $21.65 an hour
- Weekends as needed
- Writing skills
- 16+ years old
- Communication skills
- Disability insurance
- Dental insurance
5d
Warehouse Associate
IntelliSource —Worcester, MA
- From $22 an hour
- Overtime
- Background check
- Pass drug screening
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
3d

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Senior Client Service Associate

TSW Wealth Management
Framingham, MA

Quick Apply

Job Details

Full-time
$80,000 - $100,000 a year
8 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

associate jobs in worcester, ma

Senior Client Service Associate

Sales Associate

Freezer/Cooler Warehouse Associate

Client Service Associate

AT&T Wireless Customer Associate

Small Package Packing and Shipping Associate

Retail Stocking Associate

Delivery Station Warehouse Associate

Warehouse Associate (Cold Storage)

Sales Associate - Spirit

Associate Patient Care Coordinator

Shipping/Receiving Associate II

Delivery Associate

Warehouse Associate

Fulfillment / Stocking Associate - Part Time

Retail Stocking Associate - Part Time

Retail Sales Associate

Food Service Associate - Pay: $17 - $19.50/hr - Worcester

Seasonal Stockroom Operations Associate

Warehouse Associate

I want to receive the latest job alert for associate in worcester, ma

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