Morgan Stanley - Waltham, MA

The Client Service Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in...

Estimated: $35,000 - $48,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

11d

Wingate Wealth Advisors, LLC - Lexington, MA

The role of the Client Service Associate is to assist Advisors and their teams in servicing high net worth clients, working with outside professionals and other...

Estimated: $39,000 - $49,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

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Northwestern Mutual Life Insurance Company - Wellesley, MA

Sales and Service Support*. Prepare and manage client communications. Collect and input client meeting notes....

Estimated: $42,000 - $56,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

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First Help Financial - Newton, MA

Assist other funding associates whenever needed. Conduct final funding interviews with prospective clients. We are seeking a highly motivated Funding Associate....

Estimated: $34,000 - $44,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

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Platinum Wealth Partners - Needham, MA

Client Service Associate is asked to provide assistance to an client base with tasks such as opening/ updating accounts, transactions, document upkeep and money...

$35,000 - $40,000 a year

Charles Schwab - Chestnut Hill, MA

Our Client Relationship Specialist Incentive Compensation program rewards client retention, excellent client service and profitable revenue growth....

Estimated: $41,000 - $52,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

13d

UBS - Wellesley, MA

Client service experience. Educate clients on account services and capabilities. Are you truly service oriented?...

Estimated: $31,000 - $43,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Income Research + Management - Boston, MA

The Client Service Associate reports to the Client Service Support Business Manager. The Client Service Associate plays a key role in the dynamic and...

Morgan Stanley - Wellesley, MA

Superior interpersonal, organizational and client service skills. Client contact including responding to client requests and client outreaches....

Estimated: $25,000 - $34,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Aevitas Wealth Management - Wellesley Hills, MA

Due to continued growth, we're eagerly seeking a highly client-centered, Client Services Associate with financial services experience, who wishes to join a fee...

Estimated: $37,000 - $52,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

UBS - Boston, MA

Client service experience. Educate clients on account services and capabilities. Are you truly service oriented?...

Estimated: $33,000 - $44,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Winston Flowers - Boston, MA

This position reports to the Client Service Management Team. This dynamic, creative client service position is responsible for providing excellent service to...

Estimated: $39,000 - $52,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Stifel Nicolaus - Wellesley, MA

Client Service Associates may not be designated speakers or present products to clients or prospective clients at such events....

Estimated: $22,000 - $31,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

UBS - Wellesley, MA

Experience in financial services. Develop customized asset allocation strategies and investment solutions for clients....

Estimated: $64,000 - $89,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

JP Morgan Chase - Boston, MA

Client Associate Responsibilities. Position involves extensive client contact, individual will be involved in all activities that touch prospective or existing...

Estimated: $61,000 - $83,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Pioneer Investments - Boston, MA

Customer Service Orientated. Create presentations for existing clients. The successful candidate will be responsible for supporting APIAM clients and assisting...

Estimated: $54,000 - $76,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

4d

Bank of America - Wellesley Hills, MA

Prior experience providing excellent service to clients. Proven client service skills and the ability to resolve problems independently or escalate as needed to...

Wells Fargo - Boston, MA

Client service focus with experience listening, eliciting information efficiently, comprehending, and resolving complex customer issues....

Estimated: $35,000 - $46,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

6d

Bank of America - Newton, MA

The Client Associate (CA) role is a support position, typically providing dedicated operational and service support to multiple Financial Advisors (FA's)....

Bank of America - Newton, MA

Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment....

REZ-1 - Wellesley, MA

Front line support for all REZ-1 products and services. Digging into and researching client and customer challenges....

Estimated: $37,000 - $48,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Morgan Stanley - Boston, MA

Exceptional writing, interpersonal and client service skills. The Registered Associate enhances the client experience by providing exceptional client service,...

Estimated: $35,000 - $48,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

2d

Eagle Investment Systems LLC - Wellesley, MA

The Client Operations Analyst 3 helps clients manage daily routine. 3-5 years of experience in financial services....

Estimated: $61,000 - $80,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Samuel Financial LLC - Dedham, MA

Boston Metro Southwest well-established, independent, growing financial advisory firm seeks entry level full-time Client Service Associate to service wealth...

Estimated: $30,000 - $43,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

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First Help Financial - Newton, MA

Resolve client discrepancies; Assist clients with Insurance and registration issues. Provide customer service regarding collection issues in heavy traffic call...

Estimated: $29,000 - $39,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

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Winston Flowers - Boston, MA

Client Service Associate - Full-Time; This position reports to the Client Service Manager. This dynamic, creative client service position is responsible for...

Estimated: $39,000 - $51,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

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