Client Service Associate Jobs in Boston, MA | Glassdoor
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Client Service Associate Jobs in Boston, MA

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  • 3.5
    UBS – Boston, MA
    Est. Salary $39k-$57k
    4 days ago 4d
    other materials for client meetings –collect the right documentation for opening new accounts and service requests –plan team… ’ll: –keep management systems up-to-date with client information –educate clients on account services and capabilities –help with…
  • 3.6
    Morgan Stanley – Boston, MA
    Est. Salary $38k-$56k
    10 days ago 10d
    Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors… PowerPoint. Superior interpersonal, organizational and client service skills Experience Industry experience is a plus.…
  • The Colony Group – Boston, MA
    Est. Salary $37k-$53k
    9 days ago 9d
    position of Client Service/Office Administrator. The individual selected for this opportunity will be dedicated to client service and… Client Service/Office Administrator Wealth Management Primary responsibilities for this position include: Managing the…
  • 4.0
    Pareto Law – Boston, MA
    24 days ago 24d
    and company vacations The Role: Client Service Associate Operating within the Client Service team under the umbrella of the company's… Massachusetts? Our client is a global enterprise and is now seeking fresh talent to drive business growth. Client Service Associate what you…
  • 5.0
    Income Research + Management – Boston, MA
    Est. Salary $46k-$66k
    21 days ago 21d
    Description: The Client Service Associate plays a key role in the dynamic and challenging Client Service Support Team. This… to the Client Service Team Manager. Summary of Essential Job Functions: Primary responsibility of the Client Service Associate…
  • 3.0
    Pareto Ltd – Boston, MA
    Est. Salary $38k-$54k
    29 days ago 29d
    Job Description Client Service Associate Salary: $50,000 + OTE REF: MASGJCSA#SGP Sector: Financial Services Have an interest… background in financial services would be beneficial. Client Service Associate – what you get: · Highly competitive starting salary…
  • Oppenheimer & Co. Inc. – Boston, MA
    Est. Salary $26k-$37k
    11 days ago 11d
    The Client Service Associate will perform a variety of tasks in the support for Financial Advisors located in the Boston, MA… contacts and associates using Oppenheimer & Co., Inc. internal software. Correspondence to clients, delegates, associates, and Senior…
  • 3.0
    BNY Mellon – Boston, MA
    Est. Salary $49k-$70k
    Today 12min
    Management can help our clients reach their goals. The Role: The Client Relations & Development Associate (CRDA) reports directly… with the sales team to provide best in class client service to our institutional clients across the Public Fund and Taft Hartley/Jointly…
  • 2.5
    CIOX Health – Boston, MA
    Est. Salary $31k-$46k
    6 days ago 6d
    customers with the highest quality product and customer service. Associate must at all times safeguard and protect the patients right… computer for data input, retrieval of data and all other tasks associated with release of information services and time reporting.…
  • 3.5
    UBS – Boston, MA
    1 days ago 17hr
    other materials for client meetings – collect the right documentation for opening new accounts and service requests – plan team… ll: – keep management systems up-to-date with client information – educate clients on account services and capabilities – help with…
  • 4.3
    Beacon Hill Staffing Group – Boston, MA
    EASY APPLY
    5 days ago 5d
    Our client, a financial services firm in Boston, is searching for a Client Services Associate to join their team! Responsibilities… updating client files and information. The ideal candidate will have: at least 0-2 years of experience in financial service operations…
  • 3.5
    UBS – Boston, MA
    16 days ago 16d
    other materials for client meetings –collect the right documentation for opening new accounts and service requests –plan team… ’ll: –keep management systems up-to-date with client information –educate clients on account services and capabilities –help with…
  • 3.3
    Eze Software – Boston, MA
    Est. Salary $49k-$74k
    23 days ago 23d
    scalability of best practices within the Client Service organization. The teams main focus is on business process and intelligence… Operations Analyst is responsible for working closely with client service management and our information systems team to advise, design…
  • 3.4
    Wells Fargo – Boston, MA
    Est. Salary $32k-$48k
    3 days ago 3d
    and record keeping necessary to support efforts to service and grow client relationships. Required Qualifications 6+ months… business or office environment Desired Qualifications Client service focus with experience listening, eliciting information efficiently…
  • 4.7
    Catalant – Boston, MA
    Est. Salary $53k-$92k
    5 days ago 5d
    The Client Strategy Associate will be an integral member of Catalants sales and client service efforts, overseeing the successful… projects for our clients, often including global enterprises and leading investment firms. The Job: Converting client needs into…
  • Neuhaus Belgian Chocolate USA – Boston, MA
    EASY APPLY
    1 days ago 24hr
    extraordinary level of customer service and become a chocolate expert. You will develop customers into loyal clients. You have a track… track record of recruiting and training high caliber associates. You are able to motivate a staff to achieve a higher standard thru…
  • 3.3
    Eze Software – Boston, MA
    Est. Salary $134k-$197k
    23 days ago 23d
    escalation Work with various Client Service teams to provide valuable insight and feedback in clients’ day-to-day activities Ensures… Software Group (Eze Software) is seeking an Associate Director to join the Client Solutions team in its Boston office. The team…
  • 3.7
    Best Doctors – Boston, MA
    8 days ago 8d
    and treatment value. This data is packaged and reported to clients quarterly for use in assessing their return on investment.… ESSENTIAL JOB DUTIES AND RESPONSIBILITIES: • Create succinct, client-appropriate summaries of complex clinical cases that highlight…
  • 3.1
    LPL Financial – Boston, MA
    Est. Salary $38k-$53k
    3 days ago 3d
    as well as ongoing net worth monitoring. Client Service – Work directly with clients to answer questions, provide information,… professional appearance Client Service Aptitude - Our business is most successful when our clients are happy, so we need people…
  • 3.6
    J.P. Morgan – Boston, MA
    Est. Salary $49k-$72k
    1 days ago 12hr
    CIB – Prime Brokerage Client Service Representative – Analyst/Associate J.P. Morgan is a leading global financial services… Consulting. The Account Manager will provide support to clients serviced out of the New York Prime Brokerage office. The successful…
  • 3.9
    Eaton Vance – Boston, MA
    Est. Salary $38k-$55k
    30+ days ago 30d+
    Australia). The Boston-based Senior Client Service Associate will be an integral part of the non-US client relationship team, working closely… routine and custom account management. The Senior Client Service Associate will also work closely with a variety of the firms…
  • Boston, MA
    1 days ago 1d
    customers with the highest quality product and customer service. Associate must at all times safeguard and protect the patients right… computer for data input, retrieval of data and all other tasks associated with release of information services and time reporting.…
  • 3.2
    Dow Jones – Boston, MA
    21 days ago 21d
    the Client Associate is a key team player, partnering to sell integrated media solutions and partnerships to large clients within… designated industry to achieve quarterly revenue goals. Client Associates will be exposed to selling market-leading solutions and…
  • 3.3
    Eze Software – Boston, MA
    Est. Salary $161k-$236k
    11 days ago 11d
    -touch, high-value client interaction model. Client Solutions is the point of contact for incidents, service requests, changes… relationships with clients and third-parties and act as a point of escalation Work with various Client Service teams to provide…
  • 2.9
    The Advocator Group – Wakefield, MA
    Est. Salary $49k-$83k
    1 days ago 23hr
    processing for our clients and help to preserve or improve their financial well-being The Client Service Manager will lead… the day-to-day service delivery to maintain operational relationships with clients collaborating with VP, Client Services, and…
  • 2.8
    Santander Bank – Abington, MA
    Est. Salary $43k-$62k
    11 days ago 11d
    Client Service Associate-1704268 Description As a member of Santander’s retail banking division you’ll help serve Santander… transactional account with Santander Bank. The Client Service Associate (CSA) provides infrastructure and support to a number…
  • 3.5
    PTC – Boston, MA
    Est. Salary $46k-$62k
    5 days ago 5d
    Global Services Center of Excellence Associate Consultant is responsible for analyzing client requirements; designing, building,… standards. Reviews their client deliverables to ensure that they are accurate, consistent, and meet client requirements. Primary…
  • 1.7
    OneSource Document Management – Boston, MA
    Est. Salary $34k-$51k
    2 days ago 2d
    Requisition Number 17-1991 Title Client Service Representative I City Boston State MA Description CIOX… Health is currently seeking qualified professionals for a Client Service Specialist to process medical records requests at a local…
  • 3.4
    Dow Jones – Boston, MA
    21 days ago 21d
    the Client Associate is a key team player, partnering to sell integrated media solutions and partnerships to large clients within… designated industry to achieve quarterly revenue goals. Client Associates will be exposed to selling market-leading solutions and…
  • 2.9
    Belimed – Boston, MA
    Est. Salary $47k-$73k
    25 days ago 25d
    100 percent. How you will impact Belimed and our clients Troubleshoot and diagnose equipment malfunctions… require including nights, weekends and holidays PREFERRED Associate’s degree or technical training in mechanical or electronics…
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