Registered Client Associate jobs in Massachusetts

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CLIENT SERVICE ASSOCIATE

Are you looking for a new job opportunity?We are seeking a Client Service Associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accu...

CompanyGpac Talent Network
AddressLynn, MA
CategoryRetail
Job typeFull-Time
Date Posted 2 weeks ago See detail

Client Service Associate

Gpac Talent Network

Lynn, MA

Are you looking for a new job opportunity?We are seeking a Client Service Associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accu...

Client Service Associate

Boston Wealth Management, Llc

Wayland, MA

We pride ourselves on helping individuals, families, businesses, and nonprofits achieve financial stability and independence.Why Work Here:- Opportunity for Growth: Join a dynamic team where your skills and contributions are value...

Operations Client Service, Senior Associate

State Street

Quincy, MA

Not disclosed

Act as the point of contact between both internal teams and external clients on the local market requirements to establish securities and cash accounts for our client base. Prepare and review foreign market account opening and ame...

Client Service Associate

Edelman Financial Engines

Burlington, MA

Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork. Supervise client account activity, researching and resolving issues. Prepare and review all new...

Operations Client Service, Senior Associate

State Street

Quincy, MA

$68.9K - $87.2K a year

Act as the point of contact between both internal teams and external clients on the local market requirements to establish securities and cash accounts for our client base. Prepare and review foreign market account opening and ame...