Client Associate jobs in Boston

About Eolas Medical Accessing medical knowledge rapidly and easily at the point of care is still very difficult for healthcare professionals. Eolas Medical (pronounced "oh-lus," the Irish word for knowledge) is transforming how critical medical knowledge is accessed at the point of care. Designed an

Replies within 24 hours Benefits: Bonus based on performance Employee discounts Free uniforms Training & development We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills . If you enjoy building strong relationships with

Senior Client Relationship Associate Location: Boston, MA Schedule: Monday – Friday (In-Office) Salary: $120k - $125k A leading, independent investment management firm is seeking a Senior Client Relationship Associate (Private Wealth) to support high net worth individuals and multi-generational fami

Senior Client Relationship Associate Location: Boston, MA Schedule: Monday – Friday (In-Office) Salary: $120k - $125k A leading, independent investment management firm is seeking a Senior Client Relationship Associate (Private Wealth) to support high net worth individuals and multi-generational fami

We’re looking for a detail-oriented, client-focused Client Services Associate to support Advisors and help deliver a strong client experience in our Westwood, MA office. In this role, you’ll assist with client requests, account opening, reporting, and meeting coordination. You’ll serve as a point of

Bank of America

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealt

Bank of America

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealt

{"description": " Work Location: Boston, Massachusetts, United States of America Hours: 40 Pay Details: $72,280 - 108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleagu

Full Time - Patient Care Monitor/Greeter Health Care Resource Center is looking for a respectful, alert and vigilant greeter/ patient care monitor to maintain overall safety and order of the clinic facility. The greeter/patient care monitor may also provide backup coverage to receptionist. Essential

At Park 6 Logistic, we are committed to delivering operational excellence through precision, efficiency, and innovation. As a growing logistics and production support company, we take pride in maintaining high standards across all our processes while fostering a professional and collaborative work e

Business Onboarding & Transitions (BOaT) Global Business Integration | Global Delivery Who We Are Looking For The Business Onboarding and Transitions team (BOaT), part of Global Business Integration within Global Delivery, is seeking a motivated, detail‑oriented professional to support the openi

SDL Search Partners

Client Service Associate Established regional wealth management and investment services firm is looking to bring on a CSA to their team. Ideal candidates will have 1+ years experience in wealth management or client support roles. This role sits in the downtown Boston office and will have a hybrid sc

Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long-term support across the ful

Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role

Join the team providing customized financing and payment solutions to the top tier of commercial real estate owners, developers, investors, operating companies, investment funds, and trusts! As a Real Estate Banking (REB) Client Associate in Commercial Real Estate, your primary responsibility will b

Job Description Commercial Lines Associate Client Representative Job Summary Seeking a dedicated and detail-oriented Commercial Lines Associate Client Representative to join a team. In this role, you will support the daily management of a high-volume Commercial Lines book of select business. Working

At Park 6 Logistic, we are committed to delivering operational excellence through precision, efficiency, and innovation. As a growing logistics and production support company, we take pride in maintaining high standards across all our processes while fostering a professional and collaborative work e

Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client’s

CLIENT SUCCESS ASSOCIATE Eolas Medical | Cambridge, MA (Hybrid) Reports to: Head of US Department: Client Success About Eolas Medical Accessing medical knowledge rapidly and easily at the point of care is still very difficult for healthcare professionals. Eolas Medical (pronounced "oh-lus," the Iris

JOB DESCRIPTION J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms