Find Massachusetts Client Associate jobs - Massachusetts Area Job Search for Client Associate jobs (page 1)

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Client Associate (FP) - Springfield, MA: Bank of America Corp. - Western/Springfield, Massachusetts; Banking / Mortgage; Title: Client Associate (FP) - Springfield, MALocation: US-MA-SpringfieldOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also (see more)

Client Associate - Worcester, MA: Bank of America Corp. - Framingham/Worcester, Massachusetts; Banking / Mortgage; Title: Client Associate - Worcester, MALocation: US-MA-WorcesterOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also in-person and (see more)

Client Associate - Boston, MA: Bank of America Corp. - Boston, Massachusetts; Banking / Mortgage; Title: Client Associate - Boston, MALocation: US-MA-BostonOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also in-person and by (see more)

WFA Client Associate - South Waltham, MA: Wells Fargo - Boston, Massachusetts; Banking / Mortgage; Provides support to the Financial Advisor by providing the FA and the clients of the FA with account information and quotes; establishing new accounts, entering security order tickets after being approved by the Financial Advisor and, processing deliveries and/or payments. Performs various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, typing letters, forms and reports, correspondence and the preparation of FA directed marketing campaigns. Handles telephone calls and or responds to other inquiries and/or requests for research reports (see more)

Client Service Associate: Michael Page International - Boston, Massachusetts; Accounting / Finance; Client Service Associate(Financial Services)About our clientOur client is a top hedge fund based in Boston with a broad investment strategy and over $5 Billion in assets.Job descriptionThe position is an addition to the Investor Relations team responsible for all aspects of investor services. This role is neither a business development role nor a sales position. Investor services may include coordinating account transactions; responding to account-related and fund due diligence questions; contact and distribution updates; and responding to general questions about the firm.The (see more)

Client Service Associate: Michael Page International - Boston, Massachusetts; Banking / Mortgage; Client Service Associate(Financial Services)About our clientOur client is a top hedge fund based in Boston with a broad investment strategy and over $5 Billion in assets.Job descriptionThe position is an addition to the Investor Relations team responsible for all aspects of investor services. This role is neither a business development role nor a sales position. Investor services may include coordinating account transactions; responding to account-related and fund due diligence questions; contact and distribution updates; and responding to general questions about the firm.The (see more)

Client Operations, Associate 2: State Street Bank - Boston, Massachusetts; Other / Miscellaneous; Regular/Temporary: Regular Acts as point of contact for operational activities and client inquiries. Monitors and oversees the performance of all business unit Shared Service Teams, global CoEs and India operations as it relates to the overall service delivery for their clients. Ensures that the net asset values of the clients portfolios are accurately calculated and disseminated in a timely manner. Ensure prompt follow up on exception situations and facilitate timely problem resolution to mitigate risk to the corporation and deliver excellent service to clients.Perform assigned daily (see more)

Registered Client Service Associate: UBS Financial Services - Boston, Massachusetts; Other / Miscellaneous; > Title Registered Client Service AssociateJob Reference # 80463BRLocation United States - MassachusettsCity BostonFunction Category Administration and SupportBusiness Divisions Wealth Management AmericasJob Type Full TimeDescription Job Summary and Mission:The Registered Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limited to handling and/or addressing all the client's operational and administrative needs.Job Responsibilities:* Provide service to UBS clients by responding to clients requests and addressing inquiries to (see more)

Client Services Associate for Home Care: BAYADA Home Health Care - Massachusetts; Healthcare / Nursing; BAYADA Home Health Care, is seeking an energetic, flexible, team player to fill the role of Associate in our Quincy, Massachusetts office. If you are looking for an exciting career opportunity in a fast-growing industry, this could be the position for you. BAYADA believes that our clients and their families deserve home health care delivered with compassion, excellence, and reliability. We want you to apply your energy and skills to this dynamic and entrepreneurial environment and become an integral part of a caring, professional team that is instrumental in providing the highest quality care (see more)

Registered Client Service Associate: UBS Financial Services - Massachusetts; Other / Miscellaneous; > Title Registered Client Service AssociateJob Reference # 81504BRLocation United States - MassachusettsCity WellesleyFunction Category Administration and SupportBusiness Divisions Wealth Management AmericasJob Type Full TimeDescription Job Summary and Mission:The Registered Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limited to handling and/or addressing all the client's operational and administrative needs.Job Responsibilities:* Provide service to UBS clients by responding to clients requests and addressing inquiries (see more)

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