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Client service associate Jobs in Boston, MA

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Client service associate • boston ma

Last updated: 7 days ago

Marketing & Client Service Associate

Longfellow Investment Management CoBoston, MA, USA
$65,000.00 yearly
Full-time
Quick Apply

LIM Marketing & Client Service Associate.Longfellow Investment Management Co.We serve a nationally based institutional client base through separately managed accounts.LIM is a certified Women's... Show more

Client Service Associate - Argent Wealth Management

Hightower AdvisorsWaltham, MA, United States
Permanent

Investments, estate, tax and financial planning all under one roof.Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, founda... Show more

Client Service Associate

Beacon BankBoston, MA, United States
Full-time

We are seeking a personable and highly organized Client Service Associate to work directly with wealth advisors to deliver an exceptional client service experience within our Registered Investment ... Show more

Associate, Client Service II

BNYEverett, MA, United States
Full-time

IC2Works with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY Mellon.Supports clients in addressing moderately complex operational a... Show more

Client Service Healthcare Associate

GuidepointBoston, MA, United States
$70,000.00 yearly
Full-time

Client Service Healthcare Associate.Boston, Massachusetts, United States.Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter ... Show more

Client Associate/Registered Client Associate

Royal Bank of Canada>Boston, United States of America
Full-time

Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Client Associate/Registered Client Associate, bec... Show more

Client Associate/Registered Client Associate

RBCBoston, MA, United States
Full-time

Client Associate/Registered Client Associate Opportunity.Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clien... Show more

Client Associate

Brown Brothers HarrimanBoston, MA, United States
$70,000.00 yearly
Full-time

Brown Brothers Harriman is currently recruiting a Client Associate to join our Multi-Family Office team.In this role you will service increasingly complex, multigenerational families with significa... Show more

PWM Client Service Associate

Morgan StanleyBoston, MA, United States
$15.00–$40.87 hourly
Full-time

Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams o... Show more

Client Service Associate (Boston, MA)

Oppenheimer & Co. Inc.Boston, MA, United States
$50,000.00 yearly
Full-time

Oppenheimer") is a leading middle-market investment bank and full service broker-dealer.With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial servi... Show more

Client Service Rep

RandstadBoston, MA, United States
Full-time

As a Client Service Representative, you will be responsible for managing the day to day inquiries of your clients.You will need to collaborate with internal teams to resolve your inquiries timely.Y... Show more

Associate, Client Service Solutions

Focus Financial PartnersBoston, MA, United States
$60,000.00 yearly
Full-time

Associate, Client Service Solutions.Boston, Massachusetts; Portsmouth, New Hampshire.SCS Financial is looking for an Associate to join the Client Service Solutions team.This is an excellent opportu... Show more

Associate, Client Service Solutions

SCS FinancialBoston, MA, United States
$60,000.00 yearly
Full-time

Associate, Client Service Solutions.Boston, Massachusetts; Portsmouth, New Hampshire.SCS Financial is looking for an Associate to join the Client Service Solutions team.This is an excellent opportu... Show more

Client Associate

Rockefeller Capital ManagementBoston, MA, United States
$45,000.00 yearly
Full-time

Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.Originally founded in 1882 as the family office of Jo... Show more

Client Service Representative

VCA Animal HospitalsArlington, MA, United States
$19.00 hourly
Full-time

We are seeking an experienced Client Service Representative to join our team.At VCA Animal Hospitals, we take our mission statement your pet's health is our top priority and excellent service is o... Show more

Client Service Associate (Boston)

Insight InvestmentBoston, MA, United States
$70,000.00 yearly
Full-time

Insight Client Service Team Member/h2pAs a key member of the Insight Client Service Team, this is a dynamic and pivotal role supporting the relationship management and client servicing efforts of o... Show more

Client Implementation & Service, Senior Associate

State StreetQuincy, MA, United States
$52,000.00 yearly
Full-time

Senior Associate, Corporate Actions.Responsible for corporate action instruction processing.Will need to manage high risk processes that span international markets.Focus will mainly be around volun... Show more

Client Associate/Registered Client Associate

0000050176 RBC Capital Markets, LLCBoston, Massachusetts, US
Full-time

Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Client Associate/Registered Client Associate, bec... Show more

Client Associate/Registered Client Associate

Royal Bank of CanadaBoston, MA, United States
Full-time

Client Associate/Registered Client Associate.Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Clie... Show more

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Marketing & Client Service Associate

Marketing & Client Service Associate

Longfellow Investment Management CoBoston, MA, USA
30+ days ago
Salary
$65,000.00 yearly
Job type
  • Full-time
  • Quick Apply
Job description

LIM Marketing & Client Service Associate

Longfellow Investment Management Co., LLC (LIM) is an independent, 100% employee-owned investment firm managing over $23 billion across fixed income, equity, and alternative investment strategies. We serve a nationally based institutional client base through separately managed accounts. LIM is a certified Women's Business Enterprise and an equal opportunity employer. We offer a collaborative, small firm environment with broad exposure to the investment industry, along with a competitive compensation and benefits package.

Job Description:

The Marketing & Client Service Associate plays a key role within an integrated team spanning marketing, consultant relations, sales, and client service. This individual will support client relationships, business development efforts, and firm-wide initiatives while managing multiple priorities in a fast-paced environment.

Primary Responsibilities:

  • Prepare and manage client and prospect meeting materials with a high degree of accuracy and timeliness
  • Respond to client, consultant, and prospect inquiries with professionalism and proactive follow-up
  • Support the development and distribution of marketing materials, including presentations, articles, and white papers
  • Complete DDQs and RFPs with accuracy and efficiency
  • Maintain CRM records, including contact information and activity tracking
  • Identify and implement process improvements and efficiencies
  • Collaborate with investment, compliance, and internal teams
  • Provide support to the Marketing & Client Service team as needed

Qualifications:

  • 1–3 years of experience in investment management or financial services
  • Strong written and verbal communication skills
  • Excellent organizational and time management abilities
  • High attention to detail and ability to synthesize information
  • Client-focused, proactive mindset
  • Ability to work independently and exercise sound judgment
  • Proficiency in Excel, PowerPoint, Word, and Power BI; familiarity with Salesforce preferred
  • Bachelor's degree required