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better Client Services Associate - $50K
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Fanning Personnel-Boston, MA, 02109
Client Services Associate - $50K Seeking a Client Service Associate to join a large downtown Boston investment management firm. This is a great opportunity for someone looking to learn and grow within investment management. The Client Service Associate will build relationships with clients, assist with account openings and handle account administration. Also, responsible for reporting and database maintenance. Candidates must have a Bachelor’s degree and 2-4 years of experience within financial services. Excellent written and oral communication skills required. Must be highly organized with...
Customer Services Associate Jobs in Boston, Massachusetts Jobs
Professional Staffing Group | Boston, MA, 02109 |
Customer Service Associate This position is a great opportunity for a seasoned customer service professional. We are looking for someone with a personable phone manner, good work ethic and prior experience doing phone customer service work. The associate will be responsible for maintaining customer relationships by responding to phone inquiries and taking the appropriate action. Duties: ~ Prepares for customer inquiries by studying products, services, and processes. ~ Gathering and researching information; assembling and forwarding information ~ Verifying customer's understanding of informa...
UBS Financial Services Inc. | Boston, MA, 02116 | 3
Description: 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 clients operational and administrative needs. Job Responsibilities: * Provide service to UBS clients by responding to clients requests and addressing inquiries to different areas as appropriate * Provide administrative support to designated financial advisor(s) * Process and follow up operational duties linked to new accounts, risk management, funds cashiering, and order entry, among...
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