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Client Account Associate Jobs in Massachusetts (NOW HIRING)

Osaic

Client Service Wealth Associate

Boston, MA · On-site

$65K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 02110 Role Type ... Prepare, review, and maintain accurate account documentation, including proposals, forms ...

Royal Bank of Canada

Registered Client Associate

Boston, MA · On-site

$49K - $77K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Registered Client Associate, become a trusted resource to our clients, advisors and branch ... Take initiative to handle account inquiries and customer needs and escalate to financial advisors ...

Royal Bank of Canada

Registered Client Associate

Boston, MA · On-site

$49K - $77K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Registered Client Associate, become a trusted resource to our clients, advisors and branch ... Such responsibilities may include servicing clients, researching problems, processing account forms ...

Partners Capital

Senior Associate, Client Service

Boston, MA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Senior Associate, Client Service located in Boston will support and work closely with senior ... Client Account Management: * Support the Client Service Managers and Investment Teams responsible ...

Willis Towers Watson

Associate Client Advocate

Boston, MA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Associate Client Advocate (ACA) is responsible for supporting the client relationship and the ... Lead an account that: * Is not complex/difficult * Has revenue on or about $75K or less * Is ...

Willis Towers Watson (WTW)

Associate Client Advocate

Boston, MA · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Associate Client Advocate (ACA) is responsible for supporting the client relationship and the ... Lead an account that: * Is not complex/difficult * Has revenue on or about $75K or less * Is ...

Rockefeller Financial

Client Associate

Boston, MA · On-site

$45K - $90K/yr

  • Medical

  • Retirement

  • PTO

The Client Associate will work with our Private Advisor team members and will interact directly ... Open new accounts and process account maintenance requests * Obtain required documentation ...

Rockefeller Capital Management

Client Associate

Boston, MA · On-site

$45K - $90K/yr

  • Medical

  • Retirement

  • PTO

The Client Associate will work with our Private Advisor team members and will interact directly ... Open new accounts and process account maintenance requests * Obtain required documentation ...

Rockefeller Capital Management

Client Associate

Boston, MA · Hybrid

$45K - $90K/yr

  • Medical

  • Retirement

  • PTO

The Client Associate will work withour Private Advisorteam membersand will interact directly with ... Open new accounts and process account maintenance requests * Obtain required documentation ...

Rockefeller Capital Management

Client Associate

Boston, MA · On-site +1

$45K - $110K/yr

  • Medical

  • Retirement

  • PTO

The Client Associate will work withour Private Advisorteam membersand will interact directly with ... Account opening andmaintenance * Transferring assets and money movement * Completing investment ...

Rockefeller Capital Management

Client Associate

Boston, MA · On-site

$45K - $90K/yr

  • Medical

  • Retirement

  • PTO

The Client Associate will work with our Private Advisor team members and will interact directly ... Responding to account activity and statement inquiries Operational Support: * Embrace and adopt ...

Rockefeller Capital Management

Client Associate

Boston, MA · On-site

$45K - $110K/yr

  • Medical

  • Retirement

  • PTO

The Client Associate will work with our Private Advisor team members and will interact directly ... Account opening and maintenance * Transferring assets and money movement * Completing investment ...

Rockefeller Capital Management

Client Associate

Boston, MA · On-site +1

$45K - $90K/yr

  • Medical

  • Retirement

  • PTO

The Client Associate will work withour Private Advisorteam membersand will interact directly with ... Responding to account activity and statement inquiries Operational Support: * Embrace and adopt ...

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Showing results 21-40

All JobsClient Account Associate JobsClient Account Associate Jobs in Massachusetts

Client Account Associate information

How does a client account associate typically collaborate with other departments to ensure client satisfaction?

Client Account Associates frequently work cross-functionally, coordinating with departments like sales, operations, and customer support to address client needs and resolve issues promptly. They act as a bridge between the client and internal teams, ensuring that client feedback is communicated clearly and projects stay on track. Regular meetings and updates with other departments are common to maintain transparency and deliver a seamless client experience. This collaborative approach not only helps solve problems efficiently but also fosters strong long-term client relationships.

What are the key skills and qualifications needed to thrive as a client account associate, and why are they important?

To thrive as a Client Account Associate, you need strong organizational skills, attention to detail, and a background in business, finance, or customer service, often supported by a bachelor’s degree. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial platforms like Salesforce or QuickBooks is typically required. Excellent communication, problem-solving, and relationship-building abilities help you exceed client expectations and resolve issues efficiently. These skills and qualities are crucial for delivering exceptional service, retaining clients, and supporting business growth.

What is the difference between Client Account Associate vs Customer Service Representative?

AspectClient Account AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer associate's degreeHigh school diploma or equivalent
Work EnvironmentFinancial institutions, corporate client accounts, B2B settingsRetail, call centers, service industries
Employer & Industry UsageBanking, investment firms, financial servicesRetail stores, telecom, hospitality
Common Search & ComparisonClient Account Associate vs Customer Service Representative

The main difference is that a Client Account Associate typically works in financial or corporate settings managing client accounts, requiring some industry-specific knowledge. In contrast, a Customer Service Representative generally handles customer inquiries across various industries, focusing on service and support. Both roles involve communication skills, but the Client Account Associate often deals with more complex account management tasks within financial services.

What does a client account associate do?

A client account associate manages client accounts by providing support, addressing inquiries, and ensuring customer satisfaction. They often handle account updates, process transactions, and use customer relationship management (CRM) tools to maintain accurate records and foster strong client relationships.
What are the most commonly searched types of Client Account jobs in Massachusetts? The most popular types of Client Account jobs in Massachusetts are:
What cities in Massachusetts are hiring for Client Account Associate jobs? Cities in Massachusetts with the most Client Account Associate job openings:
Client Account Associate jobs near you

Director, Client Account Management - Transfer Agency

SS&C

Boston, MA • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 5 days ago

Job description

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Director, Client Account Management - Transfer Agency

Locations: Boston, MA; Braintree, MA; Denver, CO; Kansas City, MO (hybrid)

About the Role

Provides financial product support services with a customer-focused approach. Provides proactive and innovative solutions to customers. Manager of staff leaders for multiple departments, or manager of professionals who work on issues that require in-depth knowledge or specialized skills. Exercises wide-latitude to make decisions to achieve defined goals. Establishes operational objectives and provides strong tactical leadership. Coordinates with senior management or executives on critical cross-departmental or functional issues, removing barriers to operational success. Participates in the development and implementation of company policies. Accountable for the results of one or more departments.

Why Join SS&C

SS&C combines proprietary technology with deep industryexpertiseto support complex financial and health care operations. Our teams design, implement, andoperatesolutions that help clients manage data, automate processes, and scale their businesses with confidence.

You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

How You Will Make an Impact

  • Oversee all operational activities associate with new client onboarding

  • Work with internal and external auditors to complete Sarbanes Oxley requests

  • Assist and lead departmental initiatives

  • Attend and contribute to operational, client and regulatory meetings in order to maintain and improve client service

  • Provide coaching, training and leadership as necessary to the Operations team

  • Act as an escalation point and problem solver for the team, ensuring action plans are implemented in case of any service issues

  • Monitor operational Key Performance Indicators and manage improvement plans

  • Develop culture of continuous efficiency improvements resulting in increased capacity

RequiredExperience

  • Bachelor's degree in Finance or related fieldor equivalent experience

  • 10+ years' experience in Transfer Agency or Investor Services or related field (financial services/fund administration, corporate communications, portfolio management or securities analysis)

  • Previous management experience is required

  • Strong knowledge of financial services/mutual funds/hedge funds/private equity funds required

  • Excellent communication skills, including written, listening and presentation abilities

  • Proven ability to work under pressure and meet deadlines

  • Strong organizational and relationship building skills

  • Willingness to travel domestically 25% to 50%

Join SS&C, where innovation meets global opportunities.Click heretoapply.

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

Applications will be accepted on an ongoing basis until the position is filled.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

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