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Client associate Jobs in Cambridge, MA

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Client associate • cambridge ma

Last updated: 7 hours ago

Client Success Associate

StroproDorchester, MA, United States
Full-time

Stropro is looking for a candidate who takes a high degree of ownership, values team collaboration and has a hunger for personal growth.The role will involve the prospecting, qualifying and onboard... Show more

Client Service Associate

GW&K Investment Management, LLCBoston, MA, United States
$70,000.00 yearly
Full-time

The Client Service Associate serves as a primary point of contact for high-net-worth clients, delivering high-touch service experience while partnering closely with Portfolio Managers, custodians, ... Show more

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 Registered Client Associate, become a trusted res... Show more

Associate, Private Client

Cambridge AssociatesBoston, MA, United States
Full-time

Cambridge Associates ("CA") is a leading global investment firm.CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom in... Show more

Institutional Client Marketing Associate

Edelman Financial EnginesBoston, MA, United States
Full-time

Institutional Client Marketing Associate.At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.We believe that every dollar saved represen... Show more

Client Sales Associate (Remote)

Stratford DavisBoston, MA, us
Remote
Full-time

Build a career where you can make a meaningful impact while creating opportunities for your own professional and financial growth.We are seeking motivated individuals to join our team as a Client S... Show more

 • New!

Client Services Senior Associate

Winged Keel GroupBoston, MA, US
Full-time
Quick Apply

Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high-end life insurance solutions.With ten offices nationwide, the firm specializes in ... Show more

Client Service - Associate I

JPMorgan ChaseBoston, MA, United States
Full-time

Client Service Delivery Associate I.Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences.As an Associate I in Investme... Show more

Associate, Client Management

Publicis Groupe Holdings B.VNeedham, MA, United States
$49,305.00 yearly
Full-time

Hybrid role- 3 days a week in office (Needham, MA or Atlanta, GA).From helping to invent the affiliate industry, to performance marketing and what comes next, we've earned a reputation for maintain... Show more

Client Services Associate

TransPerfectBoston, MA, US
Full-time

Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow ... Show more

Client Service - Associate I

ChaseBoston, MA, United States
Full-time

Client Service Delivery Associate I.Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences.As an Associate I in Investme... Show more

Private Wealth Client Associate

Bank of AmericaBoston, MA, United States
$25.00 hourly
Full-time

Merrill Wealth Management Job Opportunity.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ins... 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

Associate Director, Client Strategy

LaterBoston, MA, United States
$50,000.00 yearly
Permanent

Associate Director, Client Strategy.Later is the world's most intelligent influencer marketing company, built to give brands the confidence to create unforgettable campaigns.By combining real creat... Show more

Registered Client Associate

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

RBC Wealth Management Opportunity.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 Registered Clie... Show more

Associate Client Advocate

Willis Towers WatsonBoston, MA, United States
$90,000.00 yearly
Full-time

The Associate Client Advocate (ACA) client-facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delive... Show more

Registered Client Associate

RBCBoston, MA, United States
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 Registered Client Associate, become a trusted res... Show more

Senior Associate, Client Onboarding

HarbourVest PartnersBoston, MA, United States
$100,000.00 yearly
Full-time

Senior Associate, Client Onboarding.For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions t... Show more

Senior Associate, Client Onboarding

HarbourVest Partners, LLCBoston
$100,000.00 yearly
Full-time

For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners... Show more

Client Service - Associate I

J.P. MorganBoston, Massachusetts, US
Full-time

Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences.As an Associate I in Investment Middle Office Services - Client O... Show more

People also ask
Client Success Associate

Client Success Associate

StroproDorchester, MA, United States
30+ days ago
Job type
  • Full-time
Job description

Client Success Associate

Stropro is looking for a candidate who takes a high degree of ownership, values team collaboration and has a hunger for personal growth. The role will involve the prospecting, qualifying and onboarding of accredited investors onto the Stropro platform.

Stropro is an investment platform that launched in December 2019, backed by VCs and private investors. The platform has recently experienced exceptional growth and is looking to accelerate client acquisition. We are looking for a motivated, diligent and self-directed individual to support our distribution team. The role of Client Success Associate will require qualifying client prospects, demonstrating Stropro's platform capabilities to prospective clients, the onboarding of accredited investors, responding and directing investor enquiries.

Stropro prides itself on its growing community of investors seeking alternative investment offerings. The platform delivers this by offering access to curated investment strategies from some of the world's largest investment banks. Over the last year, we have grown to over 900+ investors and have partnered with leading global investment banks and next-generation alternative fund managers.

Our investment products are responsive to investor needs. We offer enhanced income, growth and tactical global investment opportunities that unlock the portfolios of Australian investors. The founders and directors of Stropro co-invest alongside our clients and strive to deliver exceptional investment offerings from a risk & return perspective.

The ideal candidate would have an interest in financial markets, investing and the fintech landscape. Stropro is looking for a candidate who takes a high degree of ownership, values team collaboration and has a hunger for personal growth.

Here at Stropro everyone's voice matters. We are here to develop strong talent who want to push the boundaries and help us achieve global scale.

If you feel you could make a significant contribution to our growth, we welcome you to apply and share more about yourself!