Talent.com
Client Services Associate

Client Services Associate

VirtualVocationsLowell, Massachusetts, United States
30+ days ago
Job type
  • Full-time
Job description

A company is looking for a Client Services Associate - Valuations.

Key Responsibilities

Cultivate and enhance client relationships through active communication and support

Manage and maintain order pipeline, tracking customer inquiries in the system

Identify, research, and resolve customer issues while providing product and service information

Required Qualifications

High school diploma or equivalent

Quality customer service skills

Computer literate with the ability to learn customer service software applications

Proficient in Microsoft Suite, including Office, Teams, and Excel

Ability to maintain a positive and professional business relationship with clients and internal staff

Create a job alert for this search

Client Service Associate • Lowell, Massachusetts, United States

Related jobs
  • Promoted
Client Services Associate

Client Services Associate

Winged Keel GroupBoston, MA, US
Full-time
Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net...Show moreLast updated: 30+ days ago
  • Promoted
Associate, Client & Advisor Services

Associate, Client & Advisor Services

SCS FinancialBoston, MA, US
Full-time
Associate, Client & Advisor Services.SCS Financial is looking for an Associate to join the Client Advisor Services team.This is an excellent opportunity for candidates who would like to contribute ...Show moreLast updated: 30+ days ago
Client Services Associate

Client Services Associate

Action for Boston Community DevelopmentBoston, MA, US
Full-time
Quick Apply
The Statewide Client Services center is the centralized branch of our Low-income Energy Affordability Network (LEAN).Through the LEAN Network, we provide phone & online communication services for r...Show moreLast updated: 30+ days ago
  • Promoted
Client Service Associate

Client Service Associate

Stifel FinancialBoston, MA, US
Full-time
Stifel strives for a culture that puts its clients and associates first : a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers...Show moreLast updated: 30+ days ago
  • Promoted
Operations Client Service, Senior Associate

Operations Client Service, Senior Associate

State StreetQuincy, MA, US
Full-time
The Senior Associate will support the data collection, data validation, and performance reporting processes of the LP Services Team in the Alternative Investment Solutions group.The team member wil...Show moreLast updated: 8 days ago
  • Promoted
Registered Client Service Associate • •

Registered Client Service Associate • •

Morgan StanleyBoston, MA, US
Full-time
Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) Private Wealth Advisor(s) teams on a daily basis...Show moreLast updated: 30+ days ago
  • Promoted
Client Relationship Associate - Wealth Management

Client Relationship Associate - Wealth Management

Voya FinancialBoston, MA, US
Part-time
Customer Relationship Associate.Together we fight for everyone's opportunity for a better financial future.We will do this together with customers, partners, and colleagues.We will fight for other...Show moreLast updated: 28 days ago
  • Promoted
Client Service Associate

Client Service Associate

GW&K Investment Management, LLCBoston, MA, US
Permanent
The Client Service Associate acts as a liaison between the client, portfolio manager, custodian and the operations department. This role is based in our Boston, MA office with a hybrid schedule.Resp...Show moreLast updated: 30+ days ago
  • Promoted
Client Solutions Associate - Boston, MA (June 2026)

Client Solutions Associate - Boston, MA (June 2026)

FactSetBoston, MA, US
Full-time
FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make c...Show moreLast updated: 22 days ago
  • Promoted
Registered Client Service Associate

Registered Client Service Associate

Morgan StanleyBoston, MA, US
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 on ...Show moreLast updated: 30+ days ago
  • Promoted
Client Services Specialist

Client Services Specialist

BCForwardBoston, MA, US
Temporary
Months (Possible temp to perm).Working under direct supervision, as a Client Service Representative, you will be responsible for servicing and maintaining oversight of assigned client relationships...Show moreLast updated: 30+ days ago
  • Promoted
Client Implementation Associate

Client Implementation Associate

Aditi ConsultingBoston, MA, US
Full-time
Responsibilities : Client fundings for separate accounts and commingled funds Client mandate changes Launching of company sponsored ETFs, Mutual Funds, Seed Funds and Commingled products Client and ...Show moreLast updated: 1 day ago
  • Promoted
Client Services Associate

Client Services Associate

Apex SystemsBraintree, MA, US
Full-time
Client Services Associate (CSA).The CSA plays a critical role in supporting advisors by managing client accounts, opening new accounts, processing transfers, and educating clients on account system...Show moreLast updated: 30+ days ago
  • Promoted
Private Markets - Treasury Services, Senior Associate

Private Markets - Treasury Services, Senior Associate

STATE STREET CORPORATIONBoston, MA, United States
Full-time
We are looking for an experienced professional that will be responsible for preparing / reviewing Treasury Services tasks associated with client deliverables related to Expense Administration, Distri...Show moreLast updated: 30+ days ago
Client Services Agent

Client Services Agent

Acumen Fiscal AgentBoston, MA, US
Full-time
Quick Apply
At Acumen, we're on a mission to help the disabled, military veterans, and the elderly live more independent, empowered lives. If you want your work to matter, this is your sign.Acumen Fiscal Agent ...Show moreLast updated: 30+ days ago
  • Promoted
Client Service - Senior Associate

Client Service - Senior Associate

State StreetQuincy, MA, US
Full-time
A client-focused contributor with 2-4 years of experience (preferably in financial services) to manage client relationships, oversee operational teams, and drive process improvements.The ideal cand...Show moreLast updated: 1 day ago
  • Promoted
Private Markets - Treasury Services, Senior Associate

Private Markets - Treasury Services, Senior Associate

State StreetBoston, MA, US
Full-time
Senior Associate, Treasury Services.We are looking for an experienced professional that will be responsible for preparing / reviewing Treasury Services tasks associated with client deliverables relat...Show moreLast updated: 30+ days ago
  • Promoted
Client Solutions Associate - Boston, MA (June 2026)

Client Solutions Associate - Boston, MA (June 2026)

FactSet Research Systems Inc.Boston, MA, United States
Full-time
Client Solutions Associate - Boston, MA (June 2026) page is loaded## Client Solutions Associate - Boston, MA (June 2026)locations : United States, Boston, One Beacon Streettime type : Full timepo...Show moreLast updated: 22 days ago
  • Promoted
Associate, Client & Advisor Services

Associate, Client & Advisor Services

Focus Financial PartnersBoston, MA, US
Full-time
Associate, Client & Advisor Services.SCS Financial is looking for an Associate to join the Client Advisor Services team.This is an excellent opportunity for candidates who would like to contribute ...Show moreLast updated: 30+ days ago
  • Promoted
Client Solutions Associate - Boston, MA (February 2026)

Client Solutions Associate - Boston, MA (February 2026)

FactSetBoston, MA, US
Full-time
FactSet creates flexible, open data and software solutions for over 170,000 investment professionals around the world, providing instant anytime, anywhere access to financial data and analytics tha...Show moreLast updated: 6 days ago