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Keywords: Financial Client Service Representative, Location: Boston, MA

Page: 1

Financial Client Service Representative

We've partnered with a financial services firm who is seeking a Senior Client Service Representative to join their team...-quality client service every day Calculate daily Net Asset Values (NAVs) Prepare month-end and year-end financial reports...

Company: Vaco
Location: Boston, MA
Posted Date: 30 Dec 2025
Salary: $29.68 per hour

($40/hour Contract) Financial Services Client Relations

Description ($40/hour Contract) Financial Services Client Relations Why This Job Is Awesome: Pay Rate up to $40...: Two years of experience in employer relations, client or relationship management within the financial services industry...

Company: ProPivotal
Location: Cambridge, MA
Posted Date: 01 Feb 2026
Salary: $40 per hour

Associate, Client Processing Representative I

of Associate Client Processing Representative I located in Boston MA. In this role, you'll make an impact in the following ways...: Apply expertise and judgement in providing quality and complex client service and support to internal and external clients on a daily...

Company: BNY Mellon
Location: Boston, MA
Posted Date: 23 Jan 2026
Salary: $52000 - 85000 per year

College Financial Representative, Internship Program

. Here, hard work pays off! Responsibilities: Our internship program mimics our full-time Financial Representative career... opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work...

Location: Boston, MA
Posted Date: 07 Mar 2026

College Financial Representative, Internship Program

. Here, hard work pays off! Responsibilities: Our internship program mimics our full-time Financial Representative career... opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work...

Location: Boston, MA
Posted Date: 07 Mar 2026

Client Service Manager

Position Responsibilities: Deliver high level client service through reactive and proactive communication Respond..., within service standards, to all incoming inquiries from clients and advisors Complete plan level administrative functions...

Company: Manulife
Location: Boston, MA
Posted Date: 17 Jan 2026

Prime Financial Services - Account Manager - Associate

Services office. The successful candidate will act as a key representative of J.P. Morgan's Prime Financial Services platform..., delivering exceptional service and expertise to both current and prospective clients. Job Responsibilities: Client...

Company: JPMorgan Chase
Location: Boston, MA
Posted Date: 04 Mar 2026
Salary: $135000 - 150000 per year

Prime Financial Services - Account Manager - Associate

serviced through the Boston Prime Financial Services office. The successful candidate will act as a key representative of J.P.... Morgan's Prime Financial Services platform, delivering exceptional service and expertise to both current and prospective...

Company: JPMorgan Chase
Location: Boston, MA
Posted Date: 14 Jan 2026

Senior Sales & Service Representative (Universal Banker)

Representative at First Citizens Bank, you will support sales and service delivery in the branch, build and expand banking... conversations provide the relevant financial guidance needed to drive informed decisions. Service Standards - Foster collaborative...

Location: Boston, MA
Posted Date: 01 Feb 2026
Salary: $23.13 - 31.29 per hour

Financial Advisor

, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs... experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial...

Location: Boston, MA
Posted Date: 07 Mar 2026
Salary: $61000 per year

Financial Advisor

, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs... experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial...

Location: Boston, MA
Posted Date: 07 Mar 2026
Salary: $61000 per year

Remote Customer Sales Representative

Sales Representative, you will be the cornerstone of our client relationships, guiding them towards optimal financial.... Why Partner with Beacon National Agency? Forge Your Financial Future: Uncapped Commission Structure. At Beacon National Agency...

Posted Date: 11 Mar 2026

Experienced Life Agent - Wealth Advisor - Registered Representative

manager to enhance your advisory skills and client service. Stay informed about industry trends and regulatory changes... track record of meeting client needs. Ability to develop and implement personalized financial strategies that align...

Company: New York Life
Location: Boston, MA
Posted Date: 17 Feb 2026

Resident Services Coordinator

for services, including accessing federal and state public benefits, financial coaching, and other issues that impact the resident...’s quality of life Build and maintain working relationships with an integrated network of proven supportive service providers...

Company: Just A Start
Location: Cambridge, MA
Posted Date: 04 Feb 2026
Salary: $60000 - 65000 per year

Resident Services Program Manager

for some direct service delivery of resident services programming. Additionally, the Resident Services Program Manager will facilitate... implementation of programming in core service areas such as housing stabilization, community events and economic empowerment. Assist...

Company: Just A Start
Location: Cambridge, MA
Posted Date: 31 Jan 2026
Salary: $85000 - 90000 per year

Student Services Counselor

access and affordability for students and families through expert financial guidance and student support. This role reports... to the Assistant Director for Customer Service and rotates through a high-traffic student services center, managing inquiries...

Company: ProPivotal
Location: Cambridge, MA
Posted Date: 27 Jan 2026
Salary: $27 per hour

District Manager - TotalSource (Upmarket PEO)

ADP is hiring a PEO Sales Representative in the Midmarket segment, 50-999 within the Human Resources Outsourcing (HRO...) business unit. Are you ready for your next best job where you can elevate your financial future? Are you looking to grow...

Company: ADP
Location: Boston, MA
Posted Date: 08 Mar 2026

Construction Project Executive

successful completion of the overall project. Meets regularly with client representative at various jobs to determine client..., and/or ensure client satisfaction Develop comprehensive understanding of project strategy and commitments including financial...

Posted Date: 07 Mar 2026

New Business Developer

improvement of Sysco’s market position and achieving financial growth by executing long-term strategic goals, prioritizing the use... agreed upon new business plan in alignment with the region’s financial goals Works with the regional sales leaders on the...

Company: Sysco
Location: Boston, MA
Posted Date: 07 Mar 2026
Salary: $108800 - 163200 per year

Senior Project Manager

. Meets regularly with client representative at various jobs to determine client requirements and promote favorable client... to reinforce a commitment to world class customer service across the board: including co-workers, clients, subcontractors, vendors...

Posted Date: 07 Mar 2026