Recent Searches

You haven't searched anything yet.

81 Client Service Associate Jobs in Boston, MA

SET JOB ALERT
Details...
BNY Mellon
BNY Mellon
Boston, MA | Full Time
$66k-89k (estimate)
5 Days Ago
Boutique Recruiting
Boston, MA | Full Time
$58k-75k (estimate)
1 Week Ago
CIBC
Boston, MA | Full Time
$69k-89k (estimate)
1 Week Ago
Compound
Boston, MA | Full Time
$63k-82k (estimate)
1 Week Ago
Daley and Associates
Boston, MA | Full Time
$65k-85k (estimate)
4 Weeks Ago
Insight Investments
Boston, MA | Full Time
$58k-75k (estimate)
5 Months Ago
Morgan Stanley
Boston, MA | Full Time
$60k-79k (estimate)
5 Months Ago
Morgan Stanley
Boston, MA | Full Time
$60k-79k (estimate)
5 Months Ago
Morgan Stanley
Boston, MA | Full Time
$60k-79k (estimate)
5 Months Ago
SPS North America, Inc
Boston, MA | Full Time
$69k-90k (estimate)
5 Months Ago
MFS Investment Management
Boston, MA | Full Time
$43k-54k (estimate)
3 Weeks Ago
MFS Investment Management
Boston, MA | Full Time
$43k-54k (estimate)
3 Weeks Ago
Paul Hastings LLP
Boston, MA | Full Time
$78k-103k (estimate)
2 Weeks Ago
BNYM External Career Site
Boston, MA | Full Time
$60k-82k (estimate)
2 Months Ago
BNYM External Career Site
Boston, MA | Full Time
$54k-71k (estimate)
5 Months Ago
Business Management Firm
Boston, MA | Full Time
$57k-75k (estimate)
1 Week Ago
Samuels & Associates
Boston, MA | Full Time
$63k-82k (estimate)
1 Week Ago
SPS North America, Inc
Boston, MA | Full Time
$44k-54k (estimate)
4 Days Ago
Rapport International
Boston, MA | Full Time
$63k-82k (estimate)
6 Days Ago
JPMC Candidate Experience page
Boston, MA | Full Time
$86k-122k (estimate)
2 Months Ago
JPMC Candidate Experience page
Boston, MA | Full Time
$86k-122k (estimate)
2 Months Ago
JPMorgan Chase
Boston, MA | Full Time
$86k-122k (estimate)
2 Months Ago
Bank of America
Boston, MA | Full Time
$86k-127k (estimate)
9 Months Ago
Morgan Stanley
Boston, MA | Full Time
$54k-70k (estimate)
5 Months Ago
Morgan Stanley
Boston, MA | Full Time
$54k-70k (estimate)
5 Months Ago
PR Management
Boston, MA | Full Time
$32k-42k (estimate)
5 Months Ago
Client Service Associate
CIBC Boston, MA
Apply
$69k-89k (estimate)
Full Time 1 Week Ago
Save

CIBC is Hiring a Client Service Associate Near Boston, MA

Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html)

Description of the role: The Client Service Associate supports Relationship Managers and Client Service team with account management responsibilities for investment management and personal trust accounts. The candidate will be a key member of the team responsible for providing high touch service to meet the needs of clients, their advisors and other colleagues.

**Responsibilities but not limited to the following:**

Integral support for Relationship Management team

Administrative support: telephone back-up, prepare correspondence and maintain files

Account opening

Cash processing and monitoring cash levels

Prepare materials for client meetings

Research client inquiries and bring about timely resolution

Run client statements, tax reports and ad hoc reports

Organizing and coordinating client meetings

Preparing paperwork for sponsorships

Monitoring capital calls from Private Equity funds

Collecting and organizing client tax information

California residents your privacy rights regarding your actual or prospective employment (https://us.cibc.com/en/about-us/california-consumer-privacy-act-employment.html)

**What CIBC Offers**

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

**What you need to know**

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

**Job Location**

100 Federal Street, 37th Floor

**Employment Type**

Regular

**Weekly Hours**

40

**Skills**

Client Issue Resolution, Client Relationship Management, Customer Experience (CX), Digital Literacy, Empathy, Financial Products, Interpersonal Communication, Standards Compliance, Transaction Services

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.

Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.

Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

Job Summary

JOB TYPE

Full Time

SALARY

$69k-89k (estimate)

POST DATE

05/28/2024

EXPIRATION DATE

06/15/2024

HEADQUARTERS

PICTON, ONTARIO

SIZE

15,000 - 50,000

REVENUE

$500M - $1B

INDUSTRY

Banking

Show more

CIBC
Full Time
$51k-64k (estimate)
1 Week Ago

The following is the career advancement route for Client Service Associate positions, which can be used as a reference in future career path planning. As a Client Service Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Associate. You can explore the career advancement for a Client Service Associate below and select your interested title to get hiring information.

Compound
Full Time
$63k-82k (estimate)
1 Week Ago

If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Service Associate job description and responsibilities

Maintain an updated knowledge of the organization's products, services, and customer service policies.

01/13/2022: Albany, GA

Provided daily financial transaction services for clients while delivering excellent customer care.

03/06/2022: San Bernardino, CA

Understand Clients' business to predict their needs and provide appropriate solutions.

03/05/2022: Oakland, CA

Processes and follows up on client documentation for proper maintenance of accounts.

01/23/2022: Temple, TX

Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.

12/25/2021: Modesto, CA

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Service Associate jobs

Client Service Associates may also handle client complaints and provide resolutions.

02/27/2022: Providence, RI

Develop an ability to communicate effectively with clients, managers and other associates.

02/06/2022: Peoria, IL

May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.

01/31/2022: Oakland, CA

Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.

03/05/2022: Detroit, MI

Must be positive customer service attitude and dedication to quality, with a demonstrated attention to detail.

12/27/2021: Pierre, SD

Step 3: View the best colleges and universities for Client Service Associate.

Butler University
Carroll College
Cooper Union
High Point University
Princeton University
Providence College
Show more