• PowerToFly (San Francisco, CA)
    A financial services firm is seeking a Senior Registered Client Service Associate to provide exceptional service to clients and support Financial ... Advisors daily. The role requires strong interpersonal skills and the ability to assist clients with their needs, including executing transactions and onboarding accounts. The ideal candidate will have a high school diploma, industry experience, and the… more
    job goal (01/13/26)
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  • Wealth Enhancement Group (Boston, MA)
    Our Boston, Massachusetts office is looking for a **Sr.** ** Client Service Associate ** to serve as the liaison between the client and the Financial ... raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information,… more
    job goal (01/13/26)
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  • PowerToFly (San Francisco, CA)
    POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) on a daily ... maintenance) Assist FAs in delivering against their business plan and client service model Remaining current on all policies, procedures, and new platforms… more
    job goal (01/13/26)
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  • Harbourvest Partners (UK) Limited (Boston, MA)
    Senior Associate , Client Ops New Business Implementation page is loaded## Senior Associate , Client Ops New Business Implementationlocations: ... 5 additional remote days to be used as needed.The Senior Associate , Client Ops New...impact the operational model involving accounting, treasury functions, taxation, client onboarding, reporting, performance and third-party service … more
    job goal (01/12/26)
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  • Wealth Enhancement Group (Boston, MA)
    A leading wealth management firm in Boston is seeking a Sr. Client Service Associate to act as the liaison between clients and Financial Advisors. This role ... requires strong customer service skills and a minimum of 2-3 years of...the financial industry. The ideal candidate will assist with client paperwork, manage accounts, and ensure a seamless … more
    job goal (01/13/26)
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  • Hawaiian Electric (Honolulu, HI)
    Associate General Counsel or Senior Associate General Counsel (Litigation & Regulatory) - Oahu Date:Oct 11, 2025 Location: Honolulu, Hawaii (HI), US, 96813 ... vacancy available. (Role: Manager) This posting seeks to fill at either the Associate General Counsel or Senior Associate General Counsel (Litigation… more
    job goal (01/13/26)
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  • Cerity Partners LLC (San Francisco, CA)
    Senior Associate - Wealth Management page is loaded## Senior Associate - Wealth Managementremote type: Hybridlocations: San Francisco, CAtime type: Full ... timeposted on: Posted Todayjob requisition id: R319**Position Summary:**The Senior Associate Wealth Planner works on a team with a Principal or Partner serving a… more
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  • Iconiq Growth (New York, NY)
    Senior Associate , Financial Advisory (New York and San Francisco) About ICONIQ Capital ICONIQ Capital is a global investment firm elevated by an extraordinary ... community, cultivated on a foundation of uncommon care. The Opportunity: Financial Advisory, Senior Associate The Financial Advisory Senior Associate … more
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  • Willis Towers Watson (Boston, MA)
    …benefit outsourcing business! In your role as a Pension Outsourcing Benefits Senior Associate - Project Manager/Administration Consultant in our Pension ... ways to improve processes Raise issues as appropriate to senior leaders on the client team Employ...Excellence tools and concepts to ensure efficient and quality output/ service delivery Attend client meetings, consult with… more
    job goal (01/13/26)
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  • BDO USA Experienced Career Site (Washington, DC)
    Senior Associate , Business Incentives Group (TCM) Washington, DC, United States and 3 more Job Description Job Summary: The Specialized Tax Services (STS) Tax ... Senior , Business Incentives Group is responsible for leading or...among other things, prepare project workplans and budgets, interview client personnel to obtain data and documentation relevant to… more
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