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Keywords: Financial Services Account Associate, Location: Cambridge, MA

Page: 3

Private Wealth Associate

in Word and Excel are required Desired Qualifications 1-2 years client service experience, financial services industry..., and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the...

Location: Boston, MA
Posted Date: 20 Nov 2025

Core Tax Associate, Partnerships - Winter 2026 (Boston)

Job Category: Generalist Job Description: Job Summary: As a Tax Associate, Partnerships, you will develop... but not limited to 704(b) and taxable income allocations, 704(b) and Tax Capital Account maintenance, liability analysis...

Company: BDO
Location: Boston, MA
Posted Date: 19 Nov 2025
Salary: $85000 - 120000 per year

Core Tax Associate, Partnerships - Winter 2026 (Boston)

Job Category: Generalist Job Description: Job Summary: As a Tax Associate, Partnerships, you will develop... but not limited to 704(b) and taxable income allocations, 704(b) and Tax Capital Account maintenance, liability analysis...

Company: BDO
Location: Boston, MA
Posted Date: 19 Nov 2025
Salary: $85000 - 120000 per year

Client Associate

financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved... Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management...

Posted Date: 13 Nov 2025
Salary: $55000 per year

Investment Associate, Multi-Manager Investment

. You have 1-5 years’ relevant financial services experience (investment research, portfolio analysis, or due diligence preferred...). You have a keen interest in manager research with some background in financial services. You know that details matter. You notice...

Company: CIBC
Location: Boston, MA
Posted Date: 07 Nov 2025
Salary: $70000 - 90000 per year

Accounting Associate

Associate to support corporate accounting, financial reporting, and analysis functions. This role is ideal for candidates...Description Accounting Associate A leading asset management and hedge fund firm in Boston is seeking an Accounting...

Company: ProPivotal
Location: Boston, MA
Posted Date: 02 Nov 2025
Salary: $90000 - 100000 per year

Accounting Associate

Accounting Associate A leading asset management and hedge fund firm in Boston is seeking an Accounting Associate... to support corporate accounting, financial reporting, and analysis functions. This role is ideal for candidates...

Company: ProPivotal
Location: Boston, MA
Posted Date: 02 Nov 2025
Salary: $90000 - 100000 per year

Research Associate, High Yield

and passion – the Research Associate will demonstrate a curiosity and passion for financial markets, combined with an evolving..., either within or outside the Financial Services industry, coupled with a strong work ethic and a high level of personal integrity. Growth...

Location: Boston, MA
Posted Date: 05 Oct 2025
Salary: $80000 per year

Sr Associate, Savings Products - HYSA, CDs & Money Market, Boston, MA

Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe..., account insights, and financial wellness. Performance Management Monitor key performance indicators (KPIs) such as account...

Company: Santander
Location: Boston, MA
Posted Date: 02 Oct 2025

Sr Consumer Deposits Associate

and achieve their financial goals. Members today have mobile-first access to a growing range of products and services designed... financial services space Bachelor’s degree in Marketing, Business, Economics, or related field; or equivalent work experience...

Company: LendingClub
Location: Boston, MA
Posted Date: 02 Oct 2025
Salary: $95000 - 105000 per year

Field Operations and Reimbursement Associate Director

Job Description The Associate Director, Field Operations & Reimbursement plays a key role in the operational... to support field activities. This individual has a key role in helping support the field account reimbursement lead team (ARL...

Location: Boston, MA
Posted Date: 24 Sep 2025

Private Markets Fund Accounting and Administration, Associate 2

Preparing supporting work papers for financial statements, portfolio schedules and capital account allocations Preparing... to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping...

Company: State Street
Location: Boston, MA
Posted Date: 24 Sep 2025
Salary: $41600 - 66560 per year

Client Relationship Associate - Wealth Management

financial services basics and begin licensing preparation Other duties as assigned Knowledge & Experience: Bachelor... financial services industry in order to make sound business decisions. Learning Agility: Openness to new ways of thinking...

Company: Voya
Location: Boston, MA
Posted Date: 12 Sep 2025
Salary: $70000 - 80000 per year

Wealth Management Client Associate

products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses..., and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates...

Company: Bank of America
Location: Boston, MA
Posted Date: 09 Nov 2025
Salary: $25 - 44 per hour

Hospitality & Reception Associate

to your financial security with Retirement Savings Plan (401K), Health Savings Account (HSA), and Flexible Spending Account (FSA... with professionalism. Operate copier equipment including high-volume machines, fax services, postage meters, and personal computers...

Company: Ricoh
Location: Boston, MA
Posted Date: 02 Nov 2025

Director of Dining Services - Greater Boston Area - North - K12 Public Schools

, and sustainability talent. For more information, visit Job Summary The Director of Dining Services is an exciting opportunity... and is directly responsible for the successful operation of Dining Services. The Director ensures client, customer service...

Company: Compass Group
Location: Boston, MA
Posted Date: 16 Nov 2025

Food Service Director - Boston, MA

to communicate on various levels to include management, client, customer, and associate levels Excellent financial, budgetary... that is directly responsible for the successful operation of Corporate Dining Services in Boston, MA. The Director ensures client...

Company: Compass Group
Location: Boston, MA
Posted Date: 28 Oct 2025
Salary: $65000 - 75000 per year

Service Engineer

Pre-paid Legal Services Health Savings Account Health Care Flexible Spending Account Dependent Care Flexible Spending..., or a High School diploma or Associate's Degree with 3+years of relevant work experience, such as hands-on electrical, mechanical...

Company: IBA Worldwide
Location: Boston, MA
Posted Date: 04 Sep 2025
Salary: $79700 - 105300 per year

Member Service Specialist part time

listen during every member interaction. Uncovering their financial needs through meaningful discussion and exploration.... Making educated product and service recommendations based on professional knowledge of same. Providing financial solutions...

Location: Boston, MA
Posted Date: 06 Nov 2025
Salary: $26.73 - 32.66 per hour

Senior Project Manager - Building Solutions

solutions. We integrate systems, offer energy-efficient equipment and services, and provide building analytics to help customers... development consulting services. Join Stark Tech to be part of the future of energy transformation. What you can expect...

Company: Stark Tech
Location: Boston, MA
Posted Date: 21 Nov 2025
Salary: $112538 - 150051 per year