Jobs in the United States

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Added 3 mins ago
Contract & Procurement Analyst
City of New York
Long Island City, NY
…expenditure trends, funding concerns, upcoming expirations, processing delays, data inconsistencies, and other operational…
Added 3 mins ago
VFC Program Reviewer, Bureau of Immunization
City of New York
Long Island City, NY
…The VFC Unit is also responsible for vaccine management and processing of over 2.6 million doses of publicly funded vaccine for nearly 1,200 immunization providers each year. Providers…
Added 3 mins ago
Digital Support Specialist for the Division of Budget & Program Operations (City HAP Program)
City of New York
New York City, NY
- Perform routine system administrative functions including setting up or updating accounts; password resets; transmitting, downloading, processing of files; and distributing reports.
Added 5 mins ago
Associate Software Engineer
Highmark Health
Lansing, MI
3+ years of experience working with Oracle Autonomous Transaction Processing (ATP) databases.
Added 22 mins ago
Associate Software Engineer
Highmark Health
Boise, ID
3+ years of experience working with Oracle Autonomous Transaction Processing (ATP) databases.
Added 22 mins ago
Solid Waste Engineer
Idaho Division of Human Resources
Boise, ID
…Career website will cause duplicate profiles and will slow the processing of your application for a new job. Internal candidates should always use Luma…
Added 51 mins ago
Product Structure Specialist - Anchorage, AK
NANA Regional Corporation
Anchorage, AK
High School Diploma or GED required; associate degree or technical training in maintenance,reliability, materials management, engineering technology, or related field preferred.
Added 1 hour ago
US
Child and Youth Program Assistant CY-01/02
United States Army Installation Management Command
Joint Base Lewis-McChord, WA
- $19 to $25 USD / hour
Completion of Skill Level DoW standardized training courses OR Child Development Associate (CDA) or Military School-Age (MSA) Credential OR 12 semester hours of college credit in early…
Added 1 hour ago
J
Customer Care Specialist - MedStar Unified Revenue Cycle Organization
Jobgether
Remote, United States
- $20.57 to $36.27 USD / hour
…account issues, clarify charges, and support accurate claim processing. The position places a strong emphasis on patient advocacy, clear communication, and service recovery to create a…
Added 1 hour ago
Grievance & Appeals Representative
Humana
Jefferson City, MO
+ Document interactions and maintain accurate records.
Added 2 hours ago
Temporary Sales Associate
Tapestry, Inc.
Laredo, TX
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 2 hours ago
BT
Administrative Specialist - Executive (Town Manager's Office)
Blacksburg, Town of (VA)
Blacksburg, VA
- $20.61 to $24.15 USD / hour
Assists with monitoring office expenditures, processing invoices and purchase orders, reconciling expenses and credit card receipts, and maintaining related financial documentation
Added 2 hours ago
Support Associate IV- Second Shift
CGI
Portsmouth, NH
…and adjudication departments. Additionally, perform various processing functions, utilizing office equipment and machinery in the preparation, processing, and mailing of passports and…
Added 3 hours ago
SAP Finance Contract Accounting (FI-CA) Manager - CMT/Media & Entertainment
Accenture
Saint Louis, MO
You have a passion for finance, for high-volume transaction processing done right, and for delivering SAP-based revenue transformation projects that make a positive impact on your clients'…
Added 4 hours ago
Office Services Associate
Global Business Transformation Solutions, LLC (GBTS)
United States
…growth. Our capabilities include IT and technology solutions, document processing and administrative support, marketing and communications, billing and AP/AR services, records and…
Added 4 hours ago
A
Forklift Operator 21/hr
Aerotek
Richfield, OH
- $20.65 to $21.65 USD / hour
Use RF scanners and related technology to track inventory, confirm locations, and document order processing activities.
Added 4 hours ago
Gas Contractor Resource Analyst II
Pan Energy Services, Limited Partnership
Lima, OH
…do so and regularly verify OQ qualifications. - Observe and document contractor crew performance through formal evaluations, audits and job site observations (JSOs). - Review project status…
Added 5 hours ago
Senior Cloud Platform and DevSecOps Engineer - TS/SCI with Polygraph
GD Information Technology, Inc.
United States
Troubleshoot complex platform failures, lead technical recovery when assigned, document root causes, and convert lessons into platform improvements.
Added 5 hours ago
Histotechnician - PRN
Labcorp
Phoenix, AZ
Perform and document equipment maintenance as needed
Added 5 hours ago
MC
Office Assistant
Macalester College
Saint Paul, MN
- $21.07 to $22.03 USD / hour
Assists staff with mail merges, scanning, copying, CRM updates, word processing, and spreadsheet management. Coordinates staff birthday communications.
Added 5 hours ago
Office Manager
Pacific Office Automation
Salt Lake City, UT
Pacific Office Automation is the largest independently-owned document imaging and technology dealers in the nation. Since 1976, we have grown to over thirty branches located in ten western…
Added 5 hours ago
PO
Warehouse Associate
Pacific Office Automation
Agoura Hills, CA
- $18 to $23 USD / hour
Pacific Office Automation is one of the largest independently-owned document imaging and technology dealers in the nation. Since 1976, we have grown to twenty-eight branches located in nine…
Added 6 hours ago
Motor Vehicle Associate I
State of Delaware
Dover, DE
Six months experience in document processing which includes reviewing and evaluating records for completeness and conformity with laws, rules, regulations, standards, policies and…
Added 6 hours ago
TC
Document Control Specialist 1
TRC Companies, Inc.
Augusta, ME
- $20.59 to $25 USD / hour
The Document Control Specialist (DCS) will have responsibility for assisting in and maintaining project documentation, transmittals, submittals, and communications in the Power Delivery and…
Added 6 hours ago
TC
Document Control Specialist II
TRC Companies, Inc.
Houston, TX
- $22 to $35 USD / hour
The Document Control Specialist II will have responsibility for assisting in and maintaining project documentation, transmittals, submittals, and communications in the Power Delivery and…

Mayflower Advisors

Client Service Associate

Boston, MA, United States

$75,000 to $95,000 USD / year

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Job details

Pay: $75,000 to $95,000 USD / year
Education: Bachelor’s degree
Experience: 3+ years of experience in wealth management or the retirement sector
Posting language: English
Posted: Oct 29, 2026

Original job description

ABOUT MAYFLOWER ADVISORS

Mayflower Advisors is an independent Registered Investment Advisor in downtown Boston, helping clients preserve and grow their wealth for three generations. Our team of 15+ Wealth Managers, backed by a dedicated operations and service team, works with individuals and families, corporate and nonprofit retirement plan sponsors, and endowments and foundations. Our services cover investments, retirement planning, charitable giving, and estate planning.

Our motto is "Invested in You," and that applies to our clients and our people. We build lifelong relationships grounded in excellence, honesty, and integrity, and that starts with the team behind the scenes.

ABOUT THE ROLE

The Client Service Associate is a key part of the team that keeps our client experience running smoothly. You'll partner with our Client Relationship Manager and Wealth Managers to handle every client request accurately and promptly, so each client feels known, informed, and well cared for. If you're a wealth management professional who takes pride in getting details right and enjoys being the person clients and advisors rely on, this role is for you.

WHAT YOU'LL DO

Provide high-touch service and administrative support to advisors' clients and the Client Relationship Manager, including problem resolution, research, and client inquiries
Communicate promptly and follow through consistently, giving every client a white-glove experience
Prepare for client meetings by building review books and handouts, coordinating schedules, and arranging refreshments or lunch
Own client requests from start to finish: asset and balance transfers, new account openings, documentation requests, paperwork processing, RMDs, and other operational tasks
Document all client activity accurately in our CRM system
Build working relationships with third-party custodians to obtain client information as needed
Attend client reviews with Wealth Managers in a support role and take ownership of follow-up items
Participate in staff meetings and ongoing training
Take on other responsibilities as assigned

WHAT YOU BRING

Bachelor's degree required, preferably in Finance
3+ years of experience in wealth management or the retirement sector
Series 7 and 66 (or 63 and 65) preferred
A genuine client-first mindset and a polished, professional presence
Resourceful, independent problem-solving skills
Sharp attention to detail and a commitment to accuracy
Ability to manage multiple priorities while staying flexible and self-motivated
Strong time management
Excellent written English, with strong editing, grammar, and presentation skills
Proficiency with DocuSign and Microsoft Office Suite

WHERE YOU'LL WORK

This is an in-office role at our Franklin Street office in Boston. You'll work in person each day with colleagues, clients, vendors, and custodial partners, and by phone as well. The position reports to the Managing Partner, with day-to-day guidance from the Senior Client Relationship Manager. The work is primarily desk-based, using a computer and phone for most of the day.

EQUAL OPPORTUNITY

Mayflower Advisors is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected characteristic. We provide reasonable accommodations to qualified individuals with disabilities.

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More about this job

Skills

Administrative support
Research
Read books
Documentation
Problem solving
Attention to detail
Time management
Editing
Presentation skills
Microsoft Office
Cleaning

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