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Insurance Verification & Precertification Coordinator - Advanced Orthopaedics & Sports Medicine (2697)
ORTHOLONESTAR
Houston, TX
…providers, patients, clinical teams, and administrative staff to support efficient operations and minimize delays in patient…
Added 1 min ago
Operations Technician I/II/III (Mechanic)
Williams WPC-I, LLC.
United States
…data center projects underway, we’re expanding our team to support these high-tech facilities with reliable, clean energy. If you’re passionate about hands-on work, cutting-edge technology,…
Added 1 min ago
Coordinator of Maintenance
Williams WPC-I, LLC.
United States
Overseeing the allocation of resources - including tools, parts, and personnel - to support maintenance and operational needs
Added 2 mins ago
Branch Seasonal Associate - Fenton, MI 3JK
Raymond James & Associates, Inc.
Fenton, MI
The Branch Seasonal Associate role offers college students an opportunity to learn about the wealth management industry and branch operations. Branch Seasonal Associates will assist with…
Added 2 mins ago
MCPP Philippines: Engineer Heavy Equipment Mechanic
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…national security. The prepositioning of equipment and supplies to support MAGTFs from Marine Expeditionary Unit (MEU), Marine Expeditionary Brigade (MEB), to Marine Expeditionary Force…
Added 2 mins ago
Executive Administrator
Visa International Service Association
Miami, FL
The role will provide overall administrative and operational support to the team in LAC, ensuring smooth operations of a fast-paced, results-driven team, the potential candidate will also…
Added 3 mins ago
CA
Production Lead - SF Fuse Bond - Days
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Duluth, MN
- $26.59 to $39.88 USD / hour
Acts as the primary line support in areas of technician training, usage of planning, specifications, Operational Method Sheets (OMSs), and Sequence of Events (SOEs), and compliance to…
Added 3 mins ago
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Production Lead - SR Wing Bond - Second Shift
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- $26.59 to $39.88 USD / hour
Acts as the primary line support in areas of technician training, usage of planning, specifications, Operational Method Sheets (OMSs), and Sequence of Events (SOEs), and compliance to…
Added 3 mins ago
WAREHOUSE MANAGER
Airborne Maintenance & Engineering Services
TAMPA, FL
High school education or equivalent; associate or bachelor’s degree preferred.
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Operating Supervisor - Gas Pressure Control
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…perform mandated regulator equipment inspections and maintenance. Support central & regional sponsored gas distribution capital and maintenance projects, mandated safety inspections and…
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Accounts Specialist
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Provide accounting support to center and department managers regarding invoices, expenses, financial documentation, and business contracts within the role’s assigned responsibilities.
Added 5 mins ago
Store Manager (Store 3705)
Gamestop
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Support the total shopping environment, including visual and operational elements, current sales initiatives, and the guest relationships that lead to sales and repeat business.
Added 5 mins ago
Sr Manager In House Marketing I
Hilton Grand Vacations
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The ideal candidate is a proven leader with a strong background in timeshare marketing, team development, and operational excellence. They thrive in a fast-paced environment, are passionate…
Added 5 mins ago
Certified Medical Assistant (CMA) - Urgent Care - Regency
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Richmond, VA
As a Bon Secours Mercy Health associate, you're part of a Mission that matters. We support your well-being - personally and professionally. Our benefits are built to grow with you and meet…
Added 6 mins ago
Warehouse Associate
GME Supply Family of Brands
Corona, CA
…Supply is looking for a motivated and detail-oriented Warehouse Associate to play a key role in supporting our global distribution…
Added 6 mins ago
MS
Staff Nurse - 7E MICU/SICU - Mount Sinai Morningside - Full Time - Nights - 7pm - 7:30am
Mount Sinai Health Systems
New York, NY
- Full-time
Bachelor of Science with a major in nursing preferred. Associate degree in nursing is considered only with relevant experience and/or active matriculation in a BSN Program if approved by…
Added 6 mins ago
Staff Nurse - Endoscopy - Mount Sinai Hospital - 8:15AM-8:30PM - PER DIEM
Mount Sinai Health Systems
New York, NY
9. Utilizes institutional information technology by documenting nursing practice to support quality and performance improvement initiatives.
Added 6 mins ago
Clinical Nurse-Med-Surge-GI-Stepdown-9E-Mount Sinai Hospital-FT/Days
Mount Sinai Health Systems
New York, NY
Utilizes institutional information technology by documenting nursing practice to support quality and performance improvement initiatives.
Added 6 mins ago
MS
Staff Nurse - 7E MICU/SICU - Mount Sinai Morningside - Full Time - Nights - 7pm - 7:30am
Mount Sinai Health Systems
New York, NY
- Full-time
Bachelor of Science with a major in nursing preferred. Associate degree in nursing is considered only with relevant experience and/or active matriculation in a BSN Program if approved by…
Added 6 mins ago
Clinical Nurse-Med-Surge-Ortho-8E-Mount Sinai Hospital-FT/Nights
Mount Sinai Health Systems
New York, NY
Utilizes institutional information technology by documenting nursing practice to support quality and performance improvement initiatives.
Added 6 mins ago
MS
Staff Nurse - 7E MICU/SICU - Mount Sinai Morningside - Full Time - Nights - 7pm - 7:30am
Mount Sinai Health Systems
New York, NY
- Full-time
Bachelor of Science with a major in nursing preferred. Associate degree in nursing is considered only with relevant experience and/or active matriculation in a BSN Program if approved by…
Added 6 mins ago
MS
Offsite Administrative Support- Multispecialty, Wantagh, Long Island, New York, Full Time, Days
Mount Sinai Health Systems
Wantagh, NY
- Full-time
DescriptionPerforms secretarial and general office support involving word processing, typing, telephone reception, mail distribution and record and file maintenance. Typically services are…
Added 6 mins ago
MS
Offsite Administrative Support-Multispecialty, Greenlawn, Long Island, New York, Full Time, Days
Mount Sinai Health Systems
Greenlawn, NY
- Full-time
DescriptionPerforms secretarial and general office support involving word processing, typing, telephone reception, mail distribution and record and file maintenance. Typically services are…
Added 6 mins ago
MS
Offsite Administrative Support- Access Center, Huntington, Long Island, New York, Full Time, Days
Mount Sinai Health Systems
Huntington, NY
- Full-time
DescriptionPerforms secretarial and general office support involving word processing, typing, telephone reception, mail distribution and record and file maintenance. Typically services are…
Added 6 mins ago
UG
Infrastructure & Engineering Development Program - Eden Prairie, MN
UnitedHealth Group
United States
- $60,200 to $107,400 USD / year
The focus areas below are intended to provide visibility into the types of work associates may support within GTS. Associate assignments will be determined by business necessity, program…

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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