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HR Operations Support Sp[ecialist
Alltech Systems, Inc.
Greenville, SC
- $33 USD / hour
Our automotive manufacturing client is seeking a candidate that is passionate about people, skilled in HR systems, and driven to deliver exceptional support? Join our team as an HR…
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Director of Residential Services
Detroit, MI
Under the general supervision of the Vice President of Clinical Operations or Associate Vice President, the Director of Residential Services manages services to those that are receiving…
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Part Time (30 Hours) Associate Banker Perrysburg, Rossford, OH
JPMorgan Chase
Rossford, OH
- Part-time
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined…
Added 1 min ago
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Lead Event Specialist Part Time
Acosta Group
Cuyahoga Falls, OH
- Part-time
As a full-service marketing agency, we specialize in digital and traditional retail events and demos, experiential marketing, sponsorship activation, and omnichannel shopper marketing. Our…
Added 1 min ago
BP
Client Service Coordinator - 001469
Banfield Pet Hospital
Mason, OH
- $15.06 to $19.24 USD / hour
Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of…
Added 1 min ago
Associate Banker, 30 Hours, Columbus East Area - Multiple Locations
JPMorgan Chase
New Albany, OH · Gahanna, OH · Reynoldsburg, OH · Pickerington, OH
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined…
Added 2 mins ago
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Supervisor Onsites Adecco US
The Adecco Group
Lima, OH
- $44,142 to $80,928 USD / year
The Onsite Supervisor acts as the candidate’s/associate’s employment “agent” (i.e., liaison) and point of contact through the recruiting, onboarding, and assignment lifecycle. This position…
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Associate Banker, 20 Hours, Cincinnati, OH - Kenwood Branch
JPMorgan Chase
Cincinnati, OH
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined…
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Associate Technical Account Manager
Yardi Systems
Cleveland, OH
About the Role: Are you passionate about learning new technology andbuilding strong client relationships? We're looking for an Associate TechnicalAccount Manager (ATAM) to help our clients…
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E-Referral Specialist Home Health
CenterWell
Columbus, OH
As an E-Referral Specialist you will report to the E-Referral Supervisor. You will be an important part of the referral process as this role is the initial contact point for the client or…
Added 3 mins ago
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URGENTLY HIRING: GMP Scientist I
Actalent
Columbus, OH
- $24 USD / hour
Spend approximately 5075% of work time in the laboratory and clean room performing hands-on production and operational tasks.
Added 3 mins ago
Sr Site Reliability Engineer -Remote US
SitusAMC
Columbus, OH
SitusAMC is where the best and most passionate people come to transform our client’s businesses and their own careers. Whether you’re a real estate veteran, a passionate technologist, or…
Added 3 mins ago
Military Pathways Development Program
JPMorgan Chase
Columbus, OH
As a Pathways Rotational Associate within JPMorganChase, you will be hired into the firm based on eligibility, organizational fit and interview performance and then work with program…
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Platform Engineer - Remote
SitusAMC
Columbus, OH
SitusAMC is where the best and most passionate people come to transform our client’s businesses and their own careers. Whether you’re a real estate veteran, a passionate technologist, or…
Added 3 mins ago
Service Account Lead Associate Director - Residential Offering Lead
Accenture
Cincinnati, OH · Cleveland, OH · Columbus, OH
As the Service Account Lead Associate Director - Residential Offering Lead, you will be responsible for managing client dedicated teams providing a full scope of Residential Lending and…
Added 9 mins ago
YN
Environmental Services Associate - Part time/Evenings
Yale New Haven Health
Bridgeport, CT
- Part-time
2. MAINTENANCE & CLEANLINESS 2 .1 Performs all EVS related tasks with the appropriate sense of urgency and customer service orientation. 2 .2 Completes cleaning assignments within…
Added 9 mins ago
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Environmental Services Associate - Part time/Evenings
Yale New Haven Health
Bridgeport, CT
- Part-time
2. MAINTENANCE & CLEANLINESS 2 .1 Performs all EVS related tasks with the appropriate sense of urgency and customer service orientation. 2 .2 Completes cleaning assignments within…
Added 9 mins ago
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EVS Associate - Part time/Days
Yale New Haven Health
Bridgeport, CT
- Part-time
2. MAINTENANCE & CLEANLINESS 2 .1 Performs all EVS related tasks with the appropriate sense of urgency and customer service orientation. 2 .2 Completes cleaning assignments within…
Added 19 mins ago
CO
Integrated Services Coordinator I
County of Mendocino
Mendocino County, CA
- $21.58 to $26.23 USD / hour
The list developed from this recruitment will be used for a limited period to fill open and promotional, regular full-time, and part-time positions in a variety of departments, service…
Added 21 mins ago
Investment Banking Associate, Industrials
UCM Santander US Capital Markets LLC
United States
As an Investment Banking Associate, Industrials, you will build on the foundational skills developed as an Analyst, with increased responsibilities in project management and client…
Added 39 mins ago
Senior Associate Engineer - Mechanical
McKinstry Company
Missoula, MT
Our team is growing! We are currently seeking a Senior Associate Engineer - Mechanical to join our Engineering and Design divison in Missoula, MT. Engineers at McKinstry are unsurpassed in…
Added 1 hour ago
Associate Veterinarian - 7th Doctor Needed!
Wilderness Animal Hospital
Maple Valley, WA
…and administrative, is Fear Free Certified so every pet and client has a calmer, more comfortable visit. We take a "circle of life" approach to care, and our patients truly become part of…
Added 1 hour ago
Veterinarian- First Capitol Animal Hospital
First Capitol Animal Hospital
St. Charles, MO
Are you a compassionate, collaborative Associate Veterinarian (DVM) looking for a rewarding opportunity in one of the fastest-growing communities near St. Louis, Missouri? First Capitol…
Added 1 hour ago
Senior Client Associate
Wells Fargo Clearing Services, LLC
NEWPORT BEACH, CA
At Wells Fargo, a Senior Client Associate supports financial advisors and helps maintain and enhance relationships with existing clients. You will perform complex administrative,…
Added 1 hour ago
Surge Merchandiser - OXFORD, MS
Anderson Merchandisers
Oxford, MS
We offer flexible hours, competitive pay, and great benefits for both full and part-time associates.

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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