Top Entry Level Financial Services Jobs in Boston, MA

The Data Integrations Associate will manage integration projects, assist clients in onboarding, and ensure successful implementations while collaborating cross-functionally.

The entry-level Data Scientist will analyze and interpret data, conduct web scraping, and build models to support decision-making at FINTRX.

Assist the Client Advisory Team with client service, daily operations, and administrative duties. Responsibilities include preparing performance analyses and client documentation related to investment strategies.

The role involves providing client service support to Financial Advisors, educating clients about services, ensuring compliance with bank policies, and maintaining client relationships.

The Sales Support Specialist assists the Sales & Distribution team by managing pre-sale processes, providing product information, and facilitating communications, all while gaining industry knowledge and expertise.

Client Relationship Analysts support Financial Advisors by managing client relations, executing transactions, answering inquiries, and assisting with account management and marketing strategies.

The Legal Researcher at Jerry.ai manages corporate compliance, conducts legal research, partners across teams for compliance, and uses AI for efficient workflows.

Virtual Auditors conduct premium audits from home, reviewing clients' financial records and business operations while scheduling appointments and submitting reports.

Manage inbound call volume from retail customers, provide exceptional customer service, assist with account setups, and support financial advisors. Prepare for necessary FINRA licenses and gain foundational experience in wealth management.

Manage client contacts, assess insurance needs, present tailored solutions, and receive fast commissions in a remote, independent contractor role.

The Project Coordinator supports Senior Project Managers by coordinating project tasks, maintaining documentation, tracking progress, and facilitating project meetings. The role emphasizes organizational skills and teamwork within cross-functional environments.