Boston, Massachusetts, United States · On-site
Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond jus…
Skills: Client service, Financial planning, Communication, Attention to detail, Organizational skills
Boston, Massachusetts, United States · On-site
$69k–$160k/yr
We’re seeking a future team member for the role of Vice President, Scrum Leader to join our Fund & Investor Solutions team. This role is located in Boston, MA. In this role, you’ll make an impact in the following ways: E…
Skills: Scrum, Agile, SAFe, Kanban, XP
Boston, Massachusetts, United States · On-site
$200k–$230k/yr
COMPANY OVERVIEW KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a pati…
Skills: Enterprise Risk Management, Operational Risk, Risk Governance, Risk Assessment, Strategic Planning
Boston, Massachusetts, United States · Remote Solely
Company Description By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise…
Skills: Research administration, Financial management, Grant management, Regulatory compliance, Strategic planning
Boston, Massachusetts, United States · Hybrid
$171k–$250k/yr
Join Axon and be a Force for Good. At Axon, we’re on a mission to Protect Life. We’re explorers, pursuing society’s most critical safety and justice issues with our ecosystem of devices and cloud software. Like our produ…
Skills: Finance systems architecture, Product management, Financial consolidation, Revenue recognition, ERP implementation
San Francisco, California, United States · Hybrid
Overview Orrick currently has an excellent opportunity for a Capital Markets Group Paralegal in the Boston, San Francisco, or New York office. Responsibilities What will you do? As a Capital Markets Group Paralegal, you …
Skills: Capital markets, Corporate law, Securities law, IPO transaction support, Due diligence
Boston, Massachusetts, United States · Hybrid
$95k–$180k/yr
Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefro…
Skills: Program management, Project management, Strategic planning, Risk management, Financial management
Boston, Massachusetts, United States · Hybrid
$106k–$211k/yr
Description The Auto Physical Damage (APD) Claims Analytics team is seeking an exceptional Director I / Assistant Director to serve as a senior technical leader and strategic thought partner for APD leadership. This role…
Skills: Advanced analytics, Data modeling, Strategic planning, Financial planning, Predictive analytics
Boston, Massachusetts, United States · On-site
$52k–$90k/yr
Division: Beacon Bank & Trust Department: Private Banking Reports to: Private Banking Manager Status: Exempt Grade: 9E Pay Range: $52,000-$90,498 Actual compensation within the pay range will be determined based on facto…
Skills: Credit analysis, Underwriting, Financial statement analysis, Portfolio management, Loan documentation
Boston, Massachusetts, United States · On-site
$68k–$90k/yr
We welcome you to join one of the world’s top five most admired and prominent companies. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our…
Skills: Fund servicing, Derivatives operations, Transaction execution, Process improvement, Cybersecurity awareness
Hartford, Connecticut, United States · Hybrid
$147k–$195k/yr
Location: Any Harris Beach Murtha office (Hybrid opportunity) Experience Level: 4+ years of insurance coverage, transactional liability, or relevant business litigation experience. Strong analytical and quantitative skil…
Skills: Insurance coverage, Transactional liability, Business litigation, Analytical skills, Quantitative skills
Boston, Massachusetts, United States · On-site
$24/hr–$28/hr
About Asbury Herb Chambers is part of Asbury Automotive Group (NYSE: ABG), a Fortune 500 company, and one of the largest franchised automotive retailers in the United States. We are redefining the traditional dealership …
Skills: Administrative support, Title processing, Registration documentation, Tax document preparation, Inventory tracking
Boston, Massachusetts, United States · Hybrid
$55k–$65k/yr
Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, P…
Skills: Financial analysis, Data visualization, Financial reporting, Economic indicators, Accounting principles
Boston, Massachusetts, United States · Hybrid
Company Overview Bridgenext is a digital consulting services leader that helps clients innovate with intention and realize their digital aspirations by creating digital products, experiences, and solutions around what re…
Skills: Strategic Account Management, Digital Transformation, Consulting, Insurance Domain Expertise, Wealth Management
Phoenix, Arizona, United States · Hybrid
$117k–$174k/yr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Product Management, Strategic Thinking, Business Analytics, Market Analysis, Process Management
Boston, Massachusetts, United States · Hybrid
$90k–$115k/yr
Overview At Shawmut Design and Construction, we take pride in the culture we’ve built as a 100% employee-owned company—one that’s been recognized with more than 100 Best Place to Work awards. We’ve been honored as a Nati…
Skills: Financial planning and analysis, Finance systems management, Project management, Dashboard development, AI-enabled automation
Boston, Massachusetts, United States · Hybrid
$75k–$90k/yr
Overview At Shawmut Design and Construction, we take pride in the culture we’ve built as a 100% employee-owned company—one that’s been recognized with more than 100 Best Place to Work awards. We’ve been honored as a Nati…
Skills: Financial planning and analysis, Financial reporting, Dashboarding, Data visualization, Microsoft Excel
Boston, Massachusetts, United States · Hybrid
$70k–$101k/yr
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demons…
Skills: Event management, Speaker coordination, Project management, Stakeholder communication, Data analysis
Phoenix, Arizona, United States · Hybrid
$118k–$185k/yr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Business acumen, Critical thinking, Customer and client focus, Result orientation, Analytical thinking
Toronto, Ontario, Canada · Hybrid
$113k–$210k/yr
The Opportunity We are transforming how work happens across the enterprise. As AI and human capabilities evolve, we need practical builders who can rethink how value is delivered and shape the workforce needed for the fu…
Skills: Organization design, Workforce transformation, Operating model design, AI strategy, Change management
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The Client Service Associate serves as a primary liaison between clients and wealth advisors, managing account documentation and custodial paperwork. They are responsible for processing client requests, maintaining accurate records in CRM systems, and assisting with meeting preparation.
Candidates must possess a bachelor's degree in Finance, Business, or a related field, or have at least 5 years of financial services experience. Proficiency in Microsoft Office and strong organizational and communication skills are required for this role.
Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day.
In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well.
We are looking to add an experienced Client Service Associate to the team in our Boston, MA office. The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving as the liaison between clients and advisors/financial planners, as part of our overall client experience. A successful candidate will have the ability to effectively communicate with clients and team members, excellent attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Organizational skills, resiliency and flexibility, promptness, and the ability to anticipate needs are necessary in all tasks and responsibilities.
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Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.
Offering comprehensive investment management and financial planning services.
Welcome to Waverly Advisors, LLC—simplifying the complexities of wealth management and financial planning since 1999. Our passion drives us, integrity guides us, and earning your trust is central to our mission. For more than two decades, we’ve helped clients navigate the sophisticated needs that come with wealth. With 290+ team members in offices across the U.S., we provide comprehensive services rooted in strong personal relationships, disciplined strategies, and independent advice. As a fee-only, federally registered investment advisory firm, we serve high-net-worth individuals and families, corporate retirement plans, trusts, endowments, and institutions—managing over $17.3 billion in assets. Our retirement plan services include plan design, consulting, and investment oversight, operating as an ERISA 3(38) fiduciary. At Waverly, we listen. We take time to understand your goals, then build tailored strategies designed to support your life, family, and future. You don’t work with just one advisor—you gain a full team of specialists with deep technical knowledge and a shared commitment to your best interest. Our fiduciary standard means we are bound by the duties of care and loyalty—always putting your needs first. We recognize that every wealth journey is different, and our advice evolves with yours. While expertise is essential, what sets us apart is empathy. Our team brings curiosity, care, and long-term perspective to every relationship—helping you move forward with clarity and confidence. Investment advisory services are offered by Waverly Advisors, LLC, ("Waverly"), an investment adviser registered with the Securities and Exchange Commission. ©2025 Waverly Advisors, LLC. All rights reserved.
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Based on 2138 listings with disclosed salaries, most finance & accounting jobs in Boston, MA pay between $73k–$200k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 2,509 open finance & accounting positions in Boston, MA listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include State Street, Bank of America, Wellington Management, Liberty Mutual Insurance, Fidelity Investments, among others. Browse the listings above to see every active employer.
Yes — 1327 of the 2509 open finance & accounting positions offer remote or hybrid work (197 remote, 1130 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
