- Beacon Hill Staffing Group, LLC (Boston, MA)
- Our client , an investment firm in Boston, MA, is seeking a Client Services Associate to join their team for 6+ months. This role is compensating $24 an hour ... determine which information is appropriate to send to the sales prospect or client . Ensure satisfaction with service level received.Utilize the CRM database as… more
- TUMI (Boston, MA)
- …driving sales through outstanding service . The ideal candidate is committed to client service , demonstrating a strong understanding of, if not passion for, ... at Tumi: As part of our Retail team, the Associate Manager is responsible for creating a client...as we work together to increase sales, KPI's, build client awareness, provide world-class service , and grow… more
- Fidelity TalentSource LLC (Boston, MA)
- …addition, the role calls for the following capabilities and skills: Strong orientation to client service (for internal and external clients) with an emphasis on ... groups within WI and across the Fidelity enterprise, including risk, compliance , government relations, relationship management, product, client experience,… more
- Fidelity TalentSource LLC (Boston, MA)
- …relationshipYour subject matter expertise will be used to address unique and complex client service requestsYour appreciation for working in a dynamic and ... Job Description:For you, client interactions aren t just transactions. They re...Role You are providing the highest level of customer service to Fidelity s most sophisticated and most valued… more
- Fidelity TalentSource LLC (Boston, MA)
- …liaison between Strategic Advisers investment professionals and key product, sales and service , communications, legal and compliance business partners. In close ... investment process and methodology, as well as facilitation of client requests/exceptions, reporting/analysis improvements, and ad-hoc channel needsAccountable for… more
- Fidelity TalentSource LLC (Boston, MA)
- …issue, lead triage and resolution discussions with a sense of urgency, communicate client and participant impact to Legal, Risk, Compliance and appropriate ... to drive strategic business decision making, and empower teams with self- service analyticsExperience in managed accounts valuedAbility to identify trends and… more
- Fidelity TalentSource LLC (Boston, MA)
- …passion for investing and Portfolio Management? Do you enjoy Working with Sales and Client Teams? As part of the Investment Services Support team, your input and ... and external quarterly Portfolio Manager Meetings and internal product and service updates (eg advice & guidance products)Continuing education to ensure knowledge… more
- CIBC (Boston, MA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) Description of the role: The Client Service Associate supports Relationship Managers ... member of the team responsible for providing high touch service to meet the needs of clients, their advisors...processing and monitoring cash levels + Prepare materials for client meetings + Research client inquiries and… more
- JPMorgan Chase (Boston, MA)
- …Build solid and interactive internal relationships with our global operations partners, client service and other products, including Front Office, Performance & ... Associate II in Investment Middle Office Services - Client Operations, your key responsibility will be to provide...+ Be a communication source for escalation of issues, service updates, and progress updates for the Client… more
- JPMorgan Chase (Boston, MA)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this position you will have extensive … more
- CBRE (Boston, MA)
- …greater level of expertise. Performs security and data reviews to ensure compliance with established policies and procedures. Supports client and internal ... Contract Support Associate : Boston, MA Onsite Job ID 163325 Posted 25-Apr-2024 Service line GWS Segment Role type Full-time Areas of Interest Administrative,… more
- KPMG (Boston, MA)
- …plus + Experience managing multiple client engagements and client service teams + Excellent advisory, compliance , verbal and written communication skills ... **Business Title:** Tax Senior Associate , Business Tax Services - Private Clients **Requisition Number:** 107151 - 40 **Function:** Tax Services **Area of… more
- Bank of America (Boston, MA)
- …4-5 years of experience with a financial institution focusing on high net worth client service and sales + Ability to successfully complete assessment of ... Trust Senior Associate (TSA) Boston, Massachusetts **Job Description:** At Bank...Client Teams and partner to deliver an integrated service to the client and identify and… more
- WTW (Boston, MA)
- …and absence management benefits for clients. Responsibilities include: + Partnering with client service team leader to deliver superior project management + ... Providing superior client service in response to day to...issues and questions (eligibility, carrier coverage and claims issues, compliance , etc.) + Preparation for client meetings… more
- KPMG (Boston, MA)
- …to articulate complex information + Ability to handle multiple engagements and client service teams KPMG complies with all local/state regulations regarding ... **Business Title:** Tax Senior Associate , Asset Management **Requisition Number:** 101905 - 40 **Function:** Tax Services **Area of Interest:** **State:** MA… more
- KPMG (Boston, MA)
- …to articulate complex information + Ability to handle multiple engagements and client service teams KPMG complies with all local/state regulations regarding ... **Business Title:** Senior Associate , Business Tax Services **Requisition Number:** 108767 - 40 **Function:** Tax Services **Area of Interest:** **State:** MA… more
- KPMG (Boston, MA)
- …and lead multiple engagements, play a positive role in well-functioning and collegial client service teams, supervise and assist with the development and ... **Business Title:** Senior Associate , International Tax **Requisition Number:** 111633 - 40...and experienced staff professionals, maintain professionalism, and provide excellent client service + Ability to develop and… more
- KPMG (Boston, MA)
- **Business Title:** Tax Senior Associate , Insurance **Requisition Number:** 111281 - 40 **Function:** Tax Services **Area of Interest:** **State:** MA **City:** ... as a firm KPMG is currently seeking a Senior Associate to join our Business Tax Services (https://tax.kpmg.us/content/tax/en/index.html) practice. Responsibilities:… more
- KPMG (Boston, MA)
- …a well-regarded audit, tax or advisory services firm, asset management firm or technology service provider + Knowledge of tax compliance or fund accounting with ... **Business Title:** Senior Associate , Tax Technology **Requisition Number:** 110850 - 40...team members in all phases of deliverables and manage client expectations + Support go-to-market efforts and client… more
- KPMG (Boston, MA)
- …an accredited university + Experience with large project management including managing multiple client engagements and client service teams preferred + ... **Business Title:** Senior Associate , WNT - Economic and Valuation Services -...IRS inquiries and document requests; formulate closing agreements, tax compliance tools, presentation materials, and other deliverables + Contribute… more
