- Bank of America (Boston, MA)
- Registered Wealth Management Client Associate Boston, Massachusetts **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... focused and effective **Position Overview:** The **Wealth Management Registered Client Associate ** role is a sales support...multiple communication methods to ensure a consistent and exceptional client service experience. + Act as a… more
- Bank of America (Boston, MA)
- Registered Wealth Management Client Associate Boston, Massachusetts **Job Description:** At Bank of America, we are guided by a common purpose to help make ... a difference. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Robert Half Finance & Accounting (Boston, MA)
- Description We are in search of a meticulous and dedicated Client Associate to be a part of our team based in Alexandria, VA. In this role, you will be chiefly ... strategies and initiatives. This role falls within the financial services industry and is an exciting opportunity for those... client portfolios, as assigned * Contribute to Client Associate RingCentral chat to share knowledge… 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
- Morgan Stanley (Wellesley, MA)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate * **Location:** *Massachusetts-Wellesley*… more
- Morgan Stanley (Boston, MA)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... to diversifying its workforce. M/F/D/V. **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *Massachusetts-Boston* **Requisition… more
- Morgan Stanley (Boston, MA)
- …**Job:** **Wealth Management* **Title:** *Private Wealth Management Registered Client Service Associate **Location:** *Massachusetts-Boston* ... *POSITION SUMMARY:* Private Wealth Management Registered Client Service Associates (CSAs) help shape...documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking… more
- Morgan Stanley (Boston, MA)
- …M/F/D/V **Job:** **Wealth Management* **Title:** *Private Wealth Management Registered Client Service Associate * **Location:** *Massachusetts-Boston* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape...documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking… 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
- Robert Half Finance & Accounting (Boston, MA)
- … client is a Wealth Management firm, and they are looking to bring onboard a Client Services Associate to their Boston office. This is a hybrid role. ... Responsibilities include client onboarding activities, collaborating with advisors to expand their client base. Daily client engagement through phone calls… more
- Publicis Groupe (Needham, MA)
- …an industry with much uncharted territory, trust a steady hand **Job Description** As a Client Partnerships Associate , you will be a vital team player to your CJ ... reputation for maintaining the largest, most reliable partnership-based platform and sterling service with a personal touch. Founded in Santa Barbara, California in… more
- Morgan Stanley (Boston, MA)
- …clients by closely collaborating with sales teams and internal partners to deliver exceptional client service for accounts and client activities. CRG is ... comprised of teams and functions including Client Service ( client relationship building...workflow, activities, billing, and audit/oversight). *ABOUT THE ROLE* The Associate Client Relations Representative is responsible for… more
- FREEMAN (Boston, MA)
- …as well as new technologies to deliver moments that matter. **Summary** The Associate Client Solutions Manager - Show Organizer Event Logistics is responsible ... and events that drive audiences to action. The integrated full- service solutions leverage a 96-year legacy in event management...client + Maintains knowledge of all products and service offerings and upsell to existing clients beyond current… more
- S&P Global (Boston, MA)
- …+ Bachelor's degree or higher degree preferred. + 10-15 years of experience in Client Services or a related field + Implementation of financial services ... manage risk, comply with regulations and provide assistance to the financial services industry with meeting their compliance obligations. Our risk and regulatory… more
- US Tech Solutions (Boston, MA)
- …most of the training in person on the job. + The FX Currency Administration Client Service Representative is responsible for daily production and client ... a thorough understanding of team procedures and ensure daily client deliverables are met. + Perform all daily tasks...daily tasks required for a subset of Currency Administration client relationships, working with management to ensure client… more
- Cherry Bekaert (Boston, MA)
- …the transactional accounting operations of the firm on behalf of each Outsourced Accounting client . The Associate is responsible for all areas relating to timely ... or finance required LEARN MORE ABOUT OUR OFFERING HERE (https://www.cbh.com/ services /advisory/outsourced- client -accounting- services /) **What you can expect… more
- Ensono (Boston, MA)
- …and delivery quality metrics + Work internally to understand the impact of client requirements on standard services and develop product approaches to address ... and leaders. + Incorporate process and methodology that will help with integrating sales-to- service delivery via client onboarding process. + Transform client… more
- Banfield Pet Hospital (Braintree, MA)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. * Helping ... Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when...of the team. * Providing professional, efficient and exceptional client service (lead by example), ensuring all… more
- Banfield Pet Hospital (Westwood, MA)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. Helping create ... Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when...member of the team. Providing professional, efficient and exceptional client service (lead by example), ensuring all… more
- Banfield Pet Hospital (Holliston, MA)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. * Helping ... about being a member of the team. * Providing professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to… more