- M&T Bank (Boston, MA)
- … client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within ... policies and procedures that align with all aspects of Wealth Management sales and service strategy. Resolves...in process workflow to ensure timely processing and exceptional client service and experience for HNW and… more
- Eastern Bank (Saugus, MA)
- …May directly supervise work of Client Service Associates and/or Senior Client Service Associates. **Education and Experience** **CFP Preferred** ... wealth management products.** + Strong business development, marketing, and client service skills; + Strong analytical, time management, and decision-making… more
- HUB International (Wilmington, MA)
- …own unique, regional culture. We currently have an opportunity for a ** Senior Client Relationship Executive -- Employee Benefits** . **Overview:** Responsible ... in concert with the Client Relationship Manager in maintaining client relations, providing service and consultation, monitoring compliance, assisting in… more
- KeyBank (Boston, MA)
- …and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing ... strategies based on the client 's financial goals, and by coordinating with the extended...+ Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge… more
- S&P Global (Boston, MA)
- …**:** **Join our Workforce Productivity and Collaboration research practice as a Senior Analyst and become a key player in generating market-leading insights around ... partners, and acquisition targets, and execute on other key initiatives. This Senior Analyst role will influence a range of stakeholders across the technology… more
- Cherry Bekaert (Boston, MA)
- …tax staff, seniors, and managers in a fast-paced, dynamic environment + Demonstrate superior client service skills **What you bring to the role:** + Bachelor's ... development. Our **Core Tax Services (https://www.cbh.com/services/tax/)** team is seeking a ** Senior Tax Manager** to support our Boston, MA market on a… more
- HUB International (Wilmington, MA)
- …of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that ... offices across North America. We currently have an opportunity for a Senior Claims Specialist. Overview: Responsible for the reporting, tracking, coverage analysis,… more
- HUB International (Wilmington, MA)
- …of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that ... regional culture. We currently have an opportunity for a ** Senior Account Manager** . The selected employee will be...and maintain relationships with clients to ensure that all service needs are met. + Develop new business from… more
- Cherry Bekaert (Boston, MA)
- …An ideal fit for our firm displays a passion for superior client service , uncompromising integrity, excellent project management abilities, and leadership ... and sophisticated advisory, assurance and tax services to our clients. As a **Tax Senior ** **,** you will serve a variety of clients in many industries and help… more
- Cherry Bekaert (Boston, MA)
- …Collaborate with Tax Staff and Managers in a dynamic environment. + Provide excellent client service . Qualifications for this role include: + A Bachelor's degree ... **Core Tax Services (https://www.cbh.com/services/tax/)** team is currently seeking a Tax Senior with experience in pension plan administration and form 5500… more
- Broadridge Financial Solutions (Boston, MA)
- …others along the way, come join the Broadridge team. We are looking for a Senior Lead Software Engineer to join our top notch financial applications team. This role ... solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to… more
- HUB International (Wilmington, MA)
- …of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that ... and maintain relationships with clients to ensure that all service needs are met. . Develop new business from...Marketing Department regarding new and/or renewal coverage. . Prepare client proposals based on client 's needs, rates… more
- Eastern Bank (Lynn, MA)
- …strategy. **Stakeholder Engagement:** + Serve as a liaison between the Head of Wealth , Senior Director Operations, Management Team , and other stakeholders. + ... The Director of Wealth Operations will play a pivotal role in...implement operational policies and procedures to enhance productivity and client satisfaction. + Oversee day-to-day operations, ensuring efficiency and… more
- BlackRock (Boston, MA)
- …Description** **Due to our continued phenomenal growth, we are actively seeking senior , client -facing sales professionals with a proven successful track record ... of engaging with Financial Advisors to identify, develop, partner on and own client relationships. The US Wealth team is seeking to hire across** **several… more
- BlackRock (Boston, MA)
- …market views, products and platforms, field questions from clients via inbound calls, service client requests, support senior sales teams, collaborate ... Financial Advisors to identify, develop, partner on and own client relationships. The US Wealth team is...sales strategies, technologies, and applications to fully support and service the FAs with all inquiries. + Be consultative… more
- S&P Global (Boston, MA)
- …and presentations for financial institutions and corporate sector. + Engage with client leaders, from senior economist, corporate strategic planners and ... our customers' strategies and planning. The successful candidate will lead client engagements, developing technical and strategic solutions together with fellow… more
- Deloitte (Boston, MA)
- …(PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery. Work you'll do/Responsibilities As a Consultant at Deloitte ... collaborative environment? As an experienced Epic Billing and Claims Senior Analyst you will have the ability to share...and maintenance of the application. This role provides outstanding client service and contributes to the organization's… more
- Citigroup (Boston, MA)
- …investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Work across currencies, asset ... skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment… more
- Wellington (Boston, MA)
- …team-oriented environment, performing multiple tasks and balancing competing priorities * A client service mindset and strong communication skills * CPA or ... In support of the firm's growth in the US Wealth channel, we are currently seeking to recruit a...our Fund Services team located in the US. This senior role is responsible for leading the Fund Control… more
- Broadridge Financial Solutions (Boston, MA)
- …along the way, come join the Broadridge team. Join our team as a Senior Server Engineer focusing on CICS/MQ! You will configure and maintain CICS systems across ... solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to… more