- Tiffany & Co. (Natick, MA)
- …client interaction using the Tiffany touch; their own flair for making each client 's experience extraordinary. The Client Advisor is an excellent ... and an entrepreneurial spirit is prevalent in the make-up of every client advisor . Developing client relationships and exceeding sales plan is first… more
- JPMorgan Chase (Boston, MA)
- …leading wealth managers by delivering private market solutions. As a Private Wealth Alternatives Client Advisor in our Sales team, you will have the opportunity ... team member investors through financial intermediaries. You will promote financial advisor engagement across various channels and promote the firm's investment… more
- Bank of America (Boston, MA)
- Private Client Advisor II Boston, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/Private- Client - Advisor -II\_25038968) **Job Description:** At Bank of America,… more
- JPMorgan Chase (Mattapan, MA)
- …best investment solutions to meet their financial needs. As a Community Private Client Advisor in JP Morgan Wealth Management, you offer comprehensive financial ... offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Have a passion for...skills: * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated… more
- Citizens (Weston, MA)
- …that meets the client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand...+ A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. +… more
- Wellington (Boston, MA)
- …with those of our clients. **About the Role** As part of Wellington Management's Client Platform, the Portfolio Advisor will represent a range of Wellington ... must be willing to travel as needed. The Portfolio Advisor will work in close partnership with other Business...passion - The successful candidate will have a strong client and relationship management skills and be capable of… more
- World Insurance Associates, LLC. (Waltham, MA)
- …and policy change requests + Carrier document attachments and Certificates of Insurance + Shadowing client calls and Client Advisor or Carrier visits + Data ... management work + Additional tasks that could be beneficial to the intern + You will support the development of positive relationships with clients and teammates by providing high levels of advocacy, excellent service, and professional communication. Key… more
- Bank of America (Westborough, MA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Wealth Management Client Associate Westborough, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend… more
- Citizens (Boston, MA)
- …work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through ... based on their knowledge of market conditions and the client 's circumstances. The Virtual Financial Advisor strives...and the client 's circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales goals.… more
- World Insurance Associates, LLC. (Wakefield, MA)
- …and payroll & HR solutions. Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique ... services, and payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and manage relationships… more
- Principal Financial Group (Boston, MA)
- …integrate with CRM and planning systems. + Guide UI development for seamless client - advisor interactions across chat, video, and co-browsing experiences. + Build ... maintain software solutions that support wealth management platforms and client -facing applications specifically for our advising and servicing platform, enabling… more
- Verndale (Boston, MA)
- …can be in our Boston office or Remote for those outside of MA The Client Partner (CP) is Verndale's strategic advisor and business development leader for key ... accounts (>$500K annual targets). + Serve as the trusted advisor to client executives, building multi-threaded senior relationships. + Develop and maintain… more
- H&R Block (Easton, MA)
- …an exciting time to be a part of H&R Block! What you'll do As a Senior Client Advisor - Small Business and Tax you will apply principles of accounting to analyze ... and manage tax statements and returns for businesses and clients. The Senior Client Advisor - Small Business and Tax will also provide advice on financial and… more
- World Insurance Associates, LLC. (Waltham, MA)
- …meetings (in accordance with any Company-outlined processes then in effect), individual Client Advisor and Service Leader review cadences, and is responsible ... providing requested updates on financial results, new business wins, client retention, and revenue variances, as well as other...of services + Supports capacity planning tools + Ensures client & carrier deliverables are in accordance with Company… more
- IBM (Cambridge, MA)
- …Cloud Market Knowledge: Ability to develop cloud market knowledge to become a trusted client advisor (training on IBM's Hybrid Cloud offerings will be provided). ... Goals, and Learn modules. Lead discovery workshops to define and document client business requirements. Conduct gap analyses between delivered functionality and … more
- Santander US (Boston, MA)
- …+ Define and execute the firm's product strategy to support business growth and advisor / client needs. + Identify product gaps and opportunities based on market ... allocation, investment research, portfolio construction, product due diligence, and advisor enablement. They are responsible for overseeing the design, development,… more
- Guidehouse (Boston, MA)
- … client relationships while managing client expectations. You will become the client 's trusted advisor that contributes to the "key client " business ... accountable to develop business with new buyers within key client /s, drawing upon industry and client connections as well as trends and Guidehouse solutions. As… more
- IBM (Cambridge, MA)
- …Cloud Market Knowledge: Ability to develop cloud market knowledge to become a trusted client advisor (training on IBM's Hybrid Cloud offerings will be provided). ... account managers, and delivery leadership to ensure successful execution of client engagements. Responsibilities * Lead and coordinate multiple project teams,… more
- IBM (Cambridge, MA)
- …with current releases, features and practices and share with team. * Act as senior client -facing advisor on designs and best practices. * This Job can be ... A Practice Director will work with project teams to assist with client advisory, scoping of implementations, solution design and overall engagement advisory for… more
- Bank of America (Boston, MA)
- …must determine when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more