- JPMorgan Chase (Boston, MA)
- …the customer journey by turning product insights into meaningful relationships. As a Customer Success Manager in Client Services , you will be a core ... Navigate the organization to to ensure continuous improvement of service delivery **Required qualifications, capabilities, and skills** + 5+...+ 5+ years of experience or equivalent expertise in customer success roles in product or technology.… more
- Coinbase (Boston, MA)
- …driving product adoption. * Minimum of 2+ year of relevant experience in a financial services customer service or support role in a fast paced environment. ... primary subject matter expert for Coinbase's products, providing world-class service and support to our most valued customers. You'll...* Advanced knowledge of the financial services industry and securities trading. * Flexible… more
- JPMorgan Chase (Boston, MA)
- …exceptional service . You will manage a diverse team, interpret customer needs, and identify trends to generate innovative solutions, making impactful decisions ... fund services organization to promote client focus and drive service quality, while engaging in strategic planning, stakeholder management, and conflict… more
- JPMorgan Chase (Boston, MA)
- …a broad suite of transactional, wealth management and investment advisory services . Our Investment Professionals-among the most experienced and creative in the ... JP Morgan Advisors + Review middle markets, institutional, and retail customer account activity, sales practices, suitability, documents, marketing material and… more
- JPMorgan Chase (Boston, MA)
- …and maintain effective working relationships with clients and counterparties. + Excellent customer service skills with attention to detail. + Results orientated; ... exceptional service . You will manage a diverse team, interpret customer needs, and identify trends to generate innovative solutions, making impactful decisions… more
- Bank of America (Chelmsford, MA)
- …Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your ... Securities Industry Essentials [SIE], Series 7 and Series 66...through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I,… more
- Bank of America (Peabody, MA)
- …Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your ... Securities Industry Essentials [SIE], Series 7 and Series 66...through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I,… more
- Wells Fargo (Boston, MA)
- …and managers to resolve issues and achieve goals + This LO position has customer contact and job duties which may include needs assessing and referring those ... skills + Ability to foster effective partnerships and innovations + Financial services or banking industry experience + Knowledge and understanding of investment… more
- JPMorgan Chase (Boston, MA)
- …clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity ... and an environment that meets a high standard of customer service and excellence within the community...LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through JP Morgan Securities … more
- JPMorgan Chase (Nashua, NH)
- …relationships + 1+ year Branch Banking Banker or equivalent experience in financial services , with verifiable success in new client acquisition, cultivating, and ... will have the opportunity to help people experience our Customer Promise -- helping people make the most of...approach, ensuring each client receives the best products and services for their needs + Partners with Specialists (Private… more
- JPMorgan Chase (Malden, MA)
- …clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity ... years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client...LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through JP Morgan Securities … more
- Janus Henderson Investors (Boston, MA)
- …direct and execute strategic projects from start to finish + Excellent interpersonal and customer service skills with ability to work across all levels of the ... financial outcomes through differentiated insights, disciplined investments, and world-class service . We will do this by protecting and growing...the right. Our Values are key to driving our success , and are at the heart of everything we… more
- JPMorgan Chase (Boston, MA)
- You are customer focused, enjoy building relationships, leading teams, and providing financial advice to your clients. A role as a Market Executive on the Life ... development + Champion a culture of innovation and a customer centric mindset balanced with the ability to manage...business relationships + Understanding of Commercial Banking products and services with knowledge of the region + Ability to… more
- M&T Bank (Boston, MA)
- …to, custom residential mortgages and real estate related transactions, marketable securities , concentrated stock, real estate, fine art, yachts, aircraft, hedge fund ... position interacts with a team that provides sales, portfolio management and client service support. Further, the position interacts with clients as part of a Wealth… more