- Raymond James Financial, Inc. (Boston, MA)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent… more
- Robert Half Finance & Accounting (Boston, MA)
- … is a highly sought-after Wealth Management firm in Boston and looking to add a Registered Client Service Associate to the team. Essential tasks include ... details. Thank you! Requirements * Minimum of 2 years of experience in a client service or administrative role within financial services . * Active Series 7… more
- Veterans Affairs, Veterans Health Administration (Brockton, MA)
- Summary This Registered Nurse - Extended Care Unit at the Community Living Center (within the Nursing service ) located at the Brockton Campus. This is a ... position title, series, grade, step, tenure and type of service (Competitive or Excepted). In some cases, more than...level degree in Nursing may have opportunity to become registered as a nurse with a state licensing board… more
- Validity (Boston, MA)
- About the Role As an Associate Customer Success Manager (ACSM) at Validity, you are responsible for creating and nurturing relationships with a set of customers ... In this role, you will manage a portfolio of client accounts and work closely with them to design...strategies that optimize their success with Validity's tools and services . The Customer Success team plays an important role… more
- Aristotle Capital Management (Boston, MA)
- …sales or financial services work experience preferred. + Investment experience or client service /sales support within the financial services industry is ... talented investment professionals through a culture focused on research, investment management and client success. What You'll Do The Regional Associate will be… more
- Wellington (Boston, MA)
- …ABOUT THE ROLE We are seeking a highly motivated and growth-oriented Legal Associate to work with our Legal teams primarily supporting Wellington Management's US ... fulfillment of legal and regulatory obligations of Wellington-sponsored investment companies registered under the Investment Company Act of 1940, including: +… more
- Manulife (Boston, MA)
- New Graduates who join our Internal Business Associate role, have an exciting opportunity to partner with Internal Business Consultants and the Sales Management Team ... providing insights, advice, practice management ideas and product updates to registered representatives. In this role you will develop a strong understanding… more
- Berkshire Bank (Boston, MA)
- …+ Handles complex client issues while executing excellent client service principles. + Navigates clients through digital services such as online and ... by providing memorable customer experiences and digital engagement. Supervise all Customer Service Associate (CSA) and Universal Banker positions to ensure the… more
- Edward Jones (Plymouth, MA)
- …to serve clients and contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate trust and help them stay ... of the way, providing:** + Paid training - Get registered and licensed and learn how to be a...processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory… more