- Beacon Hill Staffing Group, LLC (Boston, MA)
- Our client , an investment firm in Boston, MA, is seeking a Client Services Associate to join their team for 6+ months. This role is compensating $24 an hour ... is appropriate to send to the sales prospect or client . Ensure satisfaction with service level received.Utilize the CRM database as a central resource… more
- TUMI (Wrentham, MA)
- …driving sales through outstanding service . The ideal candidate is committed to client service , demonstrating a strong understanding of, if not passion for, ... at Tumi: As part of our Retail team, the Associate Manager is responsible for creating a client...as we work together to increase sales, KPI's, build client awareness, provide world-class service , and grow… more
- Beacon Hill Staffing Group, LLC (Boston, MA)
- Our client , a software company in Boston, is looking for a Temporary Revenue Operations Associate to cover a 6 month medical leave. The Temporary Revenue ... placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service , a commitment to project completion and success and a passion… more
- Fidelity TalentSource LLC (Boston, MA)
- …intelligence to better serve our members and make recommendations for product/ service enhancements.Document client activities, business opportunities and all ... Management will be responsible for creating and managing Fidelity client communities within Finteract, an industry community for financial...someone who supports the advisor (eg, in-house operations and service ). A place to share with those on a… more
- Fidelity TalentSource LLC (Boston, MA)
- …coordination, including mentoring junior associates and leading teams to facilitate excellent client service . (Note this role may include managing other ... to focus on three key experiences: 1) We are client focused. Our work with clients is oriented around...offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require… more
- Fidelity TalentSource LLC (Boston, MA)
- …relationshipYour subject matter expertise will be used to address unique and complex client service requestsYour appreciation for working in a dynamic and ... Job Description:For you, client interactions aren t just transactions. They re...Role You are providing the highest level of customer service to Fidelity s most sophisticated and most valued… more
- Fidelity TalentSource LLC (Boston, MA)
- …in a fast-paced work environment while meeting standards outlined in the applicable client service level agreementAbility to work within budgeted timeframes to ... service values, calculation of historical accrued benefits, etc.)Completing client requests, preparing calculation summaries and explanations to respond to… more
- Fidelity TalentSource LLC (Westwood, MA)
- …tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needsLeveraging technology, you can ... and conduct efficient one-on-one appointments to make the best use of the client s time, as well as plan for post-appointment follow-upGrowing relationships through… more
- Fidelity TalentSource LLC (Boston, MA)
- …addition, the role calls for the following capabilities and skills: Strong orientation to client service (for internal and external clients) with an emphasis on ... enterprise, including risk, compliance, government relations, relationship management, product, client experience, finance, sales, technology, and marketing. The Expertise… more
- Fidelity TalentSource LLC (Boston, MA)
- …you will work closely with Custody Operations, Technology Support, Relationship Managers and Client Service Managers to ensure understanding of client ... & proceduresDriving high satisfaction, quality, and efficiency for both the client and FDADelivering superior results quickly and efficiently, utilizing effective… more
- Fidelity TalentSource LLC (Boston, MA)
- …between Strategic Advisers investment professionals and key product, sales and service , communications, legal and compliance business partners. In close partnership ... investment process and methodology, as well as facilitation of client requests/exceptions, reporting/analysis improvements, and ad-hoc channel needsAccountable for… more
- Fidelity TalentSource LLC (Boston, MA)
- …lead triage and resolution discussions with a sense of urgency, communicate client and participant impact to Legal, Risk, Compliance and appropriate business ... to drive strategic business decision making, and empower teams with self- service analyticsExperience in managed accounts valuedAbility to identify trends and… more
- Fidelity TalentSource LLC (Boston, MA)
- …Reporting and Analytics modernization. We use data and analytics to optimize Client experiences and develop solutions that help our clients meet their ... one platform to another and/or AWS or Azure BI cloud service offeringsExperience with embedded reporting solutions and end-to-end security.Experience in relational… more
- Morgan Stanley (Westborough, 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-Westborough*… 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 the future of service by modernizing the client … 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 the future of service by modernizing the client experience through an elevated… 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
- 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
- Kestra Financial (Westport, MA)
- …and time management skills. Essential Duties and Responsibilities * Supports Financial Advisor/Senior Client Service Associate of a large book of business ... solve the needs of clients and help accomplish their goals. Summary The Client Service Coordinator is critical to providing superior client experience. This… more
