- Fidelity TalentSource LLC (Boston, MA)
- …reporting. You will work alongside Prime Services account managers, Institutional Trading, and Sales in the support of the client base. Additionally, we maintain ... education and exposure to Prime Brokerage, hedge fund client support , stock loan, and custody services? You will own...resolving all client inquiries in a timely mannerBecoming a specialist of processing and review of daily security and… more
- DuPont (Marlborough, MA)
- …and monthly replenishment requirements, and inventory plans that meet demand from sales and the operation planning process. Essential duties and Responsibilities + ... team and agree to actions. + Determine the SKU inventory levels, by warehouse to support the desired level of customer service with direction from the Master Plan to… more
- Guardian Life (Pittsfield, MA)
- …to help drive sales and service clients + Service Park Avenue Securities accounts including brokerage and advisory + Participate in Lead Generation efforts + ... our Client Outreach team. As a Senior Client Outreach Specialist , you will partner with Guardian General Agencies to...have** + 5+ years life insurance and/or wealth management sales and support experience + Strong insurance,… more
- Manulife (MA)
- …+ Maintain a database of focus lists and representatives. + Track calls, update sales database and log sales and successes. + Build networks and relationships ... business objectives. + Handle incoming phone calls and requests for information, sales and marketing material and illustrations in a professional and timely manner.… more
- Lincoln Financial Group (Boston, MA)
- …GAAP, Management, and Tax basis. S/he will be responsible to perform securities research, analysis, and proper accounting treatment of Lincoln Financial Groups (LFG) ... investment positions to support strategic investment operations and initiatives. **What you'll be...unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The… more
- Morgan Stanley (Boston, MA)
- …high net worth sales desk and partner with an external Strategy Specialist . Primary Responsibilities: - Be able to master complex tax strategies and explain them ... to become interchangeable with their external counterpart to cover meetings. - Support External Strategy Specialist in managing a large geographic territory.… more
- Bank of America (Beverly, MA)
- …Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, ... join Bank of America's **Advisor Development Program** and become an investment specialist in one of over 4,000 financial center locations nationwide. From day… more
