- Eastern Bank (Manchester, NH)
- The Wealth Client Associate plays a key role in delivering exceptional client service and operational support to high-net-worth clients by collaborating ... coordinating meal and event reservations, ordering food, and preparing and binding client presentations. ** Client Relationship Support** + Serve as a primary… more
- Bank of America (Boston, MA)
- Wealth Management Client Associate Boston, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/ Wealth -Management- Client - Associate \_25039599) **Job Description:** Merrill … more
- Bank of America (Boston, MA)
- Registered Wealth Management Client Associate (FP) Boston, Massachusetts **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/Registered- Wealth -Management- Client - Associate --FP-\_25033188) **Job Description:** Merrill … more
- Eastern Bank (Boston, MA)
- The Wealth Client Associate plays a key role in delivering exceptional client service and operational support to high-net-worth clients by collaborating ... Officers as well as Portfolio Managers, Operations, and Compliance. ** Client Relationship Support** + Serve as a primary point...+ Serve as a primary point of contact for client service inquiries and requests. + Assist with new… more
- Equitable (Wellesley, MA)
- Wealth Management Associate - MA, Hatfield (5205) ( 250000JA ) **Primary Location** : UNITED STATES-MA-Wellesley **Organization** : Equitable Advisors ... their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** * Client … more
- M&T Bank (Boston, MA)
- …cohort within our Wealth Management division to gain experience on becoming a Wealth Associate . When starting with the team you'll learn from Wealth ... of any additional services they need, always with the client 's convenience in mind. We can also recommend more...services delivery and expand relationships + Serve as support associate to Wealth and Investment advisors as… more
- TIAA (Waltham, MA)
- ** Wealth Advisor** Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their ... help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their...with their team to grow their collective book through client referrals. **Key Responsibilities and Duties** + Manages time… more
- Robert Half Finance & Accounting (Boston, MA)
- Description Our client is a highly sought-after Wealth ...firm in Boston and looking to add a Registered Client Service Associate to the team. Essential ... * Minimum of 2 years of experience in a client service or administrative role within financial services. *...work collaboratively in a team-focused environment. * Familiarity with wealth management or private wealth processes is… more
- HUB International (Wilmington, MA)
- …their own unique, regional culture. We currently have an opportunity for a ** Client Services Associate ** . **SPECIFIC** **RESPONSIBILITIES** **:** + Assist the ... risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of...CRM in client retention and building relationships with key … more
- HUB International (Wilmington, MA)
- …maintain their own unique, regional culture. We currently have an opportunity for a ** Client Services Associate ** . The selected employee will be responsible for ... risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of...supporting Account Managers on all aspects of client service, marketing, and renewal of commercial insurance accounts… more
- TD Bank (Shrewsbury, MA)
- …can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Associate (FAA) works with TD ... advisory need + Develops, maintains and manages all aspects of the client 's relationship with TD Wealth + Works with prospects to attract and develop clients and… more
- JPMorgan Chase (Boston, MA)
- … Wealth Management environment, particularly with a focus on client portfolio implementation, investment oversight/governance, and/or wealth management ... of finance and technology-and at the cutting edge of wealth management. We've been making rapid progress on our...are using 55ip. As the Portfolio Implementation & Oversight Associate within the Platform Management and Strategy Team, you… more
- JPMorgan Chase (Boston, MA)
- …standing at the intersection of finance and technology-and at the cutting- edge of wealth management. We've been making rapid progress on our mission: to break down ... assets (and counting) are using 55ip. Job Description As a Management Associate within 55ip, you will work to provide comprehensive support, focusing on… more
- BlackRock (Boston, MA)
- …Alternatives products in partnership with the generalist relationship managers in US Wealth Advisory. The group has exceptional access to the investment teams, ... for adding scale to our alternatives distribution strategy by developing client relationships, educating financial advisors on the benefits of investing in… more
- S&P Global (Boston, MA)
- …The Agent Services team is a Syndicated Loans Agency operations team for our client base, performing all operational tasks to support both the borrower and lenders. ... within the team administering the lending portfolios for our client base. The individual will be responsible for the...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… 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 ... Wealth business. Key responsibilities will include: + Support fulfillment...+ Support negotiation of investment management agreements for subadvisory client relationships + Providing advice and/or escalating issues to… more
- Bank of America (Wellesley Hills, MA)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they ... 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Wellesley-Hills/Merrill-Market-Supervision-Manager\_25023678) **Job Description:** Merrill Wealth Management is a leading provider of comprehensive … more
- M&T Bank (Boston, MA)
- …organizations to support networking efforts. + Maximize depth and profitability of the client relationship. Partner with Wealth Advisors to uncover needs and ... clients as part of a Wealth Management team. The position may identify Wealth Management business and collaborate with the client relationship team to ensure… more
- Wells Fargo (Boston, MA)
- …role:** Wells Fargo is seeking a Lead Financial Advisory Management Trainee in Wealth and Investment Management as part of the Wells Fargo Advisors' Manager ... Develop relationships with key Financial Advisors and stakeholders to enhance the client experience and increase retention + Utilize tools to understand policies and… more
- UMB Bank (Boston, MA)
- …execute on responsibilities to deliver unique asset administration services to Private Wealth Management clients. Primary focus will be on executing lower volume ... + You will manage accounts with a focus on client experience, the governing instruments, fiduciary laws, and bank...+ You will manage unique assets held in Private Wealth accounts, including real estate, oil/gas, closely held, life… more