- 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)
- …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 (Ashland, 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
- Janus Henderson Investors (Boston, MA)
- …ability to prioritize and manage multiple tasks simultaneously + Interpersonal and customer service skills + Excellent verbal and written communication skills ... 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
- 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 (Needham, MA)
- …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 (Mattapan, 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
- 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 Technology ... 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