- Natixis Investment Managers (Boston, MA)
- …portfolios for specific investment objectives including tax management and values-alignment. The Client Relationship Manager (CRM) is a member of our internal ... of Natixis to promote Direct Indexing. Partner with broker dealer home office specialist teams to drive new accounts to AIA. Offer expertise on Direct Indexing… more
- The Home for Little Wanderers (Waltham, MA)
- …services; act as a liaison with collateral agencies and programs; establish and maintain relationship services that support client and family's growth. Act as an ... to provide quality care. Attend staff meetings and case conferences; present client material. Consult with supervisor and team members on challenging or difficult… more
- HarbourVest Partners, LLC (Boston, MA)
- …HarbourVest is an equal opportunity employer. HarbourVest is seeking a proactive and relationship -focused Client Service Associate to join our Client ... the face of HarbourVest to clients and will be required to demonstrate strong relationship building and client management skills. This position will be a hybrid… more
- Brown Brothers Harriman & Co. (Boston, MA)
- …key responsibilities include: Relationship Excellence (RE) Ensure the delivery of relationship excellence to a designated client base. Develop effective and ... relationship penetration by selling existing and new products across the client portfolio. Adopt and embed BBH's relationship management philosophy to drive… more
- Charles Schwab (Hingham, MA)
- …us "challenge the status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring ... operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help… more
- Allied Universal (Boston, MA)
- …and more for most full-time positions! Allied Universal(R) is hiring a Senior Lead Client Assurance Security Specialist . The Senior Lead Client Assurance ... a highly visible role supporting Global Security Leadership. The Senior Lead Client Assurance Security Specialist will evaluate processes to identify, develop,… more
- Optiv (Boston, MA)
- …technical or information technologies industry preferred. + Prior experience in Client Relationship Management software (CRM) required. Salesforce.com experience ... position can be hired remotely anywhere within the continental US_ The Client Operations Specialist is a sales support role assisting field Client Managers… more
- Citizens (Boston, MA)
- …focusing on each client 's unique circumstances. The Private Bank Sr Lending Specialist supports the Relationship Manager with their client 's loan ... documents received meet Private Bank guidelines and lead the conversation with the Relationship Manager, Client Relations Team, or Credit Risk Officer to… more
- Bank of America (Lincoln, RI)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) Lincoln, Rhode Island **To proceed with your application, you must be at least 18 ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Lincoln/Consumer-Investments Investment- Specialist -Trainee--Obtain-SIE-Series-7 66-\_25018444) **Job Description:** At Bank of America, we… more
- UMB Bank (Boston, MA)
- …banking officers. As the primary contact, you will be a vital part of the client 's relationship to help deliver growth and opportunity by creating a trusting ... As the **Treasury** **Service Specialist ** will support and manage the day-to-day operations...email to support day-to-day servicing needs + Develop a relationship with the client proactively to identify… more
- NTT America, Inc. (Boston, MA)
- …sales teams and by partnering with leading Data Center technology partners. ** Client Engagement & Relationship Building:** + Build trusted executive-level ... grow, belong and thrive. The Senior Data Center Sales Specialist role is a seasoned subject matter expert and...primarily pursue, and land qualified leads identified by the Client Management team and other respective teams. The Senior… more
- Bank of America (Boston, MA)
- …programs in the technology market. Accountable for all aspects of the client relationship , including overall account strategy, field sales support, capturing ... Sr. Leasing Sales Specialist (Equipment Finance) Charlotte, North Carolina;New York, New...preferably with a large, regulated financial institution + Exceptional client management and relationship -deepening skills + In-depth… more
- Citizens (Boston, MA)
- …on each client 's unique circumstances. The Sr Private Bank Lending Specialist supports the Relationship Manager with their loan portfolio with extraordinary ... gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises...care and service. The Sr lending specialist works in primarily operational, processing, and analytical capacities,… more
- Wellington (Boston, MA)
- …of evergreen solutions across the risk spectrum, to meet the objectives of our global client base. We are seeking to recruit an Investment Specialist to join our ... growth in our private investing business. The Privates Evergreen Investment Specialist position is a multi-faceted role supporting the business management,… more
- South Middlesex Opportunity Council (Framingham, MA)
- Summary: The FES Housing Specialist provides assistance to assigned homeless families placed in shelter units in order to help them move to safe and permanent ... In addition to helping families achieve their rehousing plans, the Housing Specialist will develop relationships with outside landlords and community providers to… more
- Manulife (Boston, MA)
- …time or are incurring changes within existing payroll. **Position Responsibilities:** + Manage relationship with the client and client 's payroll provider to ... while maintaining our reputation for service excellence. The Payroll Onboarding Specialist opportunity is an individual contributor position and contributes to the… more
- South Middlesex Opportunity Council (Framingham, MA)
- …all individuals and families seeking assistance through the HCEC. The Assessment Specialist is responsible for carrying ongoing caseload of clients applying for ... family from becoming homeless. + Work collaboratelly with Intake team assessing client 's file by reviewing documentation uploaded into E2E portal and verifying… more
- South Middlesex Opportunity Council (Framingham, MA)
- Summary : The Housing Specialist provides housing search services relocate homeless individuals to safe and permanent housing. Conducts housing search of private ... necessary. + Conduct a housing barriers assessment with each client and work with the client and...applicant must provide driving record upon job offer. Organizational Relationship : Directly reports to Program Director. Indirectly reports to… more
- CBRE (Westborough, MA)
- HSE Specialist - 2nd Shift-Westborough, MA. Job ID 228913 Posted 14-Jul-2025 Service line GWS Segment Role type Full-time Areas of Interest Building Management, ... Location(s) Westborough - Massachusetts - United States of America **HSE Specialist -Onsite - Westborough, MA.** **2** **nd** **Shift** **JOB** **SUMMARY** CBRE is… more
- South Middlesex Opportunity Council (Framingham, MA)
- …may congregate. + Ensure coordination of service delivery on behalf of each client . Work in collaboration with all other service providers working with the ... community members to identify clients who may need services. + Keep accurate client records and provide regular written notes including client updates,… more
