- Bank of America (Boston, MA)
- Registered Wealth Management Client Associate Boston, Massachusetts **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... focused and effective **Position Overview:** The **Wealth Management Registered Client Associate ** role is a sales support...multiple communication methods to ensure a consistent and exceptional client service experience. + Act as a… more
- Bank of America (Boston, MA)
- Registered Wealth Management Client Associate Boston, Massachusetts **Job Description:** At Bank of America, we are guided by a common purpose to help make ... a difference. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Robert Half Finance & Accounting (Boston, MA)
- Description We are in search of a meticulous and dedicated Client Associate to be a part of our team based in Alexandria, VA. In this role, you will be chiefly ... strategies and initiatives. This role falls within the financial services industry and is an exciting opportunity for those... client portfolios, as assigned * Contribute to Client Associate RingCentral chat to share knowledge… more
- Morgan Stanley (Wellesley, 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-Wellesley*… 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:* Registered Client Service Associates (CSAs) help shape...documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking… 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...documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking… 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
- Ensono (Boston, MA)
- Associate Client Engagement ManagerRemote - United... service + Enabling and selling new services sales across the client 's IT landscape: ... StatesJR010133 Associate Client Engagment Manager At Ensono, our **Purpose is...at Ensono, responsible for the commercial relationship with the client and maximizing current service portfolio with… more
- Morgan Stanley (Boston, MA)
- …clients by closely collaborating with sales teams and internal partners to deliver exceptional client service for accounts and client activities. CRG is ... comprised of teams and functions including Client Service ( client relationship building...workflow, activities, billing, and audit/oversight). *ABOUT THE ROLE* The Associate Client Relations Representative is responsible for… more
- FREEMAN (Boston, MA)
- …as well as new technologies to deliver moments that matter. **Summary** The Associate Client Solutions Manager - Show Organizer Event Logistics is responsible ... and events that drive audiences to action. The integrated full- service solutions leverage a 96-year legacy in event management...client + Maintains knowledge of all products and service offerings and upsell to existing clients beyond current… more
- S&P Global (Boston, MA)
- …+ Bachelor's degree or higher degree preferred. + 10-15 years of experience in Client Services or a related field + Implementation of financial services ... manage risk, comply with regulations and provide assistance to the financial services industry with meeting their compliance obligations. Our risk and regulatory… 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
- Boston University (Boston, MA)
- …digital display and newsletters, live events, and custom content. As part of the Client and Creative Services group within Business Partnerships, you will play a ... + Responsible for annual, monthly and weekly report revenue summaries and client reports. + Oversee the general account activity for Business Partnerships team… more
- Navient (Boston, MA)
- …- access to thousands of scholarships to help students pay less. **The Client Happiness Associate position will report to the Supervisor, Client ... including: + **Private student loans** - low rates, people-first service , and flexible payments. + **Student loan refinancing** -...and protections **Your Impact:** + The goal of the Client Happiness Team Member is to answer inquiries from… more
- Cherry Bekaert (Boston, MA)
- …the transactional accounting operations of the firm on behalf of each Outsourced Accounting client . The Associate is responsible for all areas relating to timely ... or finance required LEARN MORE ABOUT OUR OFFERING HERE (https://www.cbh.com/ services /advisory/outsourced- client -accounting- services /) **What you can expect… more
- Ensono (Boston, MA)
- …and delivery quality metrics + Work internally to understand the impact of client requirements on standard services and develop product approaches to address ... and leaders. + Incorporate process and methodology that will help with integrating sales-to- service delivery via client onboarding process. + Transform client… more
- Compass Group, North America (Boston, MA)
- …strategies to improve the department's financial performance. Ensuring Exceptional Customer Service : + Understand the client 's business model to prioritize ... client satisfaction. + Empowers employees to provide excellent service that exceed resident and client satisfaction....Ability to communicate on various levels to include management, client , customer, and associate levels. + Excellent… more
- Banfield Pet Hospital (Braintree, MA)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. * Helping ... Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when...of the team. * Providing professional, efficient and exceptional client service (lead by example), ensuring all… more
- Banfield Pet Hospital (Westwood, MA)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. Helping create ... Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when...member of the team. Providing professional, efficient and exceptional client service (lead by example), ensuring all… more