- 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
- 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
- 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
- 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
- IBM (Cambridge, MA)
- …* Client Software Adoption Expertise: Becoming a trusted expert in client software adoption. * C-Suite Relationship Building: Building relationships with ... **Introduction** As a Customer Success Manager - Account Specialist , your mission is to collaboratively lead the way for the deployment and adoption of IBM's… more
- Verint Systems, Inc. (Boston, MA)
- …Learn more at www.verint.com . **Overview of Job Function:** The Product Support Specialist is passionate about fixing problems and providing above and beyond type ... ability to provide quality responses in all situations. The Product Support Specialist stops at nothing to ensure customers' happiness and seeing resolutions through… more
- M&T Bank (Boston, MA)
- …and servicing the Bank's Commercial clients, including handling high touch client Commercial Payments and Depository accounts. Accountable for developing strategic ... plans and sales campaigns for target clients and prospects. Works closely with Relationship Managers and Leadership, as well as clients at the Executive Level.… more
- CDM Smith (Boston, MA)
- …40508BR **Business Unit:** FSU **Job Description:** The FEMA Cultural Resources Specialist : * Provides technical expertise to ensure compliance with Federal historic ... duties as required. \#LI-LP2 **Job Title:** FEMA - Cultural Resources Specialist **Group:** WAF Field Mod Fringe **Employment Type:** Temporary **Minimum… more
- Zoom (Boston, MA)
- Job Description As a Zoom Virtual Agent, AI Sales Specialist , you will be at the forefront of driving sales and revenue growth through Zoom's virtual agent platform ... sales objectives for assigned accounts/territory + Create, deliver, and manage client presentations, proposals and coordinate quarterly business reviews + Utilize… more
- Wells Fargo (Boston, MA)
- **About this role:** Wells Fargo is seeking a Supervisory Control Specialist to join our Client Relationship Group within Wealth and Investment Management. ... Learn more about the career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Participate and consult regarding policies and procedures, controls, tools and training + Review and… more
- ASM Research, An Accenture Federal Services Company (Boston, MA)
- …service referrals; single service member services; lodging; military benefits; relationship support; skill building services for parenting; spouse relocation and ... team and third-party vendors. Accurately compares measurements between team, vendors and client partners. Reports findings from complaints and call monitoring to the… more
