- TUMI (Burlington, MA)
- …driving sales through outstanding service . The ideal candidate is committed to client service , demonstrating a strong understanding of, if not passion for, ... at Tumi: As part of our Retail team, the Associate Manager is responsible for creating a client...as we work together to increase sales, KPI's, build client awareness, provide world-class service , and grow… more
- Beacon Hill Staffing Group, LLC (Boston, MA)
- Our client , an investment firm in Boston, MA, is seeking a Client Services Associate to join their team for 6+ months. This role is compensating $24 an hour ... determine which information is appropriate to send to the sales prospect or client . Ensure satisfaction with service level received.Utilize the CRM database as… more
- Fidelity TalentSource LLC (Boston, MA)
- …relationshipYour subject matter expertise will be used to address unique and complex client service requestsYour appreciation for working in a dynamic and ... Job Description:For you, client interactions aren t just transactions. They re...Role You are providing the highest level of customer service to Fidelity s most sophisticated and most valued… more
- Fidelity TalentSource LLC (Boston, MA)
- …addition, the role calls for the following capabilities and skills: Strong orientation to client service (for internal and external clients) with an emphasis on ... groups within WI and across the Fidelity enterprise, including risk, compliance , government relations, relationship management, product, client experience,… more
- Fidelity TalentSource LLC (Boston, MA)
- …liaison between Strategic Advisers investment professionals and key product, sales and service , communications, legal and compliance business partners. In close ... investment process and methodology, as well as facilitation of client requests/exceptions, reporting/analysis improvements, and ad-hoc channel needsAccountable for… more
- Fidelity TalentSource LLC (Boston, MA)
- …and reporting across institutional and retail initiatives, with an emphasis on sales and client service enablement, and client and prospect experience and ... with partners in other functions, such as product, legal, compliance , service , and sales, to help inform...of ambiguity is required.The Expertise and Skills You BringA client - service and risk management minded strategist and… more
- Fidelity TalentSource LLC (Boston, MA)
- …issue, lead triage and resolution discussions with a sense of urgency, communicate client and participant impact to Legal, Risk, Compliance and appropriate ... to drive strategic business decision making, and empower teams with self- service analyticsExperience in managed accounts valuedAbility to identify trends and… more
- Fidelity TalentSource LLC (Westwood, MA)
- …of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. ... The Expertise We re Looking ForCustomer service , phone, or financial services experience will prepare you...interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …processesExperience with brokerage products and services, brokerage operations, or client service operations including familiarity with regulatory requirements ... wide array of brokerage products and services, brokerage operations, retail client services, and digital product and engineering initiatives.Advise senior leadership… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …(sales, trading, and syndicate).Represent the trading desk in periodic team and client meetings as well as other ad hoc forums.Partner with technology, ... compliance , legal, operations, and other internal groups to provide best-in-class service and execution capabilities to the portfolios. The Expertise and Skills… more
- JPMorgan Chase (Boston, MA)
- …our world class team to achieve great results for clients. As an Compliance Associate within the Client Service team, you will be responsible for the ... day to day communication with compliance clients and for the monitoring and reporting of...are released to clients + Be responsibility for all client work conducted by offshore team + Work with… 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
- JPMorgan Chase (Boston, MA)
- …Build solid and interactive internal relationships with our global operations partners, client service and other products, including Front Office, Performance & ... Associate II in Investment Middle Office Services - Client Operations, your key responsibility will be to provide...+ Be a communication source for escalation of issues, service updates, and progress updates for the Client… more
- JPMorgan Chase (Boston, MA)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this position you will have extensive … more
- Insight Global (Westborough, MA)
- Job Description Insight Global is seeking a skilled Client Service Representative II to support our international fortune 500 banking partner to join their ... Client Processing team. The Client ...in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks.… more
- JPMorgan Chase (Boston, MA)
- As a Fund Services Operations Service Delivery Associate within the Global Funds team, you will be a key member of a fund service team responsible for high ... external stakeholders to ensure issues are resolved in a timely manner and client status updates are communicated to senior management. To be successful, you must… more
- KPMG (Boston, MA)
- … client can become self-sufficient + Additional responsibilities for senior associate include assisting in managing client engagements Qualifications: + ... solid understanding of project methodology and milestones; Demonstrated ability to lead client engagements and effectively manage teams for associate , minimum… more
- CBRE (Boston, MA)
- …greater level of expertise. Performs security and data reviews to ensure compliance with established policies and procedures. Supports client and internal ... Contract Support Associate : Boston, MA Onsite Job ID 163325 Posted 25-Apr-2024 Service line GWS Segment Role type Full-time Areas of Interest Administrative,… more
- KPMG (Boston, MA)
- …plus + Experience managing multiple client engagements and client service teams + Excellent advisory, compliance , verbal and written communication skills ... **Business Title:** Tax Senior Associate , Business Tax Services - Private Clients **Requisition Number:** 107151 - 40 **Function:** Tax Services **Area of… more
- Bank of America (Boston, MA)
- …4-5 years of experience with a financial institution focusing on high net worth client service and sales + Ability to successfully complete assessment of ... Trust Senior Associate (TSA) Boston, Massachusetts **Job Description:** At Bank...Client Teams and partner to deliver an integrated service to the client and identify and… more
