- Hiring ASAP (Boston, MA)
- …connecting local customers to our client 's products and services, the Retail Customer Service Associate is able to put the customer first, by hearing their ... We are seeking a Retail Customer Service Associate who is looking to... client 's offerings. Perks of the Retail Customer Service Associate position: Interact and empower local… more
- Segal (Boston, MA)
- …actuarial exams passed with active progression to credentialed status (ASA preferred).Strong client service skills and technical expertise. A big picture ... product, managing projects, mentoring/guiding others, providing technical support on complex client projects and related actuarial issues.The Pension Associate … more
- TUMI (Wrentham, 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
- Fidelity TalentSource LLC (Boston, MA)
- …coordination, including mentoring junior associates and leading teams to facilitate excellent client service . (Note this role may include managing other ... to focus on three key experiences: 1) We are client focused. Our work with clients is oriented around...offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require… more
- Fidelity TalentSource LLC (Westwood, MA)
- …clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with ... markets and productsStrong social skills and the ability to deliver highly personalized service to each clientAbility to find success in a dynamic, deadline driven,… more
- Fidelity TalentSource LLC (Framingham, MA)
- …tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needsLeveraging technology, you can ... and conduct efficient one-on-one appointments to make the best use of the client s time, as well as plan for post-appointment follow-upGrowing relationships through… 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 ... enterprise, including risk, compliance, government relations, relationship management, product, client experience, finance, sales, technology, and marketing. The Expertise… more
- Fidelity TalentSource LLC (Shrewsbury, 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...and passion to engage with clientsAn aptitude to assess client needs and identify opportunitiesRemarkable attention to detail and… more
- Fidelity TalentSource LLC (Boston, MA)
- …marketplace. This role has a goal of educating influencers, consultants and service providers on Fidelity s solutions while generating lead activity, growing sales, ... supports each relationship. On active searches, work closely with client team to develop strategy and implement with the...offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require… more
- Fidelity TalentSource LLC (Boston, MA)
- …between Strategic Advisers investment professionals and key product, sales and service , communications, legal and compliance business partners. In close partnership ... investment process and methodology, as well as facilitation of client requests/exceptions, reporting/analysis improvements, and ad-hoc channel needsAccountable for… more
- Russell Tobin & Associates (Boston, MA)
- …technology and infrastructure projects. May be internal or external, client -focused, working in conjunction with Professional Services and outsourcing functions. ... May include company-wide, web-enabled solutions. Must Haves: Excellent customer service skills complimented by an ability to listen to and interpret client … more
- Fidelity TalentSource LLC (Boston, MA)
- … Service , Linux Shell Script, and Python) and front-end client -side technologies (Angular, JavaScript, Typescript, jQuery, HTML/HTML5, and cascading style ... capabilities on modern web-based tech stacks. Contributes to RESTful service consumption and integration, common design patterns, secure application development,… more
- Fidelity TalentSource LLC (Boston, MA)
- …to associates that enhances their understanding of charitable planning within a client s overall wealth plan and increases the adoption of donor-advised funds. ... charitable planning techniques.10+ years of wealth management or financial service intermediary sales experience.Bachelor s degreeAdvanced Planning degrees are… more
- Beacon Hill Staffing Group, LLC (Boston, MA)
- …workloads & time lines.Responsibilities:Processing of accounts payable invoices.Manage Associate and T&E Expense reportsVendor AdministrationManage Customer ... Accounts Payable Analyst - HybridOur client is actively searching for an Accounts Payable...flexible staffing, we deliver coordinated staffing solutions with unparalleled service , a commitment to project completion and success and… more
- Fidelity TalentSource LLC (Boston, MA)
- …lead triage and resolution discussions with a sense of urgency, communicate client and participant impact to Legal, Risk, Compliance and appropriate business ... to drive strategic business decision making, and empower teams with self- service analyticsExperience in managed accounts valuedAbility to identify trends and… more
- Beacon Hill Staffing Group, LLC (Boston, MA)
- Our client , a consulting firm in Boston, MA, is seeking an Administrative Assistant to join their team on a temporary to permanent basis. The hours for this role are ... and handling deliveries.Qualifications:High school diploma required; post-secondary education or Associate 's/Bachelor's degree preferred.At least 3 years of relevant work… more
- Fidelity TalentSource LLC (Boston, MA)
- …Reporting and Analytics modernization. We use data and analytics to optimize Client experiences and develop solutions that help our clients meet their ... one platform to another and/or AWS or Azure BI cloud service offeringsExperience with embedded reporting solutions and end-to-end security.Experience in relational… more
- Morgan Stanley (Westborough, 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-Westborough*… 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)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *Massachusetts-Boston* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
