- JPMorgan Chase (Boston, MA)
- …the customer journey by turning product insights into meaningful relationships. As a Customer Success Manager in Client Services , you will be a core ... Navigate the organization to to ensure continuous improvement of service delivery **Required qualifications, capabilities, and skills** + 5+...+ 5+ years of experience or equivalent expertise in customer success roles in product or technology.… more
- Coinbase (Boston, MA)
- …driving product adoption. * Minimum of 2+ year of relevant experience in a financial services customer service or support role in a fast paced environment. ... primary subject matter expert for Coinbase's products, providing world-class service and support to our most valued customers. You'll...* Advanced knowledge of the financial services industry and securities trading. * Flexible… more
- JPMorgan Chase (Boston, MA)
- Join JPMorganChase as a Fund Service Vice President and become a pivotal part of our dynamic team. This role offers a unique opportunity to leverage your expertise ... your deep knowledge of fund accounting and administration to deliver exceptional service . Your role will involve working closely with various teams, external… more
- Bank of America (Hingham, MA)
- …Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your ... Securities Industry Essentials [SIE], Series 7 and Series 66...through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I,… more
- Santander US (Boston, MA)
- USA Sr. Specialist, Sales & Service Support Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... financial services industry. We believe that our employees are our...a culture of engagement and a commitment to your success . An exciting journey awaits, if you are interested… more
- JPMorgan Chase (Boston, MA)
- …relationships + 1+ year Branch Banking Banker or equivalent experience in financial services , with verifiable success in new client acquisition, cultivating, and ... will have the opportunity to help people experience our Customer Promise -- helping people make the most of...approach, ensuring each client receives the best products and services for their needs + Partners with Specialists (Private… more
- JPMorgan Chase (Boston, MA)
- …clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity ... years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client...LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through JP Morgan Securities … more
- JPMorgan Chase (Mattapan, MA)
- …clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity ... years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client...LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through JP Morgan Securities … more
- Janus Henderson Investors (Boston, MA)
- …+ Interact with senior management and Sales with a high level of professionalism and customer service . + Carry out additional duties as assigned. What to expect ... financial outcomes through differentiated insights, disciplined investments, and world-class service . We will do this by protecting and growing...the right. Our Values are key to driving our success , and are at the heart of everything we… more
- JPMorgan Chase (Boston, MA)
- You are customer focused, enjoy building relationships, leading teams, and providing financial advice to your clients. A role as a Market Executive on the Technology ... development + Champion a culture of innovation and a customer centric mindset balanced with the ability to manage...business relationships + Understanding of Commercial Banking products and services with knowledge of the region + Ability to… more