- BDO USA, LLP (Boston, MA)
- …while at the same time minimizing their tax and reporting burdens, and self and client service teams comply with all Firm policies, standards, and the BDO Tax ... as well as internal managers and partners Contributes to client satisfaction by providing timely services and...related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities… more
- State Street (Boston, MA)
- …Associate 1, Associate 2, Senior Staff, Officer and AVP). Managing client relationships with both client personnel and fund investors. Reviewing quarterly ... a Vice President (VP) for our Private Markets to service clients for our division of Alterative Investment Solutions...both clients and colleagues to establish the workflow and client deadlines while supervising staff members. They will be… more
- Soteria Reinsurance Ltd. (Boston, MA)
- …strategy among RM and Key Account Managers (KAM) strategic accounts to drive client satisfaction and retention by collaborating with service and other key ... years of successful sales or relationship management experience in a financial services industry* Institutional client management and growth experience required;… more
- ABGi USA (Boston, MA)
- …a trusted talent advisor to CPAs and their Senior Tax Manager - Private Client Services - Boston/Foxborough, MA (Onsite with Flexibility) ABGI Talent Solutions ... train, and supervise junior and mid-level team members. Manage client relationships with a consultative approach to service...in a public accounting firm. Significant experience in private client services , with deep knowledge of individual,… more
- Bank of America (Boston, MA)
- Private Wealth Client Associate Boston, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/Private- Wealth - Client - Associate \_25048316) **Job Description:** Merrill … more
- Grant Thornton (Boston, MA)
- As the Private Wealth Services Tax Senior Associate , you'll perform compliance services for complex tax returns and provide income, estate, and gift tax ... to help you excel. You'll collaborate with the Private Wealth Services Tax team and make recommendations...and tax savings opportunities, focusing on accuracy, quality and client service because together is how we… more
- BlackRock (Boston, MA)
- **About this role** **About this role** We are actively seeking client -facing sales professionals with a proven successful track record of managing an assigned ... territory to help identify, develop, and own client relationships. As the world's largest asset manager, BlackRock has product and solution offerings for almost any… more
- Equitable (Boston, MA)
- Wealth Management Associate - Retirement Benefits...can be tailored to meet their unique needs * Client Service and Implementation: Analyze and organize ... out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals… more
- Equitable (Boston, MA)
- Wealth Management Associate - MA, Boston (4054) ( 220000E8 ) **Primary Location** : UNITED STATES-MA-Boston **Organization** : Equitable Advisors **Description** ... personalized strategies, offering clear recommendations and guidance * Product and Service Consultation: Discuss financial products and services tailored to… more
- BlackRock (Boston, MA)
- **About this role** **Role Description:** BlackRock SMA Specialists in US Wealth Advisory are responsible for accelerating the growth of Separately Managed Accounts ... and SpiderRock option overlay strategies. They are tasked with developing client relationships, educating financial professionals on the benefits of SMAs, and… more
- BlackRock (Boston, MA)
- …this role** Due to our continued phenomenal growth, we are actively seeking client -facing sales professionals with a proven successful track record of managing an ... assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of the fastest growing areas of the Asset Management… more
- Nuveen Investments (Andover, MA)
- …Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/ Services Acumen, Wealth Due Diligence, Wealth ... ** Wealth Advisor** Supported with a robust array of...with their team to grow their collective book through client referrals. **Key Responsibilities and Duties** + Manages time… more
- Nuveen Investments (Andover, MA)
- …Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/ Services Acumen, Wealth Due Diligence, Wealth ... ** Wealth Management Advisor (T)** Supported with a robust...a demonstrated ability to uncover the needs of the client . * Giving and receiving constructive feedback are hallmarks… more
- World Insurance Associates, LLC. (Westborough, MA)
- …in financial services , wealth management, or a related client service role (preferred) + Strong understanding of investment accounts, custodial ... About Us We are a growing, client -focused wealth management firm committed to delivering exceptional service...Summary We are seeking a detail-oriented and highly organized Client Services Associate to support… 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 ... will establish, maintain, and build relationships while delivering exceptional client service . In this role you will...products and applications including, but not limited to: Advisor Services , Wealth Planning & Advice, Goal Based… more
- CIBC (Boston, MA)
- …more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **About CIBC Private Wealth US** CIBC Private Wealth offers tailored wealth ... full-time._ **What you'll be doing** We are seeking a highly motivated Investment Associate to join the Multi-Manager Investment Program (MMIP) team. You will be… more
- BlackRock (Boston, MA)
- **About this role** **About this role:** We are actively seeking client -facing sales professionals with a proven successful track record of managing an assigned ... territory to help identify, develop, and own client relationships. As the world's largest asset manager, BlackRock has product and solution offerings for almost any… more
- BlackRock (Boston, MA)
- …Alternatives products in partnership with the generalist relationship managers in US Wealth Advisory. The group has exceptional access to the investment teams, ... for adding scale to our alternatives distribution strategy by developing client relationships, educating financial advisors on the benefits of investing in… more
- S&P Global (Boston, MA)
- **About the Role:** **Grade Level (for internal use):** 07 **The Team:** The Agent Services team is a Syndicated Loans Agency operations team for our client ... S&P Global is seeking a motivated Specialist for Agent Services to work within the team administering the lending...within the team administering the lending portfolios for our client base. The individual will be responsible for the… more
- Wellington (Boston, MA)
- …ABOUT THE ROLE We are seeking a highly motivated and growth-oriented Legal Associate to work with our Legal teams primarily supporting Wellington Management's US ... Wealth business. Key responsibilities will include: + Support fulfillment...support the '40 Act Platform + Support negotiation of service provider agreements, including distribution agreements, administration agreements and… more
