- JPMorgan Chase (Boston, MA)
- As a Customer Success Manager in (Insert team name or Sub-LOB), you develop and maintain customer relationships that make our product value propositions a ... and skills:** + 5+ years of experience or equivalent expertise in customer success roles in product or technology. + Demonstrated ability to influence product… more
- TD Bank (Boston, MA)
- …years experience **Preferred Skills:** + Knowledge of Payments, Trade Finance, and Securities systems, products, services . + Strong capabilities with Microsoft ... and Delivery will oversee payment screening, trade finance screening, and prohibited securities controls across the enterprise as part of the Bank's Financial Crimes… more
- Bank of America (Woburn, 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
- Wells Fargo (Boston, MA)
- …The Senior Supervisory Control Specialist understands the complexity, partnership needs and customer service requirements that come with managing this process. ... addressing concerns and issues as it relates to the Wells Fargo Clearing Services (WFCS) Financial Advisors and associated Brokerage locations. Learn more about the… more
- Citizens (Westwood, MA)
- …knowledge of internal or external business issues to improve products or services . The RCO works independently, and receives minimal guidance when solving complex ... degree + 5+ years of compliance supervision + Demonstrate broad knowledge of securities and investment products and ability to assess risk - such as alternative… more
- Wells Fargo (Boston, MA)
- …to manage multiple and competing priorities + 2+ years of financial services industry experience + Experience in compliance or broker-dealer governance **Job ... acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required + Ability to… more
- JPMorgan Chase (Chelmsford, MA)
- You have a passion for helping customers, building relationships, and delivering extraordinary customer service . You are energetic and enthusiastic as the face ... lives of customers easier by sharing and setting up self- service options to access their accounts 24 hours a...relationship sales role in a related industry, with proven success in establishing new clients, deepening customer … more
- DuPont (Marlborough, MA)
- …clients or their engineering teams. + Collaborate with the Pilot Coordinator and Customer Success Manager to order essential membrane elements, spacers, and ... engineering firms regarding all process-related inquiries or challenges. + Coordinate with the Customer Success Manager, who will address all mechanical or … more
- JPMorgan Chase (Clinton, 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
- CoStar Realty Information, Inc. (Boston, MA)
- …online. Key to your success will be your ability to build long-lasting, service -focused, customer relationships. You will achieve this in part by advising on ... needed to build market credibility, proudly represent our brand and achieve career success . In addition, you will learn marketable skills in digital marketing and… more
- JPMorgan Chase (Malden, 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
- JPMorgan Chase (Boston, MA)
- …high-quality products that resonate with clients. As a Vice President within the Securities Services team, you play a pivotal role in promoting innovation ... life cycle. You act as the voice of the customer , developing profitable products that deliver exceptional value. Leveraging...+ Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk… more
- DuPont (Marlborough, MA)
- …project objectives are approved. + Primary DuPont interface with the Full- Service Design Contractors (FSDC) during Front-End Loading (FEL) and Design/Procurement of ... projects greater than $500,000. + Preferred: Experience working with full- service design contractors. **Capabilities Required for this Role (Knowledge Skills… more
- Bank of America (Boston, MA)
- …laws and reviewing applicable client agreements to advise the Business on client service related issues, such as Powers of Attorney, Trusts, Transfer on Death, ... legal advice related to adversarial matters regarding internal or external fraud, customer complaints, and seniors or other at-risk persons. Job expectations include… more