- Midas International, LLC (Stoneham, MA)
- …we understand the importance of sales in driving success. Whether you're a technician, service advisor , or part of our administrative team, you'll have the ... your knowledge of automotive repair, or developing your sales and customer service abilities, we provide ongoing training and development opportunities to support… more
- Kohlberg Kravis Roberts & Co. (Boston, MA)
- …across KKR Public and Private Markets '40 Act Funds Perform reviews of Service Providers and Advisor investment guideline reporting Preparation of compliance ... KKR & Co. Inc., KKR Credit Advisors (US) LLC, KKR Registered Advisor LLC and FS/KKR Advisor , LLC. Based in Boston, this individual will be responsible for… more
- Citizens Bank (Boston, MA)
- …a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible ... financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate...a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs… more
- Empower (Boston, MA)
- Senior Branch Financial Advisor - Boston, MA Investor Center page is loaded## Senior Branch Financial Advisor - Boston, MA Investor Centerremote type: ... helping more customers achieve financial freedom. Empower Yourself.The **Senior Branch Advisor ** is a trusted financial partner for Empower customers, delivering… more
- Hispanic Alliance for Career Enhancement (Boston, MA)
- …helping more customers achieve financial freedom. Empower Yourself. Senior Branch Advisor is a trusted financial partner for Empower customers, delivering personal, ... and goal-based financial guidance. Based in our Boston Investor Center, this advisor meets with clients in person to provide holistic financial planning, investment… more
- jobr.pro (Boston, MA)
- …services with robust investment options, innovative technology, and dedicated client service . We focus on making choices clearer, transitions smoother, and the ... Great Gray is looking to add a Senior Compliance Advisor to our Compliance Team. The Senior Compliance ...Advisor to our Compliance Team. The Senior Compliance Advisor sits in Great Gray's Risk and Compliance Department,… more
- TD Bank (Burlington, MA)
- Une institution financiere a Burlington, Massachusetts, recherche un conseiller de service a la clientele pour gerer des transactions et fournir des conseils ... candidat ideal doit avoir un diplome de lyceen et une experience dans le service a la clientele. Ce role offre des opportunites de developpement professionnel et un… more
- Midas International, LLC (Brookline, MA)
- …we understand the importance of sales in driving success. Whether you're a technician, service advisor , or part of our administrative team, you'll have the ... your knowledge of automotive repair, or developing your sales and customer service abilities, we provide ongoing training and development opportunities to support… more
- JazzHR Product Team (Boston, MA)
- A dynamic tech company in Boston is seeking a customer service representative to enhance customer satisfaction. The ideal candidate will manage inbound ... communication and problem-solving skills. This role provides an opportunity to delight customers through exceptional service and effective solutions. #J-18808-Ljbffr more
- PowerToFly (Boston, MA)
- …Analysts provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a daily basis. ... Advisor (s) / team in delivering against their business plan and client service model Supporting the Financial Advisor / team marketing strategy (eg, website… more
- TD Bank (Waltham, MA)
- Une banque populaire aux Etats-Unis recherche un(e) representant(e) du service a la clientele pour gerer des transactions et fournir des conseils financiers. Le ... et un diplome de secondaire. Une experience anterieure dans un environnement de service a la clientele est souhaitee. Le poste requiert le travail en soiree… more
- FactSet Research Systems Inc. (Boston, MA)
- …act as an advocate on behalf of the client to Product Development. Through exceptional service , you become a trusted advisor on FactSet to your clients and work ... to uphold FactSet's reputation of providing world class client support.**What You'll Do:**Through one-on-one contact with clients, you will form personal relationships with leaders in the financial industry, come to understand their workflows, and develop… more
- Wealth Enhancement Group (Boston, MA)
- Our Boston, Massachusetts office is looking for a **Sr.** **Client Service Associate** to serve as the liaison between the client and the Financial Advisor (FA). ... personal history and current financial needs and communicates to the advisor or handles issue resolution* Prepares account transactions, trades, deposits,… more
- Capital One (Boston, MA)
- …existing programs like the Customer Trust Center, providing customers with self- service access to relevant security, privacy, and compliance information. Customer ... Engagement: Act as a trusted technical and security advisor , engaging customer security teams and IT leaders to...for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp.… more
- Cheddar (Wakefield, MA)
- …future. With Lightpath's continued focus on network excellence and a "customer first" service commitment, we are building a workforce of the best talent that will ... Highly attentive to detail and process oriented. Act as trusted advisor to cross‑functional business leaders, anticipate needs and make recommendations. Complete… more
- PowerToFly (Boston, MA)
- Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered ... as examples Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at the direction… more
- PowerToFly (Boston, MA)
- POSITION SUMMARY PWM Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The ... PWM Client Service Associate assists with the development and growth of...on client account alerts ADMINISTRATIVE SUPPORT: Partner with Financial Advisor (s) in developing a business plan and delivering against… more
- Arthur J. Gallagher & Co. (AJG) (Boston, MA)
- …work; think of Gallagher. How you'll make an impact We'reseeking aClient Service Integration Managerto take charge of high-impact initiatives that ensure smooth ... experience, leveraging the tools and resources available for our client service teams. Training Coordination: Collaborate with Learning Coaches to ensure the… more
- Stifel (Boston, MA)
- …immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor (s) (FA(s)) with the opening and maintenance of client accounts and ... phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the… more
- Capital One (Boston, MA)
- …across the enterprise, at all levels of the organization Operate as a trusted advisor for a specific technology, platform or capability domain, helping to shape use ... any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC). more
