- State Street Corporation (Burlington, MA)
- …based on data and enhance reporting of the operations both internally and to senior client teams. This role works closely with the Global Operations Centre ... ability to partner with various internal departments to deliver superior customer service . Have an established successful Client Management and Support record… more
- State Street Corporation (Boston, MA)
- …the collection of input from subject matter experts, operations teams, product managers, client service teams and/or our clients for the purpose of developing ... the firm to deliver distributed ledger products being brought to market. The Senior Product Manager will have excellent verbal and written communication skills and… more
- State Street Corporation (Boston, MA)
- …responsible for Supervising all lower level staff (including Associate 1, Associate 2, Senior Staff, Officer and AVP). Managing client relationships with both ... 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
- M&T Bank (Boston, MA)
- … client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within ... policies and procedures that align with all aspects of Wealth Management sales and service strategy. Resolves...in process workflow to ensure timely processing and exceptional client service and experience for HNW and… more
- Eastern Bank (Saugus, MA)
- …May directly supervise work of Client Service Associates and/or Senior Client Service Associates. **Education and Experience** **CFP Preferred** ... wealth management products.** + Strong business development, marketing, and client service skills; + Strong analytical, time management, and decision-making… more
- Eastern Bank (Lynn, MA)
- …strategy. **Stakeholder Engagement:** + Serve as a liaison between the Head of Wealth , Senior Director Operations, Management Team , and other stakeholders. + ... The Director of Wealth Operations will play a pivotal role in...implement operational policies and procedures to enhance productivity and client satisfaction. + Oversee day-to-day operations, ensuring efficiency and… more
- Deloitte (Boston, MA)
- …(PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery. Work you'll do/Responsibilities In this interesting and ... AML Project Delivery Senior Analyst-Project Delivery Senior Analyst- Regulatory,...work with our AML and sanctions team to support client service delivery. Through your participation in… more
- Deloitte (Boston, MA)
- …have the opportunity to work with our AML and sanctions team to support client service delivery. Through your participation in these Lookback engagements, you ... a collaborative environment? As an experienced AML Project Delivery Senior Analyst you will have the ability to share...professionals with specialized skills that align to a current client need. Team members focus on delivering services to… more
- Deloitte (Boston, MA)
- …(PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery. Work you'll do/Responsibilities In this interesting and ... work with our AML and sanctions team to support client service delivery. Through your participation in...banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years Experience in Transactions Monitoring,… more
- US Bank (Boston, MA)
- …business results using business metrics, key performance indicators, design systems, service blueprints, and reusability + Ability to anticipate shifting market ... Product Office is seeking an experienced product manager to serve as the senior product manager for Exchange-Traded Funds (ETFs) supporting our Wealth ,… more
- Cherry Bekaert (Waltham, MA)
- …tax staff, seniors, and managers in a fast-paced, dynamic environment + Demonstrate superior client service skills **What you bring to the role:** + Bachelor's ... development. Our **Core Tax Services (https://www.cbh.com/services/tax/)** team is seeking a ** Senior Tax Manager** to support our Boston, MA market on a… more
- Deloitte (Boston, MA)
- … wealth management, trust company, insurance provider, or related service provider + Strong relationship management skills, particularly the ability to ... Financial Services Senior Manager - Regulatory & Financial Risk Our...Risk Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory… 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 ... Senior Paralegal Charlotte, North Carolina;Atlanta, Georgia; Jacksonville, Florida;...providing strategic and sophisticated legal guidance to the Global Wealth and Investment Management (GWIM) businesses related to legal… more
- HUB International (Wilmington, MA)
- …of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that ... regional culture. We currently have an opportunity for a ** Senior Account Manager** . The selected employee will be...and maintain relationships with clients to ensure that all service needs are met. + Develop new business from… more
- Cherry Bekaert (Waltham, MA)
- …An ideal fit for our firm displays a passion for superior client service , uncompromising integrity, excellent project management abilities, and leadership ... and sophisticated advisory, assurance and tax services to our clients. As a **Tax Senior ** **,** you will serve a variety of clients in many industries and help… more
- Cherry Bekaert (Waltham, MA)
- …Collaborate with Tax Staff and Managers in a dynamic environment. + Provide excellent client service . Qualifications for this role include: + A Bachelor's degree ... **Core Tax Services (https://www.cbh.com/services/tax/)** team is currently seeking a Tax Senior with experience in pension plan administration and form 5500… more
- HUB International (Wilmington, MA)
- …of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that ... their own unique, regional culture. We currently have an opportunity for a Senior Account Manager - Large & Complex. **SUMMARY OF RESPONSIBILITIES** : Responsible to… more
- Deloitte (Boston, MA)
- …have the opportunity to work with our AML and sanctions team to support client service delivery. Through your participation in these Lookback engagements, you ... AML Project Delivery Senior Analyst -Project Delivery Senior Analyst-...professionals with specialized skills that align to a current client need. Team members focus on delivering services to… more
- Wellington (Boston, MA)
- …The Events Manager will plan and execute all components of our US Wealth events program, including in-person events (proprietary events and 3rd party sponsorships) ... and expertise of how to most effectively engage US Wealth audiences through events, including having the most impact...content, as well as outside vendors and 3rd party service providers. This individual should have solid business judgment,… more
- Citizens (Boston, MA)
- …Manager with their client 's loan portfolio with extraordinary care and service . The Senior Lending Specialist works in primarily operational, processing, and ... gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages...and loan origination systems. Primary responsibilities include + The Senior PB Lending Specialist performs much of the same… more
