- TD Bank (Foxborough, MA)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship ... expected to participate in basic financial planning discussions and client relationship reviews. This role will support...Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas +… more
- Eastern Bank (Lynn, MA)
- The purpose of the Client Support Specialist II is to provide daily support for commercial clients using our cash management products and services. This ... research & maintenance, proactive servicing calls and support TS Sales/ Relationship Managers in client retention and ensuring a positive client experience… more
- Optiv (Boston, MA)
- …technical or information technologies industry preferred. + Prior experience in Client Relationship Management software (CRM) required. Salesforce.com experience ... position can be hired remotely anywhere within the continental US_ The Client Operations Specialist is a sales support role assisting field Client Managers… more
- Citizens (Boston, MA)
- Description The Private Bank Sr Lending Specialist supports the Relationship Manager with their client 's loan portfolio with extraordinary care and service. ... The Senior Lending Specialist works in primarily operational, processing, and analytical capacities,...Private Bank guidelines and lead the conversation with the Relationship Manager, Client Relations Team, or Credit… more
- Bank of America (Lincoln, RI)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) Lincoln, Rhode Island **Job Description:** At Bank of America, we are guided by a ... **Job Description:** This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound… more
- NTT America, Inc. (Boston, MA)
- …sales teams and by partnering with leading Data Center technology partners. Client Engagement & Relationship Building: + Build trusted executive-level ... day at NTT DATA** The Senior Data Center Sales Specialist role is a seasoned subject matter expert and...primarily pursue, and land qualified leads identified by the Client Management team and other respective teams. The Senior… more
- BlackRock (Boston, MA)
- …by role.** **Hybrid Market Leader/Wholesaler** **: responsible for all aspects of client relationship and driving sales through all channels (RIA, Independent, ... solutions to clients and provide exceptional service to clients.** **Alternatives Specialist ** **: responsible for developing client relationships and educating… more
- UMB Bank (Boston, MA)
- …banking officers. As the primary contact, you will be a vital part of the client 's relationship to help deliver growth and opportunity by creating a trusting ... As the **Treasury** **Service Specialist ** will support and manage the day-to-day operations...email to support day-to-day servicing needs + Develop a relationship with the client proactively to identify… more
- Bank of America (Boston, MA)
- …programs in the technology market. Accountable for all aspects of the client relationship , including overall account strategy, field sales support, capturing ... Sr. Leasing Sales Specialist (Equipment Finance) Charlotte, North Carolina;New York, New...preferably with a large, regulated financial institution + Exceptional client management and relationship -deepening skills + In-depth… more
- Bank of America (Lincoln, RI)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Hunt Valley, Maryland;Jacksonville, Florida; Fort Worth, Texas; Lincoln, Rhode Island; ... Join us! Job Description: This role is responsible for phone-based service to relationship role where the representative is expected to take 20 to 30 inbound… more
- CBRE (Wakefield, MA)
- HSE Specialist - 2nd shift Job ID 222343 Posted 28-May-2025 Service line GWS Segment Role type Full-time Areas of Interest Health and Safety/Environment Location(s) ... compliance support and reports findings, concerns, and deficiencies. Responds to client /customer/member concerns regarding HSE matters and will have the support of… more
- Bank of America (Boston, MA)
- Residential Real Estate Specialist New York, New York;Miami, Florida; Stamford, Connecticut; Chicago, Illinois; Boston, Massachusetts; Charlotte, North Carolina; ... difference. Join us! **Job Description:** The Residential Real Estate Specialist (RRES) is the primary source of expertise for...financing residential real estate. Working in concert with the client team to ensure a holistic approach, the RRES… more
- South Middlesex Opportunity Council (Framingham, MA)
- Summary: The FES Housing Specialist provides assistance to assigned homeless families placed in shelter units in order to help them move to safe and permanent ... In addition to helping families achieve their rehousing plans, the Housing Specialist will develop relationships with outside landlords and community providers to… more
- US Bank (Boston, MA)
- …role working directly with customer accounts, inquiries, and items directly related to client satisfaction with the US Bank relationship while working under the ... Bank strategy and growing market share. Responsible for retaining and deepening client relationships by providing exceptional client experience and support that… more
- South Middlesex Opportunity Council (Framingham, MA)
- …all individuals and families seeking assistance through the HCEC. The Assessment Specialist is responsible for carrying ongoing caseload of clients applying for ... family from becoming homeless. + Work collaboratelly with Intake team assessing client 's file by reviewing documentation uploaded into E2E portal and verifying… more
- South Middlesex Opportunity Council (Framingham, MA)
- Summary : The Housing Specialist provides housing search services relocate homeless individuals to safe and permanent housing. Conducts housing search of private ... necessary. + Conduct a housing barriers assessment with each client and work with the client and...applicant must provide driving record upon job offer. Organizational Relationship : Directly reports to Program Director. Indirectly reports to… more
- South Middlesex Opportunity Council (Framingham, MA)
- Summary: The FES Housing Specialist provides assistance to assigned homeless families placed in shelter units in order to help them move to safe and permanent ... In addition to helping families achieve their rehousing plans, the Housing Specialist will develop relationships with outside landlords and community providers to… more
- UMB Bank (Boston, MA)
- **COMMERCIAL ACCOUNT SPECIALIST -REMOTE** This role is responsible for all the tasks related to opening and maintaining accounts (demand deposit and time deposit) ... across the Commercial Bank for new and existing clients, which involves including client contact. In addition to Commercial Bank, this role will provide the same… more
- South Middlesex Opportunity Council (Framingham, MA)
- …may congregate. + Ensure coordination of service delivery on behalf of each client . Work in collaboration with all other service providers working with the ... community members to identify clients who may need services. + Keep accurate client records and provide regular written notes including client updates,… more
- Verint Systems, Inc. (Boston, MA)
- …Learn more at www.verint.com . **Overview of Job Function:** The Product Support Specialist is passionate about fixing problems and providing above and beyond type ... ability to provide quality responses in all situations. The Product Support Specialist stops at nothing to ensure customers' happiness and seeing resolutions through… more