• TUMI (Burlington, MA)
    …driving sales through outstanding service . The ideal candidate is committed to client service , demonstrating a strong understanding of, if not passion for, ... at Tumi: As part of our Retail team, the Associate Manager is responsible for creating a client...as we work together to increase sales, KPI's, build client awareness, provide world-class service , and grow… more
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  • Beacon Hill (Waltham, MA)
    Our client , an investment advising company located in Waltham, MA, is seeking a Document Services Associate to join their team for 6 months. The schedule for ... placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service , a commitment to project completion and success and a passion… more
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  • Beacon Hill (Boston, MA)
    …additional duties as requested.Interacts with other departments within the Service Center to resolve problems and answer questions.Qualifications: Associate 's ... Our client , an investment firm in Boston, MA, is...flexible staffing, we deliver coordinated staffing solutions with unparalleled service , a commitment to project completion and success and… more
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  • Beacon Hill (Boston, MA)
    Our client , an investments insights company, is looking to hire a Marketing & Communications Associate who has Financial Services Product Experience and who can ... placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service , a commitment to project completion and success and a passion… more
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  • RSM US LLP (Boston, MA)
    …firm. This position will be directly involved with relationship management and onsite client projects.As a Finance Automation associate , you will be able to ... like you and that's why there's nowhere like RSM.We are looking for an associate for our rapidly growing regional Finance Automation practice. This dynamic team is a… more
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  • Berkeley Research (Boston, MA)
    …and superior service , coupled with our personal, hands-on approach to client service , have benefited hundreds of clients-from small businesses to Fortune ... environmentResponsibilitiesContribute to the day-to-day activities of BRG Corporate Finance client service teams executing on business improvement… more
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  • BCG Attorney Search (Boston, MA)
    …to work independently and collaboratively within a team environment.Proactive approach to client service and a commitment to delivering high-quality legal ... Mid-Level Investment Management Regulatory Associate AttorneyCompany name:BCG Attorney SearchExperience:2-10 yrs requiredPosted on:Jul 03, 2024Valid Through:Aug 02,… more
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  • Morgan Stanley (Boston, MA)
    …31, 2021. MSIM strives to provide strong long-term investment performance, outstanding service , and a comprehensive suite of investment management solutions to a ... diverse client base, including governments, institutions, corporations, and individuals worldwide.The Emerging Market Debt Department manages over $15 billion across… more
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  • Morgan Stanley (Boston, MA)
    …Management strives to provide strong long-term investment performance, outstanding service , and a comprehensive suite of investment management solutions to ... a diverse client base, which includes governments, institutions, corporations, and individuals...marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected… more
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  • Fidelity TalentSource LLC (Boston, MA)
    …you will work closely with Custody Operations, Technology Support, Relationship Managers and Client Service Managers to ensure understanding of client ... quickly and efficiently, utilizing effective time management skillsActively participate in client meetings and client service reviewsDriving innovation… more
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  • Fidelity TalentSource LLC (Boston, MA)
    …fund investment manager client base. This includes trade processing, client service , and exception management.Certifications:Series 07 - FINRA, Series 63 ... an outstanding opportunity for education and exposure to Prime Brokerage, hedge fund client support, stock loan, and custody services? You will own aspects of trade… more
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  • Fidelity TalentSource LLC (Littleton, MA)
    …of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. ... The Expertise We re Looking ForCustomer service , phone, or financial services experience will prepare you...and passion to engage with clientsAn aptitude to assess client needs and identify opportunitiesRemarkable attention to detail and… more
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  • Fidelity TalentSource LLC (Boston, MA)
    …develop and lead the team, holding them accountable for meeting relationship and service level goals.\u00A0 You will be responsible for over $60B in AUM, including ... 15+ years of relevant financial services experience required.\u00A0 Relevant HNW client experience in dealing with complex wealth management issues5 or more… more
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  • State Street (Boston, MA)
    …be responsible for: Supervising all lower-level staff (including Associate 1, Associate 2, Senior Staff, Officer, and AVP).Managing client relationships with ... a Vice President (VP) for our Private Markets to service clients for our division of Alternative Investment Solutions...both clients and colleagues to establish the workflow and client deadlines while supervising staff members. They will be… more
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  • Fidelity TalentSource LLC (Boston, MA)
    …sponsor relationships with Fidelity. You are an extended member of the WI client service team, meeting with plan sponsors annually or semi-annually, depending ... on client complexity and assets (asset size ranges between $300M-$2B)....audienceAbility to provide clear next steps to clients and service team members to bring the engagement strategy you… more
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  • Fidelity TalentSource LLC (Boston, MA)
    …Portfolio Manager (IPM) will play an integral role in addressing institutional client needs through a solutions-based approach. As the external facing member of ... opportunities by helping to formulate strategic investment solutions and will service clients through investment policy discussions, performance reviews and capital… more
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  • Fidelity TalentSource LLC (Boston, MA)
    …Domain within the Fidelity Healthcare Group is looking for an expert client facing program manager to help lead engagements with Workplace Clients (Employers) ... Product Area with additional responsibility for leading specific initiatives associated with client engagements, such as new client onboarding and integrations.… more
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  • Third Sector New England (Boston, MA)
    …delivered timely, accurately, efficiently, effectively, maintaining a professional and amiable client relationship with the FSOs, and providing direct high level ... customer service around short and long-term financial sustainability and growth,...have their own portfolio, and a Grants and Finance Associate , who supports the team as directed by the… more
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  • Fidelity TalentSource LLC (Boston, MA)
    …wide array of solutions we can deliver to plan participants. As part of the overall client service team for a book of clients, you will consult with your ... Services, with solid understanding of the retirement industryExperience building productive client relationships in a client management or sales roleFINRA… more
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  • Fidelity TalentSource LLC (Boston, MA)
    …ongoing dialogue with partners and senior leaders that brings together client needs, emerging technology, financial trends, and Fidelity's enterprise goals. ... on the topics, tone, language, and delivery. Thrives in a fast-paced, client -centric environment that depends on strong collaboration. Ability to learn from failure,… more
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