- Morgan Stanley (Boston, MA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *Massachusetts-Boston* ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional ...Executing money movement transactions at the request of the client and/or FA/PWA/team * Answering general non- investment … more
- Santander US (Boston, MA)
- Client Service Associate , Investments , Boston, MA Country: United States of America The Client Service Associate (CSA) is a sales support ... role within the Administration Department of Santander Investments , LLC. The CSA promotes and supports the Financial...(FA) and the Bank's clients with the administrative and service functions of the business. The CSA operates remotely… more
- JPMorgan Chase (Boston, MA)
- …that enable our world class team to achieve great results for clients. As a Client Service Associate within the Global Fund Services Operations Service ... JP Morgan's Corporate & Investment Bank is a global leader across banking,...you will be a key member of a fund service team responsible for high quality service … more
- Robert Half Finance & Accounting (Westborough, MA)
- … client is a Wealth Management firm in the Westboro area, looking to add a Client Service Associate to the team. This professional will be responsible for ... preparing for meeting, working on data and research, preparing new investment account paperwork, performing portfolio administration, working on answering client… more
- JPMorgan Chase (Boston, MA)
- …Services, then this is the role for you. As an Associate II in Investment Middle Office Services - Client Operations, your key responsibility will be to ... Build solid and interactive internal relationships with our global operations partners, client service and other products, including Front Office, Performance &… more
- Bank of America (Newton, MA)
- Wealth Management Client Associate Newton, Massachusetts **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... and investment products and services for individuals, companies, and institutions....effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial… more
- Bank of America (Boston, MA)
- Registered Wealth Management Client Associate Boston, Massachusetts **Job Description:** At Bank of America, we are guided by a common purpose to help make ... a difference. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Morgan Stanley (Boston, MA)
- … investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, ... properties, with the remainder including industrial, retail, ground lease and office investments . The associate will be responsible for the preparation and… more
- Bank of America (Boston, MA)
- …discussions and/or activities. PBAs monitor and execute all tasks required to fulfill the client service plan and meet day-to-day inquiries from the client . ... The PBA manages the execution of client service activities such as initiating and monitoring account opening...Investments and Custody officers as well as centralized service centers to deliver an integrated service … more
- Morgan Stanley (Boston, MA)
- … investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, ... of the largest global asset management organizations of any full- service securities firm, with more than 40 years of...Minimum of 3 to 5 years experience in the investment management industry, previous client relationship and… more
- Berkshire Bank (Boston, MA)
- **Position** : Customer Service Associate **Location** : Boston, MA **Division:** Retail Banking **Department:** Various - Branch Network **Reports to:** ... operating procedures. Makes customer referrals in defined areas. **Key Accountabilities** **:** + ** Client Service - 50%** + Handles complex client issues… more
- KPMG (Boston, MA)
- …and lead multiple engagements, play a positive role in well-functioning and collegial client service teams, supervise and assist with the development and ... **Business Title:** Senior Associate , International Tax **Requisition Number:** 114509 - 40...and experienced staff professionals, maintain professionalism, and provide excellent client service + Ability to develop and… more
- State of Massachusetts (Boston, MA)
- …and marketing initiatives * Review Plan communications pieces for accuracy *CUSTOMER SERVICE :* * Engage with client organizations to request data. *OTHER ... Our mission is to manage and safeguard the State's public deposits and investments through sound business practices for the exclusive benefits of our citizens, and… more
- Morgan Stanley (Boston, MA)
- … investment performance, service , and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, ... Investment Management* **Title:** *MSIM High Yield Fixed Income Portfolio Analyst - Senior Associate * **Location:** *Massachusetts-Boston* **Requisition ID:**… more
- Morgan Stanley (Boston, MA)
- … investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, ... (M/F/Disability/Vet). **Job:** **Asset/ Investment Management* **Title:** *Internal Sales - Independent Channel - Associate * **Location:** *Massachusetts-Boston* **Requisition ID:**… more
- KPMG (Boston, MA)
- **Business Title:** Tax Senior Associate , SALT Asset Management **Requisition Number:** 115419 - 40 **Function:** Tax Services **Area of Interest:** **State:** MA ... important than investing in our culture because it's an investment in our people, our future, and what we...as a firm KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT)… more
- Morgan Stanley (Boston, MA)
- … investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, ... opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Asset/ Investment Management* **Title:** *Wealth Strategies Internal Sales Associate… more
- KPMG (Boston, MA)
- … client can become self-sufficient + Additional responsibilities for senior associate include assisting in managing client engagements Qualifications: + ... important than investing in our culture because it's an investment in our people, our future, and what we...of project methodology and milestones; Demonstrated ability to lead client engagements and effectively manage teams for associate… more
- JPMorgan Chase (Boston, MA)
- …in Markets, Investor Client Management and Global Corporate Banking, providing holistic client coverage. As an associate in platform sales, you will quickly ... service delivery. You may also independently oversee existing client portfolios with existing revenue & new business targets...candidate has 3+ years of experience in sales or client management and/or securities services or investment … more
- Morgan Stanley (Boston, MA)
- … investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, ... (M/F/Disability/Vet). **Job:** **Asset/ Investment Management* **Title:** *CLO Analyst - Fixed Income - Associate * **Location:** *Massachusetts-Boston* **Requisition ID:**… more