- Morgan Stanley (Wellesley, MA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *Massachusetts-Wellesley* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape...documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking… more
- 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 ...of industry experience preferred *Knowledge/Skills* * Knowledge of financial services products, including but not limited to equities, bonds,… more
- Eastern Bank (Saugus, MA)
- …all relevant materials timely and accurately. + Covers office, supports other (Sr.) Client Service Associate 's responsibilities in his/her absence, and ... person, via telephone, and by email with any ongoing client service activities including requests for, or...or equivalent work experience. + Minimum1- 2 years financial services experience. + Proven analytical and decision-making skills with… more
- Robert Half Office Team (Boston, MA)
- Description We are offering a short term contract employment opportunity for a Client Service Associate in Boston, Massachusetts. This role involves ... switchboards with 1-10 lines * Uphold the organization's commitment to excellent client service . Requirements * Proficient in handling switchboards and managing… more
- Publicis Groupe (Needham, MA)
- …In an industry with much uncharted territory, trust a steady hand. **Overview** As a Client Partnerships Associate , you will be a vital team player to your CJ ... reputation for maintaining the largest, most reliable partnership-based platform and sterling service with a personal touch. Founded in Santa Barbara, California in… 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 new investment account paperwork, performing portfolio administration, working on answering client requests and more. This is an ideal opportunity to join… more
- Publicis Groupe (Boston, MA)
- …Engagement function to orchestrate delivery of our products and services to our client 's delivery teams. As an Associate Client Engagement Executive you ... **How You'll Make an Impact** Epsilon is seeking an Associate Client Engagement Executive to join a...staff. You will Collaborate with internal teams to maintain service quality throughout and after each engagement **Epsilon's New… more
- Guardian Life (Boston, MA)
- ** Client Service Delivery Associate III** **-** **Preferred PST/MST time zones with salaries based on location and starting salary of $21.00 per hour with a ... 3% anual bonus target.** **Position Summary** The Customer Care Associate role supports Guardian's mission to keep our promises and serve more people by providing… more
- TD Bank (Andover, MA)
- …for service . The ARM is at the center of the Private Client Services model supporting these smaller balance clients by providing day-to-day account ... on clients who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will...Effectively implements a process with CSAs to ensure every client receives Legendary service + Effectively executes… more
- Public Consulting Group (Boston, MA)
- …of health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the Client Success ... and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000… more
- CIBC (Boston, MA)
- …experience in finance + Internship in Wealth Management a plus + Strong client service orientation + Excellent organizational and analytical skills with an ... 100 Federal Street, 37th Floor **Employment Type** Regular **Weekly Hours** 40 **Skills** Client Issue Resolution, Client Service , Customer Experience (CX),… more
- Public Consulting Group (Boston, MA)
- …and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 ... visit www.publicconsultinggroup.com . **Duties and Responsibilities** + Supports customer service and operations for clients: + Responsible for initiative planning… more
- JPMorgan Chase (Boston, MA)
- …team to achieve great results for clients. As a Client Service Associate within the Global Fund Services Operations Service Delivery team, you will ... be a key member of a fund service team responsible for high quality service ...fund launches and migrations for all JP Morgan fund services + Ensure successful delivery of client … more
- VCA Animal Hospitals (Wakefield, MA)
- …played throughout. + Most of our 12 doctors, 15 CVTs, 20 assistants, and 20 client service representatives are Fear Free (TM) Certified Professionals, and we are ... thrive for a dynamic and fulfilling career. + Empathetic partners who developstrong client and Associate relationships built on trust. **_Total Rewards_** As a… more
- JPMorgan Chase (Boston, MA)
- …Investment Bank is a global leader across banking, markets and investor services . The world's most important corporations, governments and institutions entrust us ... solution for clients seeking exceptional financial and regulatory reporting services . We embrace a culture of continuous learning, and...team to achieve great results for clients. As an Associate I within the Data Solutions Operations team, you… more
- Wolters Kluwer (Boston, MA)
- …can be located anywhere in the US** The Senior Customer Success Associate (Enterprise Client Team) leads advanced, large-scale business license research ... + Establishes project plans and key milestones for enterprise client projects. + Manages the client /partnership relationship...teams when team work product will convert to other services + Seeks new ways to improve department deliverables,… more
- Banfield Pet Hospital (Westwood, MA)
- …to manage the hospital and ensure the highest quality of veterinary care, exceptional client service , associate engagement and maximum productivity of the ... Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include...performance in Optimum Wellness Plan growth, market penetration and client and associate retention. Manage overall labor… more
- Morgan Stanley (Middleton, MA)
- …and tracking follow-ups * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of ... and performance measurement for technically advanced accounts. *DUT**I**E**S and RESPONSIBILITIES:* ** * Client Service :* As a key member of the service… more
- Banfield Pet Hospital (Woburn, MA)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. Helping create ... Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when...member of the team. Providing professional, efficient and exceptional client service (lead by example), ensuring all… more
- Banfield Pet Hospital (Holliston, MA)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. * Helping ... about being a member of the team. * Providing professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to… more