- Bank of America (Newton, MA)
- Wealth Management Client Associate Newton, Massachusetts **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Wells Fargo (Beverly, MA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes + Schedule and… more
- Morgan Stanley (Middleton, MA)
- …modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate * **Location:** *Massachusetts-Middleton* **Requisition ID:**… more
- Robert Half Office Team (Boston, MA)
- …We are offering a short term contract employment opportunity in Boston, Massachusetts for a Client Service Associate . The role is in the industry and requires a ... high level of organization and attention to detail. As a Client Service Associate , you will be tasked with managing client communications, handling data… more
- Morgan Stanley (Middleton, MA)
- …workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *Massachusetts-Middleton* ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our...in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role… more
- Morgan Stanley (Boston, MA)
- …M/F/D/V Version: 7/10/2024 **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *Massachusetts-Boston* **Requisition ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our...in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role… more
- Morgan Stanley (Wellesley, MA)
- …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 the future...help shape the future of service by modernizing the client experience through an elevated standard of care. The… more
- Robert Half Finance & Accounting (Boston, MA)
- Description We are looking to bring on board a Registered Client Services Associate in Boston, Massachusetts. This role involves significant customer interaction ... and administrative duties within the Wealth Management industry. The Registered Client Services Associate will work closely with clients, ensuring their wealth… more
- WTW (Boston, MA)
- **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty ... within our Technology, Media & Telecom Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client… more
- WTW (Boston, MA)
- **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty ... Advocate within our Retail & Distribution Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client… more
- Public Consulting Group (Boston, MA)
- …the delivery of health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the Client ... program returns. This role must effectively integrate capabilities in client management and project management, collaborating with Operations, Product,...This position may report to either a SBS COE Client Success Director or a Client Success… more
- Public Consulting Group (Boston, MA)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . ** Client Success Partner - EDPlan Innovations** Client Success Partners ... of the EDPlan Innovations Team. This position will be responsible for engaging client stakeholders for EDPlan Innovation projects. Client Success Partners are… more
- Public Consulting Group (Boston, MA)
- …service and operations for clients: + initiative planning and ongoing client relationship management + collaborate with external vendors, external consultants, ... transferring knowledge, best practices (external and internal), methodology, and tools to client organizations. + Responds to inquiries and questions in a timely… more
- Morgan Stanley (Boston, MA)
- …basis if/as needed * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the ... with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong… more
- JPMorgan Chase (Boston, MA)
- …enable our world class team to achieve great results for clients. As a Client Service Associate within the Global Fund Services Operations Service Delivery team, ... external stakeholders to ensure issues are resolved in a timely manner and client status updates are communicated to senior management. To be successful, you must… more
- VCA Animal Hospitals (Newton Highlands, MA)
- …and thrive for a dynamic and fulfilling career + Empathetic partners who developstrong client and Associate relationships built on trust **_Total Rewards_** As a ... Join us as an associate veterinarian at VCA Rotherwood in Newton MA...other variable pay programs. Health & Well-being + Innovative Associate health and well-being department (Headspace app subscriptions, Vault… more
- Banfield Pet Hospital (Westwood, MA)
- …the hospital and ensure the highest quality of veterinary care, exceptional client service, associate engagement and maximum productivity of the veterinary ... deliver consistent performance in Optimum Wellness Plan growth, market penetration and client and associate retention. Manage overall labor costs while ensuring… 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 an ... Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when not filling...member of the team. Providing professional, efficient and exceptional client service (lead by example), ensuring all associates do… more
- Finn Partners (Boston, MA)
- …working with leading national and international B2B and B2C technology clients. The PR associate VP is an essential client contact who ensures our team develops ... Public Relations Associate Vice President - Technology PR (Boston) LOCATION:...effectively manage and grow B2B and B2C Tech PR client campaigns. This position will also pursue and develop… more
- C-4 Analytics (Wakefield, MA)
- …coordinating kick-off calls, and developing kick-off materials. + Work closely with the Associate Vice President of Client Onboarding & Success to support and ... development, analysis, and execution of the presentations. + Assist Associate Vice President of Client Onboarding &...presentations. + Assist Associate Vice President of Client Onboarding & Success on continually improving Phase 1… more