• Wealth Senior Client

    M&T Bank (Boston, MA)
    …and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service ... team members. **Primary Responsibilities:** + Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management… more
    M&T Bank (10/07/24)
    - Save Job - Related Jobs - Block Source
  • Citi Wealth at Work - Investment…

    Citigroup (Boston, MA)
    …by the performance of the individual. **Responsibilities:** + The role of the Investment Associate is to provide a wide variety of service and investment advice to ... an Ultra High Net Worth client base within the United States. The position focuses...understanding their investment objectives and working in partnership with senior team members to deliver investment solutions. + Help… more
    Citigroup (09/24/24)
    - Save Job - Related Jobs - Block Source
  • Senior Associate , Consumer…

    KPMG (Boston, MA)
    **Business Title:** Senior Associate , Consumer Compliance **Requisition Number:** 118209 - 40 **Function:** Advisory **Area of Interest:** **State:** MA ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...a career in Advisory. KPMG is currently seeking an Associate / Senior Associate in Consumer Compliance… more
    KPMG (09/13/24)
    - Save Job - Related Jobs - Block Source
  • Tax Credits & Incentives Advisory Senior

    Cherry Bekaert (Boston, MA)
    **Description** **Tax Credits & Incentives Advisory Senior Associate - R&D** **Description** Ranked among the largest accounting and consulting firms in the ... Incentives Advisory (https://www.cbh.com/services/tax/tax-credits-incentives-advisory/) team is looking for an **R&D Senior Associate ** with a background in R&D… more
    Cherry Bekaert (09/06/24)
    - Save Job - Related Jobs - Block Source
  • Senior Associate , Workday…

    KPMG (Boston, MA)
    **Business Title:** Senior Associate , Workday Projects/Assets/Customers Lead **Requisition Number:** 112679 - 40 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...a career in Advisory. KPMG is currently seeking a Senior Associate , Workday Projects/Assets/Customers Lead in Enterprise… more
    KPMG (08/31/24)
    - Save Job - Related Jobs - Block Source
  • Senior Associate , WNT - Economic…

    KPMG (Boston, MA)
    **Business Title:** Senior Associate , WNT - Economic and Valuation Services - Transfer Pricing **Requisition Number:** 115289 - 40 **Function:** Tax Services ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...what we stand for. KPMG is currently seeking a Senior Associate , WNT - EVS, Transfer Pricing… more
    KPMG (07/21/24)
    - Save Job - Related Jobs - Block Source
  • Senior Associate , Financial Due…

    KPMG (Boston, MA)
    **Business Title:** Senior Associate , Financial Due Diligence **Requisition Number:** 118429 - 40 **Function:** Advisory **Area of Interest:** **State:** MA ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...a career in Advisory. KPMG is currently seeking a Senior Associate in Financial Due Diligence for… more
    KPMG (09/20/24)
    - Save Job - Related Jobs - Block Source
  • PTA Senior Associate , Accounting…

    KPMG (Boston, MA)
    **Business Title:** PTA Senior Associate , Accounting Advisory Services **Requisition Number:** 118552 - 40 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...a career in Advisory. KPMG is currently seeking a Senior Associate in Accounting Advisory Services for… more
    KPMG (09/27/24)
    - Save Job - Related Jobs - Block Source
  • Senior Associate , Complex Valuation

    KPMG (Boston, MA)
    **Business Title:** Senior Associate , Complex Valuation **Requisition Number:** 118367 - 40 **Function:** Tax Services **Area of Interest:** **State:** MA ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...what we stand for. KPMG is currently seeking a Senior Associate , Complex Valuation to join our… more
    KPMG (10/05/24)
    - Save Job - Related Jobs - Block Source
  • Registered Client Service Associate

    Morgan Stanley (Norwell, MA)
    …(M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *Massachusetts-Norwell* **Requisition ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an… more
    Morgan Stanley (10/02/24)
    - Save Job - Related Jobs - Block Source
  • Head of North America Securities Finance Product…

    Broadridge Financial Solutions (Boston, MA)
    …growth ensuring relationship map is maintained and relationship management spread across senior leadership) + Ensure quality of client services such that ... companys overall mission and vision. You will be a senior member of the Securities Finance Collateral Management Leadership...and vision to target relevant clients. You will manage client relationships to maximise client retention and… more
    Broadridge Financial Solutions (07/19/24)
    - Save Job - Related Jobs - Block Source
  • Salesforce Dashboard Author, Business Intelligence…

    Boston University (Boston, MA)
    …engagement and philanthropic goals. Salesforce Dashboard Author Reporting to the Senior Associate Director, Business Intelligence, the Salesforce Dashboard ... to achieve DAR business objectives, Research, which provides key wealth -, relationship-, and inclination-related details on individual constituents, and Prospect… more
    Boston University (09/05/24)
    - Save Job - Related Jobs - Block Source
  • Director of Sales, Hybrid- Boston ( Flexible…

    Broadridge Financial Solutions (Boston, MA)
    …matters related to revenue generation. This includes developing and maintaining strong client relationships with decision makers. You will bring value by focusing on ... through our outstanding document disclosure capabilities suite. These buyers are typically Senior Level Partners at Law Firms, PE, VC Firms and Banking individuals.… more
    Broadridge Financial Solutions (09/21/24)
    - Save Job - Related Jobs - Block Source
  • Estate Planning Fellow, ILH&PR

    Boston College (Chestnut Hill, MA)
    …W. Mitchell, who serves as the Director of the Initiative as well as to the Senior Associate Director of Operations once that staff person is hired and comes ... a critical cause of the widening of the racial wealth gap: the loss of homeownership due to the...funding opportunities to the Initiativea€ (TM) s Director and Senior Associate Director of Operations. + Assist… more
    Boston College (08/20/24)
    - Save Job - Related Jobs - Block Source
  • Delivery Engineer (Sr Business Analyst) Remote

    Broadridge Financial Solutions (Boston, MA)
    …advisor site outputs. This role ensures what we deliver meets what the client expected while reducing the time from sales to implementation. Responsibilities + ... + Capture, document, and memorialize configurations for use in supporting the client and internal team uses to thoroughly understand and use the program.… more
    Broadridge Financial Solutions (08/20/24)
    - Save Job - Related Jobs - Block Source
  • Market Business Service Officer

    Morgan Stanley (Boston, MA)
    …(MBSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Market Business Service ... culture, development of employees, ensuring a high level of client service, and general oversight of operational processes. The...to identify and source top talent _*Reports to:*_ * Associate Regional Business Service Officer with a dotted line… more
    Morgan Stanley (09/07/24)
    - Save Job - Related Jobs - Block Source
  • Supervisor-Composition (1st Shift) (Remote/Hybrid)

    Broadridge Financial Solutions (Boston, MA)
    …of Composition works with the Production Coordinators to definite and support the client estimated times of delivery and reports to the Director of Composition. We ... + Exceptional written and verbal communication skills + Confidence in communicating to senior levels of management + Process management + Knowledge of Pitstop is a… more
    Broadridge Financial Solutions (09/30/24)
    - Save Job - Related Jobs - Block Source