- CIBC (Boston, MA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Client Service Associate , you will provide day-to-day ... 37th Floor **Employment Type** Regular **Weekly Hours** 40 **Skills** Client Issue Resolution, Client Service ,...**Weekly Hours** 40 **Skills** Client Issue Resolution, Client Service , Customer Experience (CX), Digital Literacy,… more
- Bank of America (Boston, MA)
- Private Wealth Client Associate Boston, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/ Private -Wealth- Client - Associate \_25048316) **Job Description:** Merrill Wealth… more
- JPMorgan Chase (Boston, MA)
- …alternative asset classes. **Job Summary:** As a Private Equity Fund Admin Associate within our client administration team, you will support the management ... of daily client deliverables for Private Equity fund administration...style. + Team player with excellent problem-solving, communication, and client service skills as well as the… more
- Grant Thornton (Boston, MA)
- …on return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day one, ... As the Private Wealth Services Tax Senior Associate ,...trusts taxation, and individual income taxes + Support multiple client service teams on client … more
- M&T Bank (Boston, MA)
- …Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders ... and Experience Required:** **Bachelor's degree and a minimum of 1 years' financial services client service experience, or in lieu of a degree, a combined minimum… more
- Citizens (Medford, MA)
- …+ Implement effective controls and proactively initiate action over key client indicators and managing loan closings within established Key Performance Indicators ... (KPI's). + Provides exceptional customer service while adhering to Bank policies and controls and...all pluses Education: High School or equivalent (GED) required Associate 's Degree or higher is preferred Hours and Work… more
- Citigroup (Boston, MA)
- …role. **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client /prospect meetings -...opening and closing, loan disbursals, etc. + Provide complete service support to client , including solving complex… more
- JPMorgan Chase (Boston, MA)
- …priorities + Team player with strong organizational, excellent interpersonal, communication and client service skills with ability to see projects to completion ... As an Associate in JP Morgan Alternative Fund Services, you...will maintain the books and records of Hedge/Hybrid and Private Equity funds, review fund governing documents, prepare and… more
- Insight Global (Nashua, NH)
- …referred from senior advisors - Desire to build long-term relationships and provide high-touch client service . - Experience in finance or related area is a plus ... Job Description Insight Global is hiring an Associate Financial Advisor for a fast-paced, client...factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic… more
- Wellington (Boston, MA)
- …with new and existing clients and consultants, ensuring the highest levels of client service . The ideal candidate will develop and implement business development ... client relationships, driving business growth, and delivering exceptional service to institutional clients. **Highly Collaborative** -This role requires a great… more
- JPMorgan Chase (Boston, MA)
- …priorities + Team player with strong organizational, excellent interpersonal, communication and client service skills with ability to see projects to completion ... the finance and technology teams supporting JP Morgan's various private equity and real estate entities. Our AFS business...closely with manager, team and support functions to manage client expectations and ensure adherence to SLA timelines on… more
- Wellington (Boston, MA)
- …collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view ... ABOUT THE ROLE We are seeking a highly motivated and growth-oriented Legal Associate to work with our Legal teams primarily supporting Wellington Management's US… more
- Coinbase (Boston, MA)
- …or Financial institution. * 3+ years of experience managing a client portfolio including institutional clients, high-net-worth individuals, private banking ... Salesforce) is a plus. * Prior experience in sales, business development, customer service , or a client -facing role (even internships) is beneficial. *Nice to… more
- Robert Half Finance & Accounting (Boston, MA)
- Description Our client is growing Private Equity firm continuing to grow their internal team to support the ongoing success and fundraising efforts. There are ... and related reports. + Review work completed by third-party service providers. + Oversee accounting, reporting, and compliance for...+ 4+ years exp Public Accounting in Audit + Client exposure to PE, VC, HF, Alternatives, Debt, etc… more
- UMB Bank (Boston, MA)
- …referral sources and influence centers; assisting in the underwriting process of new client proposals from prospect to client funding; and seeking approval from ... Executive Management for new client transactions. This key position reports to the EVP/National...limited to, the following: Banks, Certified Public Accountants, Attorneys, Private Equity firms, financial firms, Business brokers, and National… more
- Insight Global (Boston, MA)
- …Some of the initial use cases are around a partner offboarding tool and a client /attorney facing flow. We are looking for someone that can guide the team on what ... ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by… more
- Compass Group, North America (Boston, MA)
- …**Flik Independent School Dining** has been leading the way in transforming private and independent school foodservice across 300 communities for over four decades. ... of district managers and regional directors of operations to deliver exceptional service within the assigned region + Cultivate strong relationships with clients at… more
- Allied Universal (Boston, MA)
- …Security Officers allow us to accomplish our company's core purpose which is "to service , secure and care for the people and businesses in our communities." Armed ... Officers act as a visible deterrent to crime and client rule infractions; they detect and report suspicious, unsafe...of three (3) years of law enforcement, military, or private armed security experience + Minimum of 21 years… more