- M&T Bank (Boston, MA)
- … client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within ... policies and procedures that align with all aspects of Wealth Management sales and service strategy** **_._**...degree and a minimum of 1 years' financial services client service experience, or in lieu of… more
- Morgan Stanley (Middleton, MA)
- …its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** * Client Service Associate **Location:** *Massachusetts-Middleton* ... the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through… more
- Morgan Stanley (Wellesley, MA)
- …its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Registered Client Service Associate - Mandarin/English Bilingual ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional ... to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis. Through regular… more
- Morgan Stanley (Boston, MA)
- …workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *Massachusetts-Boston* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Bank of America (Boston, MA)
- Wealth Management Client Associate Boston, Massachusetts **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (Wellesley Hills, MA)
- Wealth Management Client Associate Wellesley Hills, Massachusetts **Job Description:** At Bank of America, we are guided by a common purpose to help make ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- Morgan Stanley (Boston, MA)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Asset/Investment Management* **Title:** * Wealth Strategies Internal Sales Associate * **Location:** ... Management (MSIM) is one of the largest global asset management organizations of any full- service securities firm, with more than 40 years of history, a presence in… more
- Citigroup (Boston, MA)
- …+ 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 ... to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to… more
- Robert Half Finance & Accounting (Westborough, MA)
- Description Our client is a Wealth Management firm in the Westboro area, looking to add a Client Service Associate to the team. This professional ... preparing new investment account paperwork, performing portfolio administration, working on answering client requests and more. This is an ideal opportunity to join… more
- Morgan Stanley (Boston, MA)
- …opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Registered Service Associate * ... money movement, trade support and various approvals. The Registered Service Associate must have the ability to...of Microsoft Office products * Exceptional writing, interpersonal and client service skills * Detail oriented with… more
- Broadridge Financial Solutions (Boston, MA)
- …3; 2) Managing the training of other staff members and; 3) Interacting with the Client Service group as point person on critical issues. This interaction also ... provide solutions and resolve issues + Interacting with the Client Service group as point person on...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- KPMG (Boston, MA)
- **Business Title:** Senior Associate , Consumer Compliance **Requisition Number:** 118209 - 40 **Function:** Advisory **Area of Interest:** **State:** MA **City:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- HUB International (Wilmington, MA)
- …will be responsible for assisting the Client Relationship Manager (CRM) with client relations and service and administrative activities of new and existing ... of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that… more
- 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...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Boston, MA)
- …an accredited university + Experience with large project management including managing multiple client engagements and client service teams preferred + ... **Business Title:** Senior Associate , WNT - Economic and Valuation Services -...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Boston, MA)
- **Business Title:** Sr. Associate , Workday Payroll - Implementation **Requisition Number:** 118414 - 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...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Boston, MA)
- **Business Title:** PTA Senior Associate , Accounting Advisory Services **Requisition Number:** 118552 - 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...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- 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...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Boston, MA)
- **Business Title:** Senior Associate , Complex Valuation **Requisition Number:** 118367 - 40 **Function:** Tax Services **Area of Interest:** **State:** MA **City:** ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...we stand for. KPMG is currently seeking a Senior Associate , Complex Valuation to join our Economic and Valuation… more
- KPMG (Boston, MA)
- **Business Title:** Associate Director, Alliances, Oracle **Requisition Number:** 118158 - 40 **Function:** Advisory **Area of Interest:** **State:** MA **City:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more