- Charles Schwab (Boston, MA)
- …us "challenge the status quo" and transform the finance industry together.** As a Senior Manager , Wealth Advisor within Schwab Wealth Advisory (SWA), you are ... on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice… more
- HUB International (Wilmington, MA)
- …of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that ... an opportunity for an **Account Manger** to join our Retirement and Private Wealth team. The selected employee will be responsible for servicing retirement plans… more
- CIBC (Boston, MA)
- …**Weekly Hours** 40 **Skills** Analytical Thinking, Auditing, Audit Management, Client Service , Integrated Audits, Internal Controls, Interpersonal ... please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) Job Description The Audit Senior - Wealth Management is responsible for: 1) the timely execution of… more
- Bank of America (Manchester, NH)
- …Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch ... Merrill Market Client Relationship Manager Manchester, New Hampshire...risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service… more
- CIBC (Boston, MA)
- …To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) JOB PURPOSE The Client Service Manager is a critical point of ... all service -related needs of a CIBC Private Wealth client . This role is responsible for...for building and maintaining client relationships. The Client Service Manager works in… more
- Citizens (Needham, MA)
- …The Private Client Relationship Manager , along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial ... professional development and ongoing practice management support. As a Citizens Private Client Relationship Manager , you will engage directly with our affluent… more
- JPMorgan Chase (Boston, MA)
- …needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and ... wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path… more
- HUB International (Manchester, NH)
- …client , obtain final 5500 copy for files. + Responsible for implementation of Client Service Plan calls/quarterly meetings, mid year reports. + Contribute to ... regional culture. We currently have an opportunity for a ** Client Relationship Manager ** . The selected employee...the Producer and Client Relationship Analyst with client relations and service , sales, and administrative… more
- HUB International (Wilmington, MA)
- …of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that ... culture. We currently have an opportunity for an **Account Manager ** . The selected employee will be responsible for...and maintain relationships with clients to ensure that all service needs are met. + Develop new business from… more
- HUB International (Wilmington, MA)
- …of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that ... casualty, risk management, life and health, employee benefits, investment, and wealth management products and services throughout the United States, Canada and… more
- TD Bank (Andover, MA)
- …The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet ... Transitional FA will need to leverage their experience to service the unique and complex needs of clients in...Serves as the primary point of contact for TD Wealth client relationships for MA segment; manages… more
- KPMG (Boston, MA)
- …leading, managing people, teams, and projects + Demonstrated track record of client service and business development + Possess exceptional interpersonal skills ... **Business Title:** Manager , Consumer Compliance **Requisition Number:** 118206 - 40...business travel, international and domestic, is currently restricted to client -essential sales/delivery activity only. At some point in the… more
- HUB International (Wilmington, MA)
- …of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that ... casualty, risk management, life and health, employee benefits, investment, and wealth management products and services throughout the United States, Canada and… more
- Bank of America (Newton, MA)
- …relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with ... Relationship Manager Newton, Massachusetts **Job Description:** At Bank of...client actions/activities to ensure the highest level of client service is provided, while presenting time… more
- HUB International (Wilmington, MA)
- …of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that ... Home Rewrites: Includes but not limited to + Rewrite due to non-renewal after service has reviewed + Rewrite non-payment + Rewrite underwriting concern + Rewrite due… more
- HUB International (Wilmington, MA)
- …responsible for assisting the Client Relationship Manager (CRM) with client relations and service and administrative activities of new and existing group ... 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
- Cherry Bekaert (Boston, MA)
- …thought leadership through complex written and verbal materials Your passion for excellent client service will be demonstrated through the diligent assessment of ... energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all… more
- KPMG (Boston, MA)
- **Business Title:** Manager , UKG/WFM - Healthcare **Requisition Number:** 115265 - 40 **Function:** Advisory **Area of Interest:** **State:** MA **City:** Boston ... 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
- Deloitte (Boston, MA)
- …+ Ability to leverage cross-geography insights and delivery professionals to enhance client service delivery + Business-Technology a cumen , exhibited through ... & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources....energy landscape. Building on more than 175 years of service , our US Power, Utilities & Renewables practice helps… more
- KPMG (Boston, MA)
- …Solutions for our Consulting (https://advisory.kpmg.us/) practice. Responsibilities: + Lead multiple client service delivery teams in the active execution of ... **Business Title:** Manager , Oracle FCCS **Requisition Number:** 110003 - 40...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that… more