- 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
- 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 (Boston, MA)
- **Business Title:** Senior Associate , Consumer Compliance **Requisition Number:** 118208 - 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 a Senior Associate in Consumer Compliance for our… more
- KPMG (Boston, MA)
- **Business Title:** Senior Associate , Financial Services Capital Markets Loan Platforms **Requisition Number:** 119122 - 40 **Function:** Advisory **Area of ... 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 in Customer & Operations for… more
- 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 (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 (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
- CIBC (Boston, MA)
- …4-year university + Minimum 2 + years' experience in finance + Internship in Wealth Management a plus + Strong client service orientation + Excellent ... (https://www.cibc.com/en/about-cibc.html) Job Description JOB PURPOSE + Integral support for Senior Relationship Management team + Administrative support: telephone back-up,… more
- Broadridge Financial Solutions (Boston, MA)
- …way, come join the Broadridge team. We are currently seeking a Vice President, Client Relationship Management Proxy Solutions to join our dynamic team. In this role, ... you will lead and develop a team of client -facing professionals who will project manage proxy campaigns and focus on proactive outreach to build relationships with… more
- 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
- 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
- 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 (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
- 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 (Wellesley, MA)
- …the Market Management team (including Market Manager, Market Business Service Officer, Senior Market Risk Officer and Associate Market Manager). Responsibilities ... management abilities * Demonstrates good judgement * Exceptional interpersonal and client service skills * Detail orientated with superior organizational skills *… more