- Morgan Stanley (Boston, MA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *Massachusetts-Boston* ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional ...Executing money movement transactions at the request of the client and/or FA/PWA/team * Answering general non- investment … more
- Santander US (Boston, MA)
- Client Service Associate , Investments , Boston, MA Country: United States of America The Client Service Associate (CSA) is a sales support ... role within the Administration Department of Santander Investments , LLC. The CSA promotes and supports the Financial...(FA) and the Bank's clients with the administrative and service functions of the business. The CSA operates remotely… more
- JPMorgan Chase (Boston, MA)
- …that enable our world class team to achieve great results for clients. As a Client Service Associate within the Global Fund Services Operations Service ... JP Morgan's Corporate & Investment Bank is a global leader across banking,...you will be a key member of a fund service team responsible for high quality service … more
- JPMorgan Chase (Boston, MA)
- …Services, then this is the role for you. As an Associate II in Investment Middle Office Services - Client Operations, your key responsibility will be to ... Build solid and interactive internal relationships with our global operations partners, client service and other products, including Front Office, Performance &… 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 ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor **Time Type:**… more
- Bank of America (Boston, MA)
- Wealth Management Client Associate Boston, Massachusetts **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... and investment products and services for individuals, companies, and institutions....effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial… more
- JPMorgan Chase (Boston, MA)
- …thought leadership and solid combination of industry knowledge with client service skills. As an ETF operations associate within the Fund Servicing ... Order fulfillment, Basket Creation and PCF publication on behalf of ETF client along with managing the relationships with Authorized Participants. We foster and… more
- Morgan Stanley (Boston, MA)
- … investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, ... properties, with the remainder including industrial, retail, ground lease and office investments . The associate will be responsible for the preparation and… more
- Bank of America (Boston, MA)
- …discussions and/or activities. PBAs monitor and execute all tasks required to fulfill the client service plan and meet day-to-day inquiries from the client . ... The PBA manages the execution of client service activities such as initiating and monitoring account opening...Investments and Custody officers as well as centralized service centers to deliver an integrated service … more
- Acxiom (Boston, MA)
- …are adopted for product use and clients are maximizing value from product/ service investments . Handles escalations and coordinate across functional areas of ... The Client Partner serves as the primary post-sale point...achieve specific business results and maximum value from their investment in Acxiom product(s). Strong strategic mindset to be… more
- KPMG (Boston, MA)
- …and lead multiple engagements, play a positive role in well-functioning and collegial client service teams, supervise and assist with the development and ... **Business Title:** Senior Associate , International Tax **Requisition Number:** 114509 - 40...and experienced staff professionals, maintain professionalism, and provide excellent client service + Ability to develop and… more
- Morgan Stanley (Boston, MA)
- … investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, ... (M/F/Disability/Vet). **Job:** **Asset/ Investment Management* **Title:** *Internal Sales - Independent Channel - Associate * **Location:** *Massachusetts-Boston* **Requisition ID:**… more
- KPMG (Boston, MA)
- **Business Title:** Tax Senior Associate , SALT Asset Management **Requisition Number:** 115419 - 40 **Function:** Tax Services **Area of Interest:** **State:** MA ... important than investing in our culture because it's an investment in our people, our future, and what we...as a firm KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT)… more
- Morgan Stanley (Boston, MA)
- … investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, ... opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Asset/ Investment Management* **Title:** *Wealth Strategies Internal Sales Associate… more
- KPMG (Boston, MA)
- … client can become self-sufficient + Additional responsibilities for senior associate include assisting in managing client engagements Qualifications: + ... important than investing in our culture because it's an investment in our people, our future, and what we...of project methodology and milestones; Demonstrated ability to lead client engagements and effectively manage teams for associate… more
- Bank of America (Boston, MA)
- …as backup for the Trust Officers, servicing account questions and resolving service issues including investment management and trust accounts, money movement, ... Trust Senior Associate - Boston Boston, Massachusetts **Job Description:** At...client 's current book of business, while assisting other service associates as needed + Coordinates the internal delivery… more
- KPMG (Boston, MA)
- …controls, internal audit delivery, and enterprise risk management + Experience managing multiple client engagements and client service teams with verbal and ... **Business Title:** Tax Senior Associate - Exempt Organizations **Requisition Number:** 118201 -...important than investing in our culture because it's an investment in our people, our future, and what we… 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 ... array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB… more
- KPMG (Boston, MA)
- …to articulate complex information + Ability to handle multiple engagements and client service teams KPMG complies with all local/state regulations regarding ... **Business Title:** Tax Senior Associate , Business Tax Services **Requisition Number:** 113291 -...important than investing in our culture because it's an investment in our people, our future, and what we… more
- KPMG (Boston, MA)
- …to articulate complex information + Ability to handle multiple engagements and client service teams KPMG complies with all local/state regulations regarding ... **Business Title:** Senior Associate , Real Estate Tax **Requisition Number:** 112721 -...important than investing in our culture because it's an investment in our people, our future, and what we… more