- 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 provide exceptional ... to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis. Through regular… 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
- CIBC (Boston, MA)
- …in finance + Internship in Wealth Management a plus + Strong client service orientation + Excellent organizational and analytical skills with an attention ... 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
- Wells Fargo (Boston, MA)
- **About this role:** Wells Fargo is seeking a Profit Formula Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… 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
- Broadridge Financial Solutions (Boston, MA)
- …way, come join the Broadridge team. Broadridge is hiring! We are seeking an Associate Account Executive to join our dynamic team! At Broadridge you will work with ... the largest wealth organizations in the US and abroad introducing and...(https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service -Profit Chainthe idea that success is mutual, directly connecting… more
- KPMG (Boston, MA)
- **Business Title:** Senior Associate , Consumer Compliance **Requisition Number:** 118208 - 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
- 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:** 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)
- **Business Title:** Senior Associate , Financial Services Banking Loan Platforms **Requisition Number:** 119114 - 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)
- **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:** Senior Associate , Financial Crimes Analytics **Requisition Number:** 119351 - 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:** Senior Associate , Financial Due Diligence **Requisition Number:** 118430 - 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
- S&P Global (Boston, MA)
- …will require tax document validation review, account remediation and other client back-office functions related to US and foreign tax documentation requirements. ... and accuracy based on operational standards and regulatory requirements. + Act as client relationship lead for due diligence processes as they relate to account… more
- Manulife (Boston, MA)
- The Associate Manager, Audit and Advisory Services is accountable for executing large, complex and sensitive engagements of all types (advisory and assurance ... digital, customer-centric company in our industry. The scope of the Associate Manager, Audit and Advisory Services accountabilities includes developing risk… more
- Morgan Stanley (Boston, MA)
- …to a strong market culture, development of employees, ensuring a high level of client service , and general oversight of operational processes. The MBSO keeps the ... Officers (MBSO) are responsible for shaping the future of service by modernizing our client experience through...to identify and source top talent _*Reports to:*_ * Associate Regional Business Service Officer with a… more
- Broadridge Financial Solutions (Boston, MA)
- …to develop the strategy and vision to target relevant clients. You will manage client relationships to maximise client retention and satisfaction and win new ... & Business Development: + Collaborate with Product and Sales to build out client pipeline via executive network + Educate clients regarding our product suite and… more
- Boston University (Boston, MA)
- …to achieve DAR business objectives, Research, which provides key wealth -, relationship-, and inclination-related details on individual constituents, and Prospect ... philanthropic goals. Salesforce Dashboard Author Reporting to the Senior Associate Director, Business Intelligence, the Salesforce Dashboard Author is responsible… more
- Broadridge Financial Solutions (Boston, MA)
- …based applications like Spring-Boot. + Functional exposure to: Agile, Wealth /Financial Domain, Web Components, Component Based and Test Driven Development. ... solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to… more