- Morgan Stanley (Middleton, MA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Client Service Associate * **Location:** ... experience through an elevated standard of care. The Client Service Associate assists with the development...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Morgan Stanley (Middleton, MA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate **Location:** ... Office skills (Word, Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player… more
- Equitable (Portsmouth, NH)
- Wealth Management Associate - ME, Portsmouth (2375) ( 220000GQ ) **Primary Location** : UNITED STATES-NH-PORTSMOUTH **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...you with the skills and tools needed for success: client relationship management , product knowledge, market development,… more
- Wells Fargo (Beverly, MA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes + Schedule and… more
- HUB International (Manchester, NH)
- …property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means ... insurance objectives, and benefit program. + Assist the CRM in the daily management of client accounts including claims questions, administrative issues, … more
- Broadridge Financial Solutions (Andover, MA)
- …others along the way, come join the Broadridge team. The Senior Manager, Client Services is responsible for exceeding client expectations with a demonstrated ... the proven ability to develop talent within their organization. The Senior Manager, Client Services will engage with internal and external parties to address all … more
- CH Robinson (Woburn, MA)
- …college or university + Highly motivated, self-driven, and true ownership of client base + Exceptional time management and organizational skills, prioritizing ... In this role you will be recognized as a role model for account management excellence for our customs product offerings. Our Senior Customs Entry Writer's exemplary… more