- Bank of America (Newton, MA)
- Wealth Management Client Associate Newton, Massachusetts **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- JPMorgan Chase (Brookline, MA)
- …investment solutions to meet their financial needs. As a Private Client Investment Associate in JPMorgan Wealth Management , you will have the opportunity ... to provide exceptional client service, operational marketing, and administrative support. You will...providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management… more
- Morgan Stanley (Boston, MA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Client Service Associate * **Location:** ... to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through...Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management … more
- Morgan Stanley (Wellesley, MA)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate - ... Office skills (Word, Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player… more
- Morgan Stanley (Wellesley, MA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate * ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Robert Half Finance & Accounting (Boston, MA)
- …administrative duties within the Wealth Management industry. The Registered Client Services Associate will work closely with clients, ensuring their ... We are looking to bring on board a Registered Client Services Associate in Boston, Massachusetts. This...within the team * Utilize your experience in Private Wealth Management to enhance client … more
- Equitable (Boston, MA)
- Wealth Management Associate - NEW ENGLAND (5050) ( 230000LF ) **Primary Location** : UNITED STATES-MA-Boston **Other Locations** : UNITED STATES-CONNECTICUT ... **Organization** : Equitable Advisors **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. We… more
- Morgan Stanley (Norwell, MA)
- …The Portfolio Management (PM) Associate is an integral member of a Wealth Management team who assists Financial Advisors / Private Wealth Advisors ... with developing financial plans and investment strategies based on client goals. The Portfolio Management Associate creates a consistent and positive … more
- JPMorgan Chase (Boston, MA)
- …preferred + 3-5 Years experience in an Investment and/or Wealth Management environment, particularly with a focus on client portfolio implementation, ... purpose is to break down barriers to financial progress. Wealth management enterprises and financial advisors use...clients **Job summary:** As a Portfolio Implementation & Oversight Associate within the Platform Management and Strategy… more
- KPMG (Boston, MA)
- … management internally and with clients. Significant experience in project management , client management , and executive communication (eg, interviews, ... **Business Title:** Senior Associate , Data Governance **Requisition Number:** 119624 - 40...governance journey and implications, ensuring robust and effective data management solutions. + Gather and analyze client … 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
- KPMG (Boston, MA)
- **Business Title:** Sr. Associate , Oracle EPM **Requisition Number:** 119778 - 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
- KPMG (Boston, MA)
- …with the client and engagement team + Demonstrate ownership and management of independent work streams and/or activities; drive the organization and completion ... **Business Title:** Senior Associate , Consumer Compliance **Requisition Number:** 118208 - 40...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate… more
- KPMG (Boston, MA)
- …challenges faced by implementation teams, along with demonstrated track record of leadership, client management , and project management skills + Ability to ... **Business Title:** Senior Associate , Financial Services Banking Loan Platforms **Requisition Number:**...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate… more
- KPMG (Boston, MA)
- …business or finance from an accredited university + Experience with large project management including managing multiple client engagements and client ... **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 Suppliers/Banking/Expenses Lead **Requisition Number:** 119621 - 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 , Supply Chain Consulting - Healthcare SCM - Workday **Requisition Number:** 119819 - 40 **Function:** Advisory **Area of ... 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 , 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 , Workday - Grants **Requisition Number:** 119938 - 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