- Bank of America (Boston, MA)
- Wealth Management Client Associate Boston, 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
- Bank of America (Beverly, MA)
- Wealth Management Client Associate Beverly, Massachusetts **Job Description:** At Bank of America, we are guided by a common purpose to help make ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … more
- 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 (Boston, MA)
- …committed to diversifying its workforce. M/F/D/V#LI-TS2 **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 * ... *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
- Morgan Stanley (Boston, MA)
- …EOE committed to diversifying its workforce. M/F/D/V#LI-TS2 **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
- Equitable (Boston, MA)
- Wealth Management Associate , VP Fast Track - ON-SITE position in NEW ENGLAND (5050) ( 230000LF ) **Primary Location** : UNITED STATES-MA-Boston **Other ... **Organization** : Equitable Advisors **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in… more
- BlackRock (Boston, MA)
- **About this role** **Role Description:** BlackRock Wealth Solutions Specialists in US Wealth Advisory are responsible for accelerating the growth of all ... The scope of their role includes three core elements: Develop deep client relationships through thorough and comprehensive profiling to understand client … more
- Morgan Stanley (Boston, MA)
- …outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes ... employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Asset/Investment Management * **Title:** * Wealth Strategies Group Analyst* **Location:**… more
- JPMorgan Chase (Boston, MA)
- JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management , offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources...customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you… more
- HUB International (Wilmington, MA)
- …property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means ... regional culture. We currently have an opportunity for a ** Client Services Associate ** . The selected employee...successful account management . + Collaborates with Account Management Team on service strategies, aligning client 's… more
- S&P Global (Boston, MA)
- …Requirement gathering and training for technical and QA resource teams. + Escalation management . + Client -facing role in a software company and/or Tax ... Exceptional interpersonal skills that encourage healthy dialogue and trusted client relationships + Good organizational and time- management ...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- PNC (Boston, MA)
- …will be based in [city/state location of position]. **Job Description** **Asset Management Group Development Program Analyst/ Associate ** By joining one of PNC's ... assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private… more
- Eastern Bank (Boston, MA)
- …appropriate and assisting with client communications. + Coordinates with other Wealth Management employees or employees from other Bank departments, when ... communicate with Relationship Managers, Wealth Advisors and Client Portfolio Managers to ensure the proper management...generalist support activities to ensure the effective and efficient management of the Wealth Management … more
- Manulife (Boston, MA)
- …work on internal audits within the North America General Account Group and the Wealth and Asset Management Segment of Manulife Financial. The General Account ... investment portfolios related to the insurance business, and the Wealth and Asset Management segment manages third...& trading (front office), investment operations, compliance and risk management . The Associate Manager is accountable for… more
- KPMG (Boston, MA)
- …Support client engagement teams in designing and executing data management strategies, standards, and guidelines + Collaborate with business and IT stakeholders ... **Business Title:** Sr. Associate , Financial Services Data Transformation **Requisition Number:** 115429...business processes + Assist engagement team with key project management activities, including client status updates as… more
- Manulife (Boston, MA)
- …Marketing, Portfolio Management , Compliance and various other departments that affect client outcome and overall experience. + Assist in preparing client ... John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At… more
- KPMG (Boston, MA)
- …Support client engagement teams in designing and executing data management strategies, standards, and guidelines + Collaborate with business and IT stakeholders ... **Business Title:** Associate , Financial Services Data Transformation **Requisition Number:** 115428...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate… more
- Broadridge Financial Solutions (Boston, MA)
- …Broadridge team. Come join our team! We are looking for a highly engaged client relationship manager who will assist in the planning and execution of complex proxy ... the successful outcome of the proxy within the specified timeframes and budget. The client relationship manager must be client facing and consultative, having a… more
- Broadridge Financial Solutions (Boston, MA)
- …way, come join the Broadridge team. Broadridge is hiring! We are seeking a Senior Client Manager to join our team. This candidate will be highly engaged in the ... successful outcome of the proxy within the specified timeframes and budget. Client facing and consultative, having a thorough understanding of all campaign… more