- Robert Half Finance & Accounting (Boston, MA)
- … is a highly sought-after Wealth Management firm in Boston and looking to add a Registered Client Service Associate to the team. Essential tasks include ... details. Thank you! Requirements * Minimum of 2 years of experience in a client service or administrative role within financial services . * Active Series 7… more
- Edward Jones (North Dartmouth, MA)
- ** Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.** At Edward Jones, we're all about making a ... licensed branch associates are highly visible members of the client team, working under the leadership of a financial...looking for a challenging and rewarding career** , the Associate Financial Advisor role at Edward Jones may be… more
- Aristotle Capital Management (Boston, MA)
- …sales or financial services work experience preferred. + Investment experience or client service /sales support within the financial services industry is ... talented investment professionals through a culture focused on research, investment management and client success. What You'll Do The Regional Associate will be… more
- Validity (Boston, MA)
- About the Role As an Associate Customer Success Manager (ACSM) at Validity, you are responsible for creating and nurturing relationships with a set of customers ... In this role, you will manage a portfolio of client accounts and work closely with them to design...strategies that optimize their success with Validity's tools and services . The Customer Success team plays an important role… more
- Wellington (Boston, MA)
- …ABOUT THE ROLE We are seeking a highly motivated and growth-oriented Legal Associate to work with our Legal teams primarily supporting Wellington Management's US ... fulfillment of legal and regulatory obligations of Wellington-sponsored investment companies registered under the Investment Company Act of 1940, including: +… more
- City National Bank (Providence, RI)
- *RESIDENTIAL LENDING LOAN OFFICER ASSOCIATE * WHAT IS THE OPPORTUNITY? Provide support to one or more Residential Loan Officer to facilitate the timely review and ... * HS Diploma * Minimum 1 year of Customer Service experience or financial experience * SAFE Act Registration....Licensing Act of 2008" (Safe Act) and must be registered /licensed with the "Nationwide Mortgage Licensing System and Registry";… more
- Manulife (Boston, MA)
- New Graduates who join our Internal Business Associate role, have an exciting opportunity to partner with Internal Business Consultants and the Sales Management Team ... providing insights, advice, practice management ideas and product updates to registered representatives. In this role you will develop a strong understanding… more
- Berkshire Bank (Norwich, CT)
- …+ Handles complex client issues while executing excellent client service principles. + Navigates clients through digital services such as online and ... by providing memorable customer experiences and digital engagement. Supervise all Customer Service Associate (CSA) and Universal Banker positions to ensure the… more