- Bank of America (Newton, MA)
- Wealth Management Client Associate Newton, Massachusetts **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management...effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial… 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 career ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more
- JPMorgan Chase (Boston, MA)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client… more
- Morgan Stanley (Middleton, MA)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate * **Location:** *Massachusetts-Middleton*… more
- Morgan Stanley (Middleton, MA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *Massachusetts-Middleton* ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional ...of industry experience preferred *Knowledge/Skills* * Knowledge of financial services products, including but not limited to equities, bonds,… more
- Morgan Stanley (Boston, MA)
- …workforce. M/F/D/V Version: 7/10/2024 **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *Massachusetts-Boston* ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional ...of industry experience preferred *Knowledge/Skills* * Knowledge of financial services products, including but not limited to equities, bonds,… more
- Robert Half Finance & Accounting (Boston, MA)
- Description We are looking to bring on board a Registered Client Services Associate in Boston, Massachusetts. This role involves significant customer ... and administrative duties within the Wealth Management industry. The Registered Client Services Associate will work closely with clients, ensuring their… more
- Carrier (Beverly, MA)
- …day. Join us and we can make a difference together. **About This Role:** The Client Services Associate is responsible for providing customer care to ... Sensitech's client base. The service -oriented Associate ...engage in customer complaint process + Actively participate with Client Services team to establish processes and… more
- WTW (Boston, MA)
- …within our Retail & Distribution Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- NTT America Solutions, Inc. (Boston, MA)
- …you can grow, belong and thrive. **Your day at NTT DATA** The Senior Associate Client Success Manager is responsible for the onboarding, implementation, and ... objectives and metrics to provide a high level of client service Manages approved corporate strategic projects....of IT infrastructure preferred + Knowledge of IT managed services and/or cloud computing a plus + Knowledge of… more
- Public Consulting Group (Boston, MA)
- …of health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the Client Success ... and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000… more
- Public Consulting Group (Boston, MA)
- …and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 ... the public sector. To learn more, visit www.publicconsultinggroup.com . ** Client Success Partner - EDPlan Innovations** Client ...Success Partner role will focus on multiple products and services within EDPlan with a focus on EDPlan Health,… more
- Public Consulting Group (Boston, MA)
- …+ Financial Solutions + Equity in Education + Equitable Education + Recovery Services **Duties and Responsibilities** + Supports customer service and operations ... improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG...for clients: + initiative planning and ongoing client relationship management + collaborate with external vendors, external… more
- Morgan Stanley (Boston, MA)
- …basis if/as needed * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the ... marketing, portfolio holdings and/or proposal tools and financial planning. *DUTIES and RESPONSIBILITIES:* * Client Service :* As a senior member of the service… more
- JPMorgan Chase (Boston, MA)
- …team to achieve great results for clients. As a Client Service Associate within the Global Fund Services Operations Service Delivery team, you will ... be a key member of a fund service team responsible for high quality service ...fund launches and migrations for all JP Morgan fund services + Ensure successful delivery of client … more
- JPMorgan Chase (Boston, MA)
- …plus years of related industry experience in Trade Compliance Monitoring, Investment Operations, or Client Service . + Proven client service and ... is a global leader across banking, markets and investor services . The world's most important corporations, governments and institutions...team to achieve great results for clients. As an Associate II within the Data Solutions Operations team, you… more
- VCA Animal Hospitals (Stoughton, MA)
- …thrive for a dynamic and fulfilling career + Empathetic partners who develop strong client and Associate relationships built on trust **_Total Rewards_** As a ... Join us as an ** Associate Veterinarian** at **VCA Lloyd Animal Hospital** in...cell therapy, platelet rich plasma therapy, and other therapeutic services . + Fully built animal rehabilitation facility within the… more
- VCA Animal Hospitals (Newton Highlands, MA)
- …and thrive for a dynamic and fulfilling career + Empathetic partners who developstrong client and Associate relationships built on trust **_Total Rewards_** As a ... Join us as an associate veterinarian at VCA Rotherwood in Newton MA...company match + Health/dental/vision insurance, infertility benefits, gender affirmation services + Paid parental, vacation and sick leave Professional… more
- Banfield Pet Hospital (Westwood, MA)
- …to manage the hospital and ensure the highest quality of veterinary care, exceptional client service , associate engagement and maximum productivity of the ... Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include...performance in Optimum Wellness Plan growth, market penetration and client and associate retention. Manage overall labor… more
- Banfield Pet Hospital (Woburn, MA)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. Helping create ... Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when...member of the team. Providing professional, efficient and exceptional client service (lead by example), ensuring all… more