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Are you looking for an outstanding opportunity for education and exposure to Prime Brokerage, hedge fund client support, stock loan, and custody services? The Prime Services Middle Office team handles all aspects of support for Fidelity’s hedge fund investment manager client base.
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As an Associate II in Investment Middle Office Services - Client Operations, your key responsibility will be to provide premier service delivery and ensure the accurate and timely delivery of the investment operations to our end clients.
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Job Description Client Engagement Manager Locations : New York, NY | Waltham, MA | Hybrid Get To Know The Team: The CEM is an integral role within the Global Deal Services Intralinks organization, nested within the larger Global Technical Sales organization.
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The Client Services Manager, in collaboration with the Senior Case Manager and Co-Deputy Director, shall also be responsible for development and maintenance of efficient office systems relating to client services including but not limited to intake and case assignment systems; new staff onboarding systems; client service protocols; and assisting the Deputy Director with data management.
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Experience in client services or similar role – 6 years, or 5 years with an Associate Degree, or 3 years with a Bachelor’s degree. Identify relevant data and partner with Client Relationship Manager to create cohesive support unit.
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As a Fiduciary Services department member, this position supports the Trustees and Clients of Loring, Wolcott & Coolidge Trust, LLC. It involves handling multiple Client and Trustee needs with minimal supervision, making it necessary to adapt to various personalities and working styles.
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Our services include deal structuring, due diligence, post-deal integration, internal restructuring, distressed debt and bankruptcy, tax attribute management and planning, and drafting opinions and IRS ruling requests.
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Fenergo is recognized for its in-depth financial services and regulatory expertise and out-of-the-box rules engine which ensures financial institutions are future-proofed against evolving Environmental, Social and Governance (ESG), KYC, Anti-Money-Laundering (AML), tax and prudential regulations across 120+ jurisdictions.
$130,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Cultural responsiveness, commitment to racial justice, and ability to relate well and effectively in a multicultural and multilingual workplace with diverse client population is required. Manage the daily operations of a non-profit immigration legal services department which includes direct representation, legal orientation for those in removal proceedings and legal response to emerging humanitarian issues Supervise casework of attorneys and Department of Justice (DOJ) a ccredited r epresentatives.
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Firm Type: Law Firm, Experience: 6 Years, Job Overview: A law firm in Boston, MA, is seeking a highly skilled Private Client Associate Attorney who will focus on fiduciary litigation matters. Address issues impacted by mental incapacity, mental health addiction, family mediation interventions, trusteeships, fiduciary service as conservator and trustee, and special needs trust matters issues impacting benefits and care.
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In addition, the Tax Senior Manager, Partnerships develops and drives process improvement and team-building initiatives, maintains client relationships, and acts as a source of guidance to other team members.
$262,500 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Reporting to Panerai Boutique Manager, the Client Advisor is responsible for achieving the personal sales target as well as contributing to the achievement of the boutique’s objectives, developing the client panel and establishing best in class customer’s experience by delivering high operational and service standards, while adhering to Panerai procedures and policies.
$25 an hourFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Alternative Investments, Business Development, Capital Markets, Client Relationship Management, Consultative Communication, Data-Based Decision Making, Nuveen Products/Services Acumen, Practice Management Strategy, Sales Process Management.
$265,000 a yearFull-timeExpandApply NowActive JobUpdated 30 days ago - UpvoteDownvoteShare Job
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Position Overview: My client is seeking a highly skilled and experienced Senior Scientist to join their Cell-Based and Molecular Biology team at their Boston lab. Senior Scientist - Cell-Based and Molecular Biology Services.
$140,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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15+ years in financial services, either in front office, middle office, capital markets, trading, operations and/or client service. Work with Global Delivery/Operations leadership teams to establish a scalable multi-client operating model and global footprint strategy for Aladdin Middle Office Outsourcing.
$267,500 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago
client services jobs Title: advisor Company: First Command Financial Services in Dorchester, MA
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