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A few responsibilities across our team include: identifying new relationships and opportunities, nurturing ongoing relationships with client partners, contracting agreements, writing proposals, pitching our services to prospective clients, and more.
$300,000ExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (for example, flea and tick control and heartworm prevention.
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As such, the Principal Client Onboarding Manager should possess a continuous improvement mindset and be comfortable operating within a startup environment. Role Description and MissionThe Principal Client Onboarding Manager is responsible for driving client implementations to support multiple lines of business and client contracting initiatives.
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Fidelity Clearing & Custody provides a comprehensive clearing and custody platform, brokerage services, trading capabilities and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, family offices, multifamily offices, wealthy families, broker-dealer firms, banks and insurance companies.
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Provide input on local needs for Analytics Team and Client Services Team to better enhance naviHealth’s products and services. + Collaborate with Client Services Team to ensure a coordinated approach to delivery system providers.
Full-timeRemoteExpandUpdated 28 days ago - UpvoteDownvoteShare Job
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Manager-level responsibilities include: conducting operational due diligence, providing service excellence by identifying key client business issues, determining client needs by supplementing the standard assessment techniques and tools with innovative approaches, evaluating and validating analysis and developing recommendations for the client in the context of the overall engagement.
$190,000 a yearFull-timeExpandApply NowActive JobUpdated 28 days ago - UpvoteDownvoteShare Job
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At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client.
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The primary responsibility of this role is to be a solution architect in medium to large opportunities involving Mainframe managed services, Systems integration and Infra support engagements, with the ability to individually create Solutions leveraging deep solutioning and delivery experience in one or more areas, while being able to develop these in a collaborative basis with the client including advising/co-creating the solutions.
$302,400 a yearFull-timeExpandApply NowActive JobUpdated 25 days ago - UpvoteDownvoteShare Job
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Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues.
$193,440 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Management responsibility for investment analyst role, supporting the business including oversite of client services' investments support needs and Treasury functions. Liaise with MassMutual Investment Management and Barings as required to source portfolio information and field producer and client questions.
$209,700Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Job Summary: As a team member in our Alternative Investments practice, you will assist in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.
$112,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Partner with broader State Street Application/Service Owners to provide solutions in support of any new client requirements that are extension of the standard set of services or in some select cases a client specific bespoke solution including but not limited too; Alpha Services, CRD, Alpha Data Platform.
$210,000 a yearFull-timeExpandUpdated 28 days ago - UpvoteDownvoteShare Job
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I’m writing to inform you that one of my client companies, an RIA located in Boston which services a private wealth client base, is seeking a Client/ Portfolio Associate. Client/ Portfolio Associate opening located at an RIA outside of Boston.
$100,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Fidelity Digital Assets℠ is a subsidiary of Fidelity Investments dedicated to building products and services that help institutional and retail investors access digital asset markets. Established in 2018, Fidelity Digital Assets℠ combines the operational and technical capabilities of one of the world’s largest and most diversified financial services providers with deep and dedicated blockchain expertise to deliver a differentiated offering for institutional investors.
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You will work closely with the user experience team to understand client end user and leadership goals; prioritize the product roadmap for your team; collaborate with engineering to ensure delivery of high- quality, high-impact features; and drive rollout and adoption in partnership with product operations and client-facing teams.
Full-timeExpandApply NowActive JobUpdated 3 months ago
client services jobs in Melrose, MA
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