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Also, you may have an opportunity to level up to a Senior Client Engagement Manager role helping to oversee delivery on a larger scale across the client account. Work together to win together The Client Engagement Manager will report to the Senior Director, Client Engagement and receive guidance and development from senior staff.
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As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships.
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As a Client Engagement Manager, you will interface across many individuals and parties at partner institutions and within IBM, including technical teams within IBM Quantum, as well as product, marketing, and business development teams.
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Its software digitally orchestrates every client journey from initial Know your Customer (KYC) and client onboarding, automating regulatory compliance and enabling continuous monitoring throughout the client lifecycle (transaction monitoring, perpetual KYC), all the way to client offboarding.
$130,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Firm Type: Law Firm, Experience: 3 Years, A law firm in Boston, MA, is seeking a Mid-level Private Client Associate Attorney with a strong background in serving high-net-worth individuals and families.
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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? Ownership of day-to-day support for prime brokerage relationship management team, resolving all client inquiries in a timely manner.
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The Senior IT Client Support Specialist is responsible for providing effective Tier 2-3 frontline client support and deskside assistance for Tufts faculty and staff using available technical tools, such as the knowledge base, remote management suite, and a service-management database.
$44.7 an hourFull-timeExpandApply NowActive JobUpdated 2 days 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.
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The Operations Supervisor will report to the General Manager and is responsible for actively facilitating communications between WeDriveU drivers and staff, the riders, vendors, and client staff to ensure the service is running at top notch.
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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 in Boston.
$100,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Serve as primary point of contact for assigned institutional client relationships for the entire Federated Hermes relationship across all public and private investment management services, including EOS stewardship.
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Assist Billing Manager or Manager of Accounting with training, guiding and quality control for Client Billing Specialists in all aspects of the billing and e-billing process. Submit non e-billed invoices to practice assistant/lawyer for mailing/emailing to the client and follow up to ensure invoices were sent out.
$115,000 a yearFull-timeExpandApply NowActive JobUpdated 21 days ago - UpvoteDownvoteShare Job
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The Trust Advisor performs a wide range of complex trust administration functions requiring an extensive knowledge of trusts, estate planning, investments, and tax laws while maintaining a high level of client contact.
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Ideal applicants will have at least 2 years experience in a hands on and/or client service role in a veterinary clinic or hospital, animal shelter/humane society, or other animal related field.
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If you are a detail-oriented individual passionate about community development and possess the skills to excel in this role, we invite you to join our team at ABCD as a Client Advocate. Client AdvocateDepartment: Community CoordinationEmployment Type: Permanent - Full TimeLocation: East Boston - Meridian StreetDescriptionAs a Community Coordination Client Advocate, you will handle direct case management services to clients currently at or below 200% of the Federal Poverty Line who live in Boston, Malden, Medford, and Everett.
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client job in Wakefield, MA
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