- CIBC (Boston, MA)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** As a ** Client Service Associate (CSA)** , you'll play a ... Type** Regular **Weekly Hours** 40 **Skills** Analytical Thinking, Cash Flow Analysis, Client Service , Customer Experience (CX), Investment Portfolios,… more
- Kestra Financial (Westport, MA)
- …clients (no cold calling) + Ability to work independently while also collaborating with the investment Client Service Associate and advisory team + ... to move cases forward while also collaborating closely with the firm's Client Service Associate for investments to ensure seamless service across… more
- CBRE (Boston, MA)
- Associate , Private Equity Real Estate - CBRE Investment Management Job ID 235259 Posted 03-Sep-2025 Service line REI Segment Role type Full-time Areas of ... execution of investments within the Region. The Associate role supports the Investment Management function...of investment recommendations; asset management of existing investments ; client reporting; and mentorship of junior… more
- Eastern Bank (Boston, MA)
- …to enhance team productivity, research output, data analytics and client service . Receives broad cross-sectional exposure to investment analysts, client ... contribute to the portfolio management process; participate in monthly reviews of client accounts to ensure compliance with investment objectives and models;… more
- Bank of America (Boston, MA)
- Registered Wealth Management Client Associate (FP) Boston, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (Boston, MA)
- Private Wealth Client Associate Boston, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- HUB International (Wilmington, MA)
- …employee will be responsible for supporting Account Managers on all aspects of client service , marketing, and renewal of commercial insurance accounts in ... for successful account management. + Collaborates with Account Management Team on service strategies, aligning client 's business needs and ensuring insurance… more
- HUB International (Wilmington, MA)
- …their own unique, regional culture. We currently have an opportunity for a ** Client Services Associate ** . **SPECIFIC** **RESPONSIBILITIES** **:** + Assist the ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a...CRM in client retention and building relationships with key … more
- Publicis Groupe (Needham, MA)
- …bonding leave . Back-up child/elder care just to name a few. **Overview** The Associate , Client Operations plays a crucial role in supporting internal account ... a reputation for maintaining the largest, most reliable partnership-based platform and sterling service with a personal touch. With over 25 years of experience and… more
- Acxiom (Boston, MA)
- …are adopted for product use and clients are maximizing value from product/ service investments . Handles escalations and coordinate across functional areas of ... The Client Partner - Enterprise Account role serves as...achieve specific business results and maximum value from their investment in Acxiom product(s). Strong strategic mindset to be… more