- Bank of America (Westborough, MA)
- Wealth Management Client Associate Westborough, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… 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
- World Insurance Associates, LLC. (Westborough, MA)
- …financial advisors. Position Summary We are seeking a detail-oriented and highly organized Client Services Associate to support our financial advisors with ... in financial services , wealth management, or a related client service role (preferred) + Strong understanding of investment accounts, custodial platforms,… more
- PNC (Dedham, MA)
- …valued and have an opportunity to contribute to the company's success. As a Client Experience Associate within PNC's retail organization, you will be based in ... in this position. **Preferred Skills** Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), Customer Service , Identifying… more
- WTW (Boston, MA)
- …strategy development, and execution at the insurance program level. The Associate Client Advocate (ACA) owns client service activities and client ... unlock potential. Learn more at wtwco.com . **Description** The Associate Client Advocate (ACA) client -facing...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- World Insurance Associates, LLC. (Needham, MA)
- Position Summary The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the direction ... customer service to external and internal clients to ensure client satisfaction and retention. Primary Responsibilities + Supports lead servicer in effectively… more
- World Insurance Associates, LLC. (Worcester, MA)
- Position Summary The Senior Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the ... customer service to external and internal clients to ensure client satisfaction and retention. Primary Responsibilities + Supports lead servicer in effectively… more
- Principal Financial Group (Waltham, MA)
- …Do** Are you passionate about making a difference in people's lives? As an ** Associate Client Relationship Consultant** , you'll play a key role in driving ... This position offers the opportunity to build meaningful relationships, deliver exceptional service , and directly influence both client outcomes and your… more
- JPMorgan Chase (Boston, MA)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As an Associate ... I in Investment Middle Office Services - Client Operations, your key responsibility will be to provide...to our end clients. **Job responsibilities** + Provide comprehensive client service by addressing inquiries, processing transactions,… more
- World Insurance Associates, LLC. (Woonsocket, RI)
- Company Overview World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people ... bonding, employee and executive benefits, investment advisory and retirement plan services , and payroll & HR solutions. Position Summary Receives guidance and/or… more