- 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 ... operations to our end clients. **Job responsibilities** + Provide comprehensive client service by addressing inquiries, processing transactions, and… more
- CIBC (Boston, MA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Client Service Associate , you will provide day-to-day ... 37th Floor **Employment Type** Regular **Weekly Hours** 40 **Skills** Client Issue Resolution, Client Service ,...**Weekly Hours** 40 **Skills** Client Issue Resolution, Client Service , Customer Experience (CX), Digital Literacy,… 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. (Westborough, MA)
- …2-5 years of experience in financial services, wealth management, or a related client service role (preferred) + Strong understanding of investment accounts, ... Summary We are seeking a detail-oriented and highly organized Client Services Associate to support our financial...+ Professional, positive attitude and a commitment to exceptional client service + Bachelor's degree (preferred) What… more
- Bank of America (Beverly, MA)
- Wealth Management Client Associate (FP) Beverly, 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
- M&T Bank (Boston, MA)
- …Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders ... Experience Required:** **Bachelor's degree and a minimum of 1 years' financial services client service experience, or in lieu of a degree, a combined minimum of… 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
- 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
- World Insurance Associates, LLC. (Wakefield, MA)
- …solutions. Position Summary Receives guidance and/or direction, to provide support to Client Managers and/or Client Advisors, by following established workflows ... to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc. + Create activities… more
- Banfield Pet Hospital (Braintree, MA)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. * Helping ... being a member of the team. * Providing professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include… more