- Bank of America (Springfield, MA)
- Wealth Management Client Associate Springfield, Massachusetts **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Bank of America (Boston, MA)
- Registered Wealth Management Client Associate (FP) Boston, Massachusetts **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Wells Fargo (Beverly, MA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes + Schedule and… more
- Citizens (Westwood, MA)
- …unique circumstances. Citizens Private Wealth Management is expanding and looking for a Trust Client Service Associate to join their team. In this role, you ... are the face of the Citizen's Private Wealth Trust business. The Private Client Trust Associate assists the team in managing the day to day activities of our… more
- Raymond James Financial, Inc. (MA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... * Determines best method to resolve issues to ensure client satisfaction and adherence to company policies. * Follows...Follows up, either verbally or in writing, to ensure client satisfaction. * Responds to incoming inquiries related to… more
- Carrier (Beverly, MA)
- …day. Join us and we can make a difference together. **About This Role:** The Client Services Associate is responsible for providing customer care to Sensitech's ... client base. The service-oriented Associate will use their analytical thinking skills to provide a high level of service to our Life Science customers. Success in… more
- NTT America, Inc. (Boston, MA)
- …you can grow, belong and thrive. **Your day at NTT DATA** The Senior Associate Client Success Manager is responsible for the onboarding, implementation, and ... **ESSENTIAL DUTIES & RESPONSIBILITIES** + Manages all aspects of client lifecycle from pre-implementation to post-implementation and account renewals, focused… more
- Evolent (Boston, MA)
- …the impact of our specialty programs and administrative platform. **Role Overview** The Associate Director role on Client Analytics will support both internal ... for the mission. Stay for the culture. **What You'll Be Doing:** The Client Analytics team provides a unique opportunity to collaborate with key business, analytics,… more
- JPMorgan Chase (Boston, MA)
- …among our core principles, then explore the opportunities at JPMorgan Chase. As a Client Operations Associate within the Investment Middle Office team, your key ... lifecycle for each product, from broker matching to management of the client 's custodial network, lifecycle events, ensuring timely settlement of trades and cash,… more
- M&T Bank (Boston, MA)
- **Overview:** Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and ... Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the ...client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key… more