- JPMorgan Chase (Boston, MA)
- …the customer journey by turning product insights into meaningful relationships. As a Customer Success Manager in Client Services , you will be a core ... capabilities, and skills 5+ years of experience or equivalent expertise in customer success roles in product or technology. Demonstrated ability to… more
- Coinbase (Boston, MA)
- …and driving product adoption. Minimum of 2+ year of relevant experience in a financial services customer service or support role in a fast paced environment. ... primary subject matter expert for Coinbase's products, providing world-class service and support to our most valued customers. You'll...Advanced knowledge of the financial services industry and securities trading. Flexible and… more
- Santander US (Boston, MA)
- USA Sr. Specialist, Sales & Service Support Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial ... services industry. We believe that our employees are our...a culture of engagement and a commitment to your success . An exciting journey awaits, if you are interested… more
- Bank of America (North Attleboro, MA)
- …Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your ... Securities Industry Essentials [SIE], Series 7 and Series 66...through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I,… more
- JPMorgan Chase (Framingham, MA)
- …relationships 1+ year Branch Banking Banker or equivalent experience in financial services , with verifiable success in new client acquisition, cultivating, and ... will have the opportunity to help people experience our Customer Promise -- helping people make the most of...approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client… more
- JPMorgan Chase (Boston, MA)
- …clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity ... years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition,...LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through JP Morgan Securities … more
- PwC (Boston, MA)
- …At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client ... important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead...or assess the worth of a business and the securities within its capital structure. As a Manager you… more
- Coinbase (Boston, MA)
- …driving product adoption. * Minimum of 2+ year of relevant experience in a financial services customer service or support role in a fast paced environment. ... primary subject matter expert for Coinbase's products, providing world-class service and support to our most valued customers. You'll...* Advanced knowledge of the financial services industry and securities trading. * Flexible… more
- JPMorgan Chase (Boston, MA)
- Join JPMorganChase as a Fund Service Vice President and become a pivotal part of our dynamic team. This role offers a unique opportunity to leverage your expertise ... your deep knowledge of fund accounting and administration to deliver exceptional service . Your role will involve working closely with various teams, external… more
- Bank of America (Marlborough, MA)
- …Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your ... Securities Industry Essentials [SIE], Series 7 and Series 66...through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I,… more
