- M&T Bank (Boston, MA)
- … client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within ... policies and procedures that align with all aspects of Wealth Management sales and service strategy. Resolves...in process workflow to ensure timely processing and exceptional client service and experience for HNW and… more
- Eastern Bank (Saugus, MA)
- …May directly supervise work of Client Service Associates and/or Senior Client Service Associates. **Education and Experience** **CFP Preferred** ... wealth management products.** + Strong business development, marketing, and client service skills; + Strong analytical, time management, and decision-making… more
- HUB International (Wilmington, MA)
- …own unique, regional culture. We currently have an opportunity for a ** Senior Client Relationship Executive -- Employee Benefits** . **Overview:** Responsible ... in concert with the Client Relationship Manager in maintaining client relations, providing service and consultation, monitoring compliance, assisting in… more
- KeyBank (Boston, MA)
- …and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing ... strategies based on the client 's financial goals, and by coordinating with the extended...+ Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge… more
- S&P Global (Boston, MA)
- …**:** **Join our Workforce Productivity and Collaboration research practice as a Senior Analyst and become a key player in generating market-leading insights around ... partners, and acquisition targets, and execute on other key initiatives. This Senior Analyst role will influence a range of stakeholders across the technology… more
- Cherry Bekaert (Boston, MA)
- …tax staff, seniors, and managers in a fast-paced, dynamic environment + Demonstrate superior client service skills **What you bring to the role:** + Bachelor's ... development. Our **Core Tax Services (https://www.cbh.com/services/tax/)** team is seeking a ** Senior Tax Manager** to support our Boston, MA market on a… more
- HUB International (Wilmington, MA)
- …of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that ... offices across North America. We currently have an opportunity for a Senior Claims Specialist. Overview: Responsible for the reporting, tracking, coverage analysis,… more
- HUB International (Wilmington, MA)
- …of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that ... own unique, regional culture. We currently have an opportunity for a ** Senior Benefits Analyst - Employee Benefits** . **Specific Responsibilities:** + Responsible… more
- HUB International (Wilmington, MA)
- …of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that ... regional culture. We currently have an opportunity for a ** Senior Account Manager** . The selected employee will be...and maintain relationships with clients to ensure that all service needs are met. + Develop new business from… more
- Cherry Bekaert (Boston, MA)
- …An ideal fit for our firm displays a passion for superior client service , uncompromising integrity, excellent project management abilities, and leadership ... and sophisticated advisory, assurance and tax services to our clients. As a **Tax Senior ** **,** you will serve a variety of clients in many industries and help… more