The Client Services team works to build relationships with clients through various interactions during g. The Boston Red Sox Client Services department oversees the managing all of Fenway Park’s premium season ticket members, spanning three different premium clubs at the park. ...
The firm is seeking a Client Service Associate to join our Private Client Division in Boston, MA. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. Client interaction...
CRG is comprised of teams and functions including Client Service (client relationship building and service), Client Experience (special client service initiates to support the client experience), Contract Management (manage contract lifecycle and record retention), and Client Operations (new account...
Responsibilities: At the direction of the Relationship Managers, assists clients in person, via telephone, and by email with any ongoing client service activities including requests for, or changes to, account information, contributions, distributions, and tax information, as authorized. Provides co...
CRG is comprised of teams and functions including Client Service (client relationship building and service), Client Experience (special client service initiatives to support the client experience), Contract Management (manage contract lifecycle and record retention), and Client Operations (new accou...
As a Client Associate 2 in Epsilon's Travel Vertical, you will play a crucial role in growing our current book of business by leveraging your expertise to identify, influence, present, and close deals with customers. As a Client Associate 2 in Epsilon's Travel Vertical, you will play a pivotal role ...
The Client Associate (CA) actively supports Private Advisor with various tasks related to client account operational activity, asset allocation and account oversight and reporting. The position requires interfacing with clients to determine client needs and expectations and to communicate to clients...
Client Solutions Associates are core to FactSet’s value proposition and important to promoting product usage and adoption and reducing client cancellations. Client Solutions Associates become versatile businesspeople as they expand their knowledge of the financial markets and work with multiple clie...
Running end to end project management of custom solutions for healthcare focused clients including but not limited to project scoping, project set-up, client and expert engagement, recruiting of new experts, vetting and highlighting experts, project follow up and compliance. Maintaining accountabili...
This position involves providing comprehensive support to a small team of Senior Advisors by performing an array of duties including client onboarding, maintaining client portfolios including executing trades and monitoring cash flows, performing client reporting, preparing for client reviews/meetin...
As a Senior Client Associate in Epsilon's Travel Vertical, you will be instrumental in managing and growing a portfolio of key travel accounts. In the role of Senior Client Associate for the Travel Vertical at Epsilon, your primary objective will be to manage and expand a portfolio of existing accou...
Together with the current Client & Channel Strategy team, you’ll be actively contributing to our client strategy, making a significant impact on our business, and being a key part of driving our growth plans. As a Senior Associate, Client & Channel Strategy you will be responsible for leading, execu...
As a Client Associate 2 in Epsilon's Travel Vertical, you will play a crucial role in growing our current book of business by leveraging your expertise to identify, influence, present, and close deals with customers. As a Client Associate 2 in Epsilon's Travel Vertical, you will play a pivotal role ...
We’re seeking a future team member for the role of Associate, Client Processing I to join our Wealth Management team. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the and abroad ac...
The Client Service Associate plays a pivotal role in providing fast, friendly support to clients. The Client Service Associate acts as an advocate for our clients, connecting them with the necessary resources and providing valuable feedback to improve our products and services. The majority of commu...
A well-established insurance and financial planning firm is seeking a personable and organized client service associate who can interact with clients and has an eye for details. The Client Service Associate supports the Advisor in all aspects of the business. This role is for a client of ours. Their...
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, f...
For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. This role provides an exciting opportunity to join the Quantitative Investment Science (QIS) team foc...
As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Amerip...
As a Senior Client Associate in Epsilon's Travel Vertical, you will be instrumental in managing and growing a portfolio of key travel accounts. You will leverage Epsilon’s extensive data assets to develop and present innovative marketing solutions, driving revenue growth and client satisfaction. You...
Client Solutions Associates are core to FactSet's value proposition and important to promoting product usage and adoption and reducing client cancellations. Client Solutions Associates become versatile businesspeople as they expand their knowledge of the financial markets and work with multiple clie...
CLIENT SERVICE ASSOCIATE (SERIES 7 REQUIRED). A prestigious global investment bank is seeking a Client Service Associate to join a young growing team of Advisors/Planners. The Associate will support 2 Senior Financial Advisors and a Wealth Planning assisting in the day to day operational support for...
Private Client Division is currently seeking a Registered Client Service Associate for their Bellevue branch office. Registered Client Service Associate (Boston). Interact with clients and compile and complete, present financial plans to clients. The candidate should be able to operate independently...
The Client Service Associate supports Relationship Managers and Client Service team with account management responsibilities for investment management and personal trust accounts. Communication interpersonnelle, Conformité aux normes, Empathie, Expérience client (CX), Gestion de la relation clientèl...
Managers in the Client Reporting Group are responsible for all aspects of overseeing a team of associates and senior associates including operational oversight, performance management, training and development, recruiting, workload assignments, forward planning, process improvement, internal groups ...