Internally, you are responsible for maintaining accurate and up-to-date client information in internal systems (Salesforce), interpreting usage data and client issue resolution analysis, ensuring client learning materials are produced to a high standard and are up to date, and providing vital client...
Client Support Associates work with global clients to facilitate program operations of the FHR (Financial Health Rating) Exchange®. Associates will report to a Manager, Client Services, operating within the broader Client Delivery and Operations team. As product experts, Associates will be skill...
Based in our Boston office, you will work closely with the rest of Verisk Maplecrofts global Client Success and Corporate Sales teams, as well as the broader business, to provide support and build relationships with our corporate acc Client Success, Associate, Account Manager, Technology, Client, Bu...
This position involves providing comprehensive support to a select group of Senior Advisors by performing the core duties typically associated with this type of including client onboarding, ongoing portfolio maintenance such as monitoring and executing portfolio transactions, client reporting, addre...
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...
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...
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiri...
Monitor, track and report progress in accordance with framework in place to clients, key stakeholders, and Senior Management. Maintain Service Organization Controls (SOC 1) report evidence for onboarding control execution and facilitate internal and external audit requests related to client onboardi...
The Custody Client Associate is a client facing position serving as the primary day-to-day contact for assigned custody client relationships, ranging from family and multi-family offices, independent registered investment advisors (RIAs), foundations and endowments, and direct unaffiliated custody a...
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...
Internally, you are responsible for maintaining accurate and up-to-date client information in internal systems (Salesforce), interpreting usage data and client issue resolution analysis, ensuring client learning materials are produced to a high standard and are up to date, and providing vital client...
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...
I’m writing to inform you that one of my client companies, an RIA located in Boston which services a HNW/ UHNW individual and family client base, is seeking a Senior Client Associate, Private Wealth. This position involves providing comprehensive support to a select group of Senior Advisors by perfo...
Job Responsibilities * Manage and resolution of queries across the fund services provided * Be responsible for issue management, escalation and remediation * Coordinate client requested changes to operating model and reporting * Coordinate client fund launches...
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...
Assist with all activations associated with the Client Services’ Family Day program. Develop unique experiences driven by a genuine passion for hospitality, aligning with the overarching goals of the Client Services department. Assist with organizing homestand client entertainment budget. Contribute...
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 ...
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 ...
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 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...
I’m writing to inform you that one of my client companies, an RIA located in Boston which services a private wealth client base, is seeking a Client/ Portfolio Associate. Client/ Portfolio Associate opening located at an RIA in Boston. Working closely with the firm’s Principal, this is a hybrid role...
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 Principal who carries a $700M book comprised of HNW and UHNW clients by performing an array of duties including client onboarding, ongoing portfolio maintenance such as monitoring and executing portfolio transactions, client reporting, addr...
The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. Keep client management systems up-to-date with client information. Educate clients on account services, capabilities,...