Investor Services Specialist - Boston

We are seeking a detail-oriented and motivated Customer Service Specialist to join our team in Boston.This role is essential in ensuring smooth communication with clients, · supporting daily operations, · and providing clear, · reliable solutions to customer inquiries. · ...

We are an organization where employees can thrive personally and professionally. Professional development opportunities help employees enhance their skills and grow in their careers. · ...

+The Specialist, Investment Services will support advisors utilizing MMAS strategies through the Envestnet platform (WMS), acting as a primary point of contact for day-to-day service needs,+ · The role is relationship-driven and service-oriented, requiring strong communication sk ...

+The Service Sales Specialist for Instrumentation in Biopharma will play a critical role in maximizing the value of our extensive installed base. · +Responsibilities,+Manage assigned service sales accounts to ensure customer satisfaction and drive business growth. · , Negotiate p ...

+ Serve as a primary point of contact for Mass Mutual Advisors ( MMLIS) advisors using MMAS strategies on the Envestnet/WMS platform · + Build and maintain strong, long-term relationships with advisors through proactive outreach and ongoing service engagement · + Respond to advis ...

The Specialist, Investment Services will support advisors utilizing MMAS strategies through the Envestnet platform (WMS), acting as a primary point of contact for day-to-day inquiries regarding our investment strategies, investment-related questions, · and ongoing relationship ma ...

We are seeking a Client Service Specialist to join our North America Client Service team. · ...

We're seeking a Client Service Specialist to join our North America Client Service team. This role supports Relationship Managers by helping to plan client calls and meetings, · gather and review meeting materials, · communicate with clients, · write meeting notes, · execute foll ...

We are seeking a sharp IT Infrastructure Services Specialist to deliver technical support in a fast-paced environment. · Troubleshoot and resolve technical issues across desktops,laptops,and mobile devices. · Support Windows OS,Microsoft 365,and financial platforms. · ...

Focus Partners Wealth seeks a Client Service Specialist to join its Boston-based team. The role involves working with wealth advisors to support and strengthen client relationships. · ...

This role provides frontline technical support to employees across the organization. You will bring curiosity, a passion for technology, and a strong customer-service mindset to a fast-paced environment. · ...

We are seeking a Client Service Specialist to join our growing Boston-based team. The Client Service Specialist role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client's ...

Child Care Choices of Boston is dedicated to empowering families through support and resources. · ...

We are seeking a sharp IT Infrastructure Services Specialist to deliver Tier 1 and Tier 2 technical support in a fast-paced financial environment. · This individual must present well, communicate effectively, · and demonstrate strong technical depth across infrastructure · and en ...

The Student Services Specialist will provide quality recruitment, orientation and academic advising and registration for students in the Manning College of Nursing and Health Sciences.The incumbent is the first point of contact for students conversing advancing their education at ...

Focus Partners Wealth is seeking a Client Service Specialist to join our growing Boston-based team The Client Service Specialist role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning delivering personalized advice aligned wi ...

We are seeking a detail-oriented and motivated Customer Service Specialist to join our team in Boston. · This role is essential in ensuring smooth communication with clients, supporting daily operations, and providing clear, reliable solutions to customer inquiries. · The ideal c ...

Child Care Choices of Boston is dedicated to empowering families through support resources technical assistance training and childcare expertise. The Family Services Specialists is a vital contributor to this team. · ...

The Specialist, Investment Services will support advisors utilizing MMAS strategies through the Envestnet platform (WMS), acting as a primary point of contact for day-to-day service needs, investment-related questions, and ongoing relationship management. This role requires the a ...

The Search Services Specialist is responsible for supporting clients by providing an all-inclusive customer service experience. Demonstrate excellent customer relations and achieve quality results in a timely manner. · , · , · ,(General office administrative duties including tele ...