2027 Tax Winter Intern - Private Client Services (PCS) - Boston

This is a rare opportunity to join an award-winning global law firm in a highly visible Client Service & Legal Project Manager role. · ...

This is an opportunity to support operations and ensure seamless client service delivery in the Americas Insurance Consulting Technology (ICT) Business of WTWs Global Risk & Broking Division. · ...

A well-established Boston-based Registered Investment Advisor (RIA) seeks a motivated Client Service Associate to join its growing team. · Support Advisors by managing client communications and day-to-day service requests · Assist with portfolio administration and related operati ...

Job Title: Client Service Associate · Location: Boston, MA (Hybrid) · Compensation: $75,000–$85,000 Base + Bonus · Firm Overview · A well-established, Boston-based investment management firm is seeking a Client Service Associate to join its growing team. The organization manages ...

The Client Service Lead is responsible for delivering exceptional solutions-oriented service to advisory teams and clients. This role serves as the primary point of contact for operational and service requests ensuring accurate timely execution. · ...

We support people's dreams coming true every day. · ...

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 ...

+p> Client Services Associate · A well-established private wealth advisory firm is quietly adding a Client Services Associate · to its team. This role is ideal for someone who enjoys client interaction, · financial planning,<span style= ...

We help clients build better workplaces, where people feel supported, empowered and inspired to thrive. · We're a community of bold explorers, trusted experts and compassionate partners; working side by side to solve problems and shape the future of work. · ...

Who We Are: · Oppenheimer & Co. Inc. (�Oppenheimer�) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities b ...

This role is a Client Services Representative position in a confidential financial services firm in Boston. · Open and close accountsSupport portfolio managersBill pay for clientsC... ...

Take on a key leadership role as a Client Service Manager (Investment Operations) with our client in Boston, MA (Hybrid), overseeing operational execution and client relationship management across institutional and private wealth accounts. · Mentor junior staff, conduct performan ...

Our client is seeking a Client Service Coordinator to support tenants and the property management team. In this role, you will serve as the first point of contact in the property management office delivering an exceptional experience to tenants and visitors while handling adminis ...

We are seeking a Client Services Associate to assist Financial Advisors with client account opening and maintenance. · Perform clerical functions related to opening client accounts · Work with clients in obtaining required documents · ...

Focus Partners Wealth is seeking a Client Service Specialist to join our growing Boston-based team. · Serve as the primary liaison among custodians, operations teams, · advisors and clients providing end-to-end operational support including account openings · ,maintenance asset t ...

This role is ideal for someone who enjoys client interaction, · financial planning, · and being the steady,reliable point of support behind · high-net-worth client relationships.You'll work directly with senior advisors,sit in on client meetings, · ...

You'll be a trusted partner to organizations navigating their most important people decisions. We help clients build better workplaces where people feel supported empowered and inspired to thrive. · ...

The Client Service Manager (CSM) holds a dynamic and strategic role, · responsible for overseeing operational efficiency, · strengthening client relationships, · and leading high-performing teams across multiple sites or projects. ...

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 ...

The Client Service Lead is responsible for delivering exceptional, solutions-oriented service to advisory teams and clients.This role serves as the primary point of contact for operational and service requests, ensuring accurate and timely execution. · ...

Take on a key leadership role as a Client Service Manager (Investment Operations) with our client in Boston MA overseeing operational execution and client relationship management across institutional and private wealth accounts. · Mentor junior staff conduct performance reviews s ...