Client Services Specialist - Boston, MA - beBeeWealthAdvisor

+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 ...

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 ...

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. · ...

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 ...

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 ...

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 ...

The Procurement Specialist serves as an interface for the Project Procurement & Logistics Manager and Project Manager tracking Purchase Orders from submission to delivery across a portfolio of projects to ensure procurement commitments are met including on-time delivery quality a ...

A Service Specialist provides various administrative support services that may include; copy, print, mail, hospitality, facilities and receptionist services. · ...

Client Services Specialist to join a confidential financial services firm in Boston. · ...

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 with each c ...

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 professional and customer service focused Senior Service Specialist to join the GBTS team at our law firm client's downtown office. · In this pivotal role you will provide various administrative support which may include copy, print, mail, hospitality, facilities ...

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 ...

+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 ...

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 ...

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 ...

Salsify is seeking a Service Desk Specialist to work in our Boston office. · Lead the resolution of complex technical issues and escalations from end-users, · Mentor junior service desk staff on best practices for user interaction and problem resolution, · Collaborate extensively ...

+ IT Service Desk Specialist · As an IT Service Desk Specialist, you will be a key member of the IT Operations team, providing frontline technical support to employees across the organization. You will bring curiosity, a passion for technology, and a strong customer-service minds ...

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 w ...

A Service Specialist – Facilities provides various administrative support services to our clients which may include office moves, conference room setups, and miscellaneous facilities-related tasks. · ...