Senior Director, Client Services - 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. · ...

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 ...

The Manager Client Service leads a high-performing team responsible for delivering a consistent, high-touch client experience. This role combines day-to-day operational leadership with strategic contribution—owning service delivery, deepening client relationships, resolving sophi ...

We are seeking a polished and detail-oriented Client Service Associate to support our client relations strategy and ensure every interaction reflects the high standards of Elevare Branding. · ...

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, · ...

Job summarySupports Financial Advisors with running their day-to-day Investment practice. · Act as a liaison between the registered representatives and their clients. · Answer phones, schedule appointments, and prepare materials for client meetings. · ...

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. · ...

Join our client's dedicated team as a Bilingual (English/Spanish) Client Services Representative and become a vital part of a non-profit organization. · ...

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 ...

Oppenheimer & Co. Inc. is a leading middle-market investment bank and full service broker-dealer seeking a Client Service Associate to join their Private Client Division in Boston, MA. · ...

This role is seeking a Client Services Representative to join the team. · ...

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... ...

+Job summary · We are seeking a Client Service Specialist to join our North America Client Service team. · +ResponsibilitiesSupport the efforts of Relationship Managers to properly and proactively service clients · Track and maintain client information and facilitate account open ...

This role serves as the main contact for the client for ongoing service and is the customer's resource for consultative advice on contracts, plan structure, financial and renewal questions, escalation of claim issues, and other administrative aspects of their plan. · ...

The Branch Client Service Manager II is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of small commercial accounts within a Branch that consistently meets or excee ...

We are seeking a detail-oriented and service-focused client services coordinator. · ...

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 ...

The Client Service Lead is responsible for delivering exceptional service to advisory teams and clients. · ...

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. · ...

Client service associates provide exceptional service to clients and support financial advisors on a daily basis through regular interactions with clients. They build trusted relationships by leading with a client-first mindset and possessing strong interpersonal skills. · ...