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. · ...

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. · ...

· Company Description · Park 6 Logistic is a forward-thinking logistics and operations company committed to delivering efficiency, precision, and excellence across every stage of the supply chain. Based in Boston, we combine strategic planning with innovative execution to suppor ...

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

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

Job Title: Client Services Coordinator · This role involves providing support to clients with planning assistance, booking coordination and general customer care. · Assist clients with general questions and coordinate booking details · Provide excellent customer service through e ...

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. · ...

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 ...

+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 ...

The Client Service Associate role is a valuable part of the overall level of service and communication provided to clients, Consultants, custodian firms and money managers. · As a liaison between custodians and clients by maintaining client records and authorized signers,Assist c ...

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 accounts within a Branch that consistently meets or exceeds CSO revenue be ...

· Company Description · Park 6 Logistic is a forward-thinking logistics and operations company committed to delivering efficiency, precision, and excellence across every stage of the supply chain. Based in Boston, we combine strategic planning with innovative execution to suppor ...

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 have proven abilities in providing expert recruitment, executive search, and contract staffing services to pharmaceutical companies, · biotechnology companies, medical device manufacturers and contract research organizations globally. · ...

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. · ...

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. · ...

+ Provide day-to-day administrative support for high-net-worth client accounts and act as a trusted partner to the Relationship Management team. · + Demonstrate passion for serving clients by accurately completing account administrative duties such as preparing correspondence and ...

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... ...

+ Client Service ManagerThe 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. · Ensure the smooth, effici ...

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 ...