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Registered Client Service Associate
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Member Services Associate
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Member Services Associate
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Mass General Brigham Boston, United States Part timeInclude but are not limited to: Member check-in Member bookings and group fitness class reservations. Greeting members, guests and prospective members in a professional manner. Being an "informational resource" for members. Club Tours Administrative Member Services, Member Servic ...
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Client Service Associate
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Client Service Associate
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Fanning Personnel Boston, United StatesPosition Summary · Boston investment firm is seeking a Client Service Associate to join their dynamic team. This individual will work closely with the Client Advisory Team to understand the client's needs and to improve upon service within each client relationship as well as fac ...
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Associate, Client Service
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Fanning Personnel Boston, United StatesAssociate, Client Service & Marketing opening located at a wealth management firm in Boston · Im a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This s ...
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Office Services Associate
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Park Service Associate
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Resident Services Associate
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Service Associate I
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Eastern Bank Boston, United StatesJob Description · Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line). · Major Responsibilities: · Works toward achieving specific individual sales and service goals throug ...
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Client Service Associate
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General Service Associate
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Unit Service Associate
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Massachusetts General Hospital Boston, United StatesJob Description - Unit Service Associate · Unit Service Associate · - · ( · ) · Responsible for a variety of tasks to maintain the cleanliness and orderliness of assigned unit and to support fellow USAs in doing so. Other responsibilities may include but are not limited to: ...
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Food Service Associate
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Service Center Associate
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Resident Services Associate
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Customer Service Associate
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Complete Staffing Solutions Boston, United StatesJob Description · Job Description · Contract: · June - September, possible extensions · Hours: · 7:30am-3:00pm · Environment: · Warehouse/Office at GBFB · Parking on Site: Fenced in area for employee parking and there are at least two security guards outside the building at ...
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Member Services Associate
2 days ago
Massachusetts General Hospital(MGH) Boston, United StatesThe Member Services Representative is the "concierge" of the club. They provide good customer service to all members and their guests by exceptional communication skills as well as a friendly and outgoing personality. The Member Service Representative is an informational resource ...
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Unit Service Associate
2 days ago
Massachusetts General Hospital(MGH) Boston, United StatesResponsible for a variety of tasks to maintain the cleanliness and orderliness of assigned unit and to support fellow USAs in doing so. Other responsibilities may include but are not limited to: coaching and mentoring fellow USAs, assisting to facilitate patient throughput, suppo ...
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Wealth Management-Client Service Associate
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Carson Wealth Boston, United StatesPosition Summary · The role of the Wealth Management- Client Service Associate is to assist team members in ensuring every aspect of client accounts are accurately and properly opened and maintained. This role will provide on-going service and support to Client Service Managers a ...
Client Service Associate - Boston, United States - CIBC LLC
10 hours ago
Description
Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit )
Description of the role: The Client Service Associate supports Relationship Managers and Client Service team with account management responsibilities for investment management and personal trust accounts. The candidate will be a key member of the team responsible for providing high touch service to meet the needs of clients, their advisors and other colleagues.
**Responsibilities but not limited to the following:**
+ Integral support for Relationship Management team
+ Administrative support: telephone back-up, prepare correspondence and maintain files
+ Account opening
+ Cash processing and monitoring cash levels
+ Prepare materials for client meetings
+ Research client inquiries and bring about timely resolution
+ Run client statements, tax reports and ad hoc reports
+ Organizing and coordinating client meetings
+ Preparing paperwork for sponsorships
+ Monitoring capital calls from Private Equity funds
+ Collecting and organizing client tax information
California residents your privacy rights regarding your actual or prospective employment )
**What CIBC Offers**
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
+ We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
+ Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
+ We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
**What you need to know**
+ CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-
+ You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
**Job Location**
100 Federal Street, 37th Floor
**Employment Type**
Regular
**Weekly Hours**
40
**Skills**
Client Issue Resolution, Client Relationship Management, Customer Experience (CX), Digital Literacy, Empathy, Financial Products, Interpersonal Communication, Standards Compliance, Transaction Services
At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.
Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.
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