financial services specialist - Boston - beBeeInvestmentAnalyst

Contributes to excellent services for persons served by providing leadership in discrete service areas such as activities/recreation, dual disorders, housing, employment or education. · ...

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. · ...

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 ...

+ Serve as a primary point of contact for Mass Mutual Advisors ( MMLIS) advisors using MMAS strategies on the Envestnet/WMS platform · + Build and maintain strong, long-term relationships with advisors through proactive outreach and ongoing service engagement · + Respond to advis ...

We have an opening for a Client Service Specialist (Legal Secretary) in our Boston office. The Client Service Specialist provides administrative client services to both internal and external clients. · Maintain a consistent physical presence required to facilitate an interactive ...

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 ...

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 ...

Job summary · The Specialist will support advisors utilizing MMAS strategies through the Envestnet platform. They will act as a primary point of contact for day-to-day service needs and investment-related questions. · ResponsibilitiesServe as a primary point of contact for Mass M ...

+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 ...

+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 ...

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 ...

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 ...

We are looking for an individual who values amazing customer service and is willing to exceed expectations for their clients. They will maintain a high level of service for each client inside and outside of the pattern room through personal service in-person and via email. Each M ...

We are an organization where employees can thrive personally and professionally. Professional development opportunities help employees enhance their skills and grow in their careers. · ...

We are seeking a sharp IT Infrastructure Services Specialist to deliver technical support in a fast-paced environment. · Troubleshoot and resolve technical issues across desktops,laptops,and mobile devices. · Support Windows OS,Microsoft 365,and financial platforms. · ...

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 ...

We are a provider of specialized fund administration services for Managers and General Partners of private equity funds. The Investor Services Specialist plays a key role in client engagement and working with engagement teams to provide an excellent experience for our clients and ...

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 ...

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

The IT Infrastructure Services Specialist is responsible for delivering frontline support for hardware software and financial applications ensuring minimal disruption to business operations. · ...

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 ...