Wealth Client Specialist - Boston

This full-time, onsite role offers an excellent opportunity to be an integral part of a collaborative, well-established team that values professionalism, attention to detail and work/life balance. · ...

Our client seeks an experienced Client Specialist to support high-net-worth clients. · ...

We are seeking a motivated and dynamic · Client Specialist · to support and grow new business opportunities. In this role, you will lead and coordinate activities across various departments, · ensuring we align the right skills and resources to achieve our business goals.Flexibl ...

We are seeking a Client Billing Specialist to join our dynamic Finance Department in Boston. You will serve as the primary liaison for billing attorneys and clients, · managing the monthly proforma billing process from start to finish. · ...

We're seeking a Client Onboarding Specialist to create a great client experience during post-sale product implementation and onboarding.In this role, you will work with clients of our SaaS product solutions supporting our fast-growing global client base of private markets clients ...

We are seeking a Client Billing Specialist to join our dynamic Finance Department in Boston office. · Billing experience: Minimum of 2 years of billing experience. · Initiative and time management: Proven ability to work independently, manage time effectively, and meet deadlines. ...

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 ...

KLR Executive Search Group partners with a New England law firm to find its next Client Support Specialist. · Support client growth efforts by identifying new opportunities, managing key relationships, executing marketing initiatives. · ...

+We are bringing on driven Client Acquisition Specialists to secure more end-client roles for our recruiter ecosystem. · You'll introduce companies to our platform and earn a percentage of every role they post that gets filled by our global recruiter community. · This is a commis ...

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'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 ...

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. · ...

We are seeking a Client Accounting Specialist to join our dynamic finance team and manage the financial aspects of a portfolio of clients. · ...

The Client Support Specialist is a key member of the Firm's business development and client engagement team. This strategic, hands-on role supports the Firm's client growth efforts by identifying new opportunities, managing key relationships, and executing thoughtful marketing an ...

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 ...

+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 Development Specialist role is a key position within the firm's strategy and corporate finance team. The specialist will drive lasting impact and build long-term capabilities with clients by articulating tangible actions for them to maximize shareholder value. They ...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. At Prime Therapeutics (Prime), we are a different kind of PBM with a purpose beyond profits and a unique ability to connect care for those we serve. · We know that peopl ...

The ideal candidate is a tech-savvy professional with exceptional customer service skills who thrives in a fast-paced environment.Provide face-to-face technical support on campus for faculty, staff, and students · Troubleshoot hardware, software, connectivity, and account access ...

+The WCS role supports Wealth Consultants and Private Bankers within the Wealth Division. · ++Service & Support - Works directly with clients... · Data Analysis - Sources... · + · , ...