- Service tasks including opening accounts, maintenance of accounts, investment and transition paper work
- Process client tax payments and the tax document lifecycle process
- Manage RMD process and payments
- Process capital calls and redemptions, as well as track distributions
- Assist with client meeting materials
- Update CRM data
- Assist client in completing firm and custodian paperwork, as needed
- Bachelor's Degree
- 3+ years of related experience
- Knowledge of investment and financial planning concepts
- Understanding of capital markets
- Strong written and verbal communication skills
- Strong analytical and problem solving skills
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General Service Associate
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Client Service Associate
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CIBC Boston, United StatesWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
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Client Service Associate
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Office Services Associate
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Client Service Associate
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Customer Service Associate
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Client Services Associate
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Marchon Partners Boston, United StatesJob Title: Client Services Associate · Location: Hybrid, 3 days in Boston (Tues Thurs) · Duration: 6+ months · JOB PURPOSE: · The Distribution Client Services Associate provides support to the wider Global Client Service team on a range of responsibilities and will assist t ...
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Customer Service Associate
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Greenlining Management Boston, United StatesGreenlining is a telecommunication-based consulting sales and marketing firm. We help our client's popular, household brands maximize their profitability and increase their overall brand exposure through innovative and creative revenue capabilities. · We are looking for a self-s ...
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Client Service Associate
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Partners Capital Boston, United StatesThe Client Service Associate located in Boston will support and work closely with senior members of the Client Service Team in coordinating the portfolio operations for a range of clients. Primary responsibilities will center on the implementation of client investment strategies ...
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Member Services Associate
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Member Services Associate
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Service Associate I
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Associate Tax Services
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Associate, Client Service
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Guest Service Associate
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Customer 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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Food Service Associate
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Panera Bread Boston, United StatesPanera Bread - 364 Brookline Avenue [Restaurant Team Member] As a Food Service Associate at Panera Bread, you'll: Listen to the guest's needs, and deliver it - fast, accurate and with a friendly smile; Serve the guests and create the warm and friendly atmosphere that Panera is kn ...
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Customer Service Associate
1 day ago
Complete Staffing Solutions Boston, United StatesContract: · June – September, possible extensions · Hours: · 7:30am-3:00pm · Environment: · Boston, MA · Parking onsite · Pay: · $20-24/hour · Position Summary · To provide outstanding customer service and direction to all agencies physically picking up product. · Manag ...
Client Service Associate - Boston, United States - Fanning Personnel
Description
Position 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 facilitate the daily transactions for client portfolios. The Client Service Associate has to be able to adapt quickly and be comfortable working in a fast- paced environment.
Position Responsibilities:
Position Qualifications:
2
Additional Info :
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