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General Service Associate
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Boston Medical Center Boston, United StatesAt Boston Medical Center (BMC), our diverse staff works together for one goal - to provide exceptional and equitable care to improve the health of the people of Boston. Our bold vision to transform health care is powered by our respect for our patients and our commitment to ensur ...
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Client Service Associate
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Morgan Stanley Boston, United States Full timePOSITION SUMMARY · Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capab ...
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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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Office Services Associate
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Williams Lea Boston, United States Full timeWilliams Lea is hiring for an Office Services Associate for our Boston office to work Monday to Friday, 11:00 am to 8:00 pm · This position will require proof of Covid-19 vaccination (see end of description for additional requirements). · Pay: $18.00/hour · Benefits: · * Various ...
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Client Service Associate
1 day ago
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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Acadian Asset Management Boston, MA, United StatesAcadian Asset Management LLC is a Boston-headquartered investment management firm with wholly owned affiliates located in Singapore, London, and Sydney. As of September 30, 2023, the firm managed approximately US$97 billion on behalf of major pension funds, endowments, foundation ...
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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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Customer Service Associate
2 weeks ago
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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Customer Service Associate
4 days ago
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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Member Services Associate
5 days ago
Massachusetts General Hospital 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 Representativ Member Services, Member Servi ...
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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
5 days ago
Mass General Brigham Boston, United StatesInclude 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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Resident Services Associate
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Barkan Boston, United StatesCome join our growing team · If you're looking for a rewarding position on a dynamic team with opportunities for growth, look no further The Barkan Companies is a diversified group of real estate businesses with a solid record of success in property management, construction and d ...
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Service Associate I
2 weeks ago
Eastern Bank Boston, United StatesService 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 through the following activ ...
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Food Service Associate
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Service Associate I
1 week ago
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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Customer Service Associate
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Catholic Charities Archdiocese of Boston Boston, United StatesJob Description · Job Description · The Customer Service Associate is responsible for assisting the Community Interpreter Services program administrative function in busy, high-volume setting. The Customer Service Associate will process all administrative tasks such as data ent ...
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Service Associate I
1 week ago
Eastern Bank Boston, United StatesService 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 through the following act ...
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Donor Services Associate
10 hours ago
EPIP Boston, United StatesThe Boston Foundation believes that one of the great strengths of the Greater Boston community is the rich diversity of its residents in race, religion, national origin, ethnicity, sex, sexual orientation, gender identity, genetic information, age and physical abilities. The Foun ...
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Guest Service Associate
1 week ago
Massachusetts Convention Center Authority Boston, United StatesSummary: · As assigned, Guest Services Associate ("GSA")/ Lawn on D Ambassador is responsible providing excellent customer service to our clients and visitors under the guidance of the Guest Services Manager · Essential Duties & Responsibilities:The Guest Services Manager may d ...
Shareholder Services Associate - Boston, United States - GMO
Description
Company ProfileFounded in 1977, GMO is a global investment manager committed to delivering superior long-term investment performance and advice to our clients.
We manage approximately $60bn for a client base that includes many of the world's most sophisticated institutions, financial intermediaries, and private clients.
Industry-wide, we are well known for our focus on valuation-based investing, willingness to take bold positions when conditions warrant, and candid and academically rigorous thought leadership.
Jeremy Grantham, GMO's Co-Founder and Long-Term Investment Strategist, is renowned as an expert in identifying speculative investment bubbles and also as a leading climate investor and advocate.
GMO is privately owned and employs over 430 people worldwide. Headquartered in Boston, GMO also maintains offices in Amsterdam, London, Singapore, and Sydney, as well as a U.S.West Coast Hub comprised of professionals located in and around the Greater San Francisco area and a Representative Office in Tokyo.
Our company-wide culture emphasizes commitment to clients, intellectual curiosity, and open debate.We celebrate and respect our differences, while embracing and valuing what each of us brings to work, as we know that diverse teams in an inclusive, caring environment achieve higher engagement and better client results.
OverviewThis individual will work as a part of the Boston Shareholder Services team.The group is responsible for the review, processing and reporting of institutional and high net worth client cash flows in mutual funds, hedge funds, separately managed accounts, private partnerships, fund of funds and other complex investment products.
The individual will perform support for inquiries relating to shareholder processes from a variety of internal and external business partners, such as:transfer agents, custodian banks, reconciliation personnel, sales and relationship/consultant managers as well as investment management professionals.
They will be responsible for accurately performing good order review and data entry of client financial and account maintenance transactions as well as providing prompt and accurate communication of flows to portfolio managers.
The individual will also have a service role whereby they are responsible for responding knowledgeably to client and transaction related inquiries received by email, phone or postal mail.
The successful candidate will learn how to effectively manage all daily tasks while being proactive and forward thinking when tackling any challenges the team may face.
They will also develop a strong understanding of the inner workings of the various products GMO offers to its clients as well adopting GMO's client first mentality.
ResponsibilitiesCoordinate client cash flows for GMO mutual funds, hedge funds, asset allocation products and separately managed accounts; communicate with clients and custodial bank(s); input transactions into internal systems; report transactions to GMO transfer agent(s); and notify GMO trading teams, portfolio managers and client/consultant relationship managers of cash flow activity.
Input internal orders from trading teams for Fund of Funds, Asset Allocation clients and accounts where GMO has discretion, and report these transactions to the client's and/or fund's custodian when applicable Respond to inquiries regarding shareholder transaction activity, such as:account market values and investment performance, audit materials, fund distributions and tax informationCoordinate with clients, custodians and consultants as well as client/consultant relationship managers to process and communicate shareholder new account and account maintenance requests for GMO mutual funds, hedge funds and separately managed accounts; input requests into internal systems; report requests to GMO transfer agent(s)Monitor and maintain accurate records of shareholder transaction activity, shareholder holdings and fund shares outstanding by share class; identify discrepancies between transfer agent, GMO records and fund custodian records, and resolve these discrepancies in a timely fashionPerform project work as necessary for firm-wide and team initiativesPerform user testing on proprietary cash flow application.
Recommend new features and assist with determining business requirements along with prioritization. Promptly inform management of client issues and additional servicing requests where appropriateRequired SkillsBachelor's degree Excellent written and verbal communication capabilitiesStrong attention to detail; able to prioritize work and effectively manage multiple tasks to meet daily and periodic deadlines with a high level of accuracyWork well in a collaborative team setting where there are both individual and shared assignmentsAbility to exercise good judgment to think through how shareholder activity impacts the investment and operations processes; recognize when to communicate with the appropriate business teams on matters Self-starter who proactively seeks out information to ensure he or she understands steps required to complete the job efficiently and ensure processes are completed correctlyStrong analytical skills are essential, including an aptitude for numbers and reconciliationsEnthusiastic and eagerness to learn and develop a career within the investment management industry