Associate Solutions Consultant, Eclipse Client Services - Boston

This is a rare opportunity to join an award-winning global law firm in a highly visible Client Service & Legal Project Manager role. · ...

This is an opportunity to support operations and ensure seamless client service delivery in the Americas Insurance Consulting Technology (ICT) Business of WTWs Global Risk & Broking Division. · ...

We are seeking a Client Service Associate to serve as a key point of contact between our clients and internal teams. · Act as a primary liaison for client inquiries requests service coordination · Provide timely professional accurate responses to client communications · ...

Take on a key leadership role as a Client Service Manager (Investment Operations) with our client in Boston, MA (Hybrid), overseeing operational execution and client relationship management across institutional and private wealth accounts. · ...

The Manager Client Service leads a high-performing team responsible for delivering a consistent, high-touch client experience. This role combines day-to-day operational leadership with strategic contribution—owning service delivery, deepening client relationships, resolving sophi ...

The Client Service Associate is a detail-oriented and proactive professional who plays a key role in the daily operations of a wealth management practice. · ...

We are seeking a polished and detail-oriented Client Service Associate to support our client relations strategy and ensure every interaction reflects the high standards of Elevare Branding. · ...

A well-established Boston-based Registered Investment Advisor (RIA) seeks a motivated Client Service Associate to join its growing team. · Support Advisors by managing client communications and day-to-day service requests · Assist with portfolio administration and related operati ...

The Client Service Lead is responsible for delivering exceptional service to advisory teams and clients. · ...

This person supports Financial Advisors with running their day-to-day Investment practice while enhancing the customer service level and experience. · •    Act as a liaison between the registered representatives and their clients. · •    Answer phones and schedule appointments,Pr ...

We are seeking a Client Service Specialist to join our North America Client Service team. · ...

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 ...

This role is ideal for someone who enjoys client interaction, · financial planning, · and being the steady,reliable point of support behind · high-net-worth client relationships.You'll work directly with senior advisors,sit in on client meetings, · ...

We help clients build better workplaces, where people feel supported, empowered and inspired to thrive. · We're a community of bold explorers, trusted experts and compassionate partners; working side by side to solve problems and shape the future of work. · ...

This role is a Client Services Representative position in a confidential financial services firm in Boston. · Open and close accountsSupport portfolio managersBill pay for clientsC... ...

Take on a key leadership role as a Client Service Manager (Investment Operations) with our client in Boston MA overseeing operational execution and client relationship management across institutional and private wealth accounts. · Mentor junior staff conduct performance reviews s ...

Take on a key leadership role as a Client Service Manager (Investment Operations) with our client in Boston, MA (Hybrid), overseeing operational execution and client relationship management across institutional and private wealth accounts. · Mentor junior staff, conduct performan ...

Lead and develop a client service team: set goals, coach performance, build capabilities, and cultivate an inclusive, customer-centric culture. Be responsible for a defined client portfolio or service program... · ...

This role is seeking a Client Services Representative to join the team. · ...

The Client Service Lead is responsible for delivering exceptional solutions-oriented service to advisory teams and clients. This role serves as the primary point of contact for operational and service requests ensuring accurate timely execution. · ...

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 ...