Client Accounts Specialist - Wealth Management
FL Putnam Investment Management
FL Putnam Investment Management is seeking a Client Account Administrator to join their team in Lynnfield, Massachusetts. The successful candidate will provide personalized client service, maintain strong client relationships, and manage account openings and inquiries. A Bachelor's degree and at least 1 year of experience in the financial industry are preferred. Candidates should possess exceptional communication skills and be proficient in tools like Excel and Addepar. This role contributes to a supportive and inclusive work environment. #J-18808-Ljbffr FL Putnam Investment Management
$61k - $75k
F.L.Putnam Investment Management Company is seeking a Client Account Administrator based in Lynnfield, Massachusetts. This position entails working closely with Investment Advisors to deliver personalized client service. Responsibilities include opening accounts, responding...SuggestedWork experience placement- FLP delivers sophisticated planning, investment management, research, wealth management, and family office services to a range of individuals... ...and solutions to you, tailoring our advice to meet clients' needs. Client Account Administrator is an essential member of the F.L....SuggestedWork experience placementWork at office
- ...Bane Care Management, LLC – BaneCare Management is seeking a full-time, on‑site, skilled nursing facility (SNF) experienced Accounts Receivable Coordinator. Our experienced staff of compassionate caregivers, therapists, clinical experts, and dietary personnel are focused...SuggestedFull timeWork at office
$1,000 - $1,100 per month
...a wide variety of quality material handling equipment, fleet management solutions, warehouse products and support services to meet their... ...territory to meet sales objectives. Develop existing accounts and seek new business. Analyze opportunities, identify key personnel...SuggestedWeekly payFull timeTemporary workWork at officeLocal areaWorldwideVisa sponsorshipFlexible hours- BaneCare Management is seeking a full-time, on-site, skilled nursing facility (SNF) experienced Accounts Receivable Coordinator. Our experienced staff of compassionate caregivers, therapists, clinical experts, and dietary personnel are focused on one goal: providing an...SuggestedFull timeWork at office
- .... Through its portfolio of solutions—including Digital Procurement Network, Fresh Services, Software Solutions, and Supply Chain Management—Buyers Edge is reshaping how the foodservice industry connects and thrives. At the heart of our work is a culture built on Position...Work at officeLocal areaFlexible hours
$50k - $60k
...and scale. SmartBear offers deep test automation, API lifecycle management, and observability capabilities. With integrations across the... ...promoting from within successful SDRs can be promoted to an Account Executive position within 12 months (sometimes faster!) As an...Work at officeLocal areaFlexible hours- ...Danvers seeks an experienced advisor to provide tailored financial advice and develop client relationships. This role includes understanding financial needs, creating wealth management strategies, and driving business development through events and networking....
- ...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice...
- ...following: Assist customers with questions and recommendations Manage sales transactions while working assigned cash register Maintain... ...Benefits We offer a wide variety of rewards to support your health, wealth, and mental well‑being. In addition to medical, pharmacy, dental...Contract workPart timeLocal area
$59k - $75k
Treasury Management Client Support Specialist Join to apply for the Treasury Management Client Support Specialist... ..., an Insurance division, a Wealth Management & Trust organization and... ...to Cash Management products, deposit accounts and general requests. Prepare and organize...Summer holidayFlexible hours$31.16 per hour
...caring and detail-oriented, fully bilingual in Spanish and English Account Associate to help Spanish- and English-speaking residents in... ...energy journey, in English and Spanish: Customer Account Management: Manage a portfolio of active customer cases through the...Full timeFor contractorsWork at officeLocal areaRemote workFlexible hoursShift workAfternoon shift$78.32k - $101.82k
...& Beverage, Packaging, Automotive, and Aerospace. SUMMARY The Account Representative drives sales, identifies, and generates opportunities... ...customer satisfaction by maintaining customer contact and managing customer expectations. The Account Representative provides education...Work at officeNight shiftWeekend work- Chico’s FAS, Inc. in Peabody, MA is seeking a Sales Associate to support management in creating a customer and product-focused sales culture. You will promote MAPS standards, help customers with purchases, and participate in store sets and merchandising to ensure an inviting...
$27.79 - $36.12 per hour
...solutions to the animal and oral health markets. The Sales Account Specialist is involved in a variety of sales activities aimed to maintain... ...issues, providing data and guidance to the sales team, managing sales tracking tools and analyzing sales trends. While also...Work experience placementWork at officeLocal areaRemote work- ...Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses... ...other producers and support personnel. May manage overall client relationships and is supported by day-to-day account management. Assist, educate and develop other...Full timeInternshipLive outWork at officeLocal areaFlexible hours
- Park 6 Logistics invites applications for a Client Account Representative in Lawrence, MA. You will serve as the main point of contact for clients, ensuring satisfaction and coordinating with internal teams to execute logistics services. The ideal candidate is organized...
- ...Account Representative II The Account Representative II is primarily responsible for expanding their book of business through converting... ...customer satisfaction by maintaining customer contact and managing customer expectations. Job Duties Increases revenue and profitability...Work at officeNight shiftWeekend work
$78.32k - $101.82k
...Account Representative MotionAi brings together the leading high-tech automation solution providers for industrial automation across... ...customer satisfaction by maintaining customer contact and managing customer expectations. The Account Representative provides education...Work at officeNight shiftWeekend work- Lumina Agency INC in Lawrence, Massachusetts is looking for a Client Account Representative to be the primary point of contact for clients. This role focuses on maintaining strong relationships, coordinating communications, and ensuring outstanding service throughout the...
- ...Client Onboarding Specialist Support Burlington, MA Asset Management Financial Services Fintech JO-2401-1454 We are a well funded, rapidly growing fintech... ...knowledge of enterprise investment accounting software An understanding of market needs...Work at officeShift work2 days per week
- ...and other office software. Excellent organizational and time management skills with an ability to prioritize tasks effectively.... ...verbal communication skills to interact with team members and clients. Attention to detail and problem-solving skills to ensure accuracy...Work at office
- As a Client Management Specialist, you will work closely with clients, suppliers, sales and internal teams to best meet client needs. This role... ...to payment. Communication, detail orientation, accountability, positivity, and time management are key to success. Flexibility...Work at officeRemote work
$60k - $74k
...execution and long‑term asset management—across commercial and... ...these solutions and helping clients improve facility performance... ...Summary The Client Relations Specialist plays a critical role in supporting... ...servicing existing client accounts by acting as a key liaison...Contract workTemporary workWork at officeFlexible hours3 days per week- ...Sales Development Representative (SDR) who can drive the top of their sales funnel at MedInsight. This role involves researching accounts, building new relationships, and generating qualified meetings. The ideal candidate will work with a solid team to achieve pipeline...Remote job
- .... Through its portfolio of solutions—including Digital Procurement Network, Fresh Services, Software Solutions, and Supply Chain Management—Buyers Edge is reshaping how the foodservice industry connects and thrives. At the heart of our work is a culture built on a passion...Work at officeLocal areaFlexible hours
- C-4 Analytics, a leading digital marketing company in Wakefield, MA, is hiring a Sales Development Representative to grow our automotive dealership solutions. You will identify leads, reach out via phone, email, and social channels, and set appointments for the sales team...Internship
- .... Through its portfolio of solutions—including Digital Procurement Network, Fresh Services, Software Solutions, and Supply Chain Management—Buyers Edge is reshaping how the foodservice industry connects and thrives. At the heart of our work is a culture built on a passion...Local areaFlexible hours
- Milliman, Inc is hiring a Sales Development Representative to drive the top of the sales funnel by researching accounts and generating new relationships. This strategic role partners with experienced sales professionals to achieve pipeline goals while focusing on conversion...Remote job
$21.75 - $26.45 per hour
...strategies and industry knowledge naturally by hearing colleagues handle calls and receive instant feedback and hands‑on guidance from your manager and colleagues during in‑person weekly one‑on‑ones. Boosted Visibility and Networking: Build strong connections with your team,...Hourly payInternshipWork at officeWork from homeMonday to FridayFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Accounts Specialist - Wealth Management. Be the first to apply!
- insurance customer service advisor Lynnfield, MA
- customer service representative hiring Lynnfield, MA
- customer service representative data entry Lynnfield, MA
- customer associate Lynnfield, MA
- customer advisor Lynnfield, MA
- customer success associate Lynnfield, MA
- customer service administrator Lynnfield, MA
- warehouse customer service representative Lynnfield, MA
- client service specialist Lynnfield, MA
- manufacturing customer service representative Lynnfield, MA


