Wealth Management Admin & Client Experience Specialist
Berkshire Bank
A leading financial institution in Boston is seeking an Administrative Support professional to assist with various marketing and operational tasks within the investment and wealth management division. The ideal candidate will have strong organizational skills, proficiency in Microsoft Office, and excellent communication abilities. Responsibilities include scheduling, client interaction, maintaining records, and preparing reports. This position values adaptability and teamwork and is guided by the company's commitment to equal opportunity and accessibility. #J-18808-Ljbffr
- ...Administrative Support For Private Wealth Management Provides administrative support to Region... ...meeting requests and all related client logistics. Handles highly confidential... ...independently and escalate appropriately. Experience supporting executive(s) in a complex environment...SuggestedWork at office
- ...A financial services firm is seeking a Senior Client Service Associate in Boston, MA, to manage daily operations and provide tailored support for... ...relationship management and over a decade of experience in private wealth services. Candidates should hold a Bachelor’s degree...SuggestedWork at office
- ...First Citizens in Boston is looking for a Wealth Client Specialist to support Wealth Consultants and Private Bankers. This role is crucial for... ...candidate will possess a Bachelor's Degree or relevant experience in Wealth Support, Customer Service, or Banking. The role...Suggested
$36.4 - $41.85 per hour
...Citizens Bank, we help clients pursue their ambitions... ..., our First Citizens Wealth team delivers banking,... ...most. The Wealth Client Specialist (WCS) role supports... ...Degree and 0 years of experience in Wealth Support, Banking... ...experience in wealth management or financial services....SuggestedHourly payWork at office$36.4 - $41.85 per hour
First Citizens Wealth in Boston is looking for a Wealth Client Specialist to support Wealth Consultants and Private Bankers. This role involves managing client interactions, preparing documentation,... ...Bachelor's Degree or equivalent experience in banking or customer service...SuggestedHourly pay$25 - $26.5 per hour
...Boston, MA. This role involves serving as a liaison between clients and Wealth Advisors, managing client service requests, and ensuring compliance with... ...candidate will have 3+ years of financial services experience, strong communication skills, and proficiency in Microsoft...Hourly payWork at office$25 - $26.5 per hour
...Assistant II in Boston, MA. This role involves supporting Wealth Advisors by managing client interactions, onboarding new clients, and ensuring... ...should have a High School Diploma or GED and 3+ years of experience in financial services. The position offers a salary of $...$25 - $28 per hour
...experienced Automotive Sales Accounting Admin to join their amazing team. About Us... ...of customer paperwork Assist office manager with end of month procedures Assist in... ...orders Qualifications ~2+ years of experience processing deals in new car dealership...Hourly payWeekly payFull timeLocal areaFlexible hours- ...Financial Services, LLC in Newton, Massachusetts, is seeking a Client Service Specialist to manage front desk operations and provide essential practice... ...have an Associate's degree with 1-3 years of relevant experience, excellent communication skills, and the ability to...Work at office
- ...development teams. The role involves coordinating proposals, preparing documents, and managing client communications. The ideal candidate has 1-2 years of sales coordination experience, strong organizational skills, and proficiency in tools like Google Workspace and...Work at office
- ...services firm in Boston is seeking a Registered Client Service Associate to enhance client relationships by managing service requests, onboarding clients, and... ...organizational skills, and four years of industry experience. This role offers professional development opportunities...
- ...operations, exhibit information, program information, activities and event information. In conjunction with the Director of Guest Experience maintain all Administrative office equipment at Franklin Park Zoo. Transfer calls to the appropriate internal or external...Seasonal workWork at officeWeekend work
$64k - $76.11k
...payment Assign seating for and welcome new hires Support site management and team members with their various requests and needs... ...Associate's Degree or Higher preferred Prefer 2 - 4 years of work experience in an administrative/office role Ability to work...Full timeWork experience placementLocal area$65k - $75k
...Magellan Jets in Quincy, MA seeks a Client Experience Consultant to enhance customer interactions and ensure high standards of service. Responsibilities include managing daily client needs, arranging special requests, and communicating effectively with clients. Candidates...Full timeWork at officeRemote work$120k - $150k
...Senior Advisor in Boston to support high-net-worth clients. You will partner with portfolio managers and advisory teams to provide exceptional... ...The ideal candidate will have over 10 years in wealth management and experience with fiduciary accounts. The position offers a...- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... .... You provide an exceptional investor experience by offering advised solutions and...
$60k - $65k
Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate to support Financial... ...enhancing client relationships, managing daily operations, and assisting with marketing... ...have over 5 years of relevant experience, hold Series 7 and 63/65 or 66 licenses,...Work at office$16 - $20 per hour
Talbots in Boston is hiring for a part-time position focused on creating exceptional customer experiences and fostering relationships. The ideal candidate has excellent communication skills, a strong sales ambition, and is comfortable in a team environment. Responsibilities...Hourly payPart timeAfternoon shift$26.5 - $45 per hour
Bank of America is seeking a dedicated individual for a Client Service position to support Financial Advisors at Merrill Wealth Management. Responsibilities include educating clients on bank services, ensuring accurate and timely client support, and deepening client relationships...Hourly pay$52k - $85k
BNY Mellon in Boston is seeking a Specialist, Client Service Management. In this role, you will provide quality support to clients, resolve transaction... ...client relations. A Bachelor's degree and 0-2 years of experience are preferred. Candidates should possess excellent...$83k - $104k
Citizens Bank is seeking a Citizens Private Client Relationship Manager in Boston, MA. This role involves... ...financial strategies, and collaborating with Wealth Advisors. Candidates should have 3-5 years of relevant experience, and necessary licenses are required at hiring...$85k - $100k
...Overview WHO are we looking for? CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors... ...uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing...Temporary workWork experience placementWork at officeLocal areaFlexible hours- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive financial... .... You provide an exceptional investor experience by offering advised solutions and Chase...Local area
- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive financial... .... You provide an exceptional investor experience by offering advised solutions and Chase...Local area
$47.52k
J.P. Morgan Wealth Management - Private Client Advisor Base pay range $47,520.00/yr - $47,520.00/yr Job Description At J.P. Morgan Chase, we are committed... ...significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner...Full time- ...leading retail company in Chelsea is seeking a Customer Service Associate to enhance the customer shopping experience. Responsibilities include assisting customers, managing cash register transactions, and ensuring store cleanliness. Candidates should have customer service...Part time
- ...an Assistant Director for the MBA Program at the Sloan School of Management. This role involves advising MBA students, managing key engagement programs, and leading projects that enhance student experiences from onboarding through graduation. The ideal candidate will...
- ...A luxury fashion retailer in Boston seeks a full-time Sales Associate to provide exceptional client experiences and meet sales targets. The ideal candidate has at least two years of retail experience, preferably in luxury settings, and possesses strong communication skills...Full time
- ...staff. This position offers hourly pay of $20, next-day pay through DailyPay, and paid online training. Ideal candidates will have a high school diploma and some sales or retail experience. Availability for evenings, weekends, and holidays is required. #J-18808-Ljbffr...Hourly payPart timeWeekend workAfternoon shift
$45.5k - $54.4k
...healthcare providers. The ideal candidate should possess strong organizational skills and the ability to adapt in a busy environment, with a preference for experience in customer service. The position offers a salary range of $45,500.00 - $54,400.00. #J-18808-Ljbffr...
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