Wealth Client Services Specialist
Dormont Manufacturing Company
Dormont Manufacturing Co in Boston is seeking a motivated client service professional to provide support to Financial Advisors. The role emphasizes excellent client service and requires a client-centric mindset. Responsibilities include educating clients on services, ensuring timely responses to requests, and promoting client relationships with the bank's offerings. Ideal candidates will possess a high school diploma, exceptional communication skills, and a dedication to client satisfaction. #J-18808-Ljbffr
$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 to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained...SuggestedTemporary workWork experience placementWork at officeLocal areaFlexible hours$70k - $80k
...Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering solutions-oriented...SuggestedWork at officeLocal areaRemote work2 days per week- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...Community Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive...SuggestedLocal area
$70k - $80k
...Client Service Specialist Boston, Massachusetts, United States Acadian Asset Management is a global, systematic investment manager at the... ...worldwideincluding pension funds, endowments, foundations, and sovereign wealth funds. We harness advanced technology, rich datasets, and...SuggestedCasual workWork at officeFlexible hours3 days per week- ...Private Client Advisor In Chase Wealth Management At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees... ...relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Suggested
$65k - $90k
...Client Service Specialist At BBH, partnership is more than a form of ownershipit's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. With a 200-year...Work experience placementLocal area- ...Client Relations Specialist (Onsite Print Production Manager) Position Summary ABC Imaging is seeking an experienced Client Relations Specialist... ..., and supervising staff to ensure exceptional client service and high-quality deliverables. This position combines...
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...Description The Surety Client Manager supports Producers and Account Executives in all prospecting and account management initiatives... ...teamwork and prioritization skills, and highly effective customer service capabilities Ability to handle multiple priorities using sound...Temporary workWork experience placementLocal areaVisa sponsorshipWork visaFlexible hours- ...Overview We are looking for a Sales & Client Support Specialist to assist clients with planning and booking travel while providing exceptional service throughout the sales process. This role blends client support with consultative sales, helping clients select travel...Remote workFlexible hours
$25.14 - $34.51 per hour
...Our Company We’re a diversified financial services leader with more than $1.5 trillion in... ...individual, small business and institutional clients. We are a longstanding leader in... ...join our team today. As a Client Service Specialist, you will be responsible for conducting...Hourly payFull timePart timeH1bWork at officeVisa sponsorship$24 - $29 per hour
...are committed to providing exceptional mental health services tailored to the unique needs of our clients. Our practice is known for its innovative approach... ...support. Position Overview: The Client Relations Specialist will play a vital role in the initial engagement and...Work from home$17 - $28 per hour
...Moore Haven Yacht Club is looking for a dedicated Customer Service Representative to join our team in the hospitality industry. This... ...remote position offers an exciting opportunity to engage with clients and provide exceptional service from the comfort of your home in...Hourly payRemote work$65k - $75k
...CLIENT BILLING SPECIALIST We are seeking a Client Billing Specialist to join our dynamic Finance Department in our Boston office. In this vital... ...team of professionals committed to delivering exceptional service to our clients and creating a collaborative and inclusive work...Work at officeFlexible hours$20 - $21 per hour
...Client Care Specialist - Veterinary Hospital - Overnight Client Care Specialist (CCS) - Veterinary Hospital - Full time 40 hrs/week, Overnight... ...Assist Billing and Front Office teams with financial services and payment options Serve as a financial liaison during...Relocation packageFlexible hoursShift workNight shift$19 - $24 per hour
...Position Overview The Chat Support Specialist serves as a primary point of contact for clients, delivering exceptional support through chat and email channels.... ...accurate information and support regarding products, services, and processes. Troubleshoot client issues and...Full timeWork at officeLocal areaVisa sponsorshipFlexible hours- ...Our client, a prestigious global law firm, is seeking an experienced Client Accounting Specialist to join their dynamic finance team and manage the financial aspects of a portfolio... ..., and best practices to elevate client service and internal processes. Qualifications Minimum...
- ...Client Service Specialist Boston, MA Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast...Work at officeLocal areaRemote work
- ...interfaces with customers via inbound/outbound calls. This position provides sales, customer service support and resolution of routine problems and questions regarding clients' products and/or services. About the Role: Do you love talking to people, closing deals...Work at officeRemote workWork from homeHome officeFlexible hoursWeekend workAfternoon shift
$26 per hour
...Client Services Data Entry Clerk We have an opening for full time Client Services Data Entry Clerk positions. Location: AstraZeneca - 290 Binney Street, Cambridge, MA 02142 Note: online applications accepted only. Schedule: Full time schedule. Monday - Friday,...Hourly payWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include... ...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
$24 - $25 per hour
...partnering with an organization to find an experienced Customer Service Representative. In this high-volume role, you will act as the... ...a high level of integrity to every interaction, ensuring their clients receive the exceptional service they’ve come to expect. The ideal...Hourly payPermanent employmentTemporary workWork experience placementWork at officeShift work- ...Customer Service Representative Randstad is partnering with an organization to find an experienced Customer Service Representative... ...a high level of integrity to every interaction, ensuring their clients receive the exceptional service they've come to expect. The ideal...
- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...Community Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive...Local area
- We are continuously onboarding Remote Customer Service Representatives for a structured independent contractor opportunity supporting national client programs. \\\\ \ This is a work -from -home 1099 contractor role requiring certification completion and adherence to...For contractorsWork at officeRemote workWork from home
- ...Client Support Specialist We are currently seeking a Client Support Specialist to help guide clients through the travel planning and booking process. This role combines customer service and coordination, assisting clients in selecting and organizing travel arrangements...Remote work
- ...a proactive individual who excels in communication, problem-solving, customer service, and is ready to take ownership of the accounts they manage. Face-to-face interaction with both clients and driving staff on a regular basis is critical to the role. Candidates must...ApprenticeshipWork at officeLocal area
$25 - $44 per hour
...Dormont Manufacturing Co is looking for a dedicated client service support representative to assist Financial Advisors in Quincy, MA. This role is crucial in providing personalized support and ensuring client satisfaction. The ideal candidate will have a client-centric...Hourly pay$19 per hour
...Giorgio Armani Corporation is looking for a Client Advisor in Boston, Massachusetts. In this role, you will drive sales and enhance... ...executing merchandising strategies, and providing exceptional service. Qualifications include preferred retail experience, strong communication...Hourly pay$15 per hour
...Barry's studios and corporate offices. About the Role Client Specialists are the first line of contact at all Barry's studios. As... ...experiences with the goal of positively impacting both sales and service Be an effective brand ambassador, ensuring clients...Hourly payFull timePart timeLocal areaShift workNight shiftWeekend workDay shiftAfternoon shift
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