Wealth Client Success Consultant
$85k - $100kCAPTRUST
A leading financial services firm is seeking a Wealth Client Management Consultant in Boston. This role involves building and maintaining client relationships, providing excellent service, and coordinating with Financial Advisors. Candidates should have a minimum of 5 years of experience in a client service role within the financial sector, with strong communication and analytical skills. The position offers a compensation range of $85,000 - $100,000 and various employee benefits, including bonuses and health coverage. #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... ...exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive...SuggestedTemporary workWork experience placementWork at officeLocal areaFlexible hours$60k - $70k
## Client Success ConsultantApplylocations: Boston, MA, UStime type: Full timeposted on: Posted Todayjob requisition id: JR\_9842Let’s be... ...We seek an eager, efficient, client-oriented Client Success Consultant to join our team in Boston, Massachusetts. If you want to learn...SuggestedWork at officeLocal areaWorldwideFlexible hours- ...Chase, 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... ...responsibilities Champion and support your teammates’ success and the goals of the bank, while...Suggested
$26.5 - $45 per hour
...America is seeking a dedicated individual for a Client Service position to support Financial Advisors at Merrill Wealth Management. Responsibilities include educating... ..., and deepening client relationships. The successful candidate will possess industry qualifications...SuggestedHourly pay- ...Chase, 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... .... Champion and support your teammates’ success and the goals of the bank, while...SuggestedLocal area
- ...Chase, 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... ...) • Champion and support your teammates' success and the goals of the bank, while...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... ...Responsibilities Champion and support your teammates’ success and the bank’s goals while fostering a culture of...Full time$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, and performing data analysis to enhance service quality. Ideal candidates...Hourly pay$100k
...between healthcare and research. About the Role: This Customer Success Manager works to cultivate customers for life in the UK and... ...supports OpenClinica’s UK and broader NHS / public-sector client base. The ideal candidate has experience working with NHS organizations...Full timeRemote work- ...industry, we provide all the tools, training, and leads necessary for success. What We Offer No cold calling – warm leads provided Work from... ...Proven sales system for success What You’ll Do Connect with clients who request financial guidance Offer life insurance, Indexed...For contractorsRemote workWork from home
- ...A financial services firm is seeking a Senior Client Service Associate in Boston, MA, to manage daily operations and provide tailored... ...relationship management and over a decade of experience in private wealth services. Candidates should hold a Bachelor’s degree, with CTFA...Work at office
$54k - $72k
...As a Customer Success Associate, you will focus on the long term strategic relationship with our customers, drive adoption, and identify growth opportunities across a high volume of Datadog customers to ensure successful product use and retention. You’ll be an advocate...Contract work- ...First Citizens in Boston is looking for a Wealth Client Specialist to support Wealth Consultants and Private Bankers. This role is crucial for executing service-related activities including account maintenance and client interaction. The ideal candidate will possess a...
- ...A fast-growing SaaS company in Boston is seeking a Customer Success Specialist to ensure customers maximize value from their platform. This hybrid role involves onboarding, training, and managing customer accounts. With a focus on communication, adaptability, and analytical...
- A pioneering AI SaaS startup is seeking a Customer Success Agent to empower users and streamline support experiences. The role involves customer onboarding, managing support tickets, and conducting training webinars, with an emphasis on efficiency and collaboration. Candidates...Remote workFlexible hours
- ...WinsAbove is seeking a Customer Success Associate to enhance long-term relationships and drive customer adoption of Datadog products. The role involves managing a high volume of accounts, identifying growth opportunities, and ensuring a positive customer experience through...
- ...Customer Success Agent (Portuguese-Speaking) Rayyan is an AI, SaaS startup company that is developing a research collaboration platform, featuring an AI‑assisted workflow to help accelerate the process of searching, extracting and synthesizing relevant information from...Work at officeRemote workFlexible hours
$65k - $80k
...Client Success Specialist – Cohere Health | Remote (Boston, MA) Job Summary Cohere Health is seeking a Client Success Specialist to join its Client Management Team. This remote role offers $65,000–$80,000/year plus comprehensive benefits including health insurance...Full timeRemote workFlexible hours- ...where your work is visible and your voice matters, you’ll feel right at home here. About the role BizzyCar is looking for a Customer Success Specialist to join our growing Customer Success team in Boston. This is a hybrid role, with three days per week in the office and...Work at officeRemote work3 days per week
- ...is vital for ensuring customer satisfaction and loyalty. Ultimately, you should be able to grow our business by building successful, long‑term client relationships. Essential Duties: Engage with all customer accounts in the assigned territory. Manage and maintain the...Contract work
- ...Boston University is seeking a Customer Success Coordinator for its Procure to Pay (P2P) team. This role involves managing customer relationships and overseeing the P2P Service Now portal to provide exceptional service experience. Ideal candidates should have 1-3 years...
- ...abilities apply for work sponsorship to work in the US. The majority of our clients are innovators or researchers in technology development or scientific research. We are looking for Client Success Managers to act as a liaison and point of contact between our clients...Full timeTemporary workWork at officeVisa sponsorship
$70k - $78k
McGraw Hill is seeking a Field Customer Success Representative based in the Boston area. This role involves owning customer relationships and driving product adoption within higher education institutions. Responsibilities include managing sales pipelines, building relationships...$120k - $150k
...is seeking a Senior Advisor in Boston to support high-net-worth clients. You will partner with portfolio managers and advisory teams to... ...administration. The ideal candidate will have over 10 years in wealth management and experience with fiduciary accounts. The position...$74k - $104k
...desire to deliver impactful solutions to our clients and investing partners. As our global... ...analytical partner to the Global Private Wealth (GPW) business and Wealth Marketing team.... ...services strongly preferred * Demonstrated success in implementing data-focused marketing...Work at officeLocal areaRemote work1 day per week$103.6k - $189.7k
...side by side with a range of clients from our most venerable institutions... ...Banking and Capital Markets, Wealth and Asset Management and... ...managing tax compliance and consulting work for clients. The... ...Skills and attributes for success Ability to recognize and identify...Summer holidayWork at officeLocal areaFlexible hours$72k - $97k
Description As a Lead Associate, Client Success, you’ll be instrumental in supporting and expanding our client relationships across a diverse... .... Demonstrated experience in the field of Human Resources Consulting or HCM, preferably within the domain of Total Rewards....Temporary workWork at officeLocal areaFlexible hours$55k - $66.5k
...Position Title: Customer Success Associate Location: Remote/Home Office... ...team. The Team focuses on ensuring our clients see value planning their construction... ...Excellent organizational, project management, consultative and time management skills Passion...For contractorsWork at officeRemote workHome office- ...Title Customer Success Manager (Healthcare, Customer Success, Remote/Hybrid) Job Overview athenahealth is seeking a to help healthcare... ...experienced professional with 3-5 years in customer success, client services, or healthcare operations. Someone adept at...Remote work
$68k - $73k
...Team within the Pearson North America Higher Education Customer Success Organization. They will strategically identify and partner with... ...that will best support teaching and learning goals Consult on digital assessment, grading, and reporting strategies. Provide...Full timeRemote work
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