Wealth Client Services & Operations Lead
JPMorganChase
Join JPMorganChase in Boston as a manager in the ultra-high net worth division of J.P. Morgan Wealth Management. Your role will focus on strategic initiatives and leading sales support staff. The position requires a degree in finance and significant management experience. You will be responsible for recruiting and training, managing operational issues, and enhancing team performance, contributing to multiple aspects of our wealth management services. #J-18808-Ljbffr JPMorganChase
$80k - $90k
CapTrust Advisors, LLC is seeking a Senior Client Management Associate to provide exceptional client service and support to the Wealth Client Service team in Boston, MA. Responsibilities include assisting with client reviews, maintaining CRM systems, and handling onboarding...SuggestedFull timeWork at office- Atlantic Group is seeking a Wealth Management Client Service Manager in Boston, MA. The role involves managing client relationships and leading a team to ensure exceptional service delivery... ...include overseeing operational processes, improving efficiency, and...Suggested
- A leading financial services firm in Boston is seeking a Wealth Management Associate to provide exceptional client service and support financial advisors. The successful candidate will perform various duties including enhancing client relationships, assisting in marketing...Suggested
- Dormont Manufacturing Co in Boston seeks a Senior Wealth Management Associate to provide exceptional client support and assist Financial Advisors with various... ...interpersonal skills and technical proficiency in financial services. Responsibilities include cultivating client...Suggested
- A specialized medical risk management firm is seeking a Client Services & Operations Manager to join their team in Boston, MA. The candidate will be responsible for coordinating travel logistics for physicians, providing executive support, and refining medical operations...Suggested
$60k - $101.25k
State Street is looking for a Client Service Officer in Quincy, MA. The ideal candidate will manage client relationships, oversee accounting and administration of client-sponsored investment funds, and communicate effectively with stakeholders. With a Bachelor's degree...- JPMorgan Chase & Co. is looking for a Client Service Group Manager, Vice President for their Boston, MA office. This role involves managing sales support and administrative staff, overseeing training initiatives, and collaborating with upper management on strategic goals...Work at office
- Forsyth Barnes is seeking a Service Operations Manager in Boston, Massachusetts. This role involves transforming and scaling customer support during a period of growth. You'll take ownership of the customer support function, implement scalable processes, and deliver hands...
- Morgan Stanley is looking for a VP - Manager, Operations (Client Service) to lead a global Client Service team of approximately 45 professionals. This... ...should possess over 7 years of experience in asset or wealth management, with a track record of leadership in a client...
$30 - $32 per hour
Peabody Properties, Inc. seeks an experienced Maintenance Supervisor (Service Manager) to join its property management team in Boston, MA. The position offers competitive pay of $30/hr - $32/hr based on experience, and includes a rich benefits package such as medical, dental...$80k - $140k
STATE STREET CORPORATION in Quincy, Massachusetts is seeking a Client Service Enablement Project Manager, AVP. The successful candidate will lead the end-to-end planning and management of projects, ensuring effective communication, risk management, and project delivery...- Fairygodboss based in Dedham, Massachusetts, seeks a qualified individual to manage retail operations focused on Pro and DIFM customer experience. You will conduct store visits, manage install programs, and facilitate training workshops to optimize sales. Ideal candidates...
- Conditions. Workplace Diversity, LLC. is seeking a Food Service Manager to provide management support and oversight to food service operations at Harvard University. The role entails effective staff management, ensuring compliance with university policies, and operational...
- ...Bank is seeking a Senior Manager of Tax Operations to lead the wealth tax operations function. This role demands oversight of tax services, vendor management, and maintaining compliance... ..., and the ability to manage complex client inquiries. Opportunities for professional...
$107k - $111k
IST Management Services is seeking an On-Site Operations Manager in Boston, Massachusetts, to oversee one or more accounts in a higher education setting. Ideal candidates should possess 2+ years of facilities management experience and exhibit strong communication and customer...Full time$27 per hour
Aramark is seeking a Lead Operations Supervisor to join our Food Services Team at MGM Music Hall in Boston. This leadership role involves overseeing staff and operations while promoting a growth-focused environment. Key responsibilities include managing work schedules,...Hourly pay$70k - $130k
Who we are looking for Wealth Custody and Clearing is seeking an... ...Assistant Vice President, Account Operations Specialist to support the... ..., and ongoing maintenance of client accounts, ensuring all activities... ...requirements, and lifecycle servicing workflows. The Assistant Vice...Temporary workFlexible hours- ...Client Experience Lead Through a genuinely warm and welcoming demeanor, the Client Experience... ...premium brand experience. The Client Service Lead has a passion for beauty and hospitality... ...in a premium brand environment ~ Operational excellence through accurate and...Full timeShift work
- ...ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business... ...a team player ABOUT US Chase is a leading financial services firm, helping nearly half...Work at officeLocal area
$52k - $86k
BNY is hiring a Specialist, ETF Services in Boston, MA. This role involves leading the client processing support team and managing day-to-day operations. You will act as the main contact for clients, ensuring efficient service and support for complex inquiries. The position...$120k
STATE STREET CORPORATION is seeking a Financing Solutions Client Service Representative in Boston, Massachusetts. The role involves supporting clients in Repo, Agency Lending, and Prime Brokerage businesses. You will improve client satisfaction, support sales teams, and...- Sedgwick is seeking a Client Service Manager to oversee multiple service programs and maintain client relationships. The ideal candidate should have at least 5 years of claims management experience and a Bachelor's degree. This role offers a flexible work schedule and...Flexible hours
$100k - $130k
A global investment firm is seeking a Client Services Treasury Manager in Boston, MA. This role involves leading strategic initiatives in treasury operations and enhancing client experiences. Candidates should have a Bachelor's degree and 4-6 years of relevant experience...- STATE STREET CORPORATION is seeking a Client Service Manager in Quincy, MA. This role involves managing client relationships for Retiree Services, ensuring effective service delivery, and resolving client issues. The ideal candidate will have a BS/BA degree and 5+ years...
$146.7k - $335.1k
...Role Overview The Transition/Onboarding Lead will play a critical role in ensuring... ..., transition, and stabilization of clients onto EY’s IFMS operating model. This role spans onboarding... ...to ensure smooth onboarding of client services into steady‑state operations. Qualifications...- Arthur J. Gallagher & Co. (AJG) in Boston is seeking a Casualty Inside Broker. In this role, you'll manage accounts, lead client service teams, and support business growth in the casualty insurance sector. The ideal candidate will have strong communication skills, a collaborative...
- HCLTech is seeking a Client Service Manager to oversee contract compliance and manage service delivery in Boston, Massachusetts. This fulltime role requires managing relationships with clients and ensuring adherence to service agreements and performance metrics. Key responsibilities...Full timeContract work
- Taylor Hopkinson is seeking a Service Project Manager to join a leading global energy company. This hybrid role is based in Raleigh, NC and requires overseeing customer support and project management efforts. You’ll ensure commitments to customers are met by managing remote...Remote work
- As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate... ...your high net worth, closely held business and family business clients - all with the resources, environment, and support to help...
- Babson College is seeking a Supervisor for Access Services to manage daily operations at the Horn Library Information Desk. The role involves overseeing student employees, ensuring high-quality service, and maintaining library records. Candidate must have a Bachelor’s Degree...
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