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 Berkshire Bank
- ...Job Description Wealth Management | Boston, MS Administrative Assistant Job Summary & Responsibilities... ...meeting requests and all related client logistics. Handles highly confidential... ...and/or event planning. Qualifications: Experience supporting high level executive(s) in a...SuggestedWork at office
$80k - $140k
...INSTITUTIONAL SIDE OF DIGITAL WEALTH!Digital brokers and embedded... ...distribution. State Street Investment Management is building a dedicated... ...ARE LOOKING FOR2 to 4 years experience in fintech, digital brokerage... ...profitability. We keep our clients at the heart of everything we...SuggestedFull timeTemporary workFlexible hours$25 - $44 per hour
...individual to support financial advisors within Merrill Wealth Management. The role focuses on delivering exceptional client service, ensuring operational excellence, and... ...Diploma and have a client-centric mindset. Experience with Microsoft tools and a strong focus on...SuggestedHourly pay$23 per hour
...Workplace Experience Receptionist CBRE carefully considers multiple factors to determine compensation, including a candidate's education... ...platform. The platform, which can be tailored to specific client requirements, features a robust mobile experience that allows users...SuggestedHourly pay- ...maintaining cleanliness. Candidates should have strong communication and customer service skills, a flexible schedule, and preferably experience working with children. Join the CRG community and contribute to an outstanding guest experience. #J-18808-Ljbffr Central Rock...SuggestedFlexible hours
- ...Community Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for... ...Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive financial planning... .... You provide an exceptional investor experience by offering advised solutions and Chase...Local area
- ...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
- ...visitors, answer calls, and route inquiries to the appropriate departments. This part-time role emphasizes delivering exceptional guest experiences and supporting dealership operations. You will perform basic inquiries, take detailed messages, and assist with clerical tasks...Weekly payPart time
$15 - $22 per hour
Burger King is seeking Shift Supervisors / Assistant Managers to oversee daily restaurant operations, supervise employees, and ensure... ...performance bonuses, and advancement opportunities depending on experience and location. Shift Supervisors and Assistant Managers are...Hourly payFull timeShift work- ...during check-in and throughout their stay. This role involves managing reservations, responding to inquiries, and ensuring overall guest... ...standards. Ideal candidates will have customer service experience and a high school diploma. Join Highgate in crafting unforgettable...
$21 - $25 per hour
...Customer Experience Specialist The Customer Experience Specialist serves as a key driver within... ...consigned product) generation, sales, & client services. As a Customer Experience Specialist... ...Experience Inbound Strategy: Manage the consignment drop-off experience, setting...Hourly payFull timePart timeFlexible hoursAfternoon shift$80k - $140k
...President, you will monitor assigned client accounts for issues related... ...and the ability to build and manage strong relationships across... ...in decision making.• Experience producing ad hoc reporting and... ...you match your needs. And our wealth of development programs and educational...Full timeTemporary workWork at officeFlexible hoursShift work- Aimbridge Hospitality is seeking a Front Desk Assistant Manager OEM to be at the heart of guest experience, working with the Front Desk Manager to keep the front office running smoothly and ensure every guest is greeted with warmth, efficiency and hospitality. You will...
- ...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
- BVLGARI is seeking a Client Advisor to deliver a world-class luxury experience, build lasting client relationships, and achieve sales targets in our Boston boutique. You will weave storytelling, product knowledge, and client engagement into every interaction. You will master...
$47.52k
...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...$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- ...maintain front desk appearance. Responsibilities include front desk operations, end-of-day processing, guest service, and ensuring accurate billing and nightly reports. Minimum one year of related experience and strong communication skills preferred. #J-18808-Ljbffr...Part timeNight shift
$99k - $176k
...DescriptionWhat is the opportunity?Join RBC Wealth Management and become an integral member of the... ...the process of coordinating new clients’ paperwork, and ensure new advisors receive... ...$99,000 - $176,000, depending on your experience, skills, and registration status,...Full timeFlexible hours$86k - $98.2k
...multitasking and thrives in a fast-paced environment. You have extensive experience in handling confidential and sensitive materials with... ...and verbal). You have excellent problem-solving and time management skills. You are flexible and able to adapt to constantly changing...Full timePart timeWork at officeLocal areaFlexible hours- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life... ...represents an array of different skills and experiences that individuals bring from all...Seasonal workWork at officeShift workDay shift
$15 - $20.5 per hour
...provide vital information regarding product features and benefits. Ideal candidates will have strong customer service skills, retail experience, and a flexible schedule for peak retail hours. The role offers competitive pay starting from $15.00 to $20.50 plus commission,...Full timePart timeSeasonal workFlexible hours- ...Assistant Store Manager We're seeking an Assistant Store Manager to join our team to... ...Other duties as assigned* Skills and Experience: High school diploma or equivalent... ...of rewards to support your health, wealth, and mental well-being. In addition to medical...Full timeContract workSeasonal work
$99k - $176k
...What is the opportunity? Join RBC Wealth Management and become an integral member of the Complex... ...the process of coordinating new clients' paperwork, and ensure new advisors receive... ...Must-have ~7+ years of industry experience ~3+ years of leadership experience...Full timeWork experience placementWork at officeFlexible hours$95k - $115k
...Client-Facing Sales Professional BlackRock's US Wealth Advisory ("USWA") business manages the firm's relationships with US retail investors and financial advisors. Representing... ...'s commitment to an exceptional client experience Skills & Qualifications ~ Bachelor's...Part timeApprenticeshipWork at officeLocal areaWork from homeFlexible hours1 day per week$70k - $130k
...operations team as well as the client. Additionally, candidates... ...operational risk reduction.Create, manage and Interpret end user... ...relevant field of study.5+ years of experience working within an investment... ...match your needs. And our wealth of development programs and educational...Full timeTemporary workFlexible hoursShift work- Retro Fitness LLC is seeking a Member Experience Associate in Cambridge, MA. You will greet and check in members, resolve issues, and sell memberships, retail, and merchandise while ensuring a safe, clean health club environment. You should arrive on time, wear brand-approved...
$31 - $35 per hour
...while enabling them to preserve their wealth for future generations, and... ...assist visitors, ensuring a premium experience aligned with Corient's brand. Manage incoming calls and direct inquiries... ...country that serve more than 15,000 clients and manage over $220 billion in...Hourly payPermanent employmentTemporary workWork at officeFlexible hours$80k - $140k
...reporting directly to the Change Management Managing Director. The VP is... ...leader for a strategic client engagement with full accountability... ...combine hands on operational experience with PMO discipline to drive... ...match your needs. And our wealth of development programs and educational...Full timeTemporary workWork at officeFlexible hours
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