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
Vacancy posted 15 hours ago
Similar jobs that could be interesting for youBased on the Wealth Management Admin & Client Experience Specialist in Boston, MA vacancy
- ...administrative support to Region Head for Private Wealth Management in Boston Region in a complex team... ...meeting requests and all related client logistics. Handles highly confidential... ...and elevate appropriately Qualifications Experience supporting executive(s) in a complex...SuggestedWork at office
The Goldman Sachs Group
Boston, MA15 hours ago - ...administrative support to Region Head for Private Wealth Management in Boston Region in a complex team... ...meeting requests and all related client logistics. Handles highly confidential... ...elevate appropriately Qualifications: Experience supporting executive(s) in a complex environment...SuggestedFull timeWork at office
Goldman Sachs Group, Inc.
Boston, MA15 hours ago - ...administrative support to Region Head for Private Wealth Management in Boston Region in a complex team... ...meeting requests and all related client logistics. Handles highly confidential... ...and elevate appropriately Qualifications Experience supporting executive(s) in a complex...SuggestedFull timeTemporary workWork at office
Goldman Sachs Bank AG
Boston, MA1 day ago $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- ...involves providing support to the Region Head for Private Wealth Management and includes managing calendars, client interactions, and travel arrangements. The ideal candidate will have 3-5 years of experience, excellent organizational skills, and the ability to handle...Suggested
$80k - $150k
...Sales Specialist The Position We are seeking a Sales... ...behind our retail wealth distribution effort. This... ...Ensure advisors experience seamless coverage regardless... ...and expense report management including submitting,... ...investment excellence to our clients and their...Remote workHome officeFlexible hours1 day per week$40k
Silk is looking for a highly organized, proactive Office Experience Manager to support our Needham headquarters operations and act as an Executive Assistant to a small group of senior GTM executives (currently the President and EVP of Sales, with scope subject to change...Part timeWork at officeRemote work- ...support professional to assist the Region Head for Private Wealth Management in Boston. This role includes managing complex calendars, handling... ...communication skills, a proactive mindset, and 3-5 years of experience in a similar environment. Working onsite in the Boston...Work at office
- ...member to be the first point of contact for members and guests. In this role, you will manage front desk operations, drive membership sales, and create an outstanding customer experience. Key responsibilities include greeting guests, providing facility tours, processing...Flexible hours
$70k - $130k
Who we are looking for Wealth Custody and Clearing... ...President, Account Operations Specialist to support the... ...ongoing maintenance of client accounts, ensuring all... ...modifications Support and manage complex account... ...What we value Strong experience in broker‑dealer or custody...Temporary workFlexible hours- ...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
$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 hoursCAPTRUST
Boston, MA15 hours ago- ...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
J.P. Morgan
Boston, MA14 days ago - ...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
Chase
Mattapan, MA2 days ago $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 workBurger King
Malden, MA2 days ago- ...role, you will help grow and cultivate the FA Team's business by independently managing client accounts and conducting financial analyses. Ideal candidates will possess 5+ years of experience in finance, relevant licenses, and a degree, excelling in a fast-paced...Flexible hours
$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...$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- ...Boston, MA is looking for a Part-time Front Desk Attendant to embody the spirit of our community and enhance the customer service experience. As the face of EverybodyFights, you will resolve customer inquiries, maintain facility cleanliness, and ensure every member...Part time
- ...during check-in, stay, and checkout while maximizing hotel revenue and occupancy. Candidates should have a high school diploma and experience in hospitality, showcasing strong communication and multitasking skills. The position offers an exciting opportunity to be part...
- ...Liberty Hotel in Boston is looking for a Front Desk Associate to assist guests with their arrival and departure, ensuring a positive experience... We require candidates to possess strong communication skills, a customer-oriented approach, and preferably experience in a...
- ...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...
- ...valued and cared for, handle check-ins and check-outs, and resolve inquiries with professionalism. Ideal candidates should have experience in hospitality, excellent communication skills, and the ability to multitask effectively. Benefits include medical coverage, pet...Flexible hoursAfternoon shift
$47.52k
...Morgan Chase, we are dedicated to helping clients achieve their financial goals. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... ...Advisor role or equivalent financial services experience. Demonstrated success in client...- ...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
- ...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
$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$26 per hour
...Auditor to join their Front Desk team. This role requires a passionate individual who can engage with guests and create memorable experiences during the essential night hours, typically from 11pm to 7am. Your responsibilities will include checking guests in, providing...Hourly payNight shiftPyramid Global Hospitality
Brookline, MA4 days ago$18 per hour
...service, rotating through various roles, and assisting in retail operations. Candidates should have strong communication skills, experience in retail, and the ability to thrive in a fast-paced environment. The pay rate is $18 per hour with flexible hours. This position...Hourly payFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Admin & Client Experience Specialist. Be the first to apply!
Related searches
- assistant lab manager Boston, MA
- assistant director of sustainability Boston, MA
- executive team assistant office manager Boston, MA
- assistant manager mines Boston, MA
- assistant director government Boston, MA
- assistant service manager Boston, MA
- assistant manager in training Boston, MA
- management aide Boston, MA
- assistant general manager agm Boston, MA
- assisted living manager Boston, MA