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
$52k - $85k
BNY is seeking a Specialist, Client Service Management to join their Wealth Management team in Boston, MA. This role involves providing quality support to clients... ...has a Bachelor’s degree and 0-2 years of related experience. BNY offers a competitive compensation package,...Suggested- ...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
$60k - $80k
...seeking a Tax Assistant to provide administrative support to the Wealth Management Tax Department. The candidate will manage filings, tax... ...have an Associate degree, 3-5 years of administrative support experience, and strong skills in communication and Microsoft...Suggested- ...an Executive Assistant for the Asset and Wealth Management team. This full-time position entails managing... ...travel, and liaising with high-level clients. Candidates should possess at least five years of administrative experience, strong organizational skills, and proficiency...SuggestedFull timeWork at office
- A financial services firm is seeking a Senior Client Service Associate in Boston, MA, to manage daily operations and provide tailored support for... ...relationship management and over a decade of experience in private wealth services. Candidates should hold a Bachelor’s degree...SuggestedWork at office
$64k - $76.11k
...payment Assign seating for and welcome new hires Support site management and team members with their various requests and needs... ...Associate's Degree or Higher preferred Prefer 2 - 4 years of work experience in an administrative/office role Ability to work...Full timeWork experience placementLocal area- ...development teams. The role involves coordinating proposals, preparing documents, and managing client communications. The ideal candidate has 1-2 years of sales coordination experience, strong organizational skills, and proficiency in tools like Google Workspace and...Work at office
- NextPhase Search is seeking a Trusts/Brokerage Assistant for their Wealth Management team in Boston. This role involves managing high-net-worth client portfolios, facilitating financial transactions, and supporting Trust Advisors. Candidates should have a Bachelor’s Degree...Work at officeRemote work3 days per week
- ...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...
- ...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...Work at officeWeekend work
$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- ...Massachusetts. The position involves assisting stylists, resolving customer issues, and building client confidence. Candidates should have 2-4 years of retail experience and strong interpersonal skills. This role emphasizes a positive working environment and adherence...
- ...retailer located in Boston seeks a retail associate who will assist stylists, build client confidence, and resolve customer service issues. Candidates should have 2-4 years of retail experience, preferably in luxury or high-end environments. Strong interpersonal and...
$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...$65k - $75k
Magellan Jets in Quincy, MA seeks a Client Experience Consultant to enhance customer interactions and ensure high standards of service. Responsibilities include managing daily client needs, arranging special requests, and communicating effectively with clients. Candidates...Full timeWork at officeRemote work$16 - $20 per hour
Talbots in Boston is hiring for a part-time position focused on creating exceptional customer experiences and fostering relationships. The ideal candidate has excellent communication skills, a strong sales ambition, and is comfortable in a team environment. Responsibilities...Hourly payPart timeAfternoon shift$52k - $85k
BNY Mellon in Boston is seeking a Specialist, Client Service Management. In this role, you will provide quality support to clients, resolve transaction... ...client relations. A Bachelor's degree and 0-2 years of experience are preferred. Candidates should possess excellent...- ...services firm in Boston is seeking a Registered Client Service Associate to enhance client relationships by managing service requests, onboarding clients, and... ...organizational skills, and four years of industry experience. This role offers professional development opportunities...
- ...leading hospitality company is seeking an Assistant Concessions Manager to oversee operations at TD Garden in Boston, Massachusetts.... ...requires a motivated professional with 1-3 years of supervisory experience in food service. Key responsibilities include coordinating...
- A leading hospitality company in Boston seeks an Assistant Concessions Manager for TD Garden. Responsibilities include overseeing team operations and enhancing guest experiences. Candidates should have 1-3 years of management experience in food services and a commitment...
$64k - $76.11k
...Workplace Experience Administrative Assistant The Motional global headquarters are located at 100 Northern Avenue in Boston, MA. Nestled... ...Assign seating for and welcome new hires Support site management and team members with their various requests and needs Write...Full timeWork experience placementLocal 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
- ...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
$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...Temporary workWork experience placementWork at officeLocal areaFlexible hours- ...opening soon. This role reports to the Store Manager. In this role, you will engage with... ...dedicated to creating a positive shopping experience for our customers. What you’ll do... ...and engage customers and offer to service clients’ and pull their product needs as well as...Shift workWeekend work
$47.52k
J.P. Morgan Wealth Management - Private Client Advisor - Boston/Metro/South Shore Market Job Identification: 210677657 Job Category: Advisors Business... ...significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner...Full time- ...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... ...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...
- ...support Financial Advisors in Cambridge, MA. This role includes managing client service requests, onboarding new clients, and ensuring... ...with regulations. Candidates should have at least 3 years of experience in financial services, with strong communication skills and...Hourly pay
$23 - $25 per hour
...The role serves as the first point of contact for customers, managing office operations, supporting technology adoption, and assisting... ...requests. Candidates should have 1-2 years of relevant experience, be organized, and possess strong communication skills. The position...Hourly payWork at office
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