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
$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,... ...Bachelor's Degree or equivalent experience in banking or customer service...SuggestedHourly pay$25 - $26.5 per hour
...Boston, MA. This role involves serving as a liaison between clients and Wealth Advisors, managing client service requests, and ensuring compliance with... ...candidate will have 3+ years of financial services experience, strong communication skills, and proficiency in Microsoft...SuggestedHourly payWork at office$25 - $28 per hour
...experienced Automotive Sales Accounting Admin to join their amazing team. About Us... ...of customer paperwork Assist office manager with end of month procedures Assist in... ...orders Qualifications ~2+ years of experience processing deals in new car dealership...SuggestedHourly payWeekly payFull timeLocal areaFlexible 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...SuggestedSeasonal workWork at officeWeekend work
$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...Suggested$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$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...
$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$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- ...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
$120k - $150k
...Senior Advisor in Boston to support high-net-worth clients. You will partner with portfolio managers and advisory teams to provide exceptional... ...The ideal candidate will have over 10 years in wealth management and experience with fiduciary accounts. The position offers a...- ...an Assistant Director for the MBA Program at the Sloan School of Management. This role involves advising MBA students, managing key engagement programs, and leading projects that enhance student experiences from onboarding through graduation. The ideal candidate will...
- ...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’re seeking a Private Client Relationship Advisor on behalf of our client, a leading... ...at the intersection of client service, wealth management operations, and fiduciary expertise. In... ...to deliver a seamless, high-touch experience for complex, multi-generational families...Work experience placementWork at officeShift work
$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 shift- Dutchess Cannabis of West Roxbury, MA is seeking a part-time Dispensary Associate to provide a premier cannabis purchasing experience. The role requires guiding customers, providing accurate product descriptions, and maintaining store integrity. The ideal candidate will...Part timeFlexible hours
- Dutchess Cannabis in West Roxbury, MA is hiring a part-time Dispensary Associate to enhance the customer experience in cannabis sales. The ideal candidate will guide customers, provide product knowledge, and maintain operational integrity in a fast-paced setting. This...Part timeFlexible hoursNight shift
- A remote travel agency is seeking a Remote Travel Specialist to guide clients through their travel journeys. The role involves assisting with... ...arrangements, addressing inquiries, and ensuring a seamless experience from planning to return. Ideal candidates will have...Remote job
$18 - $20 per hour
IRIS GALERIE is seeking a Sales & Experience Associate in Boston to provide outstanding customer service and achieve sales targets. You'll engage customers, explain product concepts, and handle transactions in a dynamic environment. Ideal candidates have a strong sales...Part timeFlexible hours$15 - $25 per hour
Unsubscribed is seeking a part-time Sales Associate for their Boston location. This role involves delivering an exceptional shopping experience, promoting brand loyalty, and maintaining store standards. Candidates must have strong communication skills, the ability to...Hourly payPart timeShift workAfternoon shift- ...offers hourly pay of $20, next-day pay through DailyPay, and paid online training. Ideal candidates will have a high school diploma and some sales or retail experience. Availability for evenings, weekends, and holidays is required. #J-18808-Ljbffr 2020 Companies, Inc.Hourly payPart timeWeekend workAfternoon shift
$17.5 per hour
EWC Growth LLC. is seeking a Guest Service Associate in Boston, MA. This role involves creating memorable guest experiences while achieving sales goals. Responsibilities include understanding services, upselling products, and processing payments. Candidates should have...Hourly payFlexible hours- A leading eyewear brand is seeking a Sales Advisor to enhance customer experiences and promote its values. The ideal candidate has customer service experience and a passion for fashion and technology. Responsibilities include engaging customers, showcasing product knowledge...
- ...Sales Representative to deliver exceptional service and engage with members. Responsibilities include providing a legendary member experience, enrolling new members, and assisting with club operations. Ideal candidates will have 1+ years in customer service, be AED/CPR...
- A luxury fashion retailer in Boston seeks a full-time Sales Associate to provide exceptional client experiences and meet sales targets. The ideal candidate has at least two years of retail experience, preferably in luxury settings, and possesses strong communication skills...Full 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$19.69 - $23.63 per hour
...Medical Receptionist - Patient Experience Specialist MA - Boston Sono Bello is America's top cosmetic surgery specialist, with 185+ board-certified surgeons who have performed over 300,000 laser liposuction and body contouring procedures. A career at Sono Bello means...Full timeNight shift$12 - $15 per hour
...holiday pay, and performance-based raises depending on location and experience. Sales Floor Associates are responsible for stocking shelves,... ...opportunities for advancement into Lead Associate, Assistant Manager, or Store Manager roles. Some locations may also offer...Hourly payFull timePart timeSeasonal workShift work$30 - $35 per hour
...Administrator to assist in directing and coordinating on-site management activities effectively. This role focuses on tenant relationships... ...will have at least 2 years of commercial property management experience and proficiency in accounting systems like MRI, Workspace, and...Hourly payWork at office
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