Financing Solutions Client Service Specialist
State Street
State Street is seeking a motivated professional to join the Financing Solutions Client Service team, supporting Repo, Agency Lending and Prime Brokerage to ensure smooth daily servicing for institutional clients. The role emphasizes collaboration with sales and operations, dashboard creation from large datasets, and driving client satisfaction while growing existing relationships in a fast-paced front-office environment. #J-18808-Ljbffr State Street
$120k
We are looking for a motivated individual to join our client service team looking after our Repo, Agency Lending and Prime Brokerage... ...will be an opportunity to join a new group within Markets Financing Solutions - Client Service. This individual will have a role to...SuggestedFull timeTemporary workWork at officeFlexible hours$133.2k - $235k
...and delivering for our clients, teammates,... ...whether shaped by military service, community college education... ..., and/or emerging solution opportunities with strategic... ...Advisors, Liquidity Specialists, and others across the... ....S. or B.A. in finance, accounting, management...SuggestedFull timeWork experience placementWork at officeWork from homeFlexible hoursShift workDay shift$65k - $80k
Bank of America is looking for a Financial Advisor in Brookline, MA to provide comprehensive financial advice and customized solutions to clients. You will build tailored financial plans while recommending banking and investment strategies that meet clients’ goals. This...Suggested$133.2k - $235k
...and delivering for our clients, teammates,... ...whether shaped by military service, community college education... ..., and/or emerging solution opportunities with strategic... ...Advisors, Liquidity Specialists, and others across the... ...: B.S. or B.A. in finance, accounting, management...SuggestedWork experience placementWork at officeWork from homeFlexible hoursShift workDay shift- Bank of America in Needham, MA is seeking a client-facing associate to educate and assist customers with transactions through self-service channels, mobile and online banking, and... ...process cash and connect clients to solutions that meet financial goals. You will build...Suggested
- J.P. Morgan Alternative Fund Services (“AFS”) is part of the Securities... ...the commercialization of the finance and technology teams... ...administration services to more than 150 clients across all alternative asset... ...offers innovative financial solutions to millions of consumers,...Work at office
- ...Our client, a prestigious global law firm, is seeking an experienced Client Accounting Specialist to join their dynamic finance team and manage the financial aspects of a portfolio of clients... ...best practices to elevate client service and internal processes. Qualifications...
- ...success. As a leading global financial services company at the heart of the global... ...technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift... .... Together, we power the future of finance - and this is what is all about. We...Work experience placementLocal areaWorldwide
- ...anticipate needs through proactively seeking solutions, and following through on work and open... ...: accounts receivable, loan and services such as preparation of invoices, issue resolution... ...accounting or related experiences, client service-oriented experience preferred Proficient...Work at office
$21.55 - $36.63 per hour
...Department: Commercial Loan Servicing Reports to: Various Status... ...: •Educates clients on our products and services... ...clients questions related to their finances and managing relationships with... ...clients to refer partnership solutions such as Wealth, Insurance, Cash...Work experience placementWork at officeDay shift- Entry Level Financial Client Service Representative Overview Working under direct supervision... ...trends, provide insights, offer automated solutions and assist in onboarding clients,... ...Employment type: Contract Job function: Finance Industries: Banking, Investment Banking...Contract work
- Bank of America is seeking a client-focused role within their Massachusetts locations to provide comprehensive advice and customized solutions to clients. This position includes responsibilities such as meeting clients to review financial goals and triaging client leads...Full time
$65k - $80k
...Winchester, Massachusetts. This role involves providing customized solutions to clients, focusing on achieving financial goals through investment... ...financial licenses, have experience in the financial services industry, and possess strong interpersonal skills. The position...$55k - $95k
...Financial Services Representative The Moody Street Group, LLC,... ...provides financial strategies and solutions to individuals, families, and... ...owners. We work closely with clients to help them evaluate... ...degree preferred (business, finance, marketing, communications, or...- ...in Braintree, Massachusetts, to provide tailored financial solutions to clients. The role involves working closely with clients to achieve their... ...for a Bachelor’s degree and experience in financial services. Benefits include competitive packages and paid time off. #J...
$41.6k - $66.56k
...to grow along with the international clients that we service from the Kansas City office. Our role... ...collaborate with other departments to find new solutions for complex business challenges, who... ...work experience and a focus in Finance, Accounting, or related field preferred...Work experience placementWork at officeLocal area- ...Street is seeking an Associate 2 to grow with our international client base from the Kansas City office, focusing on preparing mutual... ...timeliness. You will collaborate with other departments to develop solutions for complex business challenges, maintain strong relationships...Work at officeWorldwide
- ...Client Service Specialist Boston, MA Modera Wealth Management is an independent, fee-only firm that... ...firm to deliver outstanding results and solutions. We are looking for people who embody... ...services field Intermediate finance and custodian knowledge Strong sense...Work at officeLocal areaRemote work
- ...ABOUT POWER FACTORS Power Factors is a software and solutions provider leading the next generation of clean energy with Unity, one... ...performance management, commercial asset management, and field service management. With deep domain expertise, AI-powered insights...Work at officeWork from homeWorldwideFlexible hours
$60k - $80k
...Client Service Specialist II Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth... ...a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office...Permanent employmentTemporary workWork at officeFlexible hours- ...-class, cloud-based software solutions built to help districts return... ...to classrooms. Integrating finance, HR, nutrition management, and... ...: We consistently exceed our clients’ expectations. In every interaction... ...Provide exceptional customer service through building rapport and...Temporary workFor contractorsWork at officeLocal areaRemote workFlexible hours3 days per week
- ...years of corporate and/or professional services experience, in healthcare, legal,... ...offering innovative ideas and practical solutions, all while upholding our unwavering commitment... ....WHAT YOU'LL DOAs a Healthcare Risk Specialist in Client Service Risk (CSR), you will play a...ApprenticeshipWork experience placement
- ...Businesses run on contractsthey drive revenue, manage obligations, enable financing, and support reporting activities. Our AI-powered CLM SaaS product suite delivers end-to-end solutions trusted by some of the world's most respected organizations, including DraftKings...Contract work3 days per week
$125k - $250k
...long-term investment performance, exceptional client service and a comprehensive suite of investment management solutions to a diverse global client base, including... ...Institutional Portfolio Manager / Senior Product Specialist will join the Mortgage & Securitized Team and...Temporary work- ...Community Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...clients to offer the best investment solutions to meet their financial needs. As a...Local area
$60k - $114k
...Husch Blackwell LLP is a full-service litigation and business law... ...across the United States, serving clients with domestic and... ...locations. The Senior Client Account Specialist ensures that the firm receives... ...to find mutually beneficial solutions. Attempt to collect overdue amounts...Full timeTemporary workWork experience placementWork at officeRemote workFlexible hoursShift work$69.8k - $132k
...leading provider of professional services to the middle market globally... ...of change, empowering our clients and people to realize their... ...If so, RSM's Accounting and Finance Consulting (AFC) practice is... ...can help develop meaningful solutions for your business. Responsibilities...Work experience placementInternshipLocal areaFlexible hours$80k - $140k
...Management's US Institutional Client Coverage Group is hiring a... ...and operational capabilities, service offerings, culture, and vision... ...Business Office, Operations, Finance, Legal, Compliance, and other... ...capabilities and services to deliver solutions supporting client...Temporary workWork at office- ...responsible for processing employee payroll, preparing and managing client invoices, maintaining accurate financial records, and providing... ...on transactional processing, data accuracy, and customer service. While accounting experience is preferred, this position does not...Remote work
$80k - $90k
...State/Province: Massachusetts Country: United States Zip/Postal Code: 02111 Job Description Job description: Client Billing Specialist (Legal) We are seeking an experienced Client Billing Specialist to join a well-established legal billing team. Responsibilities...Permanent employment
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