Client Service & Investment Operations Associate
$60k - $80kDormont Manufacturing Company
Dormont Manufacturing Co in Boston, Massachusetts is seeking a professional to manage client interactions and paperwork. This role involves processing account openings, scheduling meetings, and preparing financial reports. Candidates should possess at least a Bachelor's degree and 1-5 years of experience. The position offers a compensation range of $60,000 - $80,000, along with excellent benefits such as health insurance, 401(k) matching, and flexible PTO. #J-18808-Ljbffr
$140k - $160k
...Senior Investment Operations & Fund Accounting Associate – Alternative Investment Firm $140K–$160K Base + Bonus | Hybrid (3 Days In-Office) | Boston, MA A highly successful Boston-based alternative investment management firm is seeking an experienced Senior Operations...SuggestedWork at office- ...Analyst, Senior Analyst and Associate The Analyst, Senior Analyst... ...responsible for working closely with Client Relations Representatives and... ...working with financial services advisors / money managers.... ...Introductory experience with registered investment advisors (RIAs), the Family...SuggestedHourly payWork experience placementFlexible hours
$41.6k - $66.56k
...us if making your mark in the financial services industry from day one is a challenge you... ...daily reconciliation breaks by liaising the client and NAV teams as required. Pricing... ...our clients safeguard and steward the investments of millions of people. We provide investment...SuggestedTemporary workWork at officeFlexible hours$41.6k - $66.56k
...us if making your mark in the financial services industry from day one is a challenge you... ...reconciliation breaks by liaising with the client and NAV teams as required. Pricing... ...intelligence companies in the world. We provide investment servicing, data & analytics, investment...SuggestedWork at officeFlexible hours$41.6k - $66.56k
State Street is seeking candidates for a position within their financial services sector. As part of a global middle office team, you'll be involved in trade processing, trade confirmation, lifecycle management, and reconciliations. Applicants should have a Bachelor's...SuggestedWork at office$41.6k - $66.56k
...deep understanding of servicing bank loan debt held in... ...have a background in client management, ,strong critical... ...As Loan Services Associate 2, you will Performs... ...Interact with the Investment Manager on their assigned... ...of normal day to day operation, be responsible for...Temporary workFlexible hours- ...Vaco has partnered with our client to hire a Investment Support Associate to join its team. This is a hybrid position... ...quality administrative and client service support to multiple professional... ...a high-volume administrative or operational support role Experience in financial...Work at officeLocal areaFlexible hoursShift work
- ...A global investment firm in Boston is seeking a Client Service Associate to support the Client Service Team. This role involves coordinating portfolio operations, assisting with client investment strategies, and communication with clients. The ideal candidate will possess...Work at office
$120k - $150k
...Atlantic Group is hiring a Client Services Associate (Investment Management) in Boston, MA. This hybrid role supports investor servicing and client communications within an alternative investment environment. The ideal candidate will have a Bachelor’s degree and 4–6 years...- Longfellow Investment Management Co., LLC is seeking a Marketing & Client Service Associate in Boston, Massachusetts. This role involves supporting client relationships and business development efforts through material preparation and follow-up inquiries. Ideal candidates...
$60.8k - $76k
...transforming how we enhance customer experiences, streamline operations, and unlock new possibilities. Our teams are energized by innovation... ...build the future together. The Crown Is Yours Senior Associate, Sportsbook Operations As a Senior Associate, Sportsbook...Full timeImmediate startNight shift$60k - $90k
...leading global financial services firm providing a wide range of investment banking, securities,... ...Firm's employees serve clients worldwide including corporations... ...retention), and Client Operations (new account workflow,... ..., Senior Analyst and Associate roles are responsible...Hourly payFull timeContract workTemporary workWork experience placementLocal areaRemote workWorldwideFlexible hours3 days per week$22 - $24 per hour
...responsible for performing specialized operational securities processing activities in support... ...of Class Action suits Process client instructions through manual entry into the... ...part of a team to ensure superior client service. Participate in client presentations...Hourly payPermanent employmentTemporary workWork experience placementShift work$45k - $60k
...is the best way to help our clients and advance our business. We... ...POSITION SUMMARY The Operations Specialist - Corporate Actions... ...projections. Client Service Communication of uninstructed... ...a private partnership, every investment we make is in the...Work experience placementLocal area- Investment Operations Associate Location: Westwood, MA Job Id: 604 # of Openings: 1 Position Summary... ...discretionary and non-discretionary clients. The Investment Operations Associate... ...custodian bank, or other financial services organization is a plus Measures of...Work at officeLocal area
$73.9k - $122.7k
...inclusive workspace, empowered to deliver top client service across all our lines of business −... ...sustainable practices across our operations. Our Pillars: Valuing nature:... ...mobilizing to advance thought leadership and investment in societal-led solutions....Flexible hours$99k - $232k
...Specialty/Competency: Operations Industry/Sector: Asset and Wealth Management Time... ...consulting specialise in providing consulting services on optimising operational efficiency and... .... These individuals analyse client needs, develop operational strategies, and...Full timeH1b- ...residents. We train our people to deliver superior customer service - focusing on how and why we do it. At POAH Communities, you... ...team. Are you ready to join us? Position: Community Impact Operations Associate - Chicago, IL & Boston, MA Based Location: Corporate - Boston...Work at officeFlexible hours
- Brown Brothers Harriman is seeking an Operations Specialist in Boston to support capital actions and securities processing. You will... ...notification input and transaction processing while ensuring excellent client service. The ideal candidate holds a BA/BS degree and has strong...
- ...Our client, a life sciences services company, is seeking an Operations Support Specialist to provide onsite administrative and operational support within a large,... ...Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon...Full timeContract workWork at officeImmediate startMonday to FridayFlexible hours
- The UMass President's Office in Boston seeks a Business Associate to provide business, administrative, operational, and customer service support. This hybrid position involves coordinating activity among University departments, resolving issues, and engaging customer support...Rotational programWork at office
$20 per hour
A local guest house in Boston is seeking a capable, energetic individual to assist with day-to-day operations. Responsibilities include customer service, basic computer work, housekeeping, and other miscellaneous tasks. The position offers full-time hours with a pay rate...Hourly payFull timeLocal areaImmediate start- Portfolio Administration Analyst Join a team dedicated to delivering superior service and operational excellence for Alternative Investments clients. At JPMorganChase, your attention to detail and commitment to client satisfaction will make a meaningful impact every day...Work at officeShift work
$117k - $175k
...Health Actuarial Consultant, you will manage client projects focused on employers' health... ...providing direction to analysts and associates. We will count on you to: Lead... ...routine client engagements, managing overall service delivery, strategy, financial...Minimum wageWork at office- JPMorgan Chase & Co. is seeking an Associate Relationship Banker in Brookline, Massachusetts. This role focuses on welcoming clients, assisting them using financial expertise, and... ...responsibilities will include providing exceptional service, building client relationships, and...
- JPMorgan Chase & Co. is seeking an Associate Relationship Banker in Watertown, Massachusetts. This role focuses on providing exceptional service to clients and utilizing advanced banking technologies to assist with their financial needs. The ideal candidate will have over...
- J.P. Morgan in Boston is seeking a Relationship Banker to deliver exceptional client experiences through attentive service. The role involves managing client needs, educating them on financial products, and collaborating with experts to provide tailored solutions. Candidates...
- As an Investment Book of Record (IBOR) Vice President... ...Investment Middle Office Services (IMOS) team, you will... ...the IBOR to our end clients. Additionally, you... ...clients, and / or any associated financial... ...components of the daily operational activities essential...Work at officeFlexible hours
- J.P. Morgan is seeking a Relationship Banker in Brookline, Massachusetts, focusing on exceeding client expectations through exemplary service. The ideal candidate will have sales experience in Retail Banking and strong communication skills to build lasting relationships...
- ...to compliance standards. Candidates should possess a high school diploma, with a minimum of two years of retail sales or customer service experience. Strong communication skills and financial services knowledge are necessary for success in this dynamic position. #J-18...
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