Hybrid Client Advisory Consultant - Investments
Dormont Manufacturing Co
Dormont Manufacturing Co is seeking an Internal Advisor Consultant to build and maintain relationships with clients and colleagues. This role includes assisting clients with investment selection, collaborating with senior salespeople, and staying informed on industry trends. Candidates should hold a Bachelor’s degree and have a strong sales background, with at least 1 year of experience in financial services. The position requires excellent communication skills and the ability to obtain relevant licensing certifications. #J-18808-Ljbffr Dormont Manufacturing Co
$85k - $100k
...CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to... ...visits May participate in investment reviews and annual reviews... ...account paperwork, and advisory agreements Works with Financial... ...; this is not a remote or hybrid WFH role Qualifications...SuggestedTemporary workWork experience placementWork at officeLocal areaFlexible hours$90k - $120k
...environment. The ideal candidate will have 2-5 years of experience in financial services and possess strong Microsoft Office skills. This hybrid position offers a salary range of $90k - $120k and requires a proactive team-first attitude. #J-18808-Ljbffr Daley and AssociatesSuggestedWork at office$75k - $105k
Dormont Manufacturing Co in Boston, MA is looking for a Consultant in Accounting Advisory to work with CFGI professionals on various engagements. Candidates... ..., along with integration and communication with clients. The company offers a competitive salary range of $75,000...Suggested$25 - $30 per hour
...Hybrid In Boston, Near The Seaport Contract pay range is $25-30/hr Office Operation Front desk greeting/point of contact for... ...office Get mail - coordinate shipping - manage US Government Client, FedEx, UPS Organize and maintain the mail room Manage Eden...SuggestedContract workWork at office$130k - $170k
...demonstrate the value and benefits of our advisory products and solutions. This role is... ...in bridging the gap between our clients, advisory consultants, and internal product teams. It plays... ...specific job opportunity. This is a hybrid role based out of any US office. This...SuggestedTemporary workWork at officeLocal areaVisa sponsorshipWork visaFlexible hours$17.71 - $24.94 per hour
...Candidates should have 2-3 years of office experience, a high school diploma, and proficiency in office software. The position offers a hybrid work model and requires excellent time management and communication skills. The base pay ranges from $17.71 to $24.94 per hour. #J...Hourly payWork at office$24 - $26 per hour
...with various tasks. The successful candidate should exhibit strong organizational and communication skills, and possess 1-2 years of relevant experience. This is a contract position offering $24-$26/hour with a hybrid work model. #J-18808-Ljbffr Daley And Associates, LLCContract workWork at office$25 - $28 per hour
Daley And Associates, LLC is seeking an Assistant Office Manager to support daily operations in Boston, MA. The role is hybrid, requiring 3 days onsite and 2 days remote per week. The ideal candidate will have 1-2+ years of office experience, strong communication skills...Hourly payContract workWork at officeRemote work2 days per week- ...pipeline generation and support Account Executives. The role requires strong interpersonal skills and the ability to achieve quotas in a hybrid environment, necessitating 3-4 days onsite in Boston. Key qualifications include prior success in phone interactions and a...
- ...seeking a Sales Development Representative for its Boston location, offering a hybrid work model. The role focuses on generating leads and building relationships with potential B2B clients in the cybersecurity space. Successful candidates will possess strong communication...
- ...diploma and 1-3 years of customer service experience. Strong communication and multitasking skills are essential. The position offers a hybrid working schedule with competitive salary and benefits, emphasizing personal integrity and a commitment to customer satisfaction....
- ...growing SaaS company in Boston is seeking a Customer Success Specialist to ensure customers maximize value from their platform. This hybrid role involves onboarding, training, and managing customer accounts. With a focus on communication, adaptability, and analytical...
$65k - $75k
Magellan Jets in Quincy, MA seeks a Client Experience Consultant to enhance customer interactions and ensure high standards of service. Responsibilities... ...$65,000-$75,000, health benefits, and the opportunity for hybrid work, with four office days and one remote day weekly. #J-...Full timeWork at officeRemote work- A leading service provider in New Hampshire seeks a Service Center Representative. This hybrid role requires candidates to assist customers with complex issues through both phone and email communications. Responsibilities include managing customer relationships, troubleshooting...
$42 - $48 per hour
Masis Professional Group is seeking a Client Service Associate for a long-term contract role at a respected investment firm in Boston. The successful candidate will serve... ...resourcefulness are essential. This position offers a hybrid schedule and competitive pay, ranging from $4...Hourly payLong term contract$90k - $120k
...Manager / Administrative Assistant - Quincy, MA | Hybrid | $90k - $120k We are partnering with a Boston-area alternative investment firm to find an Office Manager/... ...and conference room coordination Greeting clients and visitors while ensuring a professional office...Work at office$221.41k - $280.07k
...differentiated value through a deeply client‑centric culture. The... ...motions and influence Databricks investment toward EY‑led pursuits... ...alliance‑driven environment Consultative selling style—trusted advisor... ...team-led and leader-enabled hybrid model. Our expectation is for...Summer holidayFlexible hours- ...to provide comprehensive support to attorneys in their Private Client practices. This role requires 8-10 years of administrative or legal... ...in Private Client or Trust and Estates. The position offers a hybrid work schedule, including 2 days of remote work each week. Candidates...Private practiceWork at officeRemote work
- Harbor Health Services, Inc. is seeking Per Diem Call Center Agents to ensure patient access through handling high volume calls. This hybrid role includes time at the Geiger Gibson Community Health Center in Dorchester, with some remote work possible. Candidates should...Remote jobDaily paid
$50k
...Investment Sales Agent Founded in 1971, Marcus & Millichap is a premier commercial real... ...investment sales, financing, research, and advisory services. With a national platform... ...sales volume. Our mission is to help our clients create and preserve wealth through exceptional...For contractorsWork experience placementLocal area$221.41k - $280.07k
...AI tools for sales strategies and work closely with Databricks teams. The position offers a competitive salary between $221,410 and $280,070 and entails a hybrid work model with some travel expected. EY also provides a comprehensive benefits package. #J-18808-Ljbffr EY$175k
...A boutique talent acquisition firm is seeking a Hybrid Remote Commercial Loan Workout Officer in the Boston area, offering a generous salary of up to $175K. The role involves managing customer relationships and requires 3-5 years of experience in commercial lending. Applicants...Remote work$60k - $70k
...experience, focusing on providing exceptional customer experience while managing interactions via phone, email, and chat. You will join a hybrid team operating from Burlington, MA, and work closely with peers to ensure customer satisfaction. The position offers a salary range...- A prestigious global law firm is seeking a Client Accounting Specialist to join their finance team. This hybrid role in Boston involves managing client and matter billing, ensuring accuracy in invoice formats, and monitoring accounts receivable. Candidates should have...
$75k - $85k
Great Gray Group is hiring a Retirement Plan Specialist in Boston, MA. This hybrid role involves engaging with existing and prospective advisor clients through outbound sales activities and relationship management. The perfect candidate will have a Bachelor's degree, at...$118k - $172k
...strategic customers and partners. You will engage customers with consultative value selling methodology to transform their business. Within... ...assets to support the customers' success. You will be deeply invested in the customers' industry, their engaged environment,...- ...to four years of relevant experience, strong organizational skills, and proficiency in Microsoft Office. The position operates in a hybrid environment, blending on-site and remote work. The Development Assistant will handle donor research, contribute to event planning,...Work at officeRemote work
$97.5k - $141k
...of experience in quota-carrying cloud or software sales, or consultative account management at a business-to-business (B2B) software company... ...persuasive proposals that illustrate clear return on investment through customer business cases and comprehensive deployment...Full time- Legal Sea Foods is seeking an Accounting Associate to support our Accounting & Finance team in Boston. This hybrid position allows collaboration with the corporate team while also engaging with restaurant operations. Ideal candidates will have 1-2 years of accounting experience...
$65k - $75k
...unparalleled flying experiences to its Private Clients worldwide. Magellan Jets and its FAA-... ...FUNCTIONS: As a Client Experience Consultant, you'll be at the heart of our... ...Monday through Friday, 9:00 AM - 5:00 PM. Hybrid Work Policy: This role is eligible...Full timeContract workCasual workWork at officeRemote workWork from homeWorldwideMonday to FridayFlexible hoursShift workNight shiftRotating shiftDay shiftEarly shift
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