Financial Services Client Support & Operations Specialist
Nashville Public Radio
A financial planning firm is seeking an administrative assistant to provide ongoing support to advisors and staff in Westwood, Massachusetts. Responsibilities include gathering paperwork, managing tech platforms, and assisting with client service requests. The ideal candidate will have a bachelor's degree and experience in financial services, be detail-oriented, and possess strong organizational skills. This role requires proficiency in MS Office and familiarity with electronic signing platforms like DocuSign. #J-18808-Ljbffr Nashville Public Radio
- ...Our client, a life sciences services company, is seeking an Operations Support Specialist to provide onsite administrative and operational support within a large, well-established... ..., Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon...SuggestedFull timeContract workWork at officeImmediate startMonday to FridayFlexible hours
- The Hollister Group is seeking a Client Operations Financial Specialist in Boston to support high-net-worth clients. This full-time, onsite role requires 10-15 years of relevant experience in bookkeeping and accounts payable, and expertise in Excel is essential. The position...SuggestedFull time
$21.68 - $36.13 per hour
...Greet and assist visitors, clients, and employees with professionalism... ...mail, packages, and courier services. Coordinate visitor badges,... ...scheduling conflicts. Support planning of office events, celebrations... ...to applicable compliance/operational risk controls in accordance...SuggestedHourly payWork at officeMonday to Friday$21.68 - $36.13 per hour
...Responsibilities Greet and assist visitors, clients, and employees with... ...mail, packages, and courier services. Coordinate visitor badges,... ...scheduling conflicts. Support planning of office events, celebrations... ...to applicable compliance/operational risk controls in accordance...SuggestedHourly payWork at officeLocal areaMonday to Friday- Berkshire Bank is seeking an experienced Operations Specialist to support the daily operations of its... ...candidate will be responsible for managing client onboarding, account maintenance,... ...will have at least 3-5 years of financial services experience, a Bachelor's degree, and...Suggested
$60k - $90k
...Stanley is a leading global financial services firm providing a wide range... ...the Firm's employees serve clients worldwide including corporations... ...client service initiates to support the client experience),... ...record retention), and Client Operations (new account workflow, activities...Hourly payFull timeContract workTemporary workWork experience placementLocal areaRemote workWorldwideFlexible hours3 days per week- We are seeking an Investment Operations Specialist to join our client's growing team. This position is hybrid in Boston, MA. Responsibilities Processand... ..., trade processing, securities operations, or financial services. Understanding of trade lifecycle processes,...Work at officeLocal area
$56k
...to promote sound growth and financial stability in New England and... ...institutions, providing financial services and payments, playing a... ...the payments industry, and supporting economic well‑being in communities... ...job is essential to Bank operations and will be an onsite role...Full timeWork experience placementWork at officeShift work$77.4k - $100.6k
...for a key role in investment operations within their Boston office. This... ...and redemption documentation, supporting transactions, and maintaining accurate client account records. Candidates... ...years of experience in relevant financial services roles. The role provides an excellent...Work at office- PSI Services is looking for a Client Services Specialist to provide administrative support for client examinations. This remote role involves daily client interactions and a range of operational tasks, requiring at least 2 years of customer service experience. Join our...Remote job
- BNY is seeking a Senior Specialist for their client processing team in Westborough, MA. This position requires 5-7 years of experience, preferably in brokerage processing, and a Bachelor's degree or equivalent. Key responsibilities include complex analytics, managing client...
- ...through ongoing training programs and a supportive work environment. Join our team to... ...your career with Renovo. Summary An Operations Support Specialist is assigned full time on‑site to a... ..., equipment end users, vendors, and service personnel. Essential Duties & Responsibilities...Full timeWork at officeAfternoon shift
- ...Operations Support Specialist The Operations Support Specialist provides short- and long-term support... ...maintaining high performance and customer service expectations across all properties.... ..., resident relations, and financial management. Support onboarding and...Temporary workInterim roleFlexible hours
- Insource Services, Inc. is seeking a dedicated technical support specialist to join their Boston team. This role is vital for delivering first-level technical support to both remote and on-site clients, ensuring that issues are resolved efficiently while maintaining a...Remote job
$60k - $90k
...are responsible for working closely with Client Relations Representatives and Senior Client Relations Representatives to support the maintenance of client accounts and... ...4+ years proven experience working with financial services advisors / money managers. Introductory...Hourly payTemporary workWork experience placementFlexible hours- ...is looking for a detail-oriented Operations Specialist in Boston, MA, to support our Registered Investment... ...operations. This role involves managing client onboarding, account maintenance,... ...3-5+ years of experience in financial services operations, along with a Bachelor...
$46.63 - $50.48 per hour
...to join our Azure VMware Solution (AVS) operations support team. In this role, you will be... ...environment, delivering critical support services across time zones to ensure maximum platform... ...Monitors solution performance according to client specification and SLAs. Serves as an...Contract workWork at officeRotating shift- A travel agency is seeking a reliable Travel Customer Support Specialist to assist clients throughout their travel journey. The role involves responding to inquiries, handling bookings, and ensuring overall client satisfaction. Ideal candidates are detail-oriented with...Remote jobFlexible hours
$38.5 - $47 per hour
Cooley LLP is seeking a Legal Support Specialist for their Boston office to provide complex administrative support to attorneys and paralegals. Key responsibilities include document preparation, calendar management, and processing invoices. Applicants should have over...Hourly payWork at office$70k - $84k
About this role Pickle Robot is looking for a Robotic Operations Support Specialist to join our fast‑growing team on a night/shoulder shift. You'll serve as frontline support for our robotic unload systems deployed in logistics warehouses across the U.S., ensuring they...Remote workNight shiftDay shiftAfternoon shift- Boston College in Boston, MA, is seeking an Academic Services Specialist to provide administrative support for the Clough School of Theology and Ministry. The role involves supporting faculty-related operations, managing HR tasks, and assisting with curriculum-related administration...
$23.8 per hour
The Fountain Group is seeking a Live Operations Support professional to join their team. This fully remote role involves supporting daily operations and quality management in logistics. Candidates should have 2+ years of relevant experience, strong troubleshooting skills...Remote job- ...seeking individuals who thrive assisting clients while managing a variety of tasks. In... ...activities, transportation, and event-related services. This role is ideal for those who are... ...a collaborative team. Responsibilities Support clients by organizing and coordinating customized...Remote jobFlexible hours
$19 - $24 per hour
...Position Overview The Chat Support Specialist serves as a primary point of contact for clients, delivering exceptional support... ...and support regarding products, services, and processes. Troubleshoot client... ...' health, well‑being, and financial protection. The U.S.-based...Full timeWork at officeLocal areaVisa sponsorshipFlexible hours- ...Traveling with Mchaila is looking for Remote Customer Support Associates who are customer-focused and detail-oriented. In this fully remote position, you'll support clients by providing guidance, coordinating important details, and ensuring a smooth experience from start...Remote work
$62k - $75k
...engineering‑adjacent role. You’ll support customers from onboarding through... ...Customer Success: Partner with clients during onboarding and ongoing use... ...Keywords: customer success, client operations, delivery and success, professional services, systems engineer, Solutions...Full timeWork at officeWorldwideMonday to Friday- Boston University is seeking a Computer Support Specialist III to provide end-to-end technology support for its Health Sciences IT & EdTech team. This role requires strong technical skills and a client-oriented approach to ensure effective technology solutions for the Boston...
$60k - $90k
Dormont Manufacturing Co is seeking an Analyst to work closely with Client Relations Representatives to support client account maintenance in Boston, Massachusetts. This role involves assisting with team projects, responding to client requests, and establishing relationships...$98k - $141k
...Boiler & Machinery. This role is crucial for providing risk improvement strategies within the chemical sector, working alongside global clients to assess complex processes and machinery reliability. The ideal candidate will possess a Bachelor's degree in Engineering along...
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