Client Onboarding & Implementation Consultant
$53.8k - $80.7kSun Life Financial
Sun Life Financial is hiring an Implementation Consultant to enhance client onboarding and drive positive outcomes. This role combines in-person and virtual collaboration, requiring strong communication skills and a client-first approach. You'll work closely with various teams to ensure seamless transitions while managing documentation and risk assessments. This position offers a competitive salary range of $53,800 - $80,700, alongside a comprehensive benefits package including generous leave policies and 401(k) contributions. #J-18808-Ljbffr Sun Life Financial
$53.8k - $80.7k
## Implementation ConsultantApplylocations: Wellesley Hills, Massachusetts: DQ Milwaukee... ....****The Opportunity:**Welcoming Clients through our Onboarding journey at Sun Life is a critical... ...organization’s success. The Implementation Consultant role makes a significant impact on...SuggestedWork at officeLocal areaFlexible hours2 days per week- Senior Implementation Consultant - Sales Enablement, Client Reporting, and Digital/Web Opportunity: Asset managers are increasingly investing in their Distribution architectures, sometimes with elusive ROIs. Spend has grown on CRM, sales enablement, marketing automation...Suggested
$80k - $120k
...Boston is seeking a Senior Currency Administration Implementation Specialist to lead project management roles for new... ...The specialist will focus on Currency Administration clients and ensure a transparent onboarding process while coordinating with various internal and...Suggested$69.3k - $104k
...Wellesley, Massachusetts, is seeking a Digital Operations Implementation Consultant. This role focuses on ensuring smooth customer service and... ...implementation calls, testing EDX files, and collaborating with clients and brokers. The salary ranges from $69,300 to $104,000...Suggested$80k - $120k
...forward. About This Role As a Product Implementation Consultant , you'll be at the forefront of... ...advisor and key point of contact for client school districts. Your primary mission... ...for success. What You'll Do Customer Onboarding & Implementation Lead school districts...SuggestedRelocation$90k - $180k
...return and risk objectives of institutional clients in more than 60 countries, draw on a... ...improvement initiatives. Support the onboarding of new data sources and system... ...investment data process. Provide hands‑on implementation of process improvements involving internal...Remote workFlexible hoursRotating shiftWeekend work1 day per week$160k - $194k
...experience, Gartner's capabilities, and the trends across our client base. Challenge the member with new ideas and innovative approaches... ...and leveraging key internal partnerships to drive results. Consulting and/or CxO/CIO roles with 15+ years of progressive technology...Local areaRemote workWorldwide$60k - $101.25k
As the Client Implementation Associate, you will: Lead the planning, coordination and execution of client and product events at State Street... ...maintain professional relationships with clients, internal teams, consultants custodians and transition managers, and optimally interact...Temporary work- Yoh Services LLC is looking for a Lead Systems Analyst to work remotely, focusing on client portal and reporting capabilities. The successful candidate will bridge investment teams and external partners, ensuring accurate and timely information is available for reporting...Remote job
- Earnix is seeking a professional to join their Analytics team, focusing on implementing projects with leading insurance companies and banks. This role involves working directly with clients to turn data into strategic business decisions and requires a strong background...
- Earnix is looking for a client-facing analytics professional to join their North America team in Boston, MA. In this role, you'll work with clients to develop data-based models that inform strategic decisions and design pricing strategies. The ideal candidate has strong...
$100k - $130k
We are seeking an Associate to join the Portfolio Implementation Team supporting Eaton Vance Equity portfolios. This role... ...resolve implementation and operational issues. Assist with onboarding new accounts, monitoring client‑specific restrictions, and supporting account...Temporary work- ...the office. As a Portfolio Implementation Associate , you will take direct... ...for discretionary client and investment product implementations... ...with sales, investment consulting, client office, operations,... ...Ensure that all new client onboarding compliance requirements are...Work at office3 days per week
- Fynetra seeks a Business Systems Analyst for client and reporting platforms in Boston. You will enhance reporting and workflow efficiency on a global investment platform. The ideal candidate has experience with reporting automation, strong data analysis skills, and a Bachelor...
- Business Systems Analyst - Client & Reporting Platforms Perm The Role This role sits within a client-facing application support function focused on improving reporting, automation, and workflow efficiency across a global investment platform. You’ll act as the link between...Permanent employment
- Position Overview Client Technology Consultant I position at Dartmouth College located in Hanover, NH (Hybrid). This role provides operational... ...in testing, development, communication, and implementation of projects. Identifies areas for improvement in Service...
$69.3k - $104k
Sun Life, a leading provider of employee benefits, seeks a Digital Operations Implementation Consultant in Wellesley, Massachusetts. This role involves managing implementation processes and ensuring high customer satisfaction during data exchange activities. The ideal candidate...- An innovative engineering firm in Cambridge, Massachusetts, is seeking a Senior Member of Technical Staff to lead client engagements, architect embedded systems, and mentor engineers. You will work on high-impact projects across robotics, biotech, and aerospace, requiring...
- Akeneo is seeking a Business Consultant to join their Professional Services organization... ..., you’ll guide customers through their implementation of Akeneo's technology, ensuring they achieve... ...and will be passionate about helping clients overcome complex challenges. This...Remote jobFlexible hours
- ...robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions... ...required in event tracking systems (for example, Jira) so that Implementation Solutions Team programs, projects, and events can be tracked and...
- A leading tech solutions provider in Boston seeks an Enterprise Strategic IT Consultant to manage client relationships and ensure delivery of IT services. This hybrid role demands a strong background in IT management, exceptional communication skills, and the ability to...
- Dartmouth College is seeking a Client Technology Consultant I to provide operational support and consulting for client technologies. This hybrid role focuses on delivering outstanding service, managing technology issues, and improving processes. Required qualifications...
$61.88k - $103.13k
...the integrity of submitted files during implementation. Understand and identify missing... ...sense of process ownership and successful client outcomes. Experience in the U.S. marketplace... ...experience. Broad understanding of onboarding and servicing US Retirement clients. Project...Temporary workLocal areaFlexible hours$69.3k - $104k
Sun Life Financial is seeking a Digital Operations Implementation Consultant in Wellesley, Massachusetts, embracing a hybrid work model that supports... ...data interchange issues, testing EDX files, and managing client expectations throughout the implementation process. A...Work at office$80k - $120k
Senior Currency Administration Implementation Specialist - takes the lead... ...on Currency Administration clients under the direction of the... ..., transparent, low‑risk onboarding process while coordinating... ...strong attention to detail, consultative and advisory skills, and the...Work experience placementWork at officeLocal area- ...Canada is seeking a Sales Engineer in Framingham, Massachusetts. This role involves onboarding enterprise customers and managing eProcurement integrations. You will lead implementation efforts, ensuring solutions align with customer needs. A customer-focused mindset, project...Flexible hours
$52.5 per hour
Lead Systems Analyst - Client Content & Reporting Remote position. Overview We are seeking a Lead Systems Analyst to support the design... ...reporting. Coordinate with external reporting providers and implementation partners. Support development of reporting solutions by...Remote job- ...Collibra Implementation Consultant (Boston, MA) A Collibra Implementation Consultant / Adoption Lead for the Chief Data Office (CDO) Business Coverage team will be responsible for collaborating with Business Unit core teams, Data Stewards, Technical Data Stewards, Analysts...Hourly payWork at officeRelocationWork visa
$52.5 per hour
...preferred Location: Boston, MA or remote Client: Financial firm Type: Contract W2 only... ...data quality and governance post-implementation, including regular audits and updates Ongoing... ...a client signs the contract and get onboarded, how do we get their portfolios set up,...Contract workLocal areaRemote work$56.25k
...compliance, operational efficiency, and accurate client reporting. Configure and maintain... .... Maintain reconciliation logs and implement control enhancements to minimize recurring... ..., and clearing firms; support advisors onboarding and contribute to process improvement initiatives...Hourly payFull timeContract workWork experience placementShift work
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