Senior Wealth Management Client Services Lead
$68k - $120kMorgan Stanley
Morgan Stanley in Boston is looking for Wealth Management Associates who will support Financial Advisors in providing exceptional client service. The role requires strong interpersonal skills and a focus on improving client relationships. Responsibilities include client support, business development, and operational tasks related to wealth management. This position offers a competitive salary range between $68,000 and $120,000 per year, reflecting individual qualifications and experiences. #J-18808-Ljbffr Morgan Stanley
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$80k - $90k
CapTrust Advisors, LLC is seeking a Senior Client Management Associate to provide exceptional client service and support to the Wealth Client Service team in Boston, MA. Responsibilities include assisting with client reviews, maintaining CRM systems, and handling onboarding...SeniorFull timeWork at office- A leading financial services firm is seeking a PWM Group Director in Boston. This senior role involves cultivating client relationships, enhancing service delivery, and managing team operations. The ideal candidate has over 10 years of relevant experience and strong leadership...Senior
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Brown Brothers Harriman in Boston is seeking a Senior Client Cash Management Representative to serve as the primary client contact and assist in managing cash deliverables. In this role, you will work closely with clients and various internal teams, ensuring inquiries are...Senior$68k - $120k
...Boston is seeking a Group Director to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. This senior-level position involves shaping client service strategies, managing a team, and enhancing client relationships. The ideal candidate...Senior- Veeva Systems is seeking a Client Services expert to build and maintain key client relationships, driving innovative strategies to maximize... ...will have 4+ years in digital marketing strategy or account management, with a focus on healthcare. This role offers a chance to...SeniorFlexible hours
- Evolve Talent Partners is seeking a Private Client Relationship Advisor in Boston, MA. This senior-level role focuses on delivering exceptional client service in wealth management and fiduciary matters. The ideal candidate will have a Bachelor's degree and over 10 years...Senior
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...Overview The Transition/Onboarding Lead will play a critical role in... ..., and stabilization of clients onto EY’s IFMS operating model... ...of contact during transition, managing communications, risks, issues... ...smooth onboarding of client services into steady‑state operations....Senior- A financial services firm is seeking a Senior Client Service Associate in Boston, MA, to manage daily operations and provide tailored support for high-net-worth clients. The... ...and over a decade of experience in private wealth services. Candidates should hold a Bachelor’...SeniorWork at office
$160k - $200k
A leading financial services firm in Boston is seeking a Portfolio Manager to enhance their wealth management team. This role requires a minimum of 5 years in high-net-worth portfolio management and a strong focus on client relationships. You will partner with various internal...Senior- ...thinking self-starter with a passion for client service, the desire to work closely with... ...solve and to think outside the box? Our Wealth Management Professionals support all aspects of our... ..., our clients and customers, and leading-edge technology, data and design. Private...SeniorLocal area
- ...Investment Book of Record (IBOR) team in Boston, Massachusetts. The role involves managing daily operations, building strong relationships with clients and internal stakeholders, and leading a team across multiple locations. You will be responsible for ensuring timely...Senior
- BNY Mellon is seeking a Senior Vice President, Client Service Executive located in Everett, MA, to lead client service initiatives and enhance client satisfaction for major accounts. This role involves strategic collaboration with clients and internal stakeholders to ensure...Senior
$175k - $240k
CIBC US in Boston is hiring a Senior Relationship Manager responsible for managing high-net-worth client relationships. The role involves growing revenue, maintaining client... ...Applicants should have a proven background in wealth management and strong interpersonal skills. The...Senior- Cardata is seeking a Relationship Manager & Servicing Advisor to service 100-125 affluent households... ...across various strategies, maintaining client relationships without the need for... ...the opportunity to influence the future of wealth management. #J-18808-Ljbffr CardataSenior
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...Director of Business Strategy/Relationship Manager to enhance client relationships and lead business strategy initiatives. This senior role engages with Financial Advisors to... ...client investments, ensuring exceptional service delivery. Ideal candidates will have over...Senior$175k - $240k
Canadian Imperial Bank of Commerce is seeking a Senior Relationship Manager in Boston, MA, to oversee high-net-worth client relationships, ensuring retention, business... ...objectives. Applicants should possess over 15 years of wealth management experience and demonstrate...SeniorRemote job$46 - $65 per hour
ABB Inc. in New Hampshire seeks a qualified Field Service Engineer to lead onsite customer engagement and execute service tasks. Successful candidates will have a strong electrical engineering background and communication skills. The position offers competitive pay between...SeniorHourly pay- ...STANLEY Morgan Stanley is a leading global financial services firm providing a wide... ...investment banking, securities, wealth management and investment management... ...Firm's employees serve clients worldwide including... ...capacity, but serves as a senior escalation point and is responsible...Contract workTemporary workWork at officeRemote workWorldwide3 days per week
$125k - $150k
Job Overview - Senior Client Service Associate (Private Wealth) Compensation: $125,000 - $150,000/year + bonus Location: Boston, MA Schedule: Monday to... ...service, account administration, and relationship management for high net worth individuals and family office clients...SeniorWork at officeMonday to Friday- ...Client Operations Manager At BNY, our culture allows us to run our company better and enables... ...' growth and success. As a leading global financial services company at the heart of the global... ...maintain strong relationships with senior client stakeholders, including...SeniorWorldwideFlexible hours
- ...Senior Manager Of Tax Operations The Senior Manager of Tax Operations... ...improvement of the wealth tax operations function. This... ...delivery of high-quality tax services to clients, strengthens relationships... ..., and service delivery. Lead issue resolution and escalation...SeniorWork at office
- A leading AV services provider in Boston is seeking a Rigging Services Manager to oversee rigging operations at events. The role requires strong project management skills and a minimum of five years of related experience in overhead rigging. Responsibilities include planning...Senior
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...serving the global financial services marketplace and the... ...side with a range of clients from our most venerable... ...and Capital Markets, Wealth and Asset Management and Insurance. Our purpose... ...owner and delivery lead, you will partner with senior stakeholders across technology...SeniorFull timeWork experience placementSummer holidayFlexible hours$92.11k - $156.88k
City National Bank is seeking a Team Leader II for its Loan Servicing unit in Boston, Massachusetts. This position involves managing loan boarding and servicing activities, ensuring compliance with policies and regulations while maintaining data integrity. The ideal candidate...Senior- Lumen is looking for a Service Delivery Representative to ensure a positive customer experience by orchestrating tasks associated with service implementation. The ideal candidate will manage client interactions, oversee project-related activities, and collaborate with...SeniorRemote jobWork at office
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A leading wealth management firm in Boston is seeking a self-motivated Client Development & Portfolio Manager. This role will focus on expanding the client base, delivering exceptional financial guidance, and mentoring associate advisors. With 8-10 years of experience required...Senior- ...Description Job Description Position: Client Experience Lead About MiniLuxe Over the last... ...most used but least regulated beauty service: Nail Care. We celebrate self-care... ...Brand story o Responsible for client management o Is knowledgeable of all service...Full timeShift work
- ...significant risk, workforce, wealth management and retirement... ...visit: Summary: The Senior Account Executive is responsible... ...for managing client relationships on a day... ...representatives. Serving as the lead consultant and primary... ...all aspects of client service. This individual...SeniorRemote jobFull timeWork at officeMonday to Friday
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Pathstone, a leading wealth management firm in Boston, is seeking an Associate Director for FP&A. This role is crucial in driving analytical rigor... .... Ideal candidates should have a strong financial services background and experience in FP&A or corporate finance roles...Senior
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