Senior Client Service & Relationship Lead
Allworth Airline Advisors (Formerly RAA)
Allworth Airline Advisors (Formerly RAA) is looking for a full-time Service Administrator based in Norwood, MA. This role involves strategic client relationship management, leadership within the service team, and advanced account oversight. The ideal candidate will have over 10 years of experience in the Financial Services industry, strong relationship management skills, and proficiency in CRM systems. The position requires in-office work 5 days a week and offers a comprehensive benefits package including medical, dental, and flexible paid time off. #J-18808-Ljbffr
- 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
$55k - $70k
Brown Brothers Harriman is seeking a Sr. Client Service Representative in Boston. This entry-level position involves servicing assigned client relationships with a focus on Fund Accounting and Custody disciplines. The ideal candidate should have a BA or equivalent and at...Senior- A leading financial services firm in Boston is seeking a Wealth Management Associate to provide exceptional client service and support financial advisors. The successful candidate will... ...duties including enhancing client relationships, assisting in marketing strategies,...Senior
- ...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 delivery of IBOR to...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- A leading regional bank is seeking an experienced Senior Relationship Manager based in Boston. This role entails sourcing and maintaining business within C&I/middle... ...market companies while ensuring excellent client service. Candidates should have over 10 years of commercial...Senior
$68k - $120k
...seeks a Team Director of Business Strategy/Relationship Manager to enhance client relationships and lead business strategy initiatives. This senior role engages with Financial Advisors to... ...investments, ensuring exceptional service delivery. Ideal candidates will have over...Senior$130k - $160.58k
Western Alliance Bancorporation is looking for a Client Relationship Manager III to oversee client operations and relationships in Boston, MA. This role involves managing a team of client service associates while ensuring exceptional service delivery and maintaining client...SeniorRemote job$191.19k - $318.64k
Keysight Technologies is seeking an Expert-Level Services Sales Account Manager in Boston, MA. This senior position involves managing large, complex service... ...contracts, and maintaining executive-level customer relationships. The ideal candidate will have extensive...Senior$146.7k - $335.1k
...Role Overview The Transition/Onboarding Lead will play a critical role in ensuring the... ...onboarding, transition, and stabilization of clients onto EY’s IFMS operating model. This role... ...to ensure smooth onboarding of client services into steady‑state operations. Qualifications...Senior$179k - $234k
Citizens is seeking a Senior Treasury Relationship Manager for Government Banking in Massachusetts. The manager will support municipal clients, advising on treasury solutions to optimize cash flow and enhance client satisfaction. Candidates should have over 5 years of...SeniorFlexible hours- Description Senior Treasury Relationship Manager - Government Banking MA/NH The Senior Treasury Relationship... ...support municipal and public-sector clients, including cities, towns, counties,... ..., Commercial Card, Merchant Services, Trade, and Supply Chain Finance. The...SeniorWork at officeLocal area
- ...financial institution is seeking a VP/SVP Commercial Banking Relationship Manager in Boston, MA. This role involves developing new commercial... ...maintaining existing portfolios, and providing high customer service to large borrowers. The ideal candidate should have a Bachelor...Senior
$51.7k - $88.55k
...logo and customer retention. As a Senior Account & Relationship Manager, you will expand your client portfolio, actively identifying... .... Negotiate product/service terms with moderate authority.... ...and sales metrics. Follow up on leads and convert them into sales. Manage...SeniorPermanent employmentRemote work$181.5k - $246.8k
...Associates (CA) is a leading global investment firm... ...high net worth private clients implement and manage custom... ...delivers a range of services, including outsourced... ...local expertise, and relationships with the top global... ...Provide regular updates to senior leadership on client...SeniorWork at officeLocal areaWorldwide$150k - $180k
Webster Bank group is seeking a Managing Director, Business Banking Relationship Manager, responsible for cultivating and growing a portfolio of business clients in Boston, MA. The ideal candidate will have over 3 years of experience in business banking relationship management...Senior- Cardata is seeking a Relationship Manager & Servicing Advisor to service 100-125 affluent households in Boston. This role requires 10+ years of financial... ...planning across various strategies, maintaining client relationships without the need for business development....Senior
$148.72k - $240.24k
TD is seeking a Senior Relationship Manager in Boston to manage and grow community commercial banking relationships. This role requires a dynamic... ...skilled in business development, credit analysis, and client engagement. Ideal candidates have over 10 years of experience...Senior$140k - $175k
...construction and bridge business lending. The role involves overseeing client onboarding, managing loan processes, and collaborating with... ...5 years of relevant experience and strong skills in client relationship management. The compensation ranges from $140,000 to $175,000...Senior$120k - $165k
Incendia Partners is seeking a Senior Advisor in Boston to provide high-touch service to high-net-worth clients including individuals and family offices. The ideal candidate... ..., and the ability to manage complex client relationships. The role includes managing account...Senior$175k - $240k
We’re building a relationship-oriented bank for the modern world. We need... ...doing what’s right for our clients. At CIBC, we embrace your strengths... ...What You'll Be Doing As a Senior Relationship Manager, you’ll... .... Deliver exceptional service: Foster a service culture by...SeniorRemote work$140k - $235k
A leading financial institution in Boston is seeking a Senior Relationship Manager to join its Middle Market Commercial Banking team. This role involves managing a portfolio of clients generating significant annual revenue, providing financial solutions, and deepening...Senior$150k - $175k
Cognizant is seeking a Client Relationship Manager in Boston to lead client relationships and ensure satisfaction. The role requires 15+ years in client-facing roles and experience managing P&L of over $15 million. Ideal candidates will excel in stakeholder communication...Senior- Wellington Management Company is seeking a Relationship Manager - East to build and maintain strong client relationships in North America. With a focus on understanding institutional clients’ investment goals, this role involves strategic partnerships with Business Development...Senior
$104k - $254.15k
PNC Financial Services Group, Inc. is seeking a Relationship Manager III in the Boston area focused on Pharma & Life Sciences. This role emphasizes client relationship management, sales strategy implementation, and portfolio management. Successful candidates will demonstrate...Senior$59k - $85.1k
...Job Sub Function: Technical Customer Service Job Category: Professional All... ...Johnson & Johnson is recruiting for a Senior Service Coordinator to support our Orthopaedics... .... Maintains a positive working relationship with all external and internal customers...SeniorRemote jobFull timeTemporary workWork experience placementWork at officeLocal area$136.6k - $224.41k
Eastern Bank is seeking a Relationship Manager III - Tax Credit in Boston, Massachusetts. The role involves overseeing portfolio management and sales generation, requiring extensive underwriting experience and an ability to network effectively. Applicants should have a...Senior$127.5k - $230k
A leading financial services organization is seeking a Community Development Finance Relationship Manager in Boston. The role involves managing sales and service for complex community development investments under the CRA Program. Candidates should have 9+ years of experience...Senior- Cambridge Trust is looking for a Commercial Relationship Manager II to handle business development and underwriting for commercial loans.... ...involves achieving sales goals, managing portfolios, and maintaining client relationships, with a focus on cross-selling opportunities....SeniorRemote work
$165k - $195k
A financial institution in Boston is seeking a CRE Relationship Manager to develop and manage a portfolio of commercial real estate relationships, particularly in Massachusetts. The ideal candidate will have at least 5 years of experience in commercial real estate and...Senior
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