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...you thrive on building relationships with clients through your day-to-day project... ...your application for the role of Client Account Project Manager.
Apply your talents and... ...departments while accounting for work processes associated with various deliverables, including...
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Remote job
Flexible hours
...Position Summary
Boston investment firm is seeking a Client Service Associate to join their dynamic team. This individual will work closely... ...Position Responsibilities:
Service tasks including opening accounts, maintenance of accounts, investment and transition paper...
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About the job Client Service Associate
Client Service Associate
Greater Boston based Wealth Management firm is seeking a Client Service... ...flow planning for retirement
Assist clients with their accounts, including maintenance and creation of new accounts...
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...team works in pursuit of a singular goal: to take care of our clients' precious moments as if they were our own.
This dynamic, creative... ..., short term disability, pre-tax commuter and dependent care accounts; 401(k) and health savings account, both with company match,...
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Full time
Temporary work
Worldwide
Saturday
...has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that...
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3 days per week
...Be responsible for writing responses to Requests for Proposals and Client Questionnaires.
Ensure prompt distribution of client reporting and consultant deliverables.
Need strong writing skills and some analytical experience.
Need strong writing skills and some...
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...At our company, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising... ...upcoming expansion, we are looking to extend our Client Service Associate. If you are team-spirited, share a passion in cultivating relationships...
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...Area Office - Boston, MA
Job Category
Finance
The Client Service Operations Associate will provide centralized operational support for our... ...service teams and be responsible for opening and maintaining accounts and serving the day-to-day operational needs of our...
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Remote job
...America)
Please review the following job description:
Provides client and advisor support to a team of Wealth, Legal Specialty or... ...operational requests related to transfers, withdrawals, and account opening/maintenance to a virtual team
# Work closely with a virtual...
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...Description
A non-profit organization is seeking to hire an Accounting Associate. This role will mostly be handling accounts payable. Looking... ...financial statements and reports as directed by the client
Assist in tax and other regulatory matters
Act as a liaison...
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...To Apply for this Job Click Here
Senior Client Service Associate to $95K Plus Generous Bonus!
An investment advisory firm is seeking a Senior Client Service Associate! As Senior Client Service Associate you will work closely with client advisors in all aspects related...
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...Description
Job Description We are looking for our next Senior Associate - Accounting Advisory to join the #1 fastest growing CPA firm in the US... .... If you thrive off of providing advisory expertise to clients and want to make an impact, this is a unique opportunity to...
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Local area
...instant updates as new positions become available.
Registered Client Service Associate (Boston)
Oppenheimer Private Client Group is a full... ...Responsibilities
Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and...
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Local area
...work to create a thriving ecosystem that delivers accessible, high-quality, and sustainable healthcare for all.
Revenue Accounting Associate
As an Associate on the Revenue Accounting team, this candidate will assist in executing the processes and controls associated...
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Full time
Contract work
Temporary work
Work experience placement
Remote job
...rewarding career in an exciting, fast-paced growing industry! By providing high-level service to our customers, our sales-oriented Client Account Managers create strong, lasting professional relationships. The extensive training provided enables Client Account Managers to...
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...Job Description
An HVAC company is seeking to hire an Accounting Associate to join their team. In this seat, you will be responsible for owning AP and AR and will be reporting to the Accounting Manager. The ideal candidate is an advanced Excel user and can start working...
Immediate start
...schedule
~ Medical and Dental insurance
~ Health Spending Account (HSA)
~ Flexible Spending Accounts (FSA) - Healthcare reimbursement... ...Illness Insurance
Position Overview: The Accounting Associate will perform a variety of finance and administrative support functions...
Holiday work
Relocation bonus
Flexible hours
Monday to Friday
...Read more about the day-to-day responsibilities of our Senior Accounting Associate below!
Job Description
Trove is seeking a Senior... ...~4-6 years of accounting or related experience, including client service-oriented experience
~ Expert in general ledger software...
...abroad.
Position Overview:
We are looking for a Client Service Associate (CSA) to join our Commingled Funds Client Service team.... ...Track and maintain client information, facilitate account openings, transitions, restructurings, closings and cash flows...
Casual work
Flexible hours
3 days per week
...The role:
act as primary contact for client inquiries
maintain and update the CRM system and coordinate reporting to senior management
Assist in projects impacting existing clients and strategic initiatives
Manage client onboarding process and coordinate...
