Are you looking for an opportunity to utilize superior client service skills and work one-on-onewith clients daily? Are you driven, self-motivated... ...+ years working alongside a Financial Advisor in a fast-paced office environment• Insurance licensed preferred• Experience with MS...
Suggested
Flexible hours
...Americas and Asia. DWS is recognized by clients globally as a trusted source for integrated... ...: with approximately 3,500 employees in offices all over the world, we are local while... ...third party asset manager by AuM, servicing over 170 insurance companies globally....
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Full time
Local area
Flexible hours
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Boston based investment firm looking to hire Client Service Analyst
This Jobot Job is hosted by: Kyle Truman
Are you a fit? Easy Apply now... ...make sound decisions under pressure.
8. Proficient in Microsoft Office Suite, with strong Excel skills.
9. Knowledge of fund...
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Holiday work
POSITION SUMMARY
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard... .../Skills*
Strong computer skills and knowledge of Microsoft Office products
Exceptional writing, interpersonal and client service...
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Local area
...dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and... ...of compliance policies relating to client service activities.
Become an expert on internal... ...working relationships with middle and back office support teams.
Pursue continuous...
Suggested
Work visa
...employee-owned firm that provides investment management services to institutional investors and private wealth clients. The firm manages approximately $16 billion in... ...industry and financial products
Microsoft Office skills, especially Excel
BS/BA or equivalent proven...
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Full time
Remote job
3 days per week
...excel in this role, we invite you to join our team at ABCD as a Client Services Representative - Malden. Come make a meaningful impact and be... ...equivalent and up to 12 months related experience in general office work required. Some college coursework a plus. Good...
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...Global Inc.
THE RIGHT RESPONSE
AT THE RIGHT TIME,
EVERY TIME
Client Service Specialist
Boston, MA
Benefits Offered
401K, Dental, Life,... ...through the process of working with state and local public offices
· Reviewing legal documentation -attention to detail is a...
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Full time
Summer work
Casual work
Local area
...Implements complex new products and services for clients. Analyzes requirements and gathers deliverables to complete the implementation and provide ongoing relationship management. May maintain client-specific procedures. Provides sales or consultati Solution, Advisor...
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...people and institutions who rely on us to help them build more secure and prosperous futures.
THE ROLE
The Distribution Client Services Associate will also assist with factoring applicable contractual information, regulatory environment, compliance and business rules...
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Temporary work
Local area
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Flexible hours
...Our client is looking for a Client Service Executive to support their Marketing and Key account management team. Responsibilities: Responsible for the maintenance and expansion of assigned key client relationships. Become a trusted advisor to the Lea Client Service, Executive...
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...Client Services Coordinator - Administrative
Job ID
160056
Posted
25-Mar-2024
Service line
Advisory Segment
Role type... ...interpersonal and organizational skills.
+ Experience with Microsoft Office Suite required.
+ Ability to edit templates in Power Point...
Suggested
Holiday work
Full time
Visa sponsorship
Live and exemplify the Five Principles of Mars, Inc. within self and team.
Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team.
Maximize...
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Shift work
Afternoon shift
The Client Services Engineer provides technical assistance to computer system users. Responsibilities include answering questions or resolving... ...5, Active Sync, Active Directory, LAN/WAN, MDM and Microsoft Office Suite
•Knowledge of VMware, Citrix, MDM (Mobile Device...
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...Email ****@*****.*** Phone Address 161 Worcester Rd, Suite 400
Framingham, MA 01701 **Client Service Manager**
* Category Customer Service
* Location Midlothian, Virginia
* Type Direct hire
**Client Service Manager (Investments/Retirement/Insurance)**...
Suggested
Flexible hours
...professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you... ..., please visit CIBC.com (
Description of the role: The Client Service Associate supports Relationship Managers and Client Service team...
Work visa
...you looking for a new job opportunity?
We are seeking a Cl ient Service Associate to join our high net worth investment advisory team.... ...through timely and accurate administrative support across client accounts.
Responsibilities:
- Serve as the main point of contact...
Work experience placement
To Apply for this Job Click Here
Our client, an investment firm in Boston, MA, is seeking a Client Services Associate to join their team for 6+ months. This role is compensating $24 an hour and they are looking to fill it as soon as possible. Qualified and interested...
Immediate start
...wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing... ..., Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance...
Work experience placement
Flexible hours
About the job Client Service Associate
Client Service Associate
Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group. This is a great role for anybody looking to launch their career in Wealth Management...
