Senior Client Experience & Operations AssociateWealth Enhancement Group • Boston, MA, United States
[error_messages.no_longer_accepting]
Senior Client Experience & Operations Associate
Wealth Enhancement Group • Boston, MA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]
A leading wealth management firm in Boston is seeking a Sr. Client Service Associate to act as the liaison between clients and Financial Advisors. This role requires strong customer service skills and a minimum of 2-3 years of experience in the financial industry. The ideal candidate will assist with client paperwork, manage accounts, and ensure a seamless client experience. This position offers competitive benefits and a salary range of $51,450 to $84,000, depending on qualifications.
#J-18808-Ljbffr
[job_alerts.create_a_job]
Client Experience Associate • Boston, MA, United States
[internal_linking.similar_jobs]
The Senior Deposit Operations Specialist is responsible for overseeing complex operational tasks related to deposit accounts, ensuring compliance with banking regulations, and maintaining efficient...[show_more]
The Senior Client Services Manager leads junior and senior level relationships with clients and key agency players.This role establishes trusted advisor relationships with clients and colleagues, w...[show_more]
The Statewide Client Services center is the centralized branch of our Low-income Energy Affordability Network (LEAN).Through the LEAN Network, we provide phone & online communication services for r...[show_more]
Senior Associate Position for Quincy Location.We are looking for a Senior Associate Position for our Quincy location to service Private Equity Clients for our Custody division of our Alternative In...[show_more]
Gradient AI is a fast-growing startup, bringing state-of-the-art Artificial Intelligence (AI) and Machine Learning (ML) solutions to the trillion-dollar insurance industry.Founded in 2018, we have ...[show_more]
A global biopharmaceutical leader is hiring an Associate Director for Patient Services Access Strategy and Operations in Boston.
The ideal candidate will have over 10 years of experience in patient ...[show_more]
BigDough Solutions provides an ecosystem of data and software solutions which increase the value of the interactions between institutional investors, broker / dealers and research providers.Whether i...[show_more]
We are supporting a growing Boston-based Investment Management firm in hiring an Operations Associate to join their collaborative and fast-paced team.
This firm manages both public and private inves...[show_more]
Customer Experience Associate III.Salem Five is a growing regional financial services organization with a rich history of over 160 years.
As an independent bank, we are deeply rooted in the communit...[show_more]
Director - Client Experience, Reporting & Analytics (NQDC).Director, Client Experience, Reporting & Analytics.Growing Life / Annuity and Executive Benefits Insurance brokerage firm is seeking experie...[show_more]
Senior Client Director, Global Client Solutions page is loaded## Senior Client Director, Global Client Solutionslocations : Bostontime type : Full timeposted on : Posted 17 Days Agojob requisiti...[show_more]
Senior Client Director, Global Client Solutions.Senior Client Director, Global Client Solutions.Cambridge Associates (“CA”) is a leading global investment firm.
CA’s goal is to help endowments & fou...[show_more]
For more than 100 years, Xerox has continually redefined the workplace experience.Harnessing our leadership position in office and production print technology, we've expanded into software and serv...[show_more]
A leading market research firm in the Boston area is seeking a Senior Talent Acquisition Manager to drive client service operations.
You will lead service delivery, ensure timely high-quality delive...[show_more]
Xpansiv, a trailblazer in the energy and environmental commodities market, operates the integrated, open, and neutral market platform designed to accelerate the global energy transition.Xpansiv pro...[show_more]
Client Accounts Operations Lead - CT / ET.DLA Piper is, at its core, bold, exceptional, collaborative and supportive.Our people are the backbone, heart and soul of our firm.Wherever you are in your p...[show_more]
Senior Director of Client Engagement at Epsilon.Lead large, multi-team efforts delivering MarTech and Data solutions for Healthcare enterprise clients, driving client outcomes and business growth t...[show_more]
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...[show_more]
Senior Deposit Operations Specialist
Tremont Credit Union • Milton, MA, US
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Senior Client Services Manager
Schawk USA LLC • Boston, MA, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Client Services Associate
Action for Boston Community Development • Boston, MA, US
[job_card.full_time]
[filters_job_card.quick_apply]
[last_updated.last_updated_30]
Private Markets Core Operations, Senior Associate
State Street • Quincy, MA, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Senior Client Relationship Associate
Gradient AI • Boston, MA, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Associate Director, Patient Access Strategy & Operations
AstraZeneca • Boston, MA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Client Service Associate- BigDough Solutions
S&P Global • Boston, MA, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Operations Associate
Robert Half • Boston, MA, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Customer Experience Associate III
Make Your Move • Swampscott, MA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Director - Client Experience, Reporting & Analytics (NQDC)
Questpro • Boston, MA, United States
[job_card.full_time] +1
[last_updated.last_updated_variable_days] • [promoted]
Senior Client Director, Global Client Solutions
Cambridge Associates LLC. • Boston, MA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Senior Client Director, Global Client Solutions
Cambridge Associates • Boston, MA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Senior Client Executive
Boston Staffing • Boston, MA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Strategic Client Service Operations Lead
Circana • Boston, MA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Associate, Client Success
Xpansiv • Boston, MA, US
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Client Accounts Operations Lead - CT / ET
Minnesota Jobs • Boston, MA, US
[job_card.temporary]
[last_updated.last_updated_variable_days] • [promoted]
Senior Director, Client Engagement
Epsilon • Boston, MA, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Senior Associate- Transaction Advisory Services (TAS)
EisnerAmper • Boston, MA, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]