![Charles Schwab](https://contents.bebee.com/companies/us/charles-schwab/avatar-Fbte0.png)
Client Service Specialist
3 weeks ago
Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation, and has over $320 billion under management in mutual funds, ETFs and SMA's. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money markets funds. CSIM uses a consistent and disciplined approach to investing across all our products and seeks to develop innovative new products to meet the core investing needs of our clients.
We are looking for people with a passion for helping clients. The successful Client Service Manager will serve as a vital member of the Client Services team, serving clients and advisors directly. As a Financial Services Professional, you will help to educate and solve problems for individual investors. Through trust, experience, investment knowledge, and professional development, and exceptional service the entire team strives to provide our clients with a great advisory relationship experience.
What you have
Strong communication skills, impeccable attention to detail, a positive attitude, self-initiator, professionalism, incredible follow-through, a great work ethic and the ability to work on multiple projects and prioritize with ease.
- Passion for service and finance with strong client-focus and the ability to provide a superior level of service
- Aptitude for complex problem solving
- Good analytical skills with a superior level of attention to detail
- Collaborative and relational work style with proven success in a team environment
- Excellent communication and interpersonal skills, especially the ability to listen to clients, understand their needs, and to explain complicated subjects
- Microsoft Office Suite knowledge preferred
What's in it for you
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive that takes care of the whole you - both today and in the future:- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
-
Boston, Massachusetts, United States Massachusetts General Hospital Full timeGENERAL SUMMARY/ OVERVIEW STATEMENT: Mass General Brigham is dedicated to: • serving the needs of our local and global community • providing the highest quality health care to patients and their families • expanding the boundaries of medicine through research • educating the next generation of health care professional Mass General Brigham is...
-
Client Service Representative
2 weeks ago
Boston, Massachusetts, United States Techlink Systems Full timeJob DescriptionJob DescriptionJob Title: Client Service RepClient: Brown Brothers Harriman (BBH)Location: Boston, MA (HYBRID)Contract Duration: Contract until 01/02/2025 (potential contract extension / contract to hire)Salary: $22/hour JOB DESCRIPTIONWorking under direct supervision, the Client Service Representative is an entry level position responsible...
-
Client Service Associate
2 weeks ago
Boston, Massachusetts, United States MFS Investment Management Full timeAt MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the...
-
Client Service Associate
1 month ago
Boston, Massachusetts, United States MFS Investment Management Full timeAt MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions...
-
Client Service Associate
4 weeks ago
Boston, Massachusetts, United States MFS Investment Management Full timeAt MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions...
-
Client Service Associate
2 weeks ago
Boston, Massachusetts, United States MFS Investment Management Full timeAt MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions...
-
Client Service Associate
4 weeks ago
Boston, Massachusetts, United States MFS Investment Management Full timeAt MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions...
-
Client Service Associate
2 weeks ago
Boston, Massachusetts, United States BOSTON TRUST WALDEN COMPANY Full timeBoston Trust Walden Company OverviewBoston Trust Walden Company is an independent, employee-owned firm that provides investment management services to institutional investors and private wealth clients. The firm manages approximately $16 billion in client assets.Boston Trust Walden distinguishes itself in several keyways, including:stable, diversified...
-
Client Services Manager
2 weeks ago
Boston, Massachusetts, United States CDP Full timeJob Summary:The Client Services Manager will own a diverse portfolio of clients and will be responsible for ensuring the success of the direct marketing programs and other initiatives which drive the fundraising efforts of each Client. They will work closely with internal resources at CDP and external partners as necessary to ensure that the appropriate...
-
VP, Client Services
2 weeks ago
Boston, Massachusetts, United States EVERSANA INTOUCH Full timeJob DescriptionJob DescriptionCompany DescriptionEVERSANA INTOUCH is a leading full-service, global healthcare agency serving the life sciences and pharmaceutical industries. We provide next-generation creative and media services, enterprise solutions and data analytics services for clients. We combine the power of world-class creative and digital teams with...
-
Client Service Associate
2 weeks ago
Boston, Massachusetts, United States CIBC Full timeWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...
-
Client Service Associate
2 weeks ago
Boston, Massachusetts, United States SPS North America, Inc Full timeCome explore the Power of Possibility with a career at SPS We have an excellent opportunity for an experienced Client Services Associate to come grow with our team in Boston MA This full-time position is ideal for someone with 1+ years of relevant experience looking for a stable place to work, learn, and develop. We are a cross functional team looking for...
-
Senior Associate, Client Service
2 weeks ago
Boston, Massachusetts, United States THE BANK OF NEW YORK MELLON CORPORATION Full timeBring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - % of the world's top banks work...
-
Senior Associate, Client Service
4 weeks ago
Boston, Massachusetts, United States BNY Mellon Full timeBring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the bank of banks - 97% of the world's top banks work...
-
Senior Associate, Client Service
1 month ago
Boston, Massachusetts, United States BNY Mellon Full timeBring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the bank of banks - 97% of the world's top banks work...
-
Client Relations Specialist
2 weeks ago
Boston, Massachusetts, United States Laura Preshong Ethical Fine Jewelry Full timeWe are looking for creative, confident, clever people to join our team Briefly about us, we are a designer fine jewelry brand with a showroom in Boston. A woman owned, small business, in constant operation in the South End since November of 2005. We offer a creative, fast paced environment that plays to your strengths while adding new skills to your...
-
Client Services Supervisor
1 day ago
Boston, Massachusetts, United States MFS Investment Management Full timeAt MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions...
-
Lead, Client Services Writer
1 month ago
Boston, Massachusetts, United States Wellington Management Company, LLP Full timeAbout Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...
-
Service Desk Specialist
2 weeks ago
Boston, Massachusetts, United States Columbus International Corporation Full timeWelcome to the Sr. ServiceDesk Specialist position at our company!The role of a Sr. ServiceDesk Specialist is crucial in providing top-notch technical support to the Commission. As a member of our team, you will be responsible for offering support via telephone, email, and in-person interactions, ensuring that all technical issues are addressed promptly and...
-
Private Client Advisor II
4 weeks ago
Boston, Massachusetts, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...