Client Service Associate-Wealth Management

Company Description Atlantic Planning Group, LLC, located in Waltham, MA, has over two decades of experience in wealth management, offering custom-made financial plans and solutions for high net worth clients and business owners. Our approach provides clarity and knowledge for confident financial decision-making in today's dynamic landscape. Role...

CLIENT SERVICE PROFESSIONAL COMPANY DESCRIPTION Windrose Advisors is a boutique wealth management firm founded in 2009. The Firm advises on approximately $3.7 billion of client capital invested across all asset classes. Our investment philosophy is rooted in deep experience across several market cycles and includes relationships with some of the worlds most...

CLIENT SERVICE PROFESSIONAL COMPANY DESCRIPTION Windrose Advisors is a boutique wealth management firm founded in 2009. The Firm advises on approximately $3.7 billion of client capital invested across all asset classes. Our investment philosophy is rooted in deep experience across several market cycles and includes relationships with some of the worlds most...

If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our...

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and...

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and...

Who are we? At Consolidated Concepts, we're redefining cost reduction and profit optimization. Our mission is clear: empower multi-unit restaurants to thrive by simplifying their supply chain and procurement processes. As a Buyers Edge Platform brand, we transcend the conventional, leveraging collective purchasing power to provide our clients with exclusive...

Who are we?At Consolidated Concepts, we're redefining cost reduction and profit optimization. Our mission is clear: empower multi-unit restaurants to thrive by simplifying their supply chain and procurement processes. As a Buyers Edge Platform brand, we transcend the conventional, leveraging collective purchasing power to provide our clients with exclusive...

Job ID: 23-05160 Job Title: Associate Customer Service Rep Job Duration: 3+ Months Job Location: Waltham, MA Job Description: ViaCord, a Client Company, provides newborn stem cell preservation services for expectant families. Newborn stem cells are a valuable source of non-controversial stem cells; the building blocks of our blood and immune systems. The...

Job Description:We are seeking a highly skilled Customer Service Operations Manager to oversee daily front-end operations at Roche Bros.Key Responsibilities:Promote efficient service standards and ensure customer satisfaction through skill development and on-the-job training.Support company policies and standards, providing quality service while creating a...

Job DescriptionAre you ready to inspire a team to deliver an outstanding customer experience? As a family-owned retailer we take pride in offering a competitive benefit package designed to support you & your life. It is one of the reasons we have been named a Forbes Best Employer for six consecutive years!All major Holidays & Birthday offAdvanced Leadership...

Job Role: Rural Carrier AssociateAs a Rural Carrier Associate with the US Postal Service, you will be responsible for delivering and collecting mail along a prescribed rural route using a vehicle.Key Responsibilities:• Deliver mail and packages to customers along the designated rural route.• Collect mail and packages from customers along the route.•...

Purpose: As an entry level Client Support Specialist, you will support our educational suite of products in a call center environment. You will be responsible for responding to clients via phone and email, manage support cases, and work with other departments in Operations to resolve client issues. Accountabilities: Troubleshoots client issues via...

We are seeking a highly skilled Medical Travel Nurse RN to join our team for a 13-week contract in Watertown, New York. This exciting opportunity offers the chance to work in a dynamic healthcare setting while enjoying the benefits of travel nursing.About the JobThis contract requires 36 hours of work per week, with 12-hour night shifts. As a Medical Travel...

Job SummaryWe are seeking a reliable and detail-oriented Route Service Delivery Associate to join our team. This role is responsible for delivering products to stores on an established or contingency route, as well as merchandising and stocking shelves.About the RoleThis position involves:Delivering products to stores across a wide variety of weather...

Exclusive Opportunity for Occupational TherapistsWe are currently seeking a skilled Certified Occupational Therapy Assistant (COTA) to join our team at Exclusive Client. As a COTA, you will play a vital role in providing high-quality rehabilitation services to our clients.About the JobThis is a 13-week travel assignment offering flexible scheduling and...

Advocate Aurora Health is seeking a Registered Nurse (RN) Home Health Case Management for a nursing job in Watertown, Wisconsin.Job Description & RequirementsSpecialty: Case ManagementDiscipline: RNDuration: Ongoing40 hours per weekShift: daysEmployment Type: StaffMajor Responsibilities:Assumes responsibility for caseloads consisting of patients in specialty...

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...

Job OverviewYou play a vital role in creating exceptional customer experiences at Wal-Mart Stores, Inc. As a Cashier & Front End Services associate, you are the face of our company, interacting with customers daily.Salary InformationThe hourly wage for this position ranges from $14.00 to $26.00, with opportunities for additional compensation through...

We are seeking a motivated and reliable UPS Seasonal Delivery Associate to join our team. In this role, you will assist our Package Delivery Drivers in making deliveries to customers throughout the day.Key Responsibilities:Work with Package Delivery Drivers to make multiple deliveries on a pre-assigned routeLift up to 70 pounds as required by the jobEnjoy...