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Client Service Rep
1 week ago
Boston, United States US Tech Solutions Full timeDuration: 6 months contract with possible extension Job Description: Working under direct supervision, the Client Service Representative is an entry level position responsible for monitoring client custody operations and service levels. The Client Service Representative also assists more senior team members with client conversions, reporting and...
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Client Service Rep
1 week ago
Boston, United States US Tech Solutions, Inc. Full timeDuration: 6 months contract with possible extension Job Description: Working under direct supervision, the Client Service Representative is an entry level position responsible for monitoring client custody operations and service levels. The Client Service Representative also assists more senior team members with client conversions, reporting and...
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Client Service/ Custody Operation- Hybrid
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boston, United States US Tech Solutions, Inc. Full timeDuration: 6 months contract with possible extension Job Description: Working under direct supervision, the Client Service Representative is an entry level position responsible for monitoring client custody operations and service levels. The Client Service Representative also assists more senior team members with client conversions, reporting and...
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Business Development Sales Rep
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Client Services Representative
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Client Service Analyst
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Client Services Director
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Client Service Principal
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Boston, United States Atlantic Group Full timePosition Overview A Client Service Principal is sought to manage and strengthen client relationships by delivering exceptional service and proactive communication. This role serves as a liaison between clients and internal teams, ensuring client satisfaction, retention, and operational efficiency. The position will act as a point of escalation for investment...
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Client Service Principal
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Boston, United States Atlantic Group Full timePosition Overview A Client Service Principal is sought to manage and strengthen client relationships by delivering exceptional service and proactive communication. This role serves as a liaison between clients and internal teams, ensuring client satisfaction, retention, and operational efficiency. The position will act as a point of escalation for...
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Client Service Principal
1 week ago
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Client Services Representative
1 week ago
Boston, United States Atrium Full timeAbout Atrium What you do matters. As a people-centric organization, we foster an environment of collaboration, high performance, and innovation where your talents are valued, and your achievements are celebrated. Join us and become part of an inclusive team. Client Overview Our client is a leading global investment firm dedicated to delivering superior...
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Client Service Associate
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Boston, United States Fanning Personnel Full timePosition Summary Boston investment firm is seeking a Client Service Associate to join their dynamic team. This individual will work closely with the Client Advisory Team to understand the client's needs and to improve upon service within each client relationship as well as facilitate the daily transactions for client portfolios. The Client Service Associate...
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Client Services Associate
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Boston, United States Fanning Personnel Full timeJob Title: Client Service Associate Location: Boston, MA Job Type: Hybrid Company Overview: Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences...
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Client Services Associate
3 months ago
boston, United States Fanning Personnel Full timeJob Title: Client Service AssociateLocation: Boston, MAJob Type: HybridCompany Overview:Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences through...
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Client Services Associate
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Boston, United States Fanning Personnel Full timeJob Title: Client Service AssociateLocation: Boston, MAJob Type: HybridCompany Overview:Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences through...
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Client Services Associate
2 months ago
Boston, United States Fanning Personnel Full timeJob Title: Client Service AssociateLocation: Boston, MAJob Type: HybridCompany Overview:Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences through...
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Client Service Specialist
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Boston, United States Insight Investment Full timeInsight Investment is looking for a Client Service Specialist to join the Boston Client Service Team. As a key member of the Insight Client Service Team, this is a dynamic and pivotal role supporting the relationship management and client servicing efforts of our client base. The candidate will need to be able to demonstrate an understanding and...
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Client Services Associate
1 month ago
Boston, United States Phyton Talent Advisors Full timeOur Client, a Global Investment Bank, is seeking a Client Service Associate in their Boston, MA location. Responsibilities: Client Service Respond proactively to client and internal inquiries, keeping clients informed of status updates and escalating issues when necessary. Research and identify internal issues impacting client service, escalating them as...
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Client Services Associate
2 months ago
Boston, United States Phyton Talent Advisors Full timeOur Client, a Global Investment Bank, is seeking a Client Service Associate in their Boston, MA location. Responsibilities:Client ServiceRespond proactively to client and internal inquiries, keeping clients informed of status updates and escalating issues when necessary.Research and identify internal issues impacting client service, escalating them as...
Client Service Rep
1 month ago
Job Description: Working under direct supervision, the Client Service Representative is an entry level position responsible for monitoring client custody operations and service levels. The Client Service Representative also assists more senior team members with client conversions, reporting and analyses. 1. Client Service and Inquiry Response - Proactively respond to custody related client inquiries on a daily basis. - Work with internal departments to prioritize and resolve client requests and deliverables. 2. Technology and Innovation - Utilize relevant internal technology solutions to effectively manage client inquiries. - Introduce and familiarize clients with new technology, automation tools and products . 3. Risk Management and Control - Introduce and familiarize clients with new technology, automation tools and products. - Assist in maintaining and reporting on client service related metrics. - Participate in team based project work and audits. - Complete monthly reporting requirements. Education level and/or relevant experience(s): BA/BS degree or equivalent work experience. The management team is looking for someone with a positive attitude and the willingness to learn. Hybrid Schedule:The team is mostly in the office Tuesday – Thursday, working from home on Mondays and Fridays AboutUSTechSolutions: USTechSolutionsisaglobalstaffaugmentationfirmprovidingawiderangeoftalenton demandandtotalworkforcesolutions.ToknowmoreaboutUSTechSolutions,pleasevisit www.ustechsolutions.com . USTechSolutionsisanEqualOpportunityEmployer.Allqualifiedapplicantswillreceiveconsiderationforemploymentwithoutregardtorace,colour,religion,sex,sexualorientation,genderidentity,nationalorigin,disability,orstatusasaprotectedveteran. #J-18808-Ljbffr