Client Service Specialist
2 months ago
Position Type: Your opportunity 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 package 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. #J-18808-Ljbffr
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Client Services Specialist
3 months ago
Boston, United States IANS Full timeClient Services Specialist**The position is based in Boston, with the expectation to come into the office at 2-3 times per week.Position DescriptionThe Client Services Specialist (CSS) is the perfect foundation for someone looking to start their career in a multi-faceted role in Information Security customer service and operations. The focus is acting as a...
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Client Services Specialist
4 months ago
Boston, United States IANS Full timeClient Services Specialist**The position is based in Boston, with the expectation to come into the office at 2-3 times per week.Position Description The Client Services Specialist (CSS) is the perfect foundation for someone looking to start their career in a multi-faceted role in Information Security customer service and operations. The focus is acting as a...
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Client Service Specialist
7 months ago
Boston, United States Blank Label Full timeWho is Blank Label? Blank Label is an award-winning custom menswear brand with the mission of making custom the new standard for every male shopper - taking guys from ill-fitting work and casual wear to being a guy people would stop on the street just to compliment them on an outfit. We were founded in 2010 as an online custom shirt maker, and since then...
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Client Service Specialist
1 day ago
Boston, Massachusetts, United States Moors & Cabot Inc Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Service Specialist to join our team at Moors & Cabot Inc. As a key member of our client-facing team, you will play a vital role in delivering exceptional service to our clients, ensuring their needs are met, and building long-lasting relationships.As a Client Service Specialist, you will be...
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Client Service Specialist
5 months ago
Boston, United States CCG Business Solutions, LLC Full timeCompany Description CCG Talent Management is a business solutions company. We provide business consulting and talent placement services. Our team understands the principles of connecting purpose to business and career placement. The Talent Management Division is currently seeking a Client Service Specialist. Job Description We have an opening for a Client...
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Client Services Specialist
3 weeks ago
Boston, United States Lexitas Full time44 School St, Boston, MA 02108, USA Req #125 SUMMARY: The Client Services Specialist is responsible for providing services tailored to our clients’ business needs, such as producing estimates, orders, and explaining options and additional services. This position is also responsible for providing general account maintenance. The Client Services Specialist...
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Client Service Specialist
1 month ago
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 Service Specialist
2 months ago
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 appreciation...
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Client Service Specialist
2 months ago
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 appreciation...
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Client Service Specialist
3 months ago
boston, United States Johnson Brunetti Retirement & Investment Specialists Full timeClient Service Specialist Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? Are you driven, self-motivated and customer-focused? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client support, then we would like to talk to you! Our...
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Client Service Specialist
2 months ago
boston, United States Johnson Brunetti Retirement & Investment Specialists Full timeClient Service Specialist Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? Are you driven, self-motivated and customer-focused? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client support, then we would like to talk to you! Our...
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Client Services Specialist
3 weeks ago
South Boston, United States Lexitas Full time44 School St, Boston, MA 02108, USA Req 125 SUMMARY: The Client Services Specialist is responsible for providing services tailored to our clients business needs, such as producing estimates, orders, and explaining options and additional services. This position is also responsible for providing general account maintenance. The Client Services Specialist...
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Client Success Specialist
16 hours ago
Boston, Massachusetts, United States Moors & Cabot Inc Full timeAre you looking for a challenging and rewarding career in finance? Do you want to make a difference in people's lives by helping them achieve their financial goals? If so, we encourage you to apply for the Client Success Specialist role at Moors & Cabot Inc.About the RoleAs a Client Success Specialist, you will be responsible for providing exceptional client...
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Diagnostic Imaging Specialist
4 weeks ago
Boston, Massachusetts, United States HealthEcareers - Client Full timeHealthEcareers - Client is seeking a skilled Diagnostic Imaging Specialist to join their team in Boston, Massachusetts for a travel assignment. This 13-week contract will provide the selected candidate with an opportunity to gain experience in MRI technology while working in a dynamic healthcare environment.About HealthEcareers - ClientOur client values...
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Client Relations Specialist
1 week ago
Boston, United States Boston Partners Global Investors, Inc. Full timePosition:Client Relations SpecialistJob Location:Boston, MA Report to:Head of Private Wealth Company Summary: Boston Partners Private Wealth provides institutional-quality investment advisory services. We design investment strategies focused on achieving financial outcomes appropriate for our clients' goals. We provide transparency of the investments you own...
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Lead MRI Imaging Specialist
4 weeks ago
Boston, Massachusetts, United States HealthEcareers - Client Full timeJob Opportunity for Experienced MRI TechnologistWe are seeking a highly skilled Lead MRI Imaging Specialist to join our team for a 13-week assignment in Boston, Massachusetts.Assignment Details:Duration: 13 weeksLocation: Boston, MassachusettsShift: 12 hours, daysEmployment Type: TravelAbout the RoleThe successful candidate will work as a Lead MRI Imaging...
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Client Success and Growth Specialist
2 days ago
Boston, Massachusetts, United States HelloTeam Full timeAbout the OpportunityHelloTeam is a dynamic software company that specializes in innovative solutions for employee engagement and performance management. We are seeking a Client Success and Growth Specialist to join our integrated Sales and Service team. In this role, you will be responsible for delivering exceptional client experiences and driving strategic...
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Manager - Client Service
4 weeks ago
Boston, 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...
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Client Specialist
2 months ago
Boston, United States Talbots Full timeJob Number: 23599 Position Title: Client Specialist External Description:What We Offer: Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. Incentive Opportunities Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you may...
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Service Floor Ambassador
2 weeks ago
Boston, Massachusetts, United States Miniluxe Inc Full timeAbout YouWe're looking for a talented Client Experience Specialist to join our team at MiniLuxe Inc. As a key member of our service floor team, you will be responsible for delivering an exceptional client experience while managing the service floor and driving revenue.Your Responsibilities:- Deliver an exceptional client experience through excellent...