Client Success Associate

About Maestro Maestro is the value creation platform designed exclusively for the Private Equity industry. Backed by S&P Global, Accordion Partners and several General Partners from the PE industry, Maestro helps PE sponsors modernize their operations and maximize value creation within their portfolio through active portfolio management and collaboration...

At Public Consulting Group, we are seeking a highly skilled Client Success Lead to join our team. As a Client Success Lead, you will be responsible for collaborating with our clients to understand their needs and develop strategies to meet those needs. You will work closely with our internal teams to ensure that our clients receive the best possible...

The Opportunity: We, at Flywire, are looking for a forward-thinking, motivated, and hardworking Client Success Manager to help with the delivery and execution of our solution to our new and existing business clients in the US + EMEA region. This individual should be a phenomenal teammate, interested in building a new business unit, and be motivated by...

Job Description: The Role The Private Market group of Fidelity Stock Plan Services is looking for an engaging, driven individual to join our organization as a Customer Success Manager. This role will be part of the team that builds and manages relationships with our clients-by helping them through onboarding, getting to know their business goals and helping...

Job 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...

Job 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...

Job DescriptionThe Custody Client Associate is a client facing position serving as the primary day-to-day contact for assigned custody client relationships, ranging from family and multi-family offices, independent registered investment advisors (RIAs), foundations and endowments, and direct unaffiliated custody accounts. Custody Client Associates contribute...

Job DescriptionThe Custody Client Associate is a client facing position serving as the primary day-to-day contact for assigned custody client relationships, ranging from family and multi-family offices, independent registered investment advisors (RIAs), foundations and endowments, and direct unaffiliated custody accounts. Custody Client Associates contribute...

Job 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...

Job 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...

Job 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...

Job Description: The Role The Private Market group of Fidelity Stock Plan Services is looking for an engaging, driven individual to join our organization as a Customer Success Manager. This role will be part of the team that builds and manages relationships with our clientsu2014by helping them through onboarding, getting to know their business goals and...

About HqO HqO is connecting real estate to the people with an asset agnostic, cross-property suite of powerful applications and services that foster best-in-class, dynamic end-user experiences. HqO's REX (Real Estate Experience) Platform assesses the health and performance of a person's experience within a physical space while providing the necessary tools...

Job Description:The Role The Private Market group of Fidelity Stock Plan Services is looking for an engaging, driven individual to join our organization as a Customer Success Manager. This role will be part of the team that builds and manages relationships with our clients\u2014by helping them through onboarding, getting to know their business goals and...

About HqO HqO is connecting real estate to the people with an asset agnostic, cross-property suite of powerful applications and services that foster best-in-class, dynamic end-user experiences. HqO's REX (Real Estate Experience) Platform assesses the health and performance of a person's experience within a physical space while providing the necessary tools...

About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...

About Raptor Maps Solar power is the largest source of new energy in the world. Raptor Maps is a fast-growing, venture-backed, MIT-born climate tech startup that is building software to enable the solar energy industry to scale. Parties across the entire solar lifecycle use Raptor Maps’ data model to manage ever growing utility-scale solar portfolios. We...

About the RoleWe are seeking a skilled Client Success Manager to join our team at Gradient AI. As a key member of our Client Services team, you will be responsible for delivering exceptional client experiences and driving business growth through our predictive analytics health products.Your primary focus will be on building and maintaining long-term...

Firm Description: Founded in 2002, SCS Financial is a well-established and growing investment and wealth management firm serving ultra-high net worth families, family offices and institutional investors. We manage approximately $30 billion in assets across public, alternative, and private market opportunities globally. The firm's overall business strengths...

Position 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...