Client Operations Manager

Company Description: Pathstone is one of the fastest-growing wealth management firms in the country, specializing in providing financial solutions and family office services to ultra-high net worth families, single family offices, and foundations and endowments.Recently ranked the #2 RIA (Registered Investment Advisor) firm in the U.S. by Forbes, Pathstone...

We seek a Global Entity Manager to support client of large corporation covering multiple jurisdictions. The client requires assistance in ensuring its global group is and remains compliant with local laws. The focus is on company secretarial, corporate compliance and other such non-fiscal entity compliance and governance. Usual contact point is General...

**Job Summary** Provides analysis for implementation and improvement of processes, workflow, project management methods, computer systems and other tools to support insurance policy administration and customer service. Applies complete knowledge, skills, and practices to perform assignments. - Produce and deliver custom supplemental client reports not...

Job Summary Provides analysis for implementation and improvement of processes, workflow, project management methods, computer systems and other tools to support insurance policy administration and customer service. Applies complete knowledge, skills, and practices to perform assignments. Job Description * Produce and deliver custom supplemental client...

Job SummaryProvides analysis for implementation and improvement of processes, workflow, project management methods, computer systems and other tools to support insurance policy administration and customer service. Applies complete knowledge, skills, and practices to perform assignments.Job DescriptionProduce and deliver custom supplemental client reports not...

Job Summary Provides analysis for implementation and improvement of processes, workflow, project management methods, computer systems and other tools to support insurance policy administration and customer service. Applies complete knowledge, skills, and practices to perform assignments. Job Description Produce and deliver custom supplemental client reports...

* ACore Responsibilities: * Working across Company, provides root cause analysis and develops solutions with local service team leaders. Makes recommendations to senior management. * Develops, executes and maintains a tool strategy aimed to improve client experiences using common micro-services adhering to global architectural standards. * In conjunction...

Job Summary: About Lockton Northeast For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work ethic, and an ability to go above and beyond to make a difference for our clients, the Northeast continues to experience...

Job Summary:About Lockton: Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, that independence has allowed us to serve our clients, take care of our people and give back to our communities. Lockton is a very human company in a very human business. We believe in the power of our people and provide the tools and...

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service...

Primary relationship resource for a subset of our largest and most important existing Solutions relationships. Partner with sales to support the sales process and ongoing relationship management. This partnership will include support with the initial sales conversations (typically education), help with onboarding new relationships and then ongoing support...

Capital Advisors Group, Inc. ( an independent institutional investment advisor specializing in short-term, fixed-income investment management is seeking an Operations Manager.The Operations Manager will be the lead operations and accounting contact for a group of client relationships, working with clients to customize and understand their investment...

Capital Advisors Group, Inc. (www.capitaladvisors.com), an independent institutional investment advisor specializing in short-term, fixed-income investment management is seeking an Operations Manager.The Operations Manager will be the lead operations and accounting contact for a group of client relationships, working with clients to customize and understand...

Capital Advisors Group, Inc. (www.capitaladvisors.com), an independent institutional investment advisor specializing in short-term, fixed-income investment management is seeking an Operations Manager.The Operations Manager will be the lead operations and accounting contact for a group of client relationships, working with clients to customize and understand...

Gupta Media was founded 20 years ago on the idea that advertising could create huge leverage in our client's business. Our early work was focused on the entertainment industry, specifically live events (Boston Calling, among others) and recorded music (Sony Music, Universal Music & Disney are all clients). We have dramatically grown our work with big brands...

Job DescriptionJob DescriptionSalary: Gupta Media was founded 20 years ago on the idea that advertising could create huge leverage in our client's business. Our early work was focused on the entertainment industry, specifically live events (Boston Calling, among others) and recorded music (Sony Music, Universal Music & Disney are all clients). We have...

Client Communications Manager The Opportunity: As a Client Communications Manager, you will report to the President of Employee Health & Benefits and work closely with the Employee Health & Benefits consulting teams. In this role, you are responsible for content creation and content strategy for clients to educate and engage their employees and optimize...

Company: Description: Client Communications Manager The Opportunity: As a Client Communications Manager, you will report to the President of Employee Health & Benefits and work closely with the Employee Health & Benefits consulting teams. In this role, you are responsible for content creation and content strategy for clients to educate and engage their...

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for...

The Client Service Associate located in Boston will support and work closely with senior members of the Client Service Team in coordinating the portfolio operations for a range of clients. Primary responsibilities will center on the implementation of client investment strategies (execution), assisting with portfolio reporting/invoicing, and providing...