Wealth Management Specialist

Unlock Your Potential as a Wealth AdvisorAt Baystate Financial, we're committed to helping you succeed in the ever-evolving financial industry. As a Wealth Advisor, you'll play a vital role in creating customized financial plans that cater to the unique needs of our clients.With our comprehensive training program, you'll gain the skills and knowledge...

Job DescriptionAt Baystate Financial, we are seeking a highly motivated and detail-oriented Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for providing comprehensive financial planning and guidance to our clients, helping them achieve their financial goals and secure their financial futures.About the Role:Develop and implement...

Collections Specialist RoleCollections Specialists at Global Channel Management require 3+ years of experience in collections and receivables recovery.Key Responsibilities: Collect and reconcile receivable balances for existing customer base, ensuring accurate billing and timely resolution. Audit lease documents and purchase orders to validate billing and...

Job Title: Personal Risk SpecialistJoin USI Insurance Services, a leading insurance brokerage and consulting firm, as a Personal Risk Specialist. In this role, you will serve as a trusted advisor to affluent clients, providing personalized risk management solutions to protect their assets and wealth.Key Responsibilities:Develop and maintain relationships...

Business Intelligence SpecialistGlobal Channel Management is seeking a highly skilled Business Intelligence Specialist to join our team. The ideal candidate will have 7+ years of experience in creating complex document-style reports in BI publisher, as well as experience in BIP Data modeler and Template build. Strong SQL skills and experience in OAS(OBIEE)...

About the role: Data Integration SpecialistGlobal Channel Management is seeking a highly skilled Data Integration Specialist to join our team. The ideal candidate will have 8+ years of experience in data mapping, data validation, and data warehousing.Key Responsibilities:Develop and maintain ETL processes that meet project-specific business and technical...

About the JobGlobal Channel Management is seeking a highly skilled Financial Operations Specialist to join our team.This role requires a minimum of 2+ years of experience in financial operations, with a strong background in financial analysis, budgeting, and forecasting.The ideal candidate will have excellent written and oral communication skills, with the...

About the role: MuleSoft Integration SpecialistMuleSoft Integration Specialist is responsible for designing and developing MuleSoft solutions to integrate various systems and applications. The ideal candidate will have 6+ years of experience with Web Services, APIs, web applications, relational databases, ELT, data modeling, development or architecture...

About the JobData Modeling Specialist needed for Global Channel Management.The ideal candidate will have 3 years of experience in UAS, GIS, modeling, application design, or other quantitative industry experience.RequirementsPreferable location: Woburn, MAMinimum 3 years of relevant experience requiredMinimum 5 years of professional work experience...

Position Overview: Outbound Marketing SpecialistCompany: Global Channel Management, Inc is seeking a skilled Outbound Marketing Specialist to enhance our marketing initiatives.Location: This role requires in-office attendance once a week at our Woburn office, specifically on either Tuesday or Wednesday.Qualifications:A Bachelor's degree is mandatory; a...

Position Overview: Outbound Marketing SpecialistCompany: Global Channel Management, Inc is seeking a skilled Outbound Marketing Specialist to enhance our marketing initiatives.Work Arrangement: This position requires in-person attendance at the Woburn office once a week, specifically on either Tuesday or Wednesday.Qualifications:A Bachelor's degree is...

About the RoleWe are seeking a highly skilled Inventory Specialist to join our team at PEAK Event Services. As an Inventory Specialist, you will play a critical role in supporting the tent division's internal systems to ensure that all necessary product is in place to activate successful planning and installation of all tented projects across all...

Job Title: Personal Risk SpecialistUSI Insurance Services is seeking a highly motivated and experienced Personal Risk Specialist to join our team. As a Personal Risk Specialist, you will be responsible for serving the unique insurance needs of affluent/high net worth clients.Key Responsibilities:Schedule appointments and visit with high net worth individuals...

Job Title: Personal Risk SpecialistUSI Insurance Services is seeking a highly motivated and experienced Personal Risk Specialist to join our team. As a Personal Risk Specialist, you will be responsible for serving the unique insurance needs of affluent/high net worth clients.Key Responsibilities:Schedule appointments and visit with high net worth individuals...

Outbound Marketing SpecialistGlobal Channel Management, Inc is seeking a highly skilled Outbound Marketing Specialist to join our team. As an Outbound Marketing Specialist, you will be responsible for developing and executing lead generation plans, identifying customer personas, and collaborating with cross-functional teams to drive sales pipeline growth.Key...

Outbound Marketing SpecialistGlobal Channel Management, Inc is seeking a highly skilled Outbound Marketing Specialist to join our team.Key Responsibilities:Conduct research on industry-specific programs and partner with Account Marketing Manager to develop lead generation plans.Identify customer personas and ideal customer profile for targeted campaigns.Use...

About the job **Collections Role Overview** Global Channel Management is seeking a skilled Collections Analyst to join our team. As a Collections Analyst, you will be responsible for collecting and reconciling receivable balances for our existing customer base, ensuring accurate billing and timely resolution of outstanding amounts. **Key...

About the Job: CollectionsCollections Analyst Role OverviewThe Collections Analyst will be responsible for collecting and reconciling receivable balances for our existing customer base. This involves driving the balance through to resolution and ensuring that billing is accurate going forward. The ideal candidate will have 3+ years of experience in...

About the job **Collections Role Overview** Global Channel Management is seeking a skilled Collections Analyst to join our team. As a Collections Analyst, you will be responsible for collecting and reconciling receivable balances for our existing customer base, ensuring accurate billing and timely resolution of outstanding amounts. **Key...

About the RoleThe Part Sourcing Specialist plays a crucial part in ensuring our customers receive the right parts at the right time, enabling them to get back on the road safely.Key ResponsibilitiesSource out-of-stock parts internally and externally, optimizing cost-effectiveness and delivery time.Track inbound part shipments using multiple systems,...