Client Engagement Associate, Financial Services

About Us:For over a century, HarborOne has remained dedicated to our clients, our communities, and our team members. Established in 1917 to address the evolving financial needs of our local populations, HarborOne continues to uphold a commitment to exceptional service.Position Overview:As a Customer Support Specialist, you will play a crucial role in...

Creative Financial Staffing is collaborating with a reputable distribution firm to find a Payables Management Specialist to enhance their team.Why Join This Team?The organization is experiencing growth and maintains a solid business foundation.Initially established as a local service provider, it has expanded its reach nationally across the continental...

Financial ConsultantWe are seeking a skilled Financial Consultant to join our team at Fidelity Investments and contribute to the growth of our Investor Center.Engage with clients face-to-face, providing personalized guidance and planning to help them achieve their financial objectives.Collaborate with colleagues to develop and implement customized financial...

Company Overview:Everest Clinical Research is a premier contract research organization (CRO) dedicated to delivering a comprehensive suite of expertise-driven clinical research services to the global pharmaceutical, biotechnology, and medical device sectors. Our collaborations include some of the most reputable companies and cutting-edge products in...

Job Overview Infosys is on the lookout for a Lead Client Engagement Executive specializing in the Life Sciences sector, particularly within pharmaceutical manufacturing and supply chain operations. This role entails spearheading all client interactions within the designated account, collaborating closely with Group Managers to formulate a comprehensive...

Job OverviewPosition SummaryAt Anchor Advisory Services Corporation, we collaborate with sales professionals nationwide to enhance their schedules with client meetings. Our focus is not on selling products; rather, we empower our client associates through comprehensive training and support from a management team boasting over 30 years of collective...

ABOUT ZINNIA:Zinnia is transforming the way individuals purchase, manage, and administer insurance products. By merging advanced enterprise technology solutions with insightful data and the user-friendly Policygenius marketplace, Zinnia is reshaping the insurance landscape for consumers, advisors, and insurers alike, enabling more individuals to secure their...

Exciting Career Opportunity:Are you a recent graduate eager to embark on a fulfilling career in a vibrant setting? Look no further!Strive2Move is a rapidly expanding organization in the sports and rehabilitation sector, committed to fostering connections with our clients. Our mission is to deliver exceptional care and achieve lasting results without relying...

Job OverviewCLIENT SERVICES SPECIALIST - WEALTH MANAGEMENTFull-time, In-office PositionSalary Range: $60,000 to $70,000Experience in Financial Services RequiredAt Transcend Practice Management, we recognize that the most talented individuals have numerous options in the wealth management sector. Joining our team is an investment in your career that promises...

Job Title: Financial Operations Associate The Financial Operations Associate is responsible for supporting various tasks and activities within the financial operations framework. Welcome to Mount Prospect Academy (MPA), a dynamic coalition of nonprofit organizations established to assist adolescents in overcoming challenges and achieving personal growth.MPA...

About the RoleCitizens is seeking a highly skilled and experienced Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships.Key ResponsibilitiesAcquire qualified, new-to-wealth relationships through...

About Us:For over a century, HarborOne has remained steadfast in its dedication to our clients, communities, and team members. Established in 1917 to address the evolving financial needs of our local clientele, HarborOne continues to uphold its commitment to providing exceptional service.Position Overview:As a Marketing Specialist, you will play a crucial...

About the RoleCitizens is seeking a skilled Client Relationship Manager to join our Private Client team. As a key member of our team, you will be responsible for building and maintaining strong relationships with our affluent and high-net-worth clients.Key ResponsibilitiesClient Acquisition: Identify and acquire new clients through leads and referrals, and...

About the RoleNFP, a leading insurance broker and consultant, is seeking a highly organized and customer-focused Account Executive to join our team. As an Account Executive, you will be responsible for working closely with Advisors/Client Executives and Account Executives to service client accounts, supporting them in day-to-day account management and...

Position Overview:As a vital member of our team at IASIS Healthcare, the Financial Counselor plays a crucial role in enhancing the financial well-being of our patients. This position is dedicated to assisting patients in navigating their financial responsibilities and ensuring they receive the support they need.Key Responsibilities:Under the guidance of the...

Job SummaryAn Associate Account Manager is a key team member in the Global Risk Management and Full-Service REMS (GRMR) Business. Key responsibilities include identifying client needs, designing solutions, managing client deliverables, coordinating with internal teams, and delivering client contracts on time, on budget, and within scope. This professional...

About the Role:The New Hampshire Electric Cooperative is seeking a highly skilled and experienced Financial Services Controller to join our team. As a key member of our financial leadership team, you will be responsible for overseeing all accounting functions, ensuring accurate financial reporting, and compliance with policies and regulations.Key...

About the Role:We are seeking a highly skilled and experienced Financial Services Controller to join our team at New Hampshire Electric Cooperative. As a key member of our finance department, you will be responsible for overseeing all accounting functions, ensuring accurate financial reporting, and compliance with policies and regulations.Key...

Support management in assessing internal controls related to financial reporting; execute financial, operational, contractual, and compliance assessments; and provide guidance on the creation and execution of risk-oriented audit strategies.KEY RESPONSIBILITIES: Gather and evaluate information to identify inadequate controls, redundant efforts, extravagance,...

Job SummaryPNC Financial Services Group is seeking a highly skilled and motivated Customer Relationship Manager to join our team. As a key member of our Retail Branch Banking Network, you will play a critical role in strengthening customer relationships and driving sales growth.Key ResponsibilitiesCustomer Acquisition and Retention: Acquire and deepen the...