Client Service Associate-Wealth Management

LEAD-ADVISOR, LLC is a wealth management consulting and search firm. This role is for a client of ours. For other roles please visit: jobs.lead-advisor.com.A well-established insurance and financial planning firm is seeking a personable and organized client service associate who can interact with clients and has an eye for details. They are a boutique...

Company DescriptionAtlantic Planning Group, LLC, located in Waltham, MA, has over two decades of experience in wealth management, offering custom-made financial plans and solutions for high net worth clients and business owners. Our approach provides clarity and knowledge for confident financial decision-making in today's dynamic landscape.Role...

Company DescriptionAtlantic Planning Group, LLC, located in Waltham, MA, has over two decades of experience in wealth management, offering custom-made financial plans and solutions for high net worth clients and business owners. Our approach provides clarity and knowledge for confident financial decision-making in today's dynamic landscape.Role...

CLIENT SERVICE PROFESSIONALCOMPANY DESCRIPTIONWindrose Advisors is a boutique wealth management firm founded in 2009. The Firm advises on approximately$3.7 billion of client capital invested across all asset classes. Our investment philosophy is rooted in deepexperience across several market cycles and includes relationships with some of the world’s most...

Company Overview: Commonwealth Financial Network is a leading provider of business solutions to independent financial advisors nationwide.Salary: $85,000 - $110,000 per year, depending on experience and qualifications. This salary range takes into account the company's national presence, with headquarters in Waltham, Massachusetts, San Diego, California, and...

CLIENT SERVICE PROFESSIONALCOMPANY DESCRIPTIONWindrose Advisors is a boutique wealth management firm founded in 2009. The Firm advises on approximately$3.7 billion of client capital invested across all asset classes. Our investment philosophy is rooted in deepexperience across several market cycles and includes relationships with some of the world’s most...

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Relationship Manager in our Waltham, MA office. The Client Relationship Manager will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals,...

DescriptionCitizens employs a group of experienced advisors that help individuals and families attain their financial goals.  Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.  The Citizens PCFA is a...

BAYDA Home Health Care has an immediate opening for a Client Services Coordinator in our Foxborough, MA Skilled Nursing Office. If you are looking for an exciting career opportunity in a growing industry, a Client Services Coordinator could be the position for you. This unique opportunity is a great career path for the right candidate eager for growth in...

DescriptionCitizens employs a group of experienced advisors that help individuals and families attain their financial goals.  Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.  The Citizens PCFA is a...

At Diverse Lynx LLC, we are seeking a highly skilled Agile Program Manager to join our team. This is a fantastic opportunity to work with us in WALTHAM, MA.About the RoleWe are looking for an experienced Agile Program Manager who can lead our agile program processes and drive continuous improvement. The successful candidate will have at least 5 years of...

Associate Customer Service Rep. Job ID: 23-05160 Job Title: Associate Customer Service Rep Job Duration: 3+ Months Job Location: Waltham, MA Job Description: ViaCord, a Client Company, provides newborn stem cell preservation services for expectant families. Newborn stem cells are a valuable source of non-controversial stem cells; the building blocks of...

Job Title: Scrum Master with (PMP, CSM, PSM, and/or SAFe) Certification Location: WALTHAM, MA (onsite)Duration: Contract Roles & Responsibilities: • Organizes, facilitates & leads the agile program processes and their execution, escalates impediments, manages risk, and helps drive program-level continuous improvement • Additionally, this role is...

UBEO Business Services, the premier provider of business technology products and services, is seeking to hire an Field Service Master Tech to join our team.UBEO is a distributor/servicer of document equipment and software solutions. Primary products include Xerox, Ricoh, Canon and Konica Minolta multi-functional equipment and Kyocera printers. UBEO...

UBEO Business Services, the premier provider of business technology products and services, is seeking to hire an Field Service Master Tech to join our team.UBEO is a distributor/servicer of document equipment and software solutions. Primary products include Xerox, Ricoh, Canon and Konica Minolta multi-functional equipment and Kyocera printers. UBEO...

UBEO Business Services, the premier provider of business technology products and services, is seeking to hire an Field Service Master Tech to join our team.UBEO is a distributor/servicer of document equipment and software solutions. Primary products include Xerox, Ricoh, Canon and Konica Minolta multi-functional equipment and Kyocera printers. UBEO...

Work Schedule Standard (Mon-Fri) Environmental Conditions Office Job Description When you're part of the team at Thermo Fisher Scientific, you'll do important work, like helping customers in finding cures for cancer, protecting the environment or making sure our food is safe. Your work will have real-world impact, and you'll be supported in achieving...

Full job descriptionCompany DescriptionAt ServiceNow, our technology makes the world work for everyone, and our people make it possible. We move fast because the world can’t wait, and we innovate in ways no one else can for our customers and communities. By joining ServiceNow, you are part of an ambitious team of change makers who have a restless curiosity...

Job Title: Landscape Account Manager Location: Waltham, MA Job Type: Full-time Company Overview: Join an established, stable, and expanding company in the West Metro, Boston area that specializes in providing top-tier landscape services. As they continue to grow, the company is looking to add a dynamic Landscape Account Manager to their team. This is a key...

Job DescriptionJob DescriptionFinancial ProfessionalAre you a leader who has the following traits?• Competitive• Entrepreneurial• Coachable• Communicative• Self-disciplined• AuthenticIf the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At NewYork Life, you’re in control of your...