Client Service jobs in Boston, MA

Now available 9 results are consistent

Sort by:relevance - date

EXPERIENCED TAX ASSOCIATE - PRIVATE CLIENT SERVICES (HYBRID)

Engage in the Tax Preparation, Planning, Consulting and Research processes; and. Receive formal PCS and on the job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techni...

CompanyAndersen
AddressBoston, MA
CategoryInformation Technology
Job typeFull-Time
Date Posted 2 months ago See detail

Experienced Tax Associate - Private Client Services (Hybrid)

Andersen

Boston, MA

Engage in the Tax Preparation, Planning, Consulting and Research processes; and. Receive formal PCS and on the job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techni...

VP, Client Services

Eversana

Boston, MA

Bachelor's degree required in Business, Marketing, Journalism, Communications, or equivalent education plus professional experience required. Approximately 12 to 15 years of agency, consultative, pharmaceutical and/or healthcare e...

Client Service Analyst

Highvista Strategies Llc

Boston, MA

$54.5K - $69K a year

Respond to investor inquiries in a timely manner, and in conjunction with the Relationship Management team as needed. Captain the on-time completion and delivery of ad hoc requests and questionnaires by collaborating with the appr...

CLIENT TECHNOLOGY ANALYST II, Information Services & Technology, IT Help Center

Boston University

BOSTON, MA

Operating, maintaining, diagnosing and providing expert level support for a wide variety of areas on the Charles River and Fenway Campuses including: client/desktop systems administration mobile devices specialized database manage...

Client Service, AVP

State Street

Quincy, MA

Not disclosed

Ensure superior client satisfaction by acting as an advocate for internal and external clients and ensuring client issues are satisfactorily resolved. Proactively identify client needs and potential internal issues which could imp...

Operations Client Service, Senior Associate

State Street

Quincy, MA

Not disclosed

Act as the point of contact between both internal teams and external clients on the local market requirements to establish securities and cash accounts for our client base. Prepare and review foreign market account opening and ame...

Operations Client Service, Senior Associate

State Street

Quincy, MA

$68.9K - $87.2K a year

Act as the point of contact between both internal teams and external clients on the local market requirements to establish securities and cash accounts for our client base. Prepare and review foreign market account opening and ame...

Client Service Associate

Indelicato & Coffey

Waltham, MA

$50,000 - $60,000 a year

Review and update client information as needed for client review meetings. Prepare final deliverables for upload to the online file manager. Follow-up with prospects or clients with notes or letters signed by advisor(s). Ensure co...

Client Service Assistant

E3 Financial Planning

Needham Heights, MA

$27 - $30 an hour

Onboard new client accounts, which includes the collection of required documentation and client information within the appropriate turn around time. Perform administrative duties that support the advisors in daily business practic...