Private Client Service jobs in Boston, MA

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PRIVATE CLIENT FINANCIAL ADVISOR

Identify client objectives and goals; then monitor progress throughout the financial lifecycle. Broaden and deepen affluent client relationships in investment, deposit, and lending. Become a trusted advisor who earns referrals fro...

CompanyCitizens
AddressBoston, MA
CategoryAccounting/Finance
Job typePermanent
Date Posted 2 weeks ago See detail

Private Client Financial Advisor

Citizens

Boston, MA

Identify client objectives and goals; then monitor progress throughout the financial lifecycle. Broaden and deepen affluent client relationships in investment, deposit, and lending. Become a trusted advisor who earns referrals fro...

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 Associate

Gpac Talent Network

Lynn, MA

Are you looking for a new job opportunity?We are seeking a Client Service Associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accu...

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...