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...
Company | Citizens |
---|---|
Address | Boston, MA |
Category | Accounting/Finance |
Job type | Permanent |
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...
2 weeks ago seen See more...
- View all Citizens jobs - jobs in Boston, MA
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...
2 months ago seen See more...
- View all Boston University jobs - jobs in BOSTON, MA
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...
2 weeks ago seen See more...
- View all Gpac Talent Network jobs - jobs in Lynn, MA
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...
a month ago seen See more...
- View all State Street jobs - jobs in Quincy, MA
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...
2 months ago seen See more...
- View all State Street jobs - jobs in Quincy, MA
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...
2 months ago seen See more...
- View all State Street jobs - jobs in Quincy, MA