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Private Client Service jobs in Massachusetts

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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...

2 months ago seen See more...

Client Service Representative w/Animal Experience

Vca Animal Hospitals

Stoughton, MA

With every opportunity, we aim to exceed each pet owners expectations.Were looking for a personable yet highly professional service extraordinaire to join us in delivering our mission to our clients and their pets.Why We Need...

yesterday seen See more...

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 days ago seen See more...

Client Service Representative

Teksystems

Worcester, MA

Competitive Pay - 25/hr. Foot in the door opportunity with a National Financial services company. Join an organization that strives of excellent service and teamwork. Excellent growth opportunity for Top performers. hybrid Schedul...

4 days ago seen See more...

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...

5 days ago seen See more...

Client Service Representative

Vca Animal Hospitals

Hanover, MA

With every opportunity, we aim to exceed each pet owners expectations.Were looking for a personable yet highly professional service extraordinaire to join us in delivering our mission to our clients and their pets.Why We Need...

a week ago seen See more...

Client Service Representative

Vca Animal Hospitals

Great Barrington, MA

With every opportunity, we aim to exceed each pet owners expectations.Were looking for a personable yet highly professional service extraordinaire to join us in delivering our mission to our clients and their pets.Why We Need...

2 weeks ago seen See more...

Private Client Financial Advisor

Citizens

Ludlow, MA

Then they compare and evaluate investment options, identify investment strategies, and recommend potential products based on suitability.Private Client Financial Advisors work with a variety of business partners and referral sourc...

3 weeks ago seen See more...

Private Client Financial Advisor

Citizens

Marlborough, MA

Then they compare and evaluate investment options, identify investment strategies, and recommend potential products based on suitability.Private Client Financial Advisors work with a variety of business partners and referral sourc...

3 weeks ago seen See more...

Private Client Financial Advisor

Citizens

North Grafton, MA

Then they compare and evaluate investment options, identify investment strategies, and recommend potential products based on suitability.Private Client Financial Advisors work with a variety of business partners and referral sourc...

3 weeks ago seen See more...

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...

4 weeks ago seen See more...

Spanish Speaking Client Service Representative

Dmb Financial

Beverly, MA

$40,500 - $57,500 a year

Outcome-oriented -- results-focused with strong performance culture. People-oriented -- supportive and fairness-focused. Team-oriented -- cooperative and collaborative. Email. Phone. No. 401(k). Dental insurance. Employee discount...

a month ago seen See more...

Client Service Associate

Boston Wealth Management, Llc

Wayland, MA

We pride ourselves on helping individuals, families, businesses, and nonprofits achieve financial stability and independence.Why Work Here:- Opportunity for Growth: Join a dynamic team where your skills and contributions are value...

a month ago seen See more...

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...

Client Service Associate

Edelman Financial Engines

Burlington, MA

Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork. Supervise client account activity, researching and resolving issues. Prepare and review all new...

2 months ago seen See more...

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...

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...

2 months ago seen See more...

Financial Advisor Baystate Private Client Group

Baystate Financial

Beverly, MA

$70,000 - $350,000 a year

Build your own Financial Planning Practice. Client Acquisition & Marketing. Client Financial Analytics & Case Development. Financial Plan Design. Sophisticated Asset Management and Protection Product Implementation. On Going Servi...

2 months ago seen See more...

Senior Tax Associate/ Supervisor – Private Client Group

Pkf O'connor Davies

Boston, MA

$87.1K - $110K a year

Prepare individual, trust, estate, gift and foundation tax returns Prepare estate and trust fiduciary accountings Provide high level personal financial and estate compliance services Review tax information supplied by clients and...

2 months ago seen See more...

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...

2 months ago seen See more...

Vice President, Client Services

Martello Technologies

Springfield, MA

Relying on a strong technical background, provide strategic leadership and direction to the Client Services team, fostering a culture of excellence, collaboration, and continuous improvement. Build and maintain strong relationship...

2 months ago seen See more...

Client Services Specialist

Cold Chain Technologies, Llc.

Franklin, MA

$20 - $24 an hour

Provide exceptional customer service to all clients: scheduling, follow up, delivery confirmation, release programs. Accurately process customer quotes, orders, acknowledgements, return authorizations, set up new client accounts....

2 months ago seen See more...

Client Services Associate II, Chelmsford, Full-Time

Digital Federal Credit Union / Dcu

Chelmsford, MA

$54.4K - $68.9K a year

Support the Financial Consultants by processing account applications and paperwork, obtaining necessary account documents, resolving inquiries and notifications, performing account maintenance, and handling account transfers. Sche...

2 months ago seen See more...

Client Services Analyst

Aspen Technology

Bedford, MA

$45.5K - $57.6K a year

Handling of a wide variety of technical support tasks, including desktop, laptop and tablet deployment, configuration, software installation, troubleshooting and hardware diagnosis, repair and maintenance. Customer-focused approac...

2 months ago seen See more...

Client Service Associate

Tsw Wealth Management

Framingham, MA

$60,000 - $75,000 a year

Full time, salaried. Hours: Monday through Thursday from 8:30am to 4:30pm, and Fridays from 8:30am to 4:00pm. Family-friendly culture of work-life balance. Potential for partial remote work. Significant annual bonus program. Healt...

2 months ago seen See more...

Automotive Service Client Care Specialist

The Herb Chambers Companies

Burlington, MA

Nationally recognized training and tools. Medical (HMO & PPO), vision, life & Dental. 401K Retirement. High volume of outbound and inbound phone calls. Creating appointments for guests in our service departments. Learning customer...

a month ago seen See more...

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...

Field Service Client Administrator- MA

Aventiv Technologies, Llc

North Dartmouth, MA

Primary representative between on-site facility personnel, Account Management & other Aventiv personnel. Research issues reported by Agency staff members with the purpose of achieving resolution or escalation to the appropriate de...

2 months ago seen See more...

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