Remote Client Service Associate jobs in Boston, MA
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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...
| Company | Andersen |
|---|---|
| Address | Boston, MA |
| Category | Information Technology |
| Job type | Full-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...
- View all Andersen 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...
6 days ago seen See more...
- View all Gpac Talent Network jobs - jobs in Lynn, MA
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...
- View all Indelicato & Coffey jobs - jobs in Waltham, 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
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