The Computer Merchant, LTD.Quincy, Massachusetts, United States
serp_jobs.job_card.full_time
JOB TITLE : Client Implementation Associate JOB LOCATION : Quincy or Boston (hybrid 4 onsite) WAGE RANGE • : $40 - 45 / hr.
JOB NUMBER : 224395 REQUIRED EXPERIENCE : Investment Experience Operations Experien...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Service Associate
GW&K Investment Management, LLCBoston, MA, US
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The Client Service Associate acts as a liaison between the client, portfolio manager, custodian and the operations department.
This role is based in our Boston, MA office with a hybrid schedule.Resp...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Associate
Stifel FinancialBoston, MA, United States
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Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.Stifel strives for a culture that puts its clients and associates first : a culture where everyone belo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Services Associate
Action For Boston Community DevelopmentBoston, MA, United States
serp_jobs.job_card.full_time +1
Downtown Boston - Tremont Street.The Statewide Client Services center is the centralized branch of our Low-income Energy Affordability Network (LEAN).
Through the LEAN Network, we provide phone & on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Registered Client Associate
Moors & Cabot IncBoston, MA, US
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The Registered Client Associate is a forward facing member of the Moors & Cabot team with a mission to competitively deliver the highest quality service to clients in order to help them achieve...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Associate
ROCKEFELLER CAPITAL MANAGEMENTBoston, MA, US
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Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.
Originally founded in 1882 as the family office of Jo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Services Associate
Action for Boston Community DevelopmentBoston, MA, US
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The Statewide Client Services center is the centralized branch of our Low-income Energy Affordability Network (LEAN).Through the LEAN Network, we provide phone & online communication services f...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Onboarding Associate
KKRBoston, MA, US
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KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions.
KKR aims to generate attractive investment returns by following a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Services Associate
HellosunshinetravelsBoston, MA, United States
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Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income.
We specialize in providing the tools, training, and support for motiva...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Associate Client Consultant
Confluence TechnologiesBoston, MA, US
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At Confluence, we've always been driven by a commitment to innovation, precision, and partnership in the investment data space.
With Spiros Giannaros joining us as CEO, we're entering a new phase of...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Advocate Associate
Deland, Gibson Insurance Associates Inc.Wellesley Hills, MA, US
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Job Description : Deland, Gibson always seeks to provide industry leading customer service through risk reducing action steps to lower our client’s Total Cost of Risk.Our process then proactiv...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Associate, Client Advisor
Focus Financial PartnersBoston, MA, US
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SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team.In this role, you will support the financial and investment needs of ultra-high-net-worth clients by h...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Associate
StifelBoston, MA, United States
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Stifel strives for a culture that puts its clients and associates first : a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Services Associate
BAYADA Home Health CareAuburndale, MA, US
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BAYADA Home Health Care is seeking a full-time Client Services Associate to join our Auburndale, MA Pediatrics home care team.
Through hands-on experience, Client Services Associates at BAYADA learn...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Associate
GwkinvestBoston, MA, United States
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The Client Service Associate acts as a liaison between the client, portfolio manager, custodian and the operations department.
This role is based in our Boston, MA office with a hybrid schedule.Resp...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Associate
GrahamBoston, Massachusetts
serp_jobs.job_card.full_time +1
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REMOTE - Client Service Associate.Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch.Client Service Associate opportunity with the possibility of becoming a permanent position...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Services Associate
Cannon SearchBoston, MA, United States
serp_jobs.job_card.full_time
Hybrid – Boston, MA (3 days in office).Salary : $75,000 – $90,000 + discretionary bonus.A well-established private wealth advisory firm is quietly adding a Client Services Associate to its team.This...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Associate, Client Advisor
SCS FinancialBoston, MA, US
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SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team.In this role, you will support the financial and investment needs of ultra-high-net-worth clients by h...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Associate
SDL Search PartnersNewton, MA, United States
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About the job Client Service Associate.Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group.
This is a great role for anybody looki...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
The Computer Merchant, LTD.Quincy, Massachusetts, United States
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job_description.job_card.job_description
JOB TITLE : Client Implementation Associate JOB LOCATION : Quincy or Boston (hybrid 4 onsite) WAGE RANGE
: $40 - 45 / hr. JOB NUMBER : 224395 REQUIRED EXPERIENCE : Investment Experience Operations Experience Great Communication / Organizational Skills / Flexibility / Adaptability. Microsoft Office Skills. We have a number of internal applications as well that the candidate would get trained on. Nice to have : Onboarding Experience Project Management Experience Client Facing Experience JOB DESCRIPTION As the Client Implementation Associate, you will : Lead the planning, coordination and execution of client and product events at State Street Investment Management (SSIM) across multiple global regions including : Client fundings for separate accounts and commingled funds Client mandate changes Launching of company sponsored ETFs, Mutual Funds, Seed Funds and Commingled products Client and Fund liquidations and terminations In-kind contributions and withdrawals Custodian and Recordkeeper changes Contractual review including comments and approvals Engage the organization ensuring that all appropriate parties and functional groups are informed, involved, and in asset structuring processes This includes the evaluation of the complexity, fund structures, special requirements, and risks associated with each event Work with Relationship Managers, Product Development and Investment teams to clearly articulate event requirement and solicit input as needed Make adjustments to plan and execution, depending on external needs and internal business policies and standards Participate in or lead projects aimed at continually improving the firm's overall business processes Own, along with the Investment team, the process of implementing a client event from an investment perspective These skills will help you succeed in this role : Minimum 6 years' experience in the investment management field with specific focus on investment operations and investment experience Deep understanding of complex investment issues, processes and vehicles and how these relate to client events Strong desire to continuously improve industry and investment knowledge Strong project management skills Excellent interpersonal, time management and execution skills such as prioritization and multi-tasking under time constraints Ability to build and maintain professional relationships with clients, internal teams, consultants custodians and transition managers, and optimally interact with all levels of an organization Ability to take a leadership role in the decision-making process and bringing parties to a consensus Strong business discernment, including the ability to synthesize complex issues and optimally balance substantial objectives Strong analytical skills and the ability of understanding client objectives and developing effective and appropriate solutions to meet those objectives Consistent track record of successfully leading client events Excellent written & verbal communications and presentation skills Great teammate with a positive attitude Bachelor's Degree required, with a CFA / MBA or equivalent experience preferred Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities
While an hourly range is posted for this position, an eventual hourly rate is determined by a comprehensive salary analysis which considers multiple factors including but not limited to : job-related knowledge, skills and qualifications, education and experience as compared to others in the organization doing substantially similar work, if applicable, and market and business considerations. Benefits offered include medical, dental and vision benefits; dependent care flexible spending account; 401(k) plan; voluntary life / short term disability / whole life / term life / accident and critical illness coverage; employee assistance program; sick leave in accordance with regulation. Benefits may be subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions. Benefits offered are in accordance with applicable federal, state, and local laws and subject to change at TCM's discretion.