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CIBC LLC
Boston, MA, United States
Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they ar
Job Source: CIBC LLCFanning Personnel
Boston, MA, United States
Position Summary Boston investment firm is seeking a Client Service Associate to join their dynamic team. This individual will work closely with the Client Advisory Team to understand the client's needs and to improve upon service within each client relationship as well as facilitate the daily transactions for client portfolios. The Client Service
Job Source: Fanning PersonnelMorgan Stanley
Middleton
*POSITION SUMMARY* Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding
Job Source: Morgan StanleyMorgan Stanley
Middleton
*POSITION SUMMARY* Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding
Job Source: Morgan StanleyMorgan Stanley
Boston, MA, United States
POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an unders
Job Source: Morgan StanleyMorgan Stanley
Middleton, MA, United States
POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an unders
Job Source: Morgan StanleyMorgan Stanley
Boston
*POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an under
Job Source: Morgan StanleyFanning Personnel
Boston, MA, United States
Associate, Client Service & Marketing opening located at a wealth management firm in Boston I'm a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual
Job Source: Fanning PersonnelWakefield, MA, United States
Location Note: This a hybrid role for our Wakefield, MA office.
The Purpose of Your Role: This is an entry level positon to develop into a full time financial planning role. This role will start out learning various departments at Sentinel and assisting a team of Financial Planners, Para Planners, Operations and Client Relationship Managers.
This role will allow you the opportunity to cultivate your own sales approach before moving into a quota carrying sales position in the organization.
This is an exciting and educational opportunity for someone who is looking to start a sales career in financial services.
What you'll bring to Sentinel: Exceptional prioritization, written and verbal communication skills to manage multiple types of client and team requests, working effectively in a team based environment
Collaboration with multiple teams across the Wealth Management unit
Strategies to support new efficiency measures
What you'll be responsible for: Knowledge of Excel, Powerpoint, eMoney, Salesforce, Orion, and various custodial platforms.
Support a team of financial planners with arranging participant education with plan sponsors - onsite or virtual.
Maintain and update charts/graphs in presentations
Work on operational/planner projects as needed
Collaborate with financial planners, compliance, and marketing on presentation & marketing needs
Act as a Financial Wellness Educator (once licensed when needed) (May require travel)
Prepare client paperwork.
Assist the Operations Team with Occasional Requests during audits
About you: We are looking for a natural leader and innovative thinker to drive our business forward someone with an entrepreneurial spirit, customer focus, drive, determination and the strength of character to challenge the status quo. Flexibility, mobility, and the willingness to embrace change are vital too, as you begin your career in financial services at Sentinel.
What you need to have:
Preferred qualifications: Bachelor's degree in marketing, business, organizational development, communications, or related field.
Ability to obtain Series 65, and Life Accident and Health licenses within 6 months of hire
Ability to obtain CFP®
Excellent communication skills
Outstanding organizational skills
What you'll be part of:
Our people care about our organization. We are a company with a mission to be the best in our industry and best within our company. Being part of this company means that you are part of something special. Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021 & 2022, and 2023 Sentinel earned a Top Workplace USA Awards from Energage.
At Sentinel, we hire people with all kinds of awesome experiences, backgrounds, and perspectives. We like it that way. So even if you don't meet every single requirement, please consider applying if you like what you see. Our priority is to find the brightest talent that can add to our team culture, those who actively contribute and who are excited about what they do.
Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know.
Some of our Benefits: PTO (vacation, sick, personal time bank)
FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service
12 Paid Holidays (10 stated and 2 floating holidays)
2 Community Volunteer Days
5 Summer Half Days
Medical, Dental, Vision
Life Insurance
LTD & STD
Retirement Plan with 3.75% Employer Match
Parental Leave
See what we stand for: https://www.sentinelgroup.com/About-Us/Join-Our-Team
Who we are:
Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we've remained devoted to making a difference in the lives of our people, our clients and our community. With a 9-year average associate tenure among our 265 professionals, our team's commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you.
Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it's through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts-and their commitment to excellence-define who we are.
Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine).
Email Alert for Client Services Associate jobs in Wakefield, MA, United States
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