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Morgan 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 StanleySentinel Group
Wakefield, 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. Th
Job Source: Sentinel GroupFanning 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 PersonnelFanning 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 PersonnelMorgan Stanley
Wellesley, 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 StanleyHowtoecommerce
Boston, MA, United States
All offices are currently open, and our employees are back 4 or 5 days a week in Hudson Yards, NY and 3 days a week in all other offices. If you have questions on this policy or the application process, please contact [email protected]. COMPANY OVERVIEW Global Atlantic Financial Group is a leader in the U.S. life insurance and annuity industry
Job Source: HowtoecommercePublic Consulting Group
Boston
**Overview** Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals throughout the U.S.—all committed to delivering solutions that change li
Job Source: Public Consulting GroupBoston, 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 are and what they contribute.
To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html)
The Client Service Associate supports Senior Relationship Managers and Client Service team with account management responsibilities for investment management and personal trust accounts. The candidate will be a key member of the team responsible for providing high touch service to meet the needs of clients, their advisors and other colleagues.
**Responsibilities but not limited to the following:**
+ Integral support for Senior Relationship Management team
+ Administrative support: telephone back-up, prepare correspondence and maintain files
+ Cash processing and monitoring cash levels
+ Prepare materials for client meetings
+ Research client inquiries and bring about timely resolution
+ Run client statements, tax reports and ad hoc reports
+ Preparing expense reports
+ Organizing and coordinating client meetings
+ Preparing paperwork for sponsorships
+ Monitoring capital calls from Private Equity funds
+ Collecting and organizing client tax information
**To Excel:**
+ Willing accept advanced responsibilities for this role would be alternative and specialty asset administration as well as trust administration
+ Display initiative and exhibit the ability to work without direction
+ Demonstrate a passionate commitment to serve clients and collaborate with colleagues to exceed clients expectations
+ Administer newly acquired knowledge to systems, processes and situations with proficiency
**Qualifications:**
+ Bachelors degree preferred
+ Strong client service commitment
+ Understanding of wealth management a plus
+ Strong interpersonal, verbal and written communication skills with the ability to use these skills to communicate with high-net-worth clients and colleagues
+ Strong organizational skills sufficient to complete work according to established schedule and timeframes, while accommodating given priorities
+ Proficient with Microsoft Word, Outlook, Excel, Power Point and Adobe Acrobat
California residents your privacy rights regarding your actual or prospective employment (https://us.cibc.com/en/about-us/california-consumer-privacy-act-employment.html)
**What CIBC Offers**
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
+ We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
+ Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
+ We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
**What you need to know**
+ CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]
+ You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
+ We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
**Job Location**
MA-100 Federal Street, 37th Fl
**Employment Type**
Regular
**Weekly Hours**
40
**Skills**
Active Listening, Budget Preparation, Client Relationship Management, Customer Experience (CX), File Maintenance, Interpersonal Communication, Presentation Preparations
At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.
Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.
Email Alert for Client Service Associate jobs in Boston, MA, United States
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