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Howtoecommerce
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: HowtoecommerceFanning 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
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 GroupCIBC 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
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 StanleyBoston, 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 who may be actively or passively interested in pursuing a new position in the financial services industry to serve as a catalyst for continued career growth and development.
I’m writing to inform you that one of my client companies, a wealth management firm in Boston, is seeking an Associate, Client Service & Marketing. This is an impactful role located at a firm which offers a dynamic, collaborative corporate culture that involves performing an array of duties in support of an institutional and private wealth client base. These duties include gathering content to address portfolio/ product inquiries received from current and prospective clients, maintaining the firm’s database and investor pipelines, utilizing firm content to create customized product pitches to a targeted client segment, and the like. This role will enable the selected individual to collaborate with multiple firm departments during the execution of duties.
With that being said, this position is a FANTASTIC opportunity for a candidate who offers 2-6 years of similar experience working at a financial services firm
Compensation includes a base salary in the $78K- $90K range, depending on experience, plus bonus and a full suite of benefits
If you are qualified and interested in pursuing this role, please send your updated resume to [email protected]
Adam Cordeiro
Senior Recruiter
Fanning, a division of Masis Staffing Solutions, LLC
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Email Alert for Associate, Client Service & Marketing jobs in Boston, MA, United States
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