339 client operations jobs at 161 companies in Brookline, MA
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Operations Client Service, VP
Quincy, Massachusetts, United States
$110k-$189k/yrOnsiteFull Time
State StreetNYSE: STT: Provides investment management and custody services to institutional investors.
5+ YOE5+ years related experience, proven leadership in client service and custody operations, strong client relationship, analytical and problem-solving skills, bachelor's degree preferred.
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
7+ YOEBachelor's in Business/Finance, typically 7+ years experience, strong analytical and communication skills, proficiency in client service operations, and knowledge of industry regulations.
State StreetNYSE: STT: Provides investment servicing and management to institutional investors.
5+ YOEProven client service and people leadership with 5+ years related experience, bachelor\u0002s preferred, strong problem solving, communication, and ability to manage multiple client deliverables and projects.
Wellington Management: Investment management and research services for global institutional clients.
3+ YOE3+ years in financial services with capital markets operations knowledge, strong communication, problem-solving, and process-improvement skills; experience with low-code/productivity tools helpful.
Copilot, Power Automate, Python, High Gear, Alteryx
Wellington Management: Manages investment portfolios and provides financial research for institutions.
3+ YOE3+ years financial services experience, capital markets operations knowledge, strong communication and problem-solving, familiarity with productivity and low-code tools; organized self-starter.
Copilot, Power Automate, Python, High Gear, Alteryx
Barry's: Boutique fitness studios providing high-intensity interval training classes.
Strong customer service, availability for varied shifts including weekends and holidays, leadership and team-training experience, ability to maintain studio standards and manage client inquiries.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
7+ YOE7+ years in asset/wealth management or financial services with client service or operations leadership; track record in scaling service delivery and process improvement; Bachelor's degree; strong executive presence and collaboration.
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and investment banking services.
1+ YOE1–3 years client service experience in finance preferred; bachelor's degree preferred (Finance or Economics); strong communication, attention to detail, and Microsoft Office proficiency.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOE3+ years client service experience in financial services, knowledge of investment operations/IBOR/reconciliations, strong communication, change management, and digital literacy skills.
SodexoEuronext Paris: SW: Provides food service and facilities management solutions.
5+ YOE5+ MgmtBachelor's degree or equivalent, 5+ years management and functional experience, proven healthcare operations leadership, strong financial acumen, relationship-building and process improvement skills.
8+ YOE8+ years experience with 5+ years client service in financial services; supervisory experience; experience servicing US taxable clients and tax-aware operations; strong communication, problem-solving, and MS Office proficiency.
Ropes & Gray: A global law firm providing legal and advisory services.
5+ YOEBachelor's and 5+ years' experience in law firm or similar; strong analytics, project management, Excel, MicroStrategy/HighQ aptitude; excellent communication and problem-solving skills.
Chicago or Los Angeles or Phoenix or Houston or Denver or Overland Park or Detroit or Milwaukee or Pittsburgh or Philadelphia or New York or Short Hills or Boston or Arlington or Atlanta or Nashville or Tampa or Miami or Mobile
$90k-$120k/yrHybridFull Time
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
5+ YOE5+ years commercial P&C insurance client-facing experience, knowledge of coverage forms and renewals, negotiation and relationship management, project management, excellent communication, and ability to obtain a P&C broker license.
Beacon BankNYSE: BBT: A community-focused regional bank providing retail and commercial financial services.
3+ YOEManage client onboarding, account maintenance, and custodial requests; collaborate with client service and operations; experience with custodial platforms.
Chicago or Austin or Atlanta or Wilmington or San Francisco or Dallas or Houston or Silicon Valley or New York City or Los Angeles or Boston or Washington or Miami
$59k-$90k/yrOnsiteFull Time
McDermott Will & Schulte: Global law firm providing legal and transactional advisory services.
Bachelor's degree required. Proficiency with Microsoft Office, experience with electronic billing systems preferred. Strong communication, analytical, client service, organizational skills and attention to detail.
Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Aderant Expert, Rate Hierarchy
SS&C TechnologiesNasdaq: SSNC: Provides software and technology for financial and healthcare sectors.
2+ YOE2+ years investment operations experience or 4+ years with a high school diploma; Master’s or Bachelor’s degree; strong problem-solving, client-facing, and project management skills.
OMS, data warehouses, reporting platforms, platform integrations
HarbourVest: Manages global private equity, credit, and infrastructure investments.
7+ YOE7+ years in financial services/private equity with client service and onboarding experience; strong communication, analytical and multitasking skills; proficiency with Salesforce and Microsoft suite; knowledge of subscription/KYC and closed-ended vehicles.
IQVIANYSE: IQV: Provides clinical research and data analytics for pharmaceutical companies.
15+ YOE15+ years experience in strategy consulting or pharma commercial domain, proven consultative selling and client engagement with senior executives, ability to drive global account growth and lead cross-functional solution delivery.
Pathstone: Provides wealth management and advisory services for affluent families.
Bachelor's degree required; strong analytical, communication, Excel and client-service skills; knowledge of investments; prior client operations experience is a plus.