2d
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Operations Client Service, VP
Quincy, Massachusetts, United States
$110k-$189k/yr OnsiteFull Time
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.
1mo
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Vice President, Client Operations
Pittsburgh or Everett
$69k-$153k/yr HybridFull Time
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.
2d
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Operations Client Service, VP
Quincy, Massachusetts, United States
$110k-$189k/yr OnsiteFull Time
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.
4d
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Client Service Operations Analyst
Boston, Massachusetts, United States
$90k-$180k/yr HybridFull Time
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
4d
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Client Service Operations Analyst
Boston, Massachusetts, United States
$90k-$180k/yr HybridFull Time
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
1mo
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Client Operations Supervisor
Boston, Massachusetts, United States
$21/hr OnsiteFull Time
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.
Zendesk, Brandbot
2mo
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Vice President, Client Services (Operations Manager) - Parametric
Boston, Massachusetts, United States
$115k-$225k/yr HybridFull Time
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.
1mo
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Client Associate
Boston, Massachusetts, United States
$55k-$75k/yr OnsiteFull Time
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.
Microsoft Office Suite
2w
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Client Service - Associate I
Boston, Massachusetts, United States
$74k-$100k/yr OnsiteFull Time
3+ YOE3+ years client service experience in financial services, knowledge of investment operations/IBOR/reconciliations, strong communication, change management, and digital literacy skills.
1mo
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Client Executive 1 (Single Client)
Boston, Massachusetts, United States
$128k-$165k/yr OnsiteFull Time
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.
1mo
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Client Service Principal, Taxable
Boston, Massachusetts, United States
$115k-$160k/yr OnsiteFull Time
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.
Microsoft Office
1w
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Senior Client Operations & LPM Analyst
New York or Boston or Chicago or Washington, D.C.
$117k-$195k/yr HybridFull Time
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.
Microsoft Excel, MicroStrategy, HighQ
1d
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Associate Client Advocate
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/yr HybridFull Time
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.
Microsoft Office
2mo
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Operations Associate
Boston, Massachusetts, United States
$21-$32/hr OnsiteFull Time
3+ YOEManage client onboarding, account maintenance, and custodial requests; collaborate with client service and operations; experience with custodial platforms.
Schwab Advisor Center
1d
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Environmental Client Advisor
Boston or New York City or Philadelphia
$93k-$197k/yr HybridFull Time
5+ YOE5+ years industry experience, P&C license (or ability to obtain), bachelor\u0002s degree preferred, strong client relationship and risk advisory skills.
1w
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Client Arrangements Specialist
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/yr OnsiteFull Time
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
2mo
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Client Engagement Liaison (LH-BPO)
New York or Boston
HybridFull Time
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
1mo
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Senior Associate, Client Onboarding
Boston, Massachusetts, United States
$100k-$115k/yr HybridFull Time
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.
Salesforce, Microsoft suite
1w
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Senior Global Client Partner
Boston, Massachusetts, United States
$169k-$470k/yr OnsiteFull Time
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.
3d
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Associate, Client Advisory
Boston, Massachusetts, United States
$65k-$73k/yr HybridFull Time
Bachelor's degree required; strong analytical, communication, Excel and client-service skills; knowledge of investments; prior client operations experience is a plus.
Microsoft Excel, Microsoft Office
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