3d
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SVP Client Operations
New York or Arizona or California or Colorado or Delaware or Connecticut or Florida or Georgia or Illinois or Kansas or Indiana or Louisiana or Maryland or Massachusetts or Michigan or Minnesota or Missouri or Nevada or New Jersey or New York or North Carolina or Oregon or Pennsylvania or Rhode Island or Texas or Virginia or District of Columbia
$186k-$249k/yr HybridFull Time
15+ YOE15+ years in project/operations/client operations within an agency; experience leading PM teams, operational and financial management, change leadership, executive communication, and practical AI/technology experience.
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
2w
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Manager, Client Care Operations
Alabama or Arkansas or West Virginia or Kansas or Oregon or Oklahoma or New Hampshire or Missouri or Maine or Maryland or Iowa or New Jersey or Indiana or Utah or Mississippi or Massachusetts or Wisconsin or South Carolina or Washington or Virginia or Texas or Tennessee or Rhode Island or Pennsylvania or Ohio or New York or Nevada or New Mexico or North Carolina or Minnesota or Louisiana or Kentucky or Illinois or Idaho or Michigan or Georgia or Florida or Delaware or Connecticut or Colorado or Arizona
$80k-$90k/yr RemoteFull Time
5+ YOE5+ MgmtBachelor's preferred;5+ years customer service/client care leadership;multi-site leadership;strong analytical and coaching skills;ability to travel up to 25%.
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
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.
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