115 client services administrator jobs at 71 companies in Atkinson, NH
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Senior Administrator - Client Services
Boston, Massachusetts, United States
$70k-$90k/yrHybridFull Time
JTC GroupLondon Stock Exchange: JTC: Global professional services for funds, corporates, and private clients.
3+ YOEBachelor's degree and 3+ years of client service or customer success experience required. Banking, financial services, trust and escrow, fund administration, and Section 1031 experience desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Avison Young: Global commercial real estate brokerage and advisory services firm.
3+ YOERequires 3+ years of real estate experience or relevant diploma/degree, strong business writing and communication skills, proofreading ability, multitasking, discretion, and advanced Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Adobe Creative Suite, Adobe InDesign, Adobe Photoshop, Adobe Illustrator, Adobe Acrobat, CRM, MLS, Altus, CoStar
Cocheco Elder Law: Legal services for estate planning and elder care matters.
2+ YOEAssociate degree or high school diploma with 2–3 years of member/client services experience; strong administrative, clerical, technical, communication, organization, confidentiality, and Microsoft Office skills.
Microsoft Office Suite, Microsoft Excel, Microsoft Outlook, Microsoft Word, Microsoft Publisher, Microsoft PowerPoint
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
2+ YOERequires 2–3 years of professional-services billing experience, MS Office and Oracle experience, numerical skills, attention to detail, and availability during East Coast business hours.
Microsoft Office, Oracle, Ariba, Cupa, Microsoft Dynamics, Mavenlink
Pace Analytical: Provides analytical testing and scientific laboratory services.
High school diploma or equivalent; laboratory or environmental testing experience preferred but not required. Must stand for long periods, work around strong odors, and wear required PPE.
UBSSIX Swiss Exchange / NYSE: UBSG / UBS: Global financial services firm providing wealth and asset management.
2+ YOEPreferred: 2+ years of client service experience in finance, a finance-focused bachelor's degree, Series 7 and 66 licenses, strong communication and interpersonal skills, attention to detail, and Microsoft Office Suite proficiency.
Microsoft Office Suite, artificial intelligence (AI)
SkanskaNasdaq Stockholm: SKA B: Global construction and project development.
2+ YOE2+ years administrative experience, high school diploma required, background check required; strong organizational, time management, communication, and client service skills.
Arcadia Financial Group: Provides retirement planning and wealth management services to individuals.
2+ YOE2+ years in client service, hospitality, administrative support or related field; strong communication, organization, CRM and Microsoft Office experience; judgment, problem-solving, and attention to detail.
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Providing exceptional client service, routing clients and pets through the hospital, educating clients on wellness plans and services, performing administrative and financial tasks, and supporting team productivity.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required (college preferred). Detail-oriented, strong client service and communication skills, advanced Microsoft Office, willingness to obtain Series 7 and Series 66 or Series 63 and 65 registrations.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
Provides exceptional client service, recruits new clients, performs administrative and financial tasks, uses Microsoft Office, handles pets safely, can lift up to 50 lbs, and works weekends/evenings as needed.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
Verrill: Provides full-service legal representation and advisory services to businesses.
4+ YOEBachelor's degree and at least four years of estate administration experience, preferably in a law firm; strong attention to detail; excellent organizational and MS Office skills.
Senior Client Services Account Analyst – Private Wealth and Retirement
Wilmington, Massachusetts, United States
$64k-$114k/yrHybridFull Time
Hub International: Provides global insurance brokerage and risk management services.
2+ YOE2+ years retirement plan administration or related experience, strong Excel and CRM skills, ability to load/reconcile large data sets, attention to detail, and strong communication skills.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and administrative support to financial advisors, execute money movements, manage calendars and travel, and assist with digital tool enrollment. Detail-oriented with strong communication and Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Corient: Fiduciary wealth management services for high-net-worth individuals and families.
3+ YOEBachelor's degree or equivalent experience, 3+ years client service/operations experience, strong administrative and communication skills, confidentiality, proficiency with Salesforce, DocuSign and Microsoft Office.
Salesforce, DocuSign, Microsoft Office Suite, portfolio accounting systems
Sr. Client Service Manager / Director, Client Service Management
Merrimack, New Hampshire, United States
OnsiteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
5+ YOEBachelor's degree required; MBA preferred and CEBS desired. Requires 5–7 years of Health and Welfare benefits administration or outsourcing administration with client interaction, plus leadership, communication, analysis, and Microsoft Office proficiency.