130 client services administrator jobs at 77 companies in Concord, MA
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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
Downers Grove or Wyomissing or Radnor or Bloomington or Boston or New York City or Lake Mary or Plano or Melville or Chicago or Atlanta or Overland Park
$72k-$141k/yrHybridFull Time
CNANYSE: CNA: Provides commercial property and casualty insurance and risk management.
5+ YOESenior client services role requiring 5-8 years in claims or third-party administration; bachelor's degree; CPCU/ARM/AIC certifications preferred.
UMass Memorial Health: Provides integrated medical care and clinical research in Massachusetts.
2+ YOEBachelor’s degree or equivalent experience, 2+ years in Healthcare IT Epic Client Systems, Epic certifications, Windows Server, Epic distribution tools, web/service servers, PowerShell, Azure, virtual infrastructure, and troubleshooting skills.
Epic, Hyperspace, Interconnect, EPS, Web BLOB, MyChart, CareLink, Rover, Haiku, IRIS, Kuiper, System Pulse, Windows Server, PowerShell, Azure, Citrix VDI, Cisco UCS, Microsoft 365, Microsoft Intune, Microsoft Azure Virtual Desktop
1+ YOEBachelor's degree in business, finance, or related field, or equivalent experience; related experience preferred. Requires Microsoft Office Suite, Salesforce, and DocuSign proficiency, communication, judgment, and confidentiality.
Microsoft Office Suite, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams, Salesforce, Orion, Schwab, Fidelity, DocuSign
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
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