70 client services administrator jobs at 54 companies in Epping, NH
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Senior Administrator - Client Services
Boston, Massachusetts, United States
$72k-$89k/yrHybridFull Time
JTC GroupLondon Stock Exchange: JTC: Global professional services for funds, corporates, and private clients.
3+ YOEBachelor's degree; 3+ years client service and banking/financial services experience; knowledge of trust & escrow, fund administration, and Section 1031 exchanges; strong attention to detail and Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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.
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.
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)
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.
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.
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
1+ year brokerage or client services support experience (or equivalent); customer service, administrative support, and ability to prioritize in a complex environment; intermediate Microsoft Office skills; must pass FINRA background screening.
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
Part Time Branch Office Administrator - Portsmouth, NH
Portsmouth, New Hampshire, United States
OnsitePart Time
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service and administrative support to financial advisors; strong attention to detail, analytical thinking, digital tool use, and conversational skills required.
Compass GroupLondon Stock Exchange: CPG: Provides contract food and support services globally.
2+ YOEHigh school diploma, basic computer and office technology skills, and 2–3 years of client service or reception experience in hospitality or a corporate environment; some college preferred.
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.
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
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client support and administrative services for financial advisory teams; HS diploma required, college degree preferred; Series 7/66/63/65 licenses or willingness to obtain; strong MS Office skills.
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+ YOEBS/BA required (MBA preferred), CEBS desired, 5+ years Health & Welfare benefits administration with client interaction, strong communication, leadership, consulting, and Microsoft Office skills.
SkanskaNasdaq Stockholm: SKA B: Builds and develops large-scale infrastructure and commercial property projects.
2+ YOE2+ years administrative experience and high school diploma required; strong organizational, time management, communication, and client service skills; background check required.
SkanskaNasdaq Stockholm: SKA B: A construction and project development creating sustainable and sustainable infrastructure and buildings.
2+ YOE2+ years administrative experience, high school diploma required, strong organizational/time management, communication and client service skills, background check required.
1+ YOEBachelor's degree with 1-2 years related experience; strong multitasking, organizational and customer service skills; proficiency with Salesforce, DocuSign, Microsoft Excel, PowerPoint, and Word.
Salesforce, DocuSign, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, CLM
Paul Hastings: International law firm providing legal and regulatory consulting services.
4+ YOERequires at least 4 years of experience, advanced English and Microsoft Office proficiency, document management expertise, billing knowledge, and strong organization and communication skills. Litigation and notary experience preferred.
Intapp Time, Chrome River, iManage, Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint
Eastern BankNASDAQ: EBC: Provides personal banking, commercial lending, and wealth management services.
3+ YOEBachelor's preferred; minimum 3 years managing client relationships and portfolios; strong communication and client servicing skills; CRM/Salesforce and advanced Microsoft Office (Project, Excel, Word, PowerPoint) and Jira experience; ability to prioritize multiple tasks.
Salesforce, Microsoft Project, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Jira
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOE1+ years client service experience, high school diploma/GED, supports Financial Advisors, strong communication, prioritization, and administrative skills.