108 client services administrator jobs at 62 companies in Reading, MA
1mo
Save
Mark Applied
Hide
1mo
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.
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
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)
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.
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.
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.
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
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.
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
5+ YOEFully licensed (SIE, Series 7, Series 66 or Series 63 and Series 65) with at least 5 years' experience; client service, team leadership, recruitment and administration 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
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.
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+ YOEBS/BA required (MBA preferred), CEBS desired, 5+ years Health & Welfare benefits administration with client interaction, strong communication, leadership, consulting, and Microsoft Office skills.
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