100 client support manager jobs at 69 companies in Everett, MA
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Client Relationship Manager
Boston or Connecticut
$109k-$136k/yrHybridFull Time
Voya FinancialNYSE: VOYA: Provides retirement, investment, and insurance products and services.
5+ YOE5+ years in financial services, strong customer service, managing sensitive client relationships, supporting plan operations, ability to travel to client meetings and assigned office within a 50-mile radius.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Requires (or willingness to obtain) an insurance license, strong communication and interpersonal skills, self-motivation, basic computer/CRM skills, and ability to generate leads and manage client relationships.
Boston or Dallas or Houston or Miami or Washington DC
$114k-$191k/yrHybridFull Time
Morgan Lewis: Global law firm providing legal services to corporate clients.
5+ YOEFive years of experience in litigation support or eDiscovery consulting; at least two years in a multi-office law firm or alternative legal service provider. Strong communication, client service, and technical skills.
Microsoft Office Suite, Aspera, Beyond Compare, CaseNotebook, TrueCrypt, RelOne
SodexoEuronext Paris: SW: Global provider of integrated food and facilities management services.
5+ YOE5+ MgmtBachelor's degree or equivalent, 5+ years management and functional experience, proven healthcare support services leadership, strong financial acumen, stakeholder influence, and communication skills.
Client Support, Officer - State Street Investment Management
Quincy, Massachusetts, United States
HybridFull Time
State StreetNYSE: STT: Provides investment servicing and management to institutional investors.
5+ YOEBachelor's in Business/Finance or equivalent experience; minimum 5 years in financial services; strong communication, time management, analytical and problem-resolution skills; ability to work in a hybrid, global environment.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, manage client materials, follow policies, and promote banking solutions; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
Barry's: Boutique fitness studios providing high-intensity interval training classes.
Provide front-desk hospitality, assist with class bookings, manage Fuel Bar orders and POS transactions, maintain studio cleanliness, and support client outreach; must be flexible for mornings/afternoons/evenings and weekend availability; 18+.
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 use Microsoft Office and digital client tools.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Provide professional client service, manage client/pet flow, perform administrative tasks, handle transactions, enter pet records, educate clients about wellness plans, and support scheduling and retail sales.
IMEG: Provides engineering design and consulting for buildings and infrastructure.
2+ YOEBachelor’s degree preferred; 2-3 years project coordination or marketing support in AEC; strong organizational and communication skills; travel up to 10%; Salesforce and Office proficiency.
OneDigital: Provides insurance, employee benefits, and human resources consulting services.
Associates degree required; client support experience; payroll data entry; knowledge of iSolved and CRM; strong interpersonal, written and verbal communication; time management; SaaS exposure preferred.
Cambridge Associates: Provides global investment advisory and portfolio management services.
2+ YOEBachelor's degree,2+ years relevant experience in business development or client service,strong project management,proposal/RFP support experience preferred,excellent communication,familiarity with CRM and Microsoft Office.
Greenberg Traurig: Provides global legal representation and corporate advisory services.
5+ YOE5+ years in project management and client support; law firm or professional services experience preferred; strong MS Office skills; familiarity with AI tools; ability to work independently and meet deadlines.
Microsoft Office Suite, Word, PowerPoint, Excel, Outlook, AI platforms (Copilot, ChatGPT)
Wealthspire: Provides integrated wealth management and financial advisory services.
1+ YOEPerform administrative and data maintenance for client accounts, process transactions and new account openings, manage policy service requests, and support advisors. Requires 1-3 years experience (financial services preferred) and proficiency in Microsoft Office.
Action for Boston Community Development: Provides community social services and resources to combat poverty.
1+ YOEHigh school diploma or equivalent; up to 1 year in case management or related support; proficient in Word/Excel; strong communication; bilingual Russian.
Cambridge Associates: Provides investment management and consulting services to institutional clients.
2+ YOEBachelor's degree,2+ years relevant experience,strong project management,proposal/RFP support,excellent communication,CRM and Microsoft Office familiarity.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
2+ YOEManage and develop Transaction Service Representatives supporting custody brokerage workflows; require brokerage operations experience, Series 7 registration, strong people management and communication skills.
Boston Partners: Global investment firm specializing in value equity management strategies.
3+ YOEBachelor's degree required; 3+ years in wealth management, investment operations, trading, or client service. Experience executing securities trades and supporting portfolio implementation. Proficiency with Addepar, Adhesion, Redtail/Salesforce/Wealthbox CRMs, Fidelity and Schwab platforms, and Microsoft Office.
Fidelity Wealthscape, Schwab Advisor Center, Adhesion, Addepar, Redtail CRM, Salesforce, Wealthbox, Microsoft Office Suite