3w
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Client Relationship Manager
Boston or Connecticut
$109k-$136k/yr HybridFull Time
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.
1mo
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Client Support & Benefits Representative
Boston, Massachusetts, United States
RemoteFull Time, Part Time
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.
CRM
3mo
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eData Client Services Project Manager
Boston or Dallas or Houston or Miami or Washington DC
$114k-$191k/yr HybridFull Time
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
2w
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Client Executive 1 (Single Client)
Boston, Massachusetts, United States
$128k-$165k/yr OnsiteFull Time
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.
4d
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Client Support, Officer - State Street Investment Management
Quincy, Massachusetts, United States
HybridFull Time
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.
3mo
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Client Service Coordinator
Northborough, Massachusetts, United States
$17-$22/hr OnsiteFull Time
Experience in customer service or client coordination; strong communication; ability to manage appointments and front-desk operations.
3d
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Wealth Management Client Associate
Providence, Rhode Island, United States
$25-$44/hr OnsiteFull Time
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
1mo
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Client Specialist
Boston, Massachusetts, United States
OnsiteFull Time, Part Time
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+.
POS
5d
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Client Service Associate
Wellesley, Massachusetts, United States
$31k-$90k/yr OnsiteFull Time
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
2mo
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Client Relationship Administrator
Holyoke, Massachusetts, United States
$60k-$76k/yr OnsiteFull Time
1+ YOEProvides client service and account administration for Wealth Management; executes transactions, supports onboarding, manages calendars, and prepares client documentation. Bachelor's degree or 1-2 years related experience; strong organization, regulatory knowledge, and MS Office/ShareFile proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, ShareFile, PeoplesWealth, Private Client, Core System
2mo
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Client Service Coordinator - 002415
Westwood, Massachusetts, United States
$17-$22/hr OnsiteFull Time
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.
3mo
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Client Engagement Coordinator
Boston, Massachusetts, United States
OnsiteFull Time
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.
Microsoft Office, Salesforce
4d
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Associate, Private Client
Boston, Massachusetts, United States
$67k-$87k/yr OnsiteFull Time
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.
CRM, Microsoft Office
6d
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Client Solutions Consultant – Service Center
Boston, Massachusetts, United States
$79k-$113k/yr HybridFull Time
5+ YOE5+ years supporting vendor products and application implementations, project management, analytical skills, Microsoft Excel/Word/Access experience, bachelor's degree or equivalent experience.
Microsoft Excel, Microsoft Word, Microsoft Access
1mo
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Legal Support Specialist
Boston, Massachusetts, United States
$41-$49/hr HybridFull Time
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)
2mo
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Bilingual Client Advocate
Brighton, Massachusetts, United States
$44k/yr OnsiteFull Time
1+ YOEHigh school diploma or equivalent; up to 1 year in case management or related support; proficient in Word/Excel; strong communication; bilingual Russian.
Microsoft Word, Microsoft Excel
4d
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Associate, Private Client
Boston, Massachusetts, United States
$67k-$87k/yr OnsiteFull Time
2+ YOEBachelor's degree,2+ years relevant experience,strong project management,proposal/RFP support,excellent communication,CRM and Microsoft Office familiarity.
CRM, Microsoft Office
2w
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Operations Manager, Client Experience
Westlake or Smithfield
OnsiteFull Time
2+ YOEManage and develop Transaction Service Representatives supporting custody brokerage workflows; require brokerage operations experience, Series 7 registration, strong people management and communication skills.
3w
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Client Relations & Trading Associate
Boston, Massachusetts, United States
$100k-$125k/yr OnsiteFull Time
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
1mo
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Business Development & Client Service Associate – Wealth
Singapore or Boston or London or Sydney
HybridFull Time
3+ YOEBachelor's degree, 3+ years sales support or client service in asset management/private banking, familiarity with Salesforce, Morningstar Direct, eVestment and AI-enabled tools, strong communication and client service skills.
AI-enabled tools, Salesforce, Morningstar Direct, eVestment
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