Client Services Coordinator Workplace ResourceClient Services CoordinatorWorcester, MA$55,000–$65,000 / yearFull timeCoordinates ordering and receiving process, expedites orders, maintains order status, and punch-list follow-up to ensure a high level of customer satisfaction. The Client Services Coordinator is responsible for the efficient processing and handling of customer orders.
NewClient Services Specialist AxelonClient Services SpecialistJohnston, RIIndependently service both internal and external customers on a wide variety of Commercial Card, ACH & cash management products, services and technical issues through all incoming channels. The candidate must be goal driven with a desire to productivity goals; including meeting day to day business needs, with advanced problem-solving skills/ability to negotiate through difficult situations.
NewSchool Services - School Board Certified Behavioral Analyst (BCBA) - $2,404 per week AMN Healthcare AlliedSchool Services - School Board Certified Behavioral Analyst (BCBA) - $2,404 per weekStoughton, MA$2,367–$2,440Key responsibilities include: Ensuring appropriate staffing resources in each classroom, including the number of staff, their training, and ongoing supervision to support each student’s IEP Overseeing and monitoring behavioral programming, including development, implementation, and data-driven evaluation of behavior plans Collaborating closely with Lead Special Education Teachers to support curriculum implementation, under the guidance of Curriculum Coordinators Helping to shape a positive, structured learning environment that integrates academic instruction with evidence-based behavioral supports Assisting the Director of School Services in meeting all requirements for acquiring and maintaining applicable program licenses, certifications, and accreditations Promoting best practices in applied behavior analysis across classrooms and helping to maintain consistency and quality of behavioral interventions Providing training, coaching, and feedback to staff to strengthen their skills in implementing behavior plans and data collection A typical day in this role may include conducting classroom observations, reviewing and analyzing behavior data, supporting staff with program implementation, collaborating with teachers and curriculum staff to align behavior strategies with educational goals, and participating in meetings related to IEPs and program oversight. At AMN Healthcare, we strive to be recognized as the most trusted, innovative, and influential force in helping healthcare organizations provide quality patient care that continually evolves to make healthcare more human, more effective, and more achievable.
NewOutsourced Accounting Manager - Life Sciences & Biotech JobotOutsourced Accounting Manager - Life Sciences & BiotechBraintree, MARemote$160,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. You will be working with a diverse portfolio of clients in the life sciences and biotech industry, providing expert financial advice and management.
NewSchool Services - School Occupational Therapist - $1,943 per week AMN Healthcare AlliedSchool Services - School Occupational Therapist - $1,943 per weekBrockton, MA$1,914–$1,972At AMN Healthcare, we strive to be recognized as the most trusted, innovative, and influential force in helping healthcare organizations provide quality patient care that continually evolves to make healthcare more human, more effective, and more achievable. Often referred to as the "City of Champions," due to its proclivity to turning out high quality professional boxers, Brockton is situated just 20 miles outside of Boston and offers residents the archetypal historical New England living experience.
Financial Service Professional New York Life - Rob WardFinancial Service ProfessionalProvidence, RIWe want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor.
NewCustomer Service AxelonCustomer ServiceWarwick, RI$18–$20 / hourSuperb listening skills and professional oral & written communication skills with an ability to inspire trust and accountability though an empathetic communication style which promotes a quality image of Client. • A demonstrated ability to quickly learn and continuously develop functional knowledge and an understanding of company products as well as administrative, claims, underwriting and marketing functions.
FM Approvals AVP Technical Team Manager - Electrical, Hazardous Locations FMFM Approvals AVP Technical Team Manager - Electrical, Hazardous LocationsWest Glocester, RI$138,000–$198,000Support manager in identifying business opportunities to grow the business while maintaining leadership, recognition and credibility in relevant technologies. Project management (personnel, tasks, budget, schedule), including familiarity with computerized tools.
Site Manager Capstone Logistics LLCSite ManagerMansfield, MAIntermediate PC skills with knowledge of Excel, Word, Outlook, and PowerPoint Excellent aptitude in estimating rates and adding and subtracting mentally while constantly multi-tasking. Capstone is a North American supply chain solutions partner with more than 650 operating locations, 19,000 associates, and 60,000 carriers.
Treasury Management Product Manager Rockland TrustTreasury Management Product ManagerBraintree, MAThis role partners closely with Treasury Sales, Operations, Technology, and Risk teams to drive product performance, vendor management, continuous enhancement, and day-to-day support of treasury solutions that support client needs and generate sustainable fee income. Support the growth and profitability of the Treasury Management product portfolio by identifying opportunities to increase product adoption, supporting pricing strategies, and improve overall revenue performance.
NewBranch Manager, Ameriprise Financial Advisors AmeripriseBranch Manager, Ameriprise Financial AdvisorsProvidence, RIKey responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more.
Chef Manager AramarkChef ManagerPawtucket, RIAramark Student Nutrition provides food and nutrition services to over 350 school districts in the U.S. It offers public and private education institutions a variety of dining options including breakfast and lunch programs, after-school snacks, catering, nutrition education and retail operations. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential.
Retiree Services Client Service Manager, Officer State StreetRetiree Services Client Service Manager, OfficerQuincy, MassachusettsThe specific scenarios and escalation methods are detailed in the relevant procedures and employees are required to follow these procedures ensuring that they identify unusual or potentially suspicious transaction activity and escalate appropriately. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.
Client Service Manager I / II (Custody) - Wealth Client Experience FidelityClient Service Manager I / II (Custody) - Wealth Client ExperienceSmithfield, Rhode IslandRemoteThe Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space. Client Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesMA$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Sales and Service Client Services, VP State Street CorpSales and Service Client Services, VPQuincy, MA$110,000–$188,750 / yearFrom core custody, accounting, fund administration and shareholder recordkeeping to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities. Work in conjunction with individuals on the team as well as Shared Services/COEs, outsource partners, other business units as well as external clients as needed to ensure seamless processing according to the fund's policies, client's procedures and that all SLAs are met.
Operations and Client Services Manager for a Mental Health Clinic Ellie Mental Health - 221Operations and Client Services Manager for a Mental Health ClinicFramingham, MAIf you’re the kind of person who finds joy in turning chaos into checklists, loves making systems run like clockwork, and can juggle a ringing phone while keeping a smile in your voice, we want to meet you! · Serve as a liaison between administrative staff, clinicians, and clients to resolve scheduling issues, billing questions, and maintain client satisfaction.
Client Service Manager III - (Custody) - Wealth Client Experience FidelityClient Service Manager III - (Custody) - Wealth Client ExperienceSmithfield, Rhode IslandRemoteClient Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space.
Tax Senior Manager - Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Private Client Services (PCS)MAAbout our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Tax Manager - Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Manager - Private Client Services (PCS)MAAbout our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Client Services Administrator Open Sky Community ServicesClient Services AdministratorWorcester, MAUnder the supervision of the Client Services Manager, they will oversee Rep Payee tasks such as monitoring accounts for resource limit, benefit status, process rep payee requests and monthly payment/transfers for clients. At Open Sky Community Services, we open our doors, hearts, and minds to the belief that every individual, regardless of perceived limitations, deserves the chance to live a productive and fulfilling life.
Client Services Specialist Sun Life Financial IncClient Services SpecialistWellesley Hills, MA$49,200–$66,400 / yearThrough employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program.
Tax Manager – High Net Worth / Private Client Services Jayes Tech LLCTax Manager – High Net Worth / Private Client ServicesWellesley, MA$130,000–$160,000 / year5+ years of tax experience within High Net Worth (HNW), Private Client Services (PCS), or similar environment. Work closely with clients on trusts, wealth transfer, and multi-generational planning strategies.
Client Services Case Manager Harbor Health Services IncClient Services Case ManagerMARole: The Client Services Case Manager works as part of the Client Services Unit and provides ongoing case management, treatment adherence support and supportive referrals for patients Living with HIV/AIDS receiving care at the health centers affiliated with Harbor. The Case Manager is responsible for developing, implementing and evaluating case management needs and care plans to address psycho-social issues and the case management needs of patients living with HIV/AIDS receiving care at the health center.
Team Leader, Client Services FidelityTeam Leader, Client ServicesSmithfield, Rhode IslandRemoteFidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences such as military service, women’s leadership or environmental sustainability, who come together to create a positive, inclusive workplace for all employees. Customer Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
Client Services Specialist Sun LifeClient Services SpecialistWellesley, MassachusettsThrough employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program.
NewClient Services Representative National Veterinary AssociatesClient Services RepresentativeWestport, MA$18–$21 / hourFor positions based in Colorado, NVA provides eligible employees with paid sick and safe leave and public health emergency leave in accordance with the requirements of Colorado's Healthy Families and Workplaces Act. At Acoaxet, you'll be part of a tight-knit, supportive team known for its staff longevity, collaboration, and laid-back, approachable management style.
Client Services Assistant Tufts UniversityClient Services AssistantN. Grafton, MassachusettsReception Coordination – Provide exemplary face-to-face client service including the following: Welcome, direct and assist clients and patients from our hospital lobby (greeter with mobile work station) or at the reception desk. Administration – Appointment Management: Effectively manage clinician schedules including the following responsibilities: Schedule initial and follow-up patient appointments with appropriate service and clinician.
Sales and Service Client Services, Officer State StreetSales and Service Client Services, OfficerQuincy, MassachusettsYou will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship — for asset managers and asset owners, insurance companies, and official institutions globally. Additionally, the Client Service Officer is responsible for maintaining direct relationships with clients and overseeing the daily accounting and administration of several client-sponsored investment funds.
Client Services Representative II - Preferred Deposits - 2nd Shift - East Providence, RI Bank of America CorpClient Services Representative II - Preferred Deposits - 2nd Shift - East Providence, RIEast Providence, RI$25–$27.63 / hourOn screen copy: Trained by the award-winning Academy at Bank of America On screen copy: The Academy at Bank of America Dedicated Support Dedicated Training Time Classroom Training I was set up for success from day one with the onboarding I received through the award-winning Academy at Bank of America. Back to search results Client Services Representative II - Preferred Deposits - 2nd Shift - East Providence, RI Riverside, Rhode Island Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Sales and Service Client Services, AVP State StreetSales and Service Client Services, AVPQuincy, MassachusettsAs an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Work with internal teams regarding client deliverables such as financial statements, Daily Net Asset Value calculations.
Client Services Specialist CBIZ IncClient Services SpecialistProvidence, RIWe are looking for a Client Services Specialist to join our client services team providing outstanding service to CBIZ private equity clients in the area of Global Information Reporting and Co-sourcing (FATCA, CRS). With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth.
Client Service Representative - Wealth Client Experience FidelityClient Service Representative - Wealth Client ExperienceSmithfield, Rhode IslandBrokerage Operations, Client Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space.
NewClient Services Specialist - Part Time, 11am-4pm, Tuesday-Saturday Citizens Financial Group IncClient Services Specialist - Part Time, 11am-4pm, Tuesday-SaturdayRiverside, RIIncumbent must have in-depth knowledge of the financial services industry and Cash Management products (including regulatory and compliance), systems and operations to successfully respond to customer needs and meet established timeframes. Independently services both internal and external customers on a wide variety of cash management products, services and technical issues.
Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociatePawtucket, Rhode IslandAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Director, Client Service Manager FidelityDirector, Client Service ManagerSmithfield, Rhode IslandRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Client Services Specialist HireTalentClient Services SpecialistJohnston, RIIndependently service both internal and external customers on a wide variety of Commercial Card, ACH & cash management products, services and technical issues through all incoming channels. The candidate must be goal driven with a desire to productivity goals; including meeting day to day business needs, with advanced problem-solving skills/ability to negotiate through difficult situations.
Senior Client Service Manager Moneta Group LLCSenior Client Service ManagerWellesley, MAAs a Senior Client Service Manager, you will work directly with the team's Advisors and Partner on a wide spectrum of projects that are focused on the client's needs. Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families: Paid holidays.
Client Service Manager GallagherClient Service ManagerWestborough, MassachusettsFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. How you'll make an impact : You will play a key role in supporting and leading efforts to deliver high-quality solutions to our clients.
Client Services Specialist Axelon Services CorporationClient Services SpecialistJohnston, RI$24 / hourIndependently service both internal and external customers on a wide variety of Commercial Card, ACH & cash management products, services and technical issues through all incoming channels. The candidate must be goal driven with a desire to productivity goals; including meeting day to day business needs, with advanced problem-solving skills/ability to negotiate through difficult situations.
Personal Lines Client Service Manager GallagherPersonal Lines Client Service ManagerQuincy, MassachusettsFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. You’ll apply practical experience in client-facing customer service (preferred) and use Microsoft Office tools like Excel, PowerPoint, Outlook, and Word proficiently.
Senior Tax Associate - Private Client Services Andersen Tax LLCSenior Tax Associate - Private Client ServicesMASenior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.
Senior Tax Associate – Private Client Services AndersenSenior Tax Associate – Private Client ServicesSouthborough, Massachusetts$82,500–$143,100 / yearThe Role: Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.
Tax Director - Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Director - Private Client Services (PCS)MAAbout our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Client Services Specialist Ameriprise FinancialClient Services SpecialistCranston, Rhode IslandStrong analytical, verbal communication, and writing skills · Strong attention to detail, positive attitude and desire to learn · An interest in financial planning, client service and investment management · Proficiency in MS Word, MS Excel, and the ability to learn financial planning software · Ability to work independently · Ability to adhere to rules and regulations required by advisors, Ameriprise Financial, and FINRA (Financial Industry Regulation Authority) · High School Diploma, or equivalent. · Review, prepare documents and update client information as needed for client review meetings · Manage and resolve client service problems · Perform other allowable duties as assigned by the financial advisor(s) · Set up and maintain client management system · Call clients or prospects to set up meetings or appointments · Assist with coordination of client appreciation events and seminars · Assist with client mailings.
Client Service Manager (Hybrid) Patriot Growth Insurance ServicesClient Service Manager (Hybrid)Taunton, MA$50,000–$70,000 / yearAbout Patriot Growth Insurance Services : Founded in 2019, Patriot Growth Insurance Services (Patriot) is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot’s collaborative model delivers resources and strategic support to its agencies.
Client Service Manager Moneta Group LLCClient Service ManagerWorcester, MAWe are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. Bachelor's degree in finance, personal financial planning, accounting, or a related field preferred 2-3 years of work experience preferred Must be authorized to work in the United States.
Client Services Specialist Veterans Sourcing GroupClient Services SpecialistProvidence, RIIndependently service both internal and external customers on a wide variety of Commercial Card, ACH & cash management products, services and technical issues through all incoming channels. The candidate must be goal driven with a desire to productivity goals; including meeting day to day business needs, with advanced problem-solving skills/ability to negotiate through difficult situations.
Client Services Specialist - $24.17/hr Veterans Sourcing GroupClient Services Specialist - $24.17/hrProvidence, RIIndependently service both internal and external customers on a wide variety of Commercial Card, ACH & cash management products, services and technical issues through all incoming channels. The candidate must be goal driven with a desire to productivity goals; including meeting day to day business needs, with advanced problem-solving skills/ability to negotiate through difficult situations.
Senior Client Service Manager GallagherSenior Client Service ManagerWestborough, MassachusettsFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Here’s what you’ll do: Lead the renewal process and strategy for more complex accounts by overseeing compilation of client information, needs analysis, and helping deliver timely, tailored solutions.