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.
NewAssociate, Transaction Advisory Services JobotAssociate, Transaction Advisory ServicesBoston, MA$120,000–$150,000 / yearEstablished over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information 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.
NewVice President, Transaction Advisory Services JobotVice President, Transaction Advisory ServicesBoston, MA$160,000–$215,000 / yearEstablished over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information 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.
Manager, Global Mobility Services KPMGManager, Global Mobility ServicesBoston, MALicensed CPA, JD/LLM, or Enrolled Agent, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
NewBuilding Automation Service Technician JobotBuilding Automation Service TechnicianBoston, MA$35–$55 / hourInformation 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. This role supports commercial and institutional clients by ensuring their building automation systems (BAS) and connected HVAC equipment operate reliably and efficiently.
NewManager, SAP S4 Public Cloud Professional Services Automation (PSA) KPMGManager, SAP S4 Public Cloud Professional Services Automation (PSA)Boston, MA$145,350–$253,230 / yearExperience supporting at least two full lifecycle SAP implementation focused on Solution Order Management, Subscription Billing, Service Contracts, Enterprise Portfolio and Project Management (EPPM), and Professional Services Automation, with ability to contribute to workshops, assist in defining business-centric solutions, and support integration with related modules such as Sales, Finance, and Service Delivery. Qualifications: Minimum six years of recent external management consulting experience with a focus on hybrid business model transformation, including at least two full lifecycles SAP S/4HANA Public Cloud implementation in Enterprise Portfolio and Project Management (EPPM), Solution Order Management and/or Professional Services Automation, with demonstrated ability to support stakeholder engagement and contribute to business strategy and outcomes.
NewTechnical Director - Accounting Advisory Services KPMGTechnical Director - Accounting Advisory ServicesBoston, MAIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewField Supervisor, Janitorial Services ABM IndustriesField Supervisor, Janitorial ServicesBoston, MA$25–$27.73Founded in 1909, ABM serves over 20,000 clients, with annualized revenue approaching $8 billion and more than 100,000 team members in 350+ offices throughout the United States, United Kingdom, Republic of Ireland, and other international locations. From curbside to rooftop, ABM’s comprehensive services include janitorial, engineering, parking, electrical and lighting, energy and electric vehicle charging infrastructure, HVAC and mechanical, landscape and turf, and mission critical solutions.
NewConsultant - Corporate Finance - Healthcare Berkeley Research Group, LLCConsultant - Corporate Finance - HealthcareBoston, MAUtilize business, finance, accounting, and analytical skills to prepare and execute transactions using financial modeling and analysis, financial and operational process optimization, data management, analytics and visualization, business plan assessments, financial technology enablement, transaction support, and finance transformation. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking from diverse perspectives that, when paired with our global reach and resources, make us uniquely capable to address our clients’ challenges.
Senior Director of Premium Services - Fenway Park AramarkSenior Director of Premium Services - Fenway ParkBoston, MA$140,000–$145,000This role will provide strategic leadership and operational oversight for premium hospitality experiences across suites, clubs, restaurants, and catering operations throughout the New England District. The ideal candidate combines deep expertise in premium hospitality operations with strong business acumen, successfully balancing operational excellence, client relationships, and premium experiences.
NewClient Engagement & Sales Specialist Kristine Romano LawClient Engagement & Sales SpecialistNorthborough, MAFor nearly 20 years, Kristine Romano Law has earned a reputation for compassionate legal guidance in estate planning, elder law, special needs planning, and long-term care planning. At Kristine Romano Law , you'll help families make one of the most important decisions they'll ever make, protecting the people they love, preserving their assets, and planning confidently for the future.
Senior Associate, SAP S4 Public Cloud Professional Services Automation (PSA) KPMGSenior Associate, SAP S4 Public Cloud Professional Services Automation (PSA)Boston, MA$97,755–$204,585 / yearExperience supporting at least one full lifecycle SAP implementation focused on Solution Order Management, Subscription Billing, Service Contracts, and Professional Services Automation, with ability to contribute to workshops, assist in defining business-centric solutions, and support integration with related modules such as Sales, Finance, and Service Delivery. Support business development efforts by contributing to proposal content, solution design, and client presentations that align SAP S/4HANA Public Cloud Solution Order and PSA capabilities with hybrid business model transformation objectives; provide informal guidance and support to junior team members on Solution Order and PSA engagements, contributing to team development and performance.
NewLegal Client Experience Coordinator DGVE law, LLCLegal Client Experience CoordinatorHanover, MA$56,160–$72,800 / yearYou are curious and resourceful, seeking out new information and using it to approach your job responsibilities and enjoy the challenge of diving in curiously to learn, and you’re willing to push past the discomfort of trying something new with the potential of failing and having to acknowledge it and take accountability and work with a supportive team to help fix it and try again. You won’t just answer phones; you’ll manage relationships, triage complex client needs with grace, and ensure that all clients’ legal matters stay on track.
Senior Associate, Financial Due Diligence - Financial Services KPMGSenior Associate, Financial Due Diligence - Financial ServicesBoston, MACreate and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of managements budget, indebtedness considerations, borrowing base calculations, and/or business combinations and carve-out financial statements. Responsibilities: Participate in buy-side and sell-side transaction advisory engagements, providing financial and commercial due diligence assistance, and accounting advisory services including IPO assistance, carve-outs, restructuring and similar services to Fortune 1000 companies, private equity investors, and asset based lenders.
NewTax Manager Kforce Inc.Tax ManagerWakefield, MA$120,000–$160,000Summary: Our client is seeking a Tax Manager with 5-10 years of public accounting experience who is interested in participating in a high growth environment and working with a diverse client base. Our firm offers the successful candidate the ability to service all aspects of our clients' business and see client engagements from start to finish, thus becoming a valued advisor to clients.
Territory Sales Manager JobotTerritory Sales ManagerBoston, MA$100,000–$125,000 / 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. We offer a competitive incentive-based compensation structure, cross-cultural collaboration, and ongoing training and development opportunities designed to support long-term career growth.
NewFinOps Analyst Continental ResourcesFinOps AnalystBedford, MAFull timeCloud Cost Management & Optimization Conduct in-depth cost analysis across clients’ cloud environments (AWS, Azure, Google Cloud, etc.), identifying savings opportunities through usage reduction, rightsizing, and discounting. This role is responsible for owning baseline and recurring FinOps delivery, helping customers optimize cloud spend, and supporting the evolution of a tiered FinOps service offering.
Retail Customer Service Associate FedExRetail Customer Service AssociatePeabody, Massachusetts$20.75–$24.37 / hourFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
NewResearch Administrator Manager, Department of Medical Oncology Dana-Farber Cancer InstituteResearch Administrator Manager, Department of Medical OncologyCambridge, MA$117,200–$133,500 / yearReview sponsor eligibility and application requirements and ensure applicants understand them, responsible for the entire application excluding scientific content, meet and communicate internal and external deadlines in a strict deadline-driven environment, research funding opportunities for investigators, draft non-scientific materials for proposals, coordinate with administrators and faculty from other departments or organizations to complete proposals, coordinate institutional review of proposals by Grants & Contracts and submission to sponsors, prepare JIT information and responses to other pre-award inquiries. The Research Administrator Manager is responsible for collaborating with Institute central offices such as Research Finance, Accounts Payable, Research Administration, Special Funds, Grants and Contracts, the Clinical Trials Office, Office of General Counsel, and the Innovations Office.
Manager, International Tax (NYM) KPMGManager, International Tax (NYM)Boston, MA$107,160–$226,320 / yearBachelor's degree from an accredited college/university; masters in Taxation, JD, and/or LLM (with a concentration in tax) preferred; Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Responsibilities: Direct multinational enterprises on business decisions, such as where to locate and operate, choice of entity, how to optimize supply chains, and how to access and mobilize capital to fund global operations, considering a multinational's tax risk profile, global effective tax rate, and cash posture; in advising clients, professionals will prepare and review complex tax models illustrating multinational entities attributes, effective tax rate, and cash tax expense.
Food Production Manager AramarkFood Production ManagerTewksbury, MA$70,000–$80,000Supervises, staffs, trains, conducts applicable rounding and manages the performance the Food Service Supervisors and/or front-line staff regarding food presentation, quality, cost control and cash handling. Establishes and maintains effective working relationships with other departments to provide a unified food service experience for patients, residents, visitors and employees.
NewTravel Nurse RN - Case Manager - $1,200 per week in Cambridge, MA TravelNurseSourceTravel Nurse RN - Case Manager - $1,200 per week in Cambridge, MACambridge, MA$1,200Bachelors Degree (BA) or equivalent; or Associates degree in Human Services field PREFERRED - but experience without a degree is fine; two to three years related experience and/or training in the area of chemical dependency. Responsible for maintaining individual case load, which involves conducting individual intake evaluations, treatment and aftercare planning, medication management support, and safety planning as needed.
NewTravel Nurse RN - Case Manager - $1,157 per week in Cambridge, MA TravelNurseSourceTravel Nurse RN - Case Manager - $1,157 per week in Cambridge, MACambridge, MA$1,157.04ID: 63029566 Shift: 8H Evening Description: Contract Guarantee hours= 72 Hours Biweekly on all Assignments these guaranteed hours do not include any on-call time worked Requisition Comments and coversheet required at time of submission. This includes assessing service needs; counseling, developing plans for access to services, liaison with client, families, programs, and service providers.
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.
NewPractice Manager (IP Litigation) Page GroupPractice Manager (IP Litigation)Boston, MA$153,000–$192,000 / yearFull timeThe Practice Manager for the IP and IP Litigation Practice will oversee the day-to-day operations of assigned offices, ensuring seamless functionality and optimal efficiency. This role requires strong organizational and management skills to support the team in delivering outstanding client services.
Senior Account Manager - Data Analytics - Boston MA area Michael Page USASenior Account Manager - Data Analytics - Boston MA areaBoston, MA$100,000–$135,000 / yearFull timeAs Senior Account Manager, you'll take ownership of a small number of established house accounts with a combined value of approximately $10M, while also developing new client relationships across the Greater New England area. You'll act as a trusted advisor to senior stakeholders, working closely with the internal analytics and consulting teams to deliver meaningful, measurable outcomes for clients.
NewChef Manager - Suffolk University Dining AramarkChef Manager - Suffolk University DiningBoston, MA$70,000–$80,000BENEFITS: Aramark offers comprehensive benefit programs and services for eligible employees including medical, dental, vision, and work/life resources. 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.
Customer Service Rep - M PLS Staffing SolutionsCustomer Service Rep - MBeverly, MA$52,000–$60,000 / yearFull timeThis role is critical in maintaining strong relationships with our clients, ensuring timely and accurate communication, and supporting the delivery of high-performance solutions in a fast-paced, regulated environment. We are seeking a highly motivated and detail-oriented Customer Service Representative to join our team at a leading manufacturing company specializing in products and solutions for the industries we serve.
Office Operations Manager Beacon Hill Staffing GroupOffice Operations ManagerBoston, Massachusetts$30–$35 / hourFull timeLearn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Our client, a private investment firm focused on scaling high-growth companies across software, healthcare, and services sectors, is seeking a Temporary Office Operations Manager for a fully onsite role in Boston.
NewClient Services Manager, Home Care Bayada Home Health Care, Inc.Client Services Manager, Home CareMarlborough, MAClient Services Managers will partner with Clinical Managers to provide supervision and support to field employees. We want you to apply your energy and skills in this dynamic, entrepreneurial environment and become an integral part of a caring, professional team that is instrumental in providing the highest quality care to our clients.
Retiree Services Client Service Manager, Officer State Street CorpRetiree Services Client Service Manager, OfficerQuincy, MA$60,000–$90,000 / yearThe 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.
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.
Tax Senior Manager [Private Client Services Group] CohnReznick LLPTax Senior Manager [Private Client Services Group]Boston, MA$150,000–$200,000 / yearCohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients unique business goals and risks, and insight on how emerging market forces can drive opportunity.
Client Services Manager - National Accounts CNA Financial CorpClient Services Manager - National AccountsMA$72,000–$141,000 / yearExternally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships. Performs a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
Sr Client Services Manager - National Accounts CNA Financial CorpSr Client Services Manager - National AccountsMA$72,000–$141,000 / yearExternally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships. Performs a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
Tax Manager - Private Client Services AndersenTax Manager - Private Client ServicesBoston, Massachusetts$120,000–$180,000 / yearThe Requirements: 4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience; Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); 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. The Role: Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Senior Tax Manager - Private Client Services AndersenSenior Tax Manager - Private Client ServicesBoston, Massachusetts$155,000–$210,000 / yearThe Role: Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential allowing for client representation before the Internal Revenue Service required (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.
eData Client Services Project Manager US Offices & UniteData Client Services Project ManagerBoston, MassachusettsMorgan, Lewis & Bockius LLP, one of the world’s leading global law firms with offices in strategic hubs of commerce, law, and government across North America, Asia, Europe, and the Middle East, is seeking to hire a tech-savvy, client-focused eData Client Services Project Manager for our eData practice. Work with eData partners, leadership, and all levels of team members in the practice including eData Client Services, Operations & Administration, Development & Technology and cross-functionally with stakeholders globally across firm departments and practices.
NewSales 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.
Tax Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Manager - Private Client ServicesBoston, MAOur clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. About 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.
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.
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.
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.
NewClient Services Account Manager Steris PlcClient Services Account ManagerBoston, MA$93,000–$100,000 / yearLead current Customers in identifying additional solutions to help increase their utilization of SPM (interfaces, modules, mobile hand scanners) and provide excellent Customer support while ensuring KPIs for Customer satisfaction and continued business growth are met. You will serve as the primary partner with our Customers to ensure our SPM software is meeting their needs and enhancing the operation of their sterile processing departments while focusing on Customer-focused initiatives.
NewClient Services Specialist Insight Performance IncClient Services SpecialistBeverly, MAOneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. Our Newest Opportunity: OVERVIEW DESCRIPTION: The Client Service Specialist is a client focused role, responsible for providing support and proactively managing and optimizing the accounts for the clients they work with.
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 Service and Delivery Manager, Global Fund Services Northern Trust CorpClient Service and Delivery Manager, Global Fund ServicesBoston, MA$103,000–$175,200 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. The Client Service and Delivery Manager (CDSM), Global Fund Services, will serve as a senior point of contact for complex client relationships across Custody, Fund Accounting, Transfer Agency, and Middle Office Outsourcing.
Vice President, Client Services (Operations Manager) - Parametric Morgan StanleyVice President, Client Services (Operations Manager) - ParametricBoston, MassachusettsCRG is comprised of teams and functions including Client Service (client relationship building and service), Client Experience (special client service initiates to support the client experience), Contract Management (manage contract lifecycle and record retention), and Client Operations (new account workflow, activities, billing, and audit/oversight). Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Client Services Senior Associate Winged Keel GroupClient Services Senior AssociateBoston, MAFull timeOffering a suite of services that include customized reporting, premium invoicing, task management, and the preparation of client life insurance portfolio reviews, the bedrock of this department is our disciplined approach to monitoring and maximizing the performance of our clients’ portfolios. Prepare paperwork for and process death claims, surrenders and withdrawals, policy changes, such as title and allocation changes; follow up where needed to manage multi-step transactions through to completion and confirm accurate processing.
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.