Reed Smith USGuest/Office Services Specialist Reed Smith USGuest/Office Services SpecialistBoston, Massachusetts$26.44–$29.57Full timeThis position serves as the first point of contact for clients, visitors, and personnel, ensuring a welcoming and professional environment, while also managing document production, mail services, and general office support. The Guest/Office Services Specialist is a client-facing role responsible for delivering exceptional front-of-house service while supporting core office services operations.
JobotAssociate, 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.
JobotNewVice 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.
JobotTransaction Services Senior Associate (M&A) JobotTransaction Services Senior Associate (M&A)Boston, MA$100,000–$130,000 / 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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
JobotNewVice President of Transaction Services JobotVice President of Transaction ServicesBoston, MA$130,000–$150,000 / 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. The Transaction Services team supports private equity firms, founder-led businesses, and investors across all phases of the deal process.
JobotNewBuilding 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.
JobotTax Manager - Partnerships JobotTax Manager - PartnershipsBoston, MA$130,000–$160,000 / yearOur range of expertise provides services to a wide array of clients from town, local, and state governments to healthcare, not-for-profit, higher education, commercial, financial services, high tech, and more. 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.
JobotTerritory 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.
OrkinNewCommercial Service Manager OrkinCommercial Service ManagerNorth Billerica, MA$70,000–$80,000Work alongside a team that values safety, professionalism, empathy, integrity and innovation in pursuit of our mission to deliver the peace of mind only an Orkin Pro can provide. You’ll put your proven leadership skills to work in developing and motivating your team to deliver top-notch service to every customer.
Kristine Romano LawClient Engagement & Sales Specialist Kristine Romano LawClient Engagement & Sales SpecialistNorthborough, MAAt Kristine Romano Law, every conversation you have represents a family making one of the most important decisions of their lives, protecting their legacy, caring for aging loved ones, and creating clarity for the future. If you are someone who can build trust quickly, communicate value clearly, and confidently guide people to a decision that serves them, this is a rare and meaningful opportunity.
Berkeley Research Group, LLCNewConsultant - 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.
Sherwin-WilliamsNewBilingual Multi-Location Customer Service Specialist (Spanish) Sherwin-WilliamsBilingual Multi-Location Customer Service Specialist (Spanish)Wilmington, MA$21–$21The individual selected for this role will be expected to work at stores located at:# 5176188 Main Street, Wilmington, MA 01887-2099 and #5384 at 349 Main Street, Reading, MA 01867This position is eligible for health benefits, such as medical, dental and vision coverage, Flexible Spending Accounts (FSAs), disability coverage, security, retirement and saving benefits. The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Sherwin-WilliamsNewBilingual Customer Service Specialist (Spanish) Sherwin-WilliamsBilingual Customer Service Specialist (Spanish)Needham, MA$20–$20The individual selected for this role will be expected to work at Store #5697, located at: 1068 Great Plain Avenue, Needham, MA 02492This position is eligible for health benefits, such as medical, dental and vision coverage, Flexible Spending Accounts (FSAs), disability coverage, security, retirement and saving benefits. The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs.
FMNewAccount Manager FMAccount ManagerNorwood, MA$106,000–$152,000Ensuring profitability by retaining existing customers at equitable terms and conditions using FM insurance capacity in conjunction with our risk management expertise to improve client risk quality and selling additional product lines as appropriate. Building and maintaining excellent relationships with clients and brokers to successfully create long-term customer loyalty to FM, including significant number of face-to-face meetings with senior client personnel.
Prime StaffingNewTravel Nurse RN - Case Manager - $1,157 per week in Cambridge, MA Prime StaffingTravel Nurse RN - Case Manager - $1,157 per week in Cambridge, MACambridge, MA$1,157.04–$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.
Mindlance HealthNewTravel Nurse RN - Case Manager - $1,141 per week in Cambridge, MA Mindlance HealthTravel Nurse RN - Case Manager - $1,141 per week in Cambridge, MACambridge, MA$1,140.94–$1,140.94ID: 77276694 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.
AramarkNewCustodial Manager AramarkCustodial ManagerAndover, MA$60,000–$75,000We are seeking a strong operational leader with experience managing custodial, housekeeping, environmental services, or facilities cleaning teams in large-scale higher education environments. This role is responsible for overseeing evening custodial operations across university buildings and campus facilities while leading frontline custodial teams in a fast-paced higher education environment.
AramarkNewFood Production Manager AramarkFood Production ManagerTewksbury, MASupervises, 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.
AramarkNewCatering Sales and Operations Manager - House of Blues-Boston AramarkCatering Sales and Operations Manager - House of Blues-BostonBoston, MA$75,000–$85,000BENEFITS: Aramark offers comprehensive benefit programs and services for eligible employees including medical, dental, vision, and work/life resources. Provide completed Banquet Event Orders to team and provide quality assurance all requests are met prior to event . ?
BC ForwardClient Lead - Onboarding BC ForwardClient Lead - OnboardingBoston, MAThe ideal candidate will have strong experience in custody operations, SWIFT/SFTP connectivity, and end-to-end third-party onboarding and a proven ability to lead client-facing change delivery across trade lifecycle, cash, and corporate actions to the IMOS strategic platform. Partner with Product, Operations, Reference Data, Testing, and Technology to define executable onboarding plans and ensure downstream readiness across trade lifecycle, cash, and corporate actions.
A-Line Staffing Solutions LLCBilingual Customer Service Banker A-Line Staffing Solutions LLCBilingual Customer Service BankerLincoln, RI$26–$26 / hourThe Bilingual Customer Service Banker is responsible for assisting clients through incoming calls with needs for credit and short-term lending while identifying additional opportunities to help them achieve their financial goals. A-Line Staffing is seeking a motivated and detail-oriented Bilingual Customer Service Banker (English/Spanish) This role offers career growth, a supportive work environment, and full-time hours (40+ per week).
A-Line Staffing Solutions LLCCustomer Service Banker A-Line Staffing Solutions LLCCustomer Service BankerLincoln, RI$26–$26 / hourThe Customer Service Banker is responsible for assisting clients through incoming calls with their credit and short-term lending needs while identifying additional financial opportunities. Relationship Building: Create a positive client experience through active listening, addressing questions clearly using plain language, building rapport, and handling objections effectively.
A-Line Staffing Solutions LLCBanking Customer Service(Spanish/Bilingual) {170179} A-Line Staffing Solutions LLCBanking Customer Service(Spanish/Bilingual) {170179}Lincoln, RI$26–$26 / hourA leading financial services organization is seeking motivated and customer focused Bilingual Customer Service Representatives to support clients with banking, lending, and financial service needs. Support and fulfill banking products including credit cards, checking accounts, savings accounts, and lending solutions .
A-Line Staffing Solutions LLCCustomer Service Rep - Banking Call Center -Lincoln RI {170180} A-Line Staffing Solutions LLCCustomer Service Rep - Banking Call Center -Lincoln RI {170180}Lincoln, RI$26–$26 / hourMinimum 2 years of customer service, call center, retail, hospitality, sales, or banking experience preferred . Responsibilities: • Handle inbound customer calls regarding banking products and account services .
A-Line Staffing Solutions LLCBilingual Customer Service Representative – Banking {170179} A-Line Staffing Solutions LLCBilingual Customer Service Representative – Banking {170179}Lincoln, RI$26–$26 / hourSupport customers with credit cards, lending solutions, checking accounts, and savings accounts. Responsibilities: Assist clients through inbound calls regarding credit and short-term lending needs.
A-Line Staffing Solutions LLCBilingual Banker CSR (Spanish/English) – Direct Hire A-Line Staffing Solutions LLCBilingual Banker CSR (Spanish/English) – Direct HireLincoln, RI$26–$26 / hourThis role is responsible for handling inbound customer inquiries, identifying financial needs, recommending appropriate products and services, and delivering an exceptional client experience. Educate clients on available financial products including checking accounts, savings accounts, credit cards, and lending solutions .
Ernst & Young Global LtdFinancial Services - Private Client Services - Tax Services Senior Manager EDGE Ernst & Young Global LtdFinancial Services - Private Client Services - Tax Services Senior Manager EDGEBoston, MA$127,900–$291,900 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction.
SnapMedTech IncClient Services Manager SnapMedTech IncClient Services ManagerBoston, MA$55,000–$65,000 / yearFollowing the merger of SnapCare and connectRN, we are building a stronger, more innovative healthcare workforce platform focused on improving care delivery nationwide. Reporting to our VP of Home Health, this Client Services Manager will contribute by ensuring partners and clinicians have the support, follow-up, and operational coordination needed to deliver a seamless staffing experience.
Ernst & Young Global LtdFinancial Services - Private Client Services - Tax Senior Manager Ernst & Young Global LtdFinancial Services - Private Client Services - Tax Senior ManagerBoston, MA$132,100–$301,600 / yearYou will provide deep insight in a function or specialism through analysis and knowledge of best practices to solve complex problems, drive thought leadership and innovation, and meet performance objectives and metrics set locally through individual and/or team performance (client service, quality and risk management, sales and business growth, solution development and teaming, etc.). If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
Weston & SampsonWater/Wastewater Client Services Manager Weston & SampsonWater/Wastewater Client Services ManagerWilmington, MA$100,000–$120,000 / yearWe embrace the rich perspectives and experiences that arise from people of different races, ethnicities, cultures, sexual orientation, gender identities, ages, socio-economic statuses, abilities, and religions, as well as other untapped groups, within our Weston & Sampson family and the communities we serve. Weston & Sampson offers a flexible work environment, competitive compensation, industry-leading benefits, and exciting career growth opportunities—all in a supportive and dynamic corporate culture that embraces diverse perspectives and recognizes people for their contributions.
CNA Financial CorpClient Services Manager - National Accounts CNA Financial CorpClient Services Manager - National AccountsBoston, MA$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.
CNA Financial CorpSr Client Services Manager - National Accounts CNA Financial CorpSr Client Services Manager - National AccountsBoston, MA$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.
CNA Financial CorpSr. Client Services Manager CNA Financial CorpSr. Client Services ManagerBoston, MA$72,000–$141,000 / yearPerforms 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. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $72,000 to $141,000 annually.
Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesBoston, MA$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.
TAG EisnerAmper, LLC (Inactive)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.
Tufts UniversityClient Services Assistant Supervisor - Small Animal Hospital Tufts UniversityClient Services Assistant Supervisor - Small Animal HospitalN. Grafton, MAThis position will be a working supervisor; the work week will be spent overseeing shifts at the small animal hospital front desk and general calls, performing all department responsibilities while modeling best practices and engaging, training and coaching staff to best performance while developing strong relationships with internal and external clients. The Client Services Assistant Supervisor is responsible for upholding department protocols, ensuring adequate shift coverage, resolving involved client concerns, and, while on shift coverage, provide staff with job direction and support.
US Offices & UniteData 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.
TAG EisnerAmper, LLC (Inactive)Tax Manager - Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Manager - Private Client Services (PCS)Westwood, 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.
TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Private Client Services (PCS)Westwood, 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.
FidelityClient Service Manager I / II (Custody) - Wealth Client Experience FidelityClient Service Manager I / II (Custody) - Wealth Client ExperienceSmithfield, Rhode IslandThe 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 ServicePlease 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.
Ellie Mental Health - 221Operations 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.
CohnReznick LLPTax 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.
Morgan StanleyVice 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.
Baker Newman Noyes LLCTax Manager - Private Client Services Baker Newman Noyes LLCTax Manager - Private Client ServicesBoston, MA$112,682–$169,023 / yearWith offices in Maine, Massachusetts, and New Hampshire, BNN has a reputation for teamwork, collaboration, and client excellence throughout New England and beyond. Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.S. and holds a Best of Accounting recognition for superior client service.
Sedgwick Claims Management Services, Inc.Director Client Services - Workers Compensation Sedgwick Claims Management Services, Inc.Director Client Services - Workers CompensationTelecommuter, MA$103,031–$144,243 / yearPRIMARY PURPOSE: To oversee client service delivery, operational analytics, and strategic initiative management for Workers' Compensation program while partnering with regional operational leadership to drive continuous improvement and high-quality claim outcomes. Mental: Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines.
Fenwick & West LLPPatent Client Services Administrator Fenwick & West LLPPatent Client Services AdministratorBoston, MA$94,000–$141,250 / yearAssist with the drafting and e-filing of various legal documents in the U.S. Patent & Trademark Office (PTO) related to patent prosecution of applications including, but not limited to, office action amendments and responses, requests for continued examination, continuation and divisional applications, information disclosure statements, supplemental application data sheets, sequence listings, extensions of time, terminal disclaimers, various petitions, notices of appeal, appeal briefs, corrected drawings, assignment recordations, post-grant proceedings and other documents as required. The Patent Client Services Administrator will ensure quality service and will maintain a harmonious working relationship with lawyers, management, supervisors, co-workers, and clients by ensuring effective and efficient workflows and working ahead of all deadlines.
Winged Keel GroupClient Services Senior Associate Winged Keel GroupClient Services Senior AssociateBoston, MassachusettsOffering 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.
FidelityClient Service Manager II - (Custody) - Wealth Client Experience FidelityClient Service Manager II - (Custody) - Wealth Client ExperienceSmithfield, Rhode IslandClient ServicePlease 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. Your goals include maintaining satisfactory client service levels, high client satisfaction scores, influencing firms to embrace tools and technology, identifying training opportunities, while ensuring an overall world class client experience.
FidelityClient Service Manager III - (Custody) - Wealth Client Experience FidelityClient Service Manager III - (Custody) - Wealth Client ExperienceSmithfield, Rhode IslandClient ServicePlease 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.