Vaco LLCNewClient Services Analyst – Fund Accounting Vaco LLCClient Services Analyst – Fund AccountingBoston, MA$29–$29.68Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
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.
Vaco LLCNewEntry Level Financial Services Vaco LLCEntry Level Financial ServicesBoston, MA$24–$24Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
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.
Vaco LLCNewCustomer Service Representative Vaco LLCCustomer Service RepresentativeBoston, MA$20–$21Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
OrkinNewCommercial Service Manager OrkinCommercial Service ManagerBurlington, 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.
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.
Sherwin-WilliamsNewBilingual Customer Service Specialist (Spanish or Portuguese) Sherwin-WilliamsBilingual Customer Service Specialist (Spanish or Portuguese)Seekonk, MA$20–$20The 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. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public.
FedExRetail Customer Service Associate FedExRetail Customer Service AssociateHyannis, Massachusetts$18.35–$21.57 / 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.
CSC ServiceworksNewAppliance Service Technician CSC ServiceworksAppliance Service TechnicianNew Bedford, MA$21.87–$26.25With nearly a century of experience and over one million machines in operation, we serve more than 40 million consumers annually through our pay technology platforms, technology-enabled services, and trusted client partnerships. Our team of 2,300+ professionals supports a wide range of industries, from multi-housing and universities to convenience stores and hospitality, delivering reliable equipment, innovative technology, and responsive service.
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.
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 . ?
*US AMR-Jones Lang LaSalle Americas, Inc.NewBoston Site Manager *US AMR-Jones Lang LaSalle Americas, Inc.Boston Site ManagerBoston, MA$135,000–$165,000Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients.
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.
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.
Bayada Home Health Care, Inc.Client Services Manager, Home Care Bayada Home Health Care, Inc.Client Services Manager, Home CarePlymouth, 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.
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.
State StreetRetiree 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.
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.
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.
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 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.
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.
bdo consultingTax Experienced Manager, Private Client Services bdo consultingTax Experienced Manager, Private Client ServicesBoston, MA$136,000–$165,000 / yearA Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
AndersenSenior 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.
AndersenTax 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.
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 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.
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.
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.
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 NoyesTax Manager - Private Client Services Baker Newman NoyesTax Manager - Private Client ServicesBoston, MA$106,057–$159,140 / 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.
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, 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.
Corporate Immigration AttorneysClient Success Manager- Legal Customer Services Corporate Immigration AttorneysClient Success Manager- Legal Customer ServicesBoston, MA$50,000–$55,000We are looking for Client Success Managers to act as a liaison and point of contact between our clients and attorneys, as well as help with the preparation, management, organization, and sending out of business immigration application documents to the United States Citizenship and Immigration Services (USCIS). Corporate Immigration Attorneys is a business immigration firm that specializes in helping immigrants with extraordinary abilities apply for work sponsorship to work in the US.
CBIZ IncTax Senior Associate I Private Client Services CBIZ IncTax Senior Associate I Private Client ServicesBoston, MAWith 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. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.
CBIZ IncNewTax Supervisor | Private Client Services CBIZ IncTax Supervisor | Private Client ServicesBoston, MAWith 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. CBIZ strives to be our team members'' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
CBIZ IncTax Manager | Private Client Services CBIZ IncTax Manager | Private Client ServicesBoston, MAWith unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what''s next and discover new ways to accelerate growth. Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team.
Harbor Health Services IncClient Services Case Manager Harbor Health Services IncClient Services Case ManagerDorchester, MARole: 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.
The Bank of New York Mellon CorpVice President, Client Service Lead - Investment Performance and Risk Services The Bank of New York Mellon CorpVice President, Client Service Lead - Investment Performance and Risk ServicesEverett, MA$68,000–$185,000 / yearInvestment data expertise: Deep understanding of investment data workflows, vendor data sources, and interactions across managers, administrators, consultants, and service providers. Data and tooling: Advanced Excel and PowerPoint; working knowledge of SQL and visualization platforms; confident using query databases and analytical tools.
Jayes Tech LLCTax 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.
CBIZ IncTax Senior Associate | Private Client Services CBIZ IncTax Senior Associate | Private Client ServicesBoston, MAWith unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what''s next and discover new ways to accelerate growth. CBIZ strives to be our team members'' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.