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.
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.
NewFinancial Service Professional New York Life - Rob WardFinancial Service ProfessionalProvidence, RIWe want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor.
NewTechnical Project Manager - Contract TalentBurst, Inc.Technical Project Manager - ContractQuincy, MACollaborate with Project Managers in developing detailed plans, work breakdown structures, project checklists and budgets to meet established time frames, funding, and staffing availability. Client is looking for a Technical Project Manager to lead and manage IT project tasks in support of the business-driven, customer service-oriented approach to providing IT services across the Secretariat.
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.
NewTreasury Management Product Manager Rockland TrustTreasury Management Product ManagerPlymouth, MAThis role partners closely with Treasury Sales, Operations, Technology, and Risk teams to drive product performance, vendor management, continuous enhancement, and day-to-day support of treasury solutions that support client needs and generate sustainable fee income. Support the growth and profitability of the Treasury Management product portfolio by identifying opportunities to increase product adoption, supporting pricing strategies, and improve overall revenue performance.
Chef Manager AramarkChef ManagerPawtucket, RIAramark Student Nutrition provides food and nutrition services to over 350 school districts in the U.S. It offers public and private education institutions a variety of dining options including breakfast and lunch programs, after-school snacks, catering, nutrition education and retail operations. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential.
Managing Director, Business Banking Relationship Manager Webster BankManaging Director, Business Banking Relationship ManagerBrockton, MA$120,000–$160,000 / yearProven relationship management skills with demonstrated capabilities, in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships. Experience in business/commercial credit, financial analysis techniques & lending policy, with ability to independently package and present credit deals to segment leadership & credit team up to $2MM Total Credit Exposure.
NewClient 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.
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.
NewTax Manager - Private Client Services KLRTax Manager - Private Client ServicesProvidence, RI$120,000–$145,000 / yearQualifications Bachelor's or Master's degree in Accounting or Tax6+ years of technical tax experience in public accountingStrong experience with individual taxation (high net worth)CPA certification is requiredResearching tax issues to develop effective tax planning strategiesExcellent interpersonal and communication skills (both verbal and written)Familiarity and willingness to perform all types of tax work from entity to individualAbility to manage multiple high‑level work simultaneouslyAbility to translate complex data from a range of sources into client‑ready insights and deliverablesDeveloped public accounting management experienceTrusted advisor and role model for your clients and our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. From our offices in Andover, Boston, Lausanne, Newport, and Providence, the 350+ person firm provides assurance, tax, and business advisory services to private and publicly‑held companies throughout the United States and abroad.
NewHybrid Tax Manager, Private Client Services Trusted Advisor KLRHybrid Tax Manager, Private Client Services Trusted AdvisorProvidence, RIThe ideal candidate will have a Bachelor's or Master's degree in Accounting or Tax, CPA certification, and over 6 years of public accounting experience, especially in individual taxation.#J-18808-Ljbffr. Responsibilities include ensuring timely tax filings, managing multiple client engagements, and developing the local practice.
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.
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.
Client Service Manager I / II (Custody) - Wealth Client Experience FidelityClient Service Manager I / II (Custody) - Wealth Client ExperienceSmithfield, Rhode IslandRemoteThe Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space. Client Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
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.
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.
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.
Client Service Manager III - (Custody) - Wealth Client Experience FidelityClient Service Manager III - (Custody) - Wealth Client ExperienceSmithfield, Rhode IslandRemoteClient Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space.
Client Services Associate Kraft Group LLCClient Services AssociateFoxborough, MAProvide ongoing Quality Assurance monitoring and proactive support for client platforms, ensuring continued platform stability, addressing emerging client needs, and facilitating maintenance and enhancements as part of long-term client success. Apply advanced SQL skills and expertise to proactively query databases, evaluate design implications, conduct discovery, and perform thorough audits of client platforms to ensure data integrity and optimal performance.
Tax Manager – High Net Worth / Private Client Services Jayes Tech LLCTax Manager – High Net Worth / Private Client ServicesWellesley, MA$130,000–$160,000 / year5+ years of tax experience within High Net Worth (HNW), Private Client Services (PCS), or similar environment. Work closely with clients on trusts, wealth transfer, and multi-generational planning strategies.
Client Services Case Manager Harbor Health Services IncClient Services Case ManagerMARole: The Client Services Case Manager works as part of the Client Services Unit and provides ongoing case management, treatment adherence support and supportive referrals for patients Living with HIV/AIDS receiving care at the health centers affiliated with Harbor. The Case Manager is responsible for developing, implementing and evaluating case management needs and care plans to address psycho-social issues and the case management needs of patients living with HIV/AIDS receiving care at the health center.
Client Services Specialist Sun LifeClient Services SpecialistWellesley, MassachusettsThrough employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program.
Client Services Representative II - Preferred Deposits - 2nd Shift - East Providence, RI Bank of America CorpClient Services Representative II - Preferred Deposits - 2nd Shift - East Providence, RIEast Providence, RI$25–$27.63 / hourOn screen copy: Trained by the award-winning Academy at Bank of America On screen copy: The Academy at Bank of America Dedicated Support Dedicated Training Time Classroom Training I was set up for success from day one with the onboarding I received through the award-winning Academy at Bank of America. Back to search results Client Services Representative II - Preferred Deposits - 2nd Shift - East Providence, RI Riverside, Rhode Island Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Team Leader, Client Services FidelityTeam Leader, Client ServicesSmithfield, Rhode IslandRemoteFidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences such as military service, women’s leadership or environmental sustainability, who come together to create a positive, inclusive workplace for all employees. Customer Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
Client Services Data Ops Associate Rapid Ratings International IncClient Services Data Ops AssociateQuincy, MAThe Client Services Data Operations Associate will be responsible for the maintenance and integrity of internal databases, supporting RapidRatings' clients in their programs, as well as developing subject matter expertise in third party platforms. We know that bringing together employees with different backgrounds, perspectives and experiences sparks innovation, promotes better decision making and yields the creative problem solving that's critical to our long-term success.
Client Services Specialist AxelonClient Services SpecialistJohnston, RI$1–$24.17 / hourIndependently service both internal and external customers on a wide variety of commercial card, ACH, and cash management products, services, and technical issues through all incoming channels. Serve cash management, ACH, and commercial card customers via requests received by telephone, chat, or email.
Sales and Service Client Services, Officer State Street CorpSales and Service Client Services, OfficerQuincy, MA$65,000–$113,750 / yearYou will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship - for asset managers and asset owners, insurance companies, and official institutions globally. Additionally, the Client Service Officer is responsible for maintaining direct relationships with clients and overseeing the daily accounting and administration of several client-sponsored investment funds.
Sales and Service Client Services, AVP State StreetSales and Service Client Services, AVPQuincy, MassachusettsAs an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Work with internal teams regarding client deliverables such as financial statements, Daily Net Asset Value calculations.
Director of Client Services Program Operations IQVIADirector of Client Services Program OperationsNorthborough, MassachusettsCollaborates with Chief Commercial Officer and Vice President of Program Operations to understand the company’s short term and long term goals of growth and development in order to foster relationships between manufacturers and AllCare Plus Pharmacy. Practice and advocate ethical decision-making and actions, promote patients’ rights and responsibilities, effectively manage stress and personal resources, and act in accord with professional roles and norms.
Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociatePawtucket, Rhode IslandAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Senior Client Service Manager Moneta Group LLCSenior Client Service ManagerWellesley, MAAs a Senior Client Service Manager, you will work directly with the team's Advisors and Partner on a wide spectrum of projects that are focused on the client's needs. Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families: Paid holidays.
Client Service Representative - Wealth Client Experience FidelityClient Service Representative - Wealth Client ExperienceSmithfield, Rhode IslandBrokerage Operations, Client Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space.
Senior Tax Associate – Private Client Services AndersenSenior Tax Associate – Private Client ServicesSouthborough, Massachusetts$82,500–$143,100 / yearThe Role: Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.
Senior Tax Associate - Private Client Services Andersen Tax LLCSenior Tax Associate - Private Client ServicesMASenior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.
Client Service Manager GallagherClient Service ManagerWestborough, MassachusettsFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. How you'll make an impact : You will play a key role in supporting and leading efforts to deliver high-quality solutions to our clients.
Client Service Manager, Employee Health & Benefits Marsh McLennanClient Service Manager, Employee Health & BenefitsWhitman, PennsylvaniaPreparing employee communications as well as organizing and conducting enrollment meetings; Managing re-enrollment forms and reviewing contracts and summary plan descriptions; Meeting via conference calls or in person with the carriers and the client to stay on track and cover all aspects of implementation. Coordinating and completing the marketing process for new and renewal group business, including compiling census data, benefit plans, soliciting quotes, monitoring requests, corresponding with carriers, and preparing renewal proposals and presentations.
NewClient Services Specialist Axelon Services CorporationClient Services SpecialistJohnston, RI$24 / hourIndependently service both internal and external customers on a wide variety of Commercial Card, ACH & cash management products, services and technical issues through all incoming channels. The candidate must be goal driven with a desire to productivity goals; including meeting day to day business needs, with advanced problem-solving skills/ability to negotiate through difficult situations.
Client Services Specialist - $24.17/hr Veterans Sourcing GroupClient Services Specialist - $24.17/hrJohnston, RIIndependently service both internal and external customers on a wide variety of Commercial Card, ACH & cash management products, services and technical issues through all incoming channels. The candidate must be goal driven with a desire to productivity goals; including meeting day to day business needs, with advanced problem-solving skills/ability to negotiate through difficult situations.
Personal Lines Client Service Manager GallagherPersonal Lines Client Service ManagerQuincy, MassachusettsFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. You’ll apply practical experience in client-facing customer service (preferred) and use Microsoft Office tools like Excel, PowerPoint, Outlook, and Word proficiently.
Tax Director - Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Director - Private Client Services (PCS)MAAbout our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Client Services Specialist in Johnston, RI 02919 Amicis GlobalClient Services Specialist in Johnston, RI 02919Johnston, RIIndependently service both internal and external customers on a wide variety of Commercial Card, ACH & cash management products, services and technical issues through all incoming channels. The candidate must be goal driven with a desire to productivity goals; including meeting day to day business needs, with advanced problem-solving skills/ability to negotiate through difficult situations.
Client Services Specialist - Johnston RI 02919 Amicis GlobalClient Services Specialist - Johnston RI 02919Johnston, RI$20–$24Independently service both internal and external customers regarding a wide variety of Commercial Card, ACH & cash management products, services and technical issues through all incoming channels. The candidate must be goal-driven with a desire to meet productivity goals, including day-to-day business needs, and possess advanced problem-solving skills/ability to negotiate through difficult situations.
NewClient Services Specialist(CTZJP00003540) Amicis GlobalClient Services Specialist(CTZJP00003540)NULL, RIIndependently service both internal and external customers on a wide variety of Commercial Card, ACH & cash management products, services and technical issues through all incoming channels. The candidate must be goal driven with a desire to productivity goals; including meeting day to day business needs, with advanced problem-solving skills/ability to negotiate through difficult situations.
Client Services Specialist HireTalentClient Services SpecialistJohnston, RIIndependently service both internal and external customers on a wide variety of Commercial Card, ACH & cash management products, services and technical issues through all incoming channels. The candidate must be goal driven with a desire to productivity goals; including meeting day to day business needs, with advanced problem-solving skills/ability to negotiate through difficult situations.
Client Services Specialist Trispoke managed servicesClient Services SpecialistJohnston, RI$22–$24Independently service both internal and external customers on a wide variety of Commercial Card, ACH & cash management products, services and technical issues through all incoming channels. The candidate must be goal driven with a desire to productivity goals; including meeting day to day business needs, with advanced problem-solving skills/ability to negotiate through difficult situations.
Director, Client Service Manager FidelityDirector, Client Service ManagerSmithfield, Rhode IslandRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Client Service Manager (Hybrid) Patriot Growth Insurance ServicesClient Service Manager (Hybrid)Taunton, MA$50,000–$70,000 / yearAbout Patriot Growth Insurance Services : Founded in 2019, Patriot Growth Insurance Services (Patriot) is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot’s collaborative model delivers resources and strategic support to its agencies.
Client Services Specialist Veterans Sourcing GroupClient Services SpecialistProvidence, RIIndependently service both internal and external customers on a wide variety of Commercial Card, ACH & cash management products, services and technical issues through all incoming channels. The candidate must be goal driven with a desire to productivity goals; including meeting day to day business needs, with advanced problem-solving skills/ability to negotiate through difficult situations.