Senior Director, Strategic Client Sales, Financial Services AlphaSenseSenior Director, Strategic Client Sales, Financial ServicesBoston, MA$257,000–$353,000 / yearYou are the CEO of your business, managing a global team tasked with aggressive growth targets across a book of Global Strategic clients, which include firms in public and private markets across the buy and sell side. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients' own research content.
Clinical Lab Assistant Phlebotomist - Client Services - Full Time SolutionHealthClinical Lab Assistant Phlebotomist - Client Services - Full TimeManchester, New HampshireThey will perform a variety of customer service-related tasks as well as various non-technical functions in the laboratory which allows the timely flow of all specimens through the lab departments. The Clinical Lab Assistant maintains the integrity of samples from collection to receipt to storage and performs specific departmental tasks as assigned by the department supervisor.
Client Services Representative Marchon PartnersClient Services RepresentativeBoston, MA$18–$21 / hourThe client is seeking Client Service Representative who will follow established procedures, respond to incoming telephone inquiries from various company clients and provide general product and account information, process both financial and non-financial transactions following established department procedures, resolve account problems and questions and assume additional responsibilities as requested by management. Communicates by telephone, fax, and email correspondence with shareholders, participants, broker/dealers and others to verify information and clarify requests or provide appropriate documentation to customers as requested.
NewClient Services Specialist Sun LifeClient Services SpecialistWellesley, Maine$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.
NewClient Services Associate Alumni VenturesClient Services AssociateManchester, New HampshireOur network of 850,000+ members and 40+ dedicated investors connects accredited individuals to high-quality venture deals—typically reserved for institutions—through our alumni-driven communities and diversified co-investment strategy. As a Client Services Associate at Alumni Ventures, you'll play a vital role in supporting our investor community while gaining hands-on exposure to venture capital, startup investing, investor relations, and fund operations.
Tax Partner - Private Client Services Daley and AssociatesTax Partner - Private Client ServicesBoston, MA$350,000–$400,000 / yearThis is a client-facing leadership role with significant growth and wealth-creating opportunities for the incoming Tax Partner. Private Client Services experience dealing with ultra-high-net-worth tax clientele for10+ years.
Director of Operations & Client Services - 2391705 RightWorksDirector of Operations & Client Services - 2391705Boston, MassachusettsFamily Office Service Oversight: · Assist the Family Office Team with client meeting materials and storage of client materials & documentation on company network and/or document management software. · Additionally, the Head of Family Office Service will work closely with the Managing Director of Operations to ensure seamless integration between the operations of the team and overall firm operations.
NewSales and Service Client Services, Officer State StreetSales and Service Client Services, OfficerQuincy, Massachusetts$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, Off State StreetSales and Service Client Services, OffQuincy, MassachusettsIn this customer-facing role within the Client Service organization of the Investment Services division, you will be responsible for overseeing end-of-night service performance, managing projects, and coordinating across cross-functional operations and technology teams to ensure high-quality outcomes for our clients. You will be joining the Investment 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.
Sales And Service Client Services, Off State Street CorporationSales And Service Client Services, OffQuincy, MA$65,000–$113,750 / yearIn this customer-facing role within the Client Service organization of the Investment Services division, you will be responsible for overseeing end-of-night service performance, managing projects, and coordinating across cross-functional operations and technology teams to ensure high-quality outcomes for our clients. You will be joining the Investment 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.
Sales And Service Client Services, Officer State Street CorporationSales And Service Client Services, OfficerQuincy, MA$65,000–$113,750 / yearAs 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. Partner with internal teams on client deliverables, including financial statements and daily Net Asset Value calculations.
Client Services Coordinator Avison YoungClient Services CoordinatorBoston, MA$65,000–$70,000 / yearYour responsibilities will be an exciting mix of providing presentation support, listing and offer preparation, property marketing and client reporting, conducting market research and transaction administration, all while coordinating promotional and post sales marketing materials (under the direction of our marketing team). Preparation, control, and maintenance of legal documents (letters of intent, offers, proposals, commission agreements, listing agreements, amendments, waivers, extensions, and Multiple Listing Services agreements) throughout the deal and due diligence process.
NewSenior Tax Associate - Private Client Services Aprio Technologies, Inc.Senior Tax Associate - Private Client ServicesBoston, MA$82,000–$133,500 / yearAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
NewSenior Director, Strategic Client Sales, Financial Services AlphaSense, Inc.Senior Director, Strategic Client Sales, Financial ServicesBoston, MA$257,000–$353,000 / yearYou are the CEO of your business, managing a global team tasked with aggressive growth targets across a book of Global Strategic clients, which include firms in public and private markets across the buy and sell side. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients' own research content.
Client Service Leader - Water & Wastewater Services CDM SmithClient Service Leader - Water & Wastewater ServicesBoston, MassachusettsJob Description: CDM Smith has an exciting opportunity for an experienced Client Service Leader to lead client engagement and business development for municipal water services for multiple private, municipal and state agency clients in the greater New England market. We have worked on some of the largest infrastructure projects for major clients throughout the region and are looking for someone who will help continue this tradition through both the management of existing client portfolios and the development of strategies to grow business with new clients.
Client Services Analyst Daley and AssociatesClient Services AnalystBoston, MA$40–$43 / hourThe Client Services Analyst will support the client onboarding lifecycle by coordinating onboarding workstreams, managing documentation, tracking onboarding progress, and partnering with internal stakeholders to ensure a seamless onboarding experience. Partner with Front Office, Operations, Risk, Credit, Compliance, AML/KYC, and Legal teams to facilitate timely and accurate client onboarding.
Client Service Manager II GallagherClient Service Manager IILowell, MassachusettsRemoteFull timeHow you'll make an impact : You’ll play a key role in supporting and leading efforts to deliver high-quality solutions to our clients. Build and maintain strong relationships with clients and carrier partners through timely responses and strong customer service, ensuring trust and satisfaction.
Alts Client Services, VP State StreetAlts Client Services, VPBoston, MassachusettsClient Service is the cornerstone of client success, serving as the holistic owner of service delivery governance, with a focus on driving the organization to improve client satisfaction, sentiment, and engagement proactively by focusing on overall client experience, risk, and governance, while encouraging clients to fully leverage the breadth of their relationship with State Street. In partnership with key stakeholders across Relationship Management, Global Delivery, Product, Global Technology, and other critical counterparts, the Vice President of Alternative Client Service role will ensure State Street (“STT”) delivers Client Service excellence to our alternative assets clients, consistent with our global operating model.
NewWork From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateManchester, New HampshireAll 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.
Client Services Associate / Travel HB TravelsClient Services Associate / TravelSalem, MassachusettsThis opportunity is ideal for motivated individuals who thrive in a client-focused environment and are eager to build a rewarding career in the travel industry with complete flexibility. If you are seeking a professional, flexible, and growth-oriented role where you can combine your love for travel with exceptional client service, this may be the perfect fit.