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.
Team Leader, Client Services FidelityTeam Leader, Client ServicesSmithfield, Rhode IslandRemoteCustomer 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 Team Leader is a key member of the Regional Center Client Services group providing leadership to a team of licensed associates.
Addepar Analyst - Family Office Client Services & Reporting Brown Brothers Harriman & CoAddepar Analyst - Family Office Client Services & ReportingBoston, MABBH's total rewards package recognizes your contributions with more than just a paycheck-providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being. About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management.
Client Manager - Water Services Woodard & Curran IncClient Manager - Water ServicesCanton, MA$130,000–$240,000 / yearThis role is ideal for an experienced engineer or project manager ready to expand beyond project delivery into client leadership, account growth, and business development while continuing to support meaningful water infrastructure projects. This opportunity provides greater client ownership, leadership visibility, and influence-supported by established client relationships, strong technical resources, operational expertise, and experienced leaders.
Client Services & Billing Specialist WTWClient Services & Billing SpecialistBoston, MARemote$65,000–$70,000 / yearWTW provides a competitive benefit package which includes the following (eligibility requirements apply): + Health and Welfare: Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company-paid life insurance, supplemental life insurance, AD&D, group accident, group critical illness, group legal, identity theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance, and other work/life resources. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
NewClient Services Associate Alumni VenturesClient Services AssociateBoston, MassachusettsOur 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.
Client Services Supervisor MFS InvestmentsClient Services SupervisorBoston, MA$55,500–$80,500 / yearWellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps. Working with the Department manager and other constituents, interprets and applies new reporting rules, regulations and procedures as they impact mutual funds as well as the application of current reporting rules to new investment products entered into by the funds.
Senior Manager - Client Services Veeva Systems IncSenior Manager - Client ServicesBoston, MARemote$115,000–$170,000 / yearThis isn't a traditional account management role-you'll serve as a trusted advisor to enterprise clients, influence product innovation, and play a key role in growing some of the industry's most important customer partnerships. We're not just any public company - we made history in 2021 by becoming a public benefit corporation (PBC), legally bound to balancing the interests of customers, employees, society, and investors.
Client Services Specialist CBIZ IncClient Services SpecialistBoston, MAWe are looking for a Client Services Specialist to join our client services team providing outstanding service to CBIZ private equity clients in the area of Global Information Reporting and Co-sourcing (FATCA, CRS). With 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.
Client Services Specialist HireTalentClient Services SpecialistJohnston, RIYou will be responsible for resolving client inquiries, troubleshooting technical and operational issues, and identifying opportunities for process improvements to enhance the overall client experience. Independently resolve customer inquiries related to Commercial Card, ACH, Cash Management products, technical issues, and service requests.
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.
Senior Client Services Account Analyst – Private Wealth and Retirement Hub International InsuranceSenior Client Services Account Analyst – Private Wealth and RetirementWilmington, MassachusettsThe role is responsible for the accurate and timely preparation of plan data — including census loads, recordkeeper file loads, asset reconciliation, and compliance testing inputs — enabling Account Managers to deliver compliance, government reporting, and client service in accordance with the practices, policies, and procedures of the Company. The expected salary range for this position is $64,285 to $114,285 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.
Senior Client Services Account Analyst - Private Wealth And Retirement Hub InternationalSenior Client Services Account Analyst - Private Wealth And RetirementWilmington, MA$64,285–$114,285 / yearThe role is responsible for the accurate and timely preparation of plan data - including census loads, recordkeeper file loads, asset reconciliation, and compliance testing inputs - enabling Account Managers to deliver compliance, government reporting, and client service in accordance with the practices, policies, and procedures of the Company. The expected salary range for this position is $64,285 to $114,285 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.
Senior Client Services Account Analyst - Private Wealth and Retirement Hub International LtdSenior Client Services Account Analyst - Private Wealth and RetirementWilmington, MA$64,285–$114,285 / yearThe role is responsible for the accurate and timely preparation of plan data - including census loads, recordkeeper file loads, asset reconciliation, and compliance testing inputs - enabling Account Managers to deliver compliance, government reporting, and client service in accordance with the practices, policies, and procedures of the Company. The expected salary range for this position is $64,285 to $114,285 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.
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.
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.
NewWork From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateProvidence, 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.
NewClient Services Analyst III Western Alliance BancorpClient Services Analyst IIIBoston, MARemoteIntermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!