NewSenior Associate, Business Tax Services KPMGSenior Associate, Business Tax ServicesBoston, MAWork with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewSenior Associate, SAP S4 Public Cloud Professional Services Automation (PSA) KPMGSenior Associate, SAP S4 Public Cloud Professional Services Automation (PSA)Boston, MA$97,755–$204,585 / yearExperience supporting at least one full lifecycle SAP implementation focused on Solution Order Management, Subscription Billing, Service Contracts, and Professional Services Automation, with ability to contribute to workshops, assist in defining business-centric solutions, and support integration with related modules such as Sales, Finance, and Service Delivery. Support business development efforts by contributing to proposal content, solution design, and client presentations that align SAP S/4HANA Public Cloud Solution Order and PSA capabilities with hybrid business model transformation objectives; provide informal guidance and support to junior team members on Solution Order and PSA engagements, contributing to team development and performance.
NewSenior Associate, Financial Due Diligence - Financial Services KPMGSenior Associate, Financial Due Diligence - Financial ServicesBoston, MACreate and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of managements budget, indebtedness considerations, borrowing base calculations, and/or business combinations and carve-out financial statements. Responsibilities: Participate in buy-side and sell-side transaction advisory engagements, providing financial and commercial due diligence assistance, and accounting advisory services including IPO assistance, carve-outs, restructuring and similar services to Fortune 1000 companies, private equity investors, and asset based lenders.
Senior Finance Associate (Private Debt) Kforce Inc.Senior Finance Associate (Private Debt)Boston, MA$99,000–$150,000Cross-Functional Support: Partner with Investor Relations on fundraising materials and investor requests (performance, fees); Assist Tax team with quarterly estimates and year-end allocations. Key Responsibilities: Financial Reporting: Prepare and review monthly, quarterly, and annual financial statements, fund returns, and investor deliverables; Draft quarterly MD&A reports for senior management.
Associate Veterinarian at MetroVet Veterinary Clinic in Boston MA MetroVet Veterinary ClinicAssociate Veterinarian at MetroVet Veterinary Clinic in Boston MABoston, MA$120,000–$140,000Whether you are exploring the local green spaces or enjoying everything the greater Boston area has to offer, this location provides a vibrant and accessible lifestyle that perfectly balances your professional dedication with your personal life. We provide the best of care for surgery, dentistry, preventative medicine, dermatology, internal med, vaccines, urgent care services, acupuncture, chiropractic care, as well as a focus on nutrition and behavior.
NewSenior Associate, Oracle HCM KPMGSenior Associate, Oracle HCMBoston, MAExecute the day-to-day activities of HR transformation engagements including facilitating end-to-end process design workshops, implementing full engagement lifecycle support, assisting with the creation of project deliverables and overseeing project management or planning activities. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
NewSenior Associate KPMGSenior AssociateBoston, MA$81,130–$164,565 / yearWork with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewSenior Associate, International Tax (NYM) KPMGSenior Associate, International Tax (NYM)Boston, MAResponsibilities: Direct multinational enterprises on business decisions, such as where to locate and operate, choice of entity, how to optimize supply chains, and how to access and mobilize capital to fund global operations, taking into account a multinationals tax risk profile, global effective tax rate, and cash posture; In advising clients, professionals will prepare and review complex tax models illustrating multinational entities attributes, effective tax rate, and cash tax expense. Advise multinational enterprises on tax planning decisions, including helping our clients anticipate and understand the potential short- and long-term considerations and consequences of tax planning decisions at a global level, in the context of their wider business objectives and taking into account a multinationals tax risk profile, global effective tax rate, and cash posture.
NewSenior Associate, Revenue Cycle Consultant KPMGSenior Associate, Revenue Cycle ConsultantBoston, MACommunicate regularly with engagement Managers, project team members, and client counterparts, including escalating any matters that require additional attention and consideration from the leadership team; demonstrate problem solving skills with these individuals through critical thinking, intellectual curiosity, and intellectual rigor; analyze complex issues and frame approaches for potential solutions. Responsibilities: Deliver results for process improvement and transformation workstreams for revenue cycle operations work within a traditional or non-traditional healthcare system/organization; manage associates to focus on solving complex operational issues, utilizing market leading technology-enabled solutions & advanced analytics in conjunction with previous healthcare knowledge.
Associate Director Clinical Operations JouléAssociate Director Clinical OperationsWaltham, MAThis Associate Director, Clinical Operations role is a key leadership position supporting innovative advanced-therapy clinical trials (oncology), helping teams deliver studies safely, ethically, and in full compliance with ICH-GCP and applicable regulations. The position partners closely with cross-functional stakeholders, clinical sites, and CROs to execute global programs, proactively manage risk, and ensure high-quality study deliverables.
NewSenior Associate, Privileged Access Management Delivery Engineer KPMGSenior Associate, Privileged Access Management Delivery EngineerBoston, MA$95,855–$208,265 / yearImplement and maintain PAM capabilities including privileged credential management, session management, just-in-time access, and endpoint management (EPM)components; implement automated integration across adjacent security solutions (for example: Crowdstrike, SIEM solutions, ServiceNow); automate PAM tasks using scripting and APIs (such as PowerShell, Python, REST, and others) and integrate with enterprise platforms (that is, Active Directory, IdPs, ITSM platforms, SIEM platforms, and more). Hands on experience with Privileged Access Management delivery and engineering, with specific experience using CyberArk On-Prem and SaaS solutions; additional experience with secrets management platforms (that is, Conjur, HashiCorp) and other PAM platforms (such as Delinea, BeyondTrust) preferred.
NewSenior Associate, Renewable Energy Tax Credits KPMGSenior Associate, Renewable Energy Tax CreditsBoston, MAResponsibilities: Develop and provide knowledge in federal tax credits including but not limited to: Clean electricity Investment Tax Credit (IRC 48E), Clean electricity Production Tax Credit (IRC 45Y), Credit for carbon oxide sequestration (IRC 45Q), Credit for production of clean hydrogen (IRC 45V), Clean fuel production credit (IRC 45Z), Zero-emission nuclear power production credit (IRC 45U), Advanced Manufacturing Production Tax Credit (IRC 45X), Qualified Advanced Energy Project Credit (IRC 48C), Advanced manufacturing investment credit (IRC 48D), New Markets Tax Credits (NMTC), Historic Rehabilitation Tax Credit (HRTC); and other emerging federal tax credits. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewSenior Associate, ServiceNow ITSM KPMGSenior Associate, ServiceNow ITSMBoston, MA$94,430–$202,745 / yearCompletion of at least one full implementation of ServiceNow and hold current certifications in ServiceNow System Administration (CSA) and at least one of the following is preferred: CIS -IT Service Management, CIS - Discovery, CIS - Event Management, CIS - Service Mapping, CIS - Risk and Compliance, CIS - Third Party Risk Management, or CIS - Vulnerability Management. Qualifications: Minimum three years of recent experience managing and maintaining large, enterprise systems in complex, matrixed organizations, with at least three years of experience directly managing the ServiceNow platform with an extensive focus ITSM, ITOM and IRM.
NewSenior Associate, ServiceNow KPMGSenior Associate, ServiceNowBoston, MA$94,430–$202,745 / yearCompletion of at least one full implementation of ServiceNow and hold current certifications in ServiceNow System Administration (CSA) and at least one of the following is preferred: CIS -IT Service Management, CIS - Discovery, CIS - Event Management, CIS - Service Mapping, CIS - Risk and Compliance, CIS - Third Party Risk Management, or CIS - Vulnerability Management. Qualifications: Minimum three years of recent experience managing and maintaining large, enterprise systems in complex, matrixed organizations, with at least three years of experience directly managing the ServiceNow platform with an extensive focus ITSM, ITOM and IRM.
NewSenior Associate, SAP SAC Planning KPMGSenior Associate, SAP SAC PlanningBoston, MA$97,755–$204,585 / yearIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewSenior Associate, SAP Security & Controls KPMGSenior Associate, SAP Security & ControlsBoston, MAIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. Qualifications: Three years of recent experience in any of the following areas: SAP audit (GITCs and business process), SAP controls, SAP security design/re-design, SAP GRC implementation, SAP ERP implementations, or business process transformation.
NewSenior Associate, Supply Chain Consulting - Healthcare KPMGSenior Associate, Supply Chain Consulting - HealthcareBoston, MAIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewSenior Associate, Supply Chain Consulting - Healthcare Provider KPMGSenior Associate, Supply Chain Consulting - Healthcare ProviderBoston, MAIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewSenior Associate, Workforce Management - UKG KPMGSenior Associate, Workforce Management - UKGBoston, MALed end-to-end workstreams for UKG WorkforceManagement implementations across UKG Pro, UKG Ready, and UKG Dimensions,including timekeeping, scheduling, accruals, and workforce optimization. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
NewSenior Associate, Workday Security KPMGSenior Associate, Workday SecurityBoston, MAIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewSenior Associate, Insurance Tax KPMGSenior Associate, Insurance TaxBoston, MAWork with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewSenior Associate, Financial Due Diligence KPMGSenior Associate, Financial Due DiligenceBoston, MACreate and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of managements budget, indebtedness considerations, borrowing base calculations, and/or business combinations and carve-out financial statements. Responsibilities: Participate in buy-side and sell-side transaction advisory engagements, providing financial and commercial due diligence assistance, and accounting advisory services including IPO assistance, carve-outs, restructuring and similar services to Fortune 1000 companies, private equity investors, and asset based lenders.
ASSOCIATE ATTORNEY - CYBERSECURITY, PRIVACY & AI (3 Cities) Pernini Recruiting CompanyASSOCIATE ATTORNEY - CYBERSECURITY, PRIVACY & AI (3 Cities)Boston, MACybersecurity, Privacy & Artificial Intelligence Practice Group Location: Boston, MA\ Los Angeles, CA\San Francisco, CA HYBRID Our client, a global AmLaw 50 law firm , with a globally recognized Cybersecurity, Privacy & AI practice , is seeking a highly qualified Associate Attorney to join its collaborative and forward-thinking team. Experience with data breach response , incident investigations, and defense of regulatory enforcement actions brought by state attorneys general, the FTC, OCR/HHS, SEC cybersecurity regulators, or EU authorities is a plus.
Associate Sales Representative/ Sales Development Rep- Title Insurance (MA) Pernini Recruiting CompanyAssociate Sales Representative/ Sales Development Rep- Title Insurance (MA)Boston, MA$25.49–$33.98 / hourOur client, a leading provider of title insurance, financial, and escrow services, is seeking a Associate Title Insurance Sales Representative/Sales Development Representative to support business development and client relationship initiatives within the Boston residential real estate market. You’ll receive hands-on training, mentorship from experienced sales leaders, and a clearly defined path for career advancement, while gaining exposure to sophisticated real estate transactions and client needs.
Financial Associate Rise North CapitalFinancial AssociateNashua, NH$60,000–$120,000 / yearWe will provide you with the tools and teach you the skill sets you need to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life. Whether you’re not yet licensed, newly licensed, or changing careers — we’ll help you launch, get trained from scratch, and build something real with the right tools and mentorship.
NewAssociate, Tax Business Enablement Team KPMGAssociate, Tax Business Enablement TeamBoston, MAResponsibilities: Provide strategic support for a group of partners and/or managing directors (PMDs) serving as a trusted business advisor and single point of contact for management and coordination of all business support and engagement management; this includes, but is not limited to, leveraging and supervising the work of offshore resources and collaborating with other internal teams to efficiently and effectively manage opportunities, engagement setup, billing and collections, and engagement closeout, analyzing data, solving problems, handling communication and stakeholder interactions with discretion, and proactively addressing issues to ensure the smooth operation of engagements and realize business goals. Develop networks and maintain strong relationships with internal stakeholders and external clients, leveraging connections to drive engagement success; this could include interacting directly with clients to request data, clarify information, deliver invoices, or address questions regarding payments or schedules.
Private Wealth Management Registered Client Service Associate Morgan StanleyPrivate Wealth Management Registered Client Service AssociateBoston, MassachusettsOur 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. Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateBoston, Massachusetts$31,200–$90,000 / yearOur 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. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
PWM Client Service Associate Morgan StanleyPWM Client Service AssociateBoston, MA$15–$40.87 / hourMSOnline, eSign, eAuthorization) • Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team • Support the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) • Assist FAs / PWAs/ teams in delivering against their business plan and client service model • Remaining current on all policies, procedures, and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management. • Provide service coverage for a FA/PWA/team including: • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and/or FA/PWA/team • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) • Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team • Educate or enroll clients in digital tools (e.g.
Client Service Associate Morgan StanleyClient Service AssociateMA$15–$40.87 / hourOur 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. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Client Service Associate - Senior Baker Tilly Virchow Krause, LLPClient Service Associate - SeniorTewksbury, MA$80,200–$105,000 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Job Description: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers- New York, London, San Francisco, Los Angeles, Chicago and Boston.
Marketing & Client Service Associate Longfellow Investment Management CoMarketing & Client Service AssociateBoston, MAFull timeLongfellow Investment Management Co., LLC (LIM) is an independent, 100% employee-owned investment firm managing over $23 billion across fixed income, equity, and alternative investment strategies. The Marketing & Client Service Associate plays a key role within an integrated team spanning marketing, consultant relations, sales, and client service.
Client Service Associate Partners Capital Investment Group LLPClient Service AssociateBoston, MA$65,000–$80,000 / yearPart timeClients include Syracuse University, Sesame Workshop, INSEAD Business School, New York’s Metropolitan Opera, San Francisco Symphony, Eton College, Colorado College, several Oxford and Cambridge University Colleges, several family offices around the world, and senior executives from leading global investment firms. With $75B+ in assets under management, the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider exceptional asset managers across all major asset classes.
Remote Client Service Associate Qureos IncRemote Client Service AssociateBostonRemoteRequired qualifications and attributes include: Proven experience in a client service or administrative role, ideally within the financial services or consulting industry. As a Client Service Associate, you will provide critical support to our advisory teams and ensure an exceptional experience for our clients.
Tax 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.
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.
NewSenior 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.
NewPrivate Client Associate Wealth Services & Growth Rockefeller FinancialPrivate Client Associate Wealth Services & GrowthBoston, MAYou will interact directly with high-net-worth clients, provide top-tier client service, and support account administration, documentation, and reporting. Rockefeller Capital Management is seeking a Client Associate to join the Private Advisor team within Rockefeller Global Family Office.
Associate, Client Service Solutions Focus Financial PartnersAssociate, Client Service SolutionsBoston, MassachusettsBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. As a member of this group, the Associate will participate in the support of client relationships, organization and maintenance of client information, cashiering and money movements, and facilitation of various firmwide support functions.
Client Services Senior Associate Winged Keel Group IncClient Services Senior AssociateBoston, MAOffering 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.
NewClient Service Wealth Associate Advisor GroupClient Service Wealth AssociateBoston, Massachusetts$65,000–$75,000 / yearProvide essential administrative support, including scheduling appointments, maintaining organized and current client records, preparing internal and client-facing reports, and supporting daily office operations. We are seeking a client-focused financial services professional who excels in delivering exceptional service, ensuring accurate account management, and supporting operational excellence.
Senior Associate, Client Service Partners Capital Investment Group LLPSenior Associate, Client ServiceBoston, MA$75,000–$115,000 / yearPart timeClients include Syracuse University, Sesame Workshop, INSEAD Business School, New York’s Metropolitan Opera, San Francisco Symphony, Eton College, Colorado College, several Oxford and Cambridge University Colleges, several family offices around the world, and senior executives from leading global investment firms. With $75B+ in assets under management, the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider exceptional asset managers across all major asset classes.
NewAssociate Solutions Consultant, Eclipse Client Services SS&CAssociate Solutions Consultant, Eclipse Client ServicesBoston, MassachusettsUnless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. 1-3 years of recent and relevant work experience with similar functionality (Financial Services, Investment Technology, or Software-as-a-Service (SaaS)) in a technology or client-facing role.
Associate Solutions Consultant, Eclipse Client Services SS&C Technologies Holdings IncAssociate Solutions Consultant, Eclipse Client ServicesBoston, MAUnless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. Get To Know The Team: SS&C Eze provides premier global investment technology to support the front, middle and back-office designed to optimize operational and investment alpha throughout the entire investment process.
Client Service Administrative Associate Adviser Investments, LLCClient Service Administrative AssociateNewton, MA$50,000–$60,000 / yearRWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations. We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team.
Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateWestborough, MA$25–$45 / hourResponsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Client Operations, Transfer Agent Oversight - Senior Analyst/Associate KKR & Co. Inc.Client Operations, Transfer Agent Oversight - Senior Analyst/AssociateBoston, MA$110,000–$140,000 / yearThe successful candidate will partner closely with Wealth IR, Fund Finance, Legal, Compliance, Tax, Data Operations, Technology, fund administrators, custodians, intermediaries, and transfer agents to help deliver a high-quality servicing experience for advisors and investors. Our team is global in every sense of the word - working across all asset classes, products, and geographies - to ensure that our clients have seamless and positive experiences with KKR's products, services, and people.
Client Success Associate FoodaClient Success AssociateBoston, MA$55,000–$60,000 / yearPowered by technology and a network of 1500+ restaurants, we feed hungry people at work through a platform of unique food programs located within companies, office buildings, hospitals, schools, distribution centers, and more. Lead the successful launch of new accounts, including coordinating with client contacts, conducting on-site walk-throughs, and managing internal systems setup and on-site implementation.
Client Operations - Americas Servicing (Wirehouse) - Senior Analyst/Associate KKR & Co. Inc.Client Operations - Americas Servicing (Wirehouse) - Senior Analyst/AssociateBoston, MA$80,000–$140,000 / yearThis individual will work seamlessly within the Global Wealth Solutions business, supporting financial advisors and their relationship managers in set territories, as well as liaise frequently with the finance, investment, product, and legal/compliance teams of each of the relevant businesses at KKR. Our team is global in every sense of the word - working across all asset classes, products, and geographies - to ensure that our clients have seamless and positive experiences with KKR's products, services, and people.
Specialist, Client Service II The Bank of New York Mellon CorpSpecialist, Client Service IIBoston, MAIn this role, you'll make an impact in the following ways: Deliver exceptional service to internal and external clients through phone, email, and direct communication, while maintaining a professional and responsive tone. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.