JobotNewAssociate, 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.
JobotNewTransaction 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.
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.
The LiRo GroupAssociate Vice President Structural Engineer / New England Infrastructure Practice Lead The LiRo GroupAssociate Vice President Structural Engineer / New England Infrastructure Practice LeadNewton, MA$180,000–$210,000 / yearRecently, Global Infrastructure Solutions Inc. (GISI), the parent company of The LiRo Group and Hill International, Inc., consolidated a portion of the highly experienced staff of both firms in the Northeast to create a larger, more efficient, and cost-effective team. This role represents a unique opportunity to help shape and grow LiRo-Hill’s presence in New England, with a focus on public sector infrastructure and municipal clients, while collaborating with a deep, multidisciplinary bench across the region.
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.
Berkeley Research Group, LLCSenior Associate - Corporate Finance - Turnaround & Restructuring Berkeley Research Group, LLCSenior Associate - Corporate Finance - Turnaround & RestructuringBoston, MA$80,000–$135,000 / yearThe BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition. Together, they bring a diversity of real-world experience, data, and human and artificial intelligence, to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges facing organizations across the globe.
JobotNewCommercial Litigation Associate JobotCommercial Litigation AssociateBoston, MA$120,000–$180,000 / 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. Attorneys leverage modern litigation tools, including advanced eDiscovery platforms, data-driven case analysis, and secure collaboration systems, while maintaining a strong emphasis on client relationships and practical legal strategy.
JobotNewSenior Real Estate Lending Associate JobotSenior Real Estate Lending AssociateBoston, MA$150,000–$235,000 / 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. Attorneys in this group handle high-value, complex financing matters while working alongside experienced partners in a collaborative environment that emphasizes professional development and long-term career growth.
JobotNewReal Estate Associate Attorney (3-6 Yrs Exp) JobotReal Estate Associate Attorney (3-6 Yrs Exp)Boston, MA$135,000–$225,000 / 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 practice handles a broad range of commercial real estate matters and offers exposure to complex transactions in a team‑oriented environment.
JobotNewEstate Planning Associate (4+ Yrs Exp) JobotEstate Planning Associate (4+ Yrs Exp)Boston, MA$145,000–$225,000 / 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. High-Quality Clientele: Work with high-net-worth individuals, multi-generational families, and business owners, addressing complex estate planning needs.
JobotNewEmployment Litigation Associate (3-6 Yrs Exp) JobotEmployment Litigation Associate (3-6 Yrs Exp)Boston, MA$215,000–$275,000 / 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. With offices across major U.S. markets, we combine industry knowledge with innovative strategies to help clients succeed in a rapidly evolving legal landscape.
JobotNewEmployment Associate Attorney (4+ Yrs Exp) JobotEmployment Associate Attorney (4+ Yrs Exp)Boston, MA$300,000–$400,000 / 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 position is ideal for an attorney who enjoys balancing litigation with practical, business‑focused counseling and who is comfortable working directly with clients in a fast‑paced environment.
JobotNewAntitrust Litigation Associate (3-6 Yrs Exp) JobotAntitrust Litigation Associate (3-6 Yrs Exp)Boston, MA$275,000–$400,000 / 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. With offices worldwide and a collaborative culture, we combine deep industry knowledge with innovative strategies to help clients navigate complex legal challenges.
JobotNewCommercial Real Estate Associate or Counsel JobotCommercial Real Estate Associate or CounselBoston, MA$175,000–$285,000 / 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. This role is focused on complex leasing transactions, while also providing exposure to broader real estate work, including acquisitions, dispositions, development, and financing of commercial properties.
JobotNewCorporate Associate Attorney (3-6 Yrs Exp) JobotCorporate Associate Attorney (3-6 Yrs Exp)Boston, MA$185,000–$265,000 / 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. Our work spans a broad range of sophisticated legal matters, including complex disputes, strategic transactions, and ongoing business counseling for organizations, institutions, and individuals.
JobotNewReal Estate Associate (3-7 Yrs Exp) JobotReal Estate Associate (3-7 Yrs Exp)Boston, MA$140,000–$225,000 / 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 are seeking a mid-level associate to join a commercial real estate practice handling a broad range of transactional work.
JobotNewCorporate Associate Attorney (2+ Yrs Exp) JobotCorporate Associate Attorney (2+ Yrs Exp)Boston, MA$130,000–$215,000 / 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. This role offers early hands-on experience across a wide range of corporate matters, including transactional work and day-to-day client advisory.
Vaco LLCFinance Associate Vaco LLCFinance AssociateBoston, 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.
Vaco LLCNewInvestment Support Associate Vaco LLCInvestment Support AssociateBoston, MA$75,000–$105,000Determining 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.
Vaco LLCNewFulfillment Associate Vaco LLCFulfillment AssociateBoston, 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.
Pinnacle Technical ResourcesNewSenior Associate AI/ML Pinnacle Technical ResourcesSenior Associate AI/MLMassachusettsRemote$60.50–$70.50 / hourContractorThe specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Skills and Experience:Strong hands-on experience in AI/ML engineering, including building and deploying models in production.
Rise North CapitalNewFinancial Associate - Training Provided Rise North CapitalFinancial Associate - Training ProvidedBraintree, MARemoteWe 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. We are looking for motivated people, both new to the professional workforce and career changers with a track record of success, to join our growing team.
Longfellow Investment Management CoMarketing & Client Service Associate Longfellow Investment Management CoMarketing & Client Service AssociateBoston, MALongfellow 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.
Oppenheimer & Co. Inc.Registered Client Service Associate (Boston, MA) Oppenheimer & Co. Inc.Registered Client Service Associate (Boston, MA)Boston, MA$60,000–$65,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of Massachusetts and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Oppenheimer & Co. Inc.Client Service Associate (Boston, MA) Oppenheimer & Co. Inc.Client Service Associate (Boston, MA)Boston, MA$50,000–$55,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of Massachusetts and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Raymond James Financial IncClient Service Associate Raymond James Financial IncClient Service AssociateFranklin, MA$45,000–$75,000 / yearAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. The term "Raymond James" includes, but is not limited to, Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors.
Partners Capital Investment Group LLPClient 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.
StifelClient Service Associate StifelClient Service AssociateBoston, MassachusettsWhat You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Winston FlowersNewClient Service Associate Winston FlowersClient Service AssociateBoston, MA$20–$25 / hourUtilize Customer Relationship Management process to create custom gift product presentations for clients during telephone sales calls; using a consultative approach to build rapport and present key selling points while focusing on the customer's needs . Today, our family-owned company has a worldwide online presence, two state-of-the-art design studios-60,000 square feet in Boston and 12,000 square feet in New York City-and retail shops throughout the Greater Boston area and in Greenwich, Connecticut.
Longfellow Investment ManagementNewMarketing & Client Service Associate Longfellow Investment ManagementMarketing & Client Service AssociateBoston, MALongfellow 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.
MLB - Boston Red SoxNewClient Services Associate, New Member Experience MLB - Boston Red SoxClient Services Associate, New Member ExperienceBoston, MAThe Client Services New Member Experience Associate role is a hospitality individual who helps create premium level experiences at Fenway Park. Manage and coordinate all Red Sox Rewards and promotional item claims and deliveries to Premium Members, along with tracking in Salesforce.
World Insurance Associates, LLC.Client Services Associate World Insurance Associates, LLC.Client Services AssociateWestborough, MAFull timeWe are seeking a detail-oriented and highly organized Client Services Associate to support our financial advisors with daily operational and administrative tasks. This individual will play a critical role in ensuring a smooth client experience—from preparing for meetings to supporting account operations and follow-up.
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.
NFP CorpClient Service Associate NFP CorpClient Service AssociateNorwell, MA$59,000–$65,000 / yearSummary of the Role: NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. Takes a proactive lead on conserving the Relationship Manager's existing block of business by scheduling meetings, monthly client check-in calls, tracking all rollovers, and keeping the client updated on money in movement.
Kraft Group LLCClient 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.
Andersen Tax LLCSenior Tax Associate - Private Client Services Andersen Tax LLCSenior Tax Associate - Private Client ServicesSouthborough, MASenior 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.
AndersenSenior 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.
ConsultNetClient Services Associate ConsultNetClient Services AssociateHingham, MACelebrating more than 25 years of partnership with a diverse client base, we've crafted rewarding opportunities for our consultants, fostering high-performing teams that deliver impactful results. As a premier national provider of technology talent and solutions, our expertise spans across project services, contract-to-hire, direct placement, and managed services both onshore and nearshore.
Winged Keel Group IncClient 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.
Focus Financial PartnersNewAssociate, 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.
Partners CapitalNewClient Service Associate Partners CapitalClient Service AssociateBoston, MA$65,000–$80,000 / yearClients 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.
Stifel Financial CorpClient Service Associate Stifel Financial CorpClient Service Associateboston, MAWhat You''ll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Partner's CapitalClient Service Associate Partner's CapitalClient Service AssociateBoston, MassachusettsClients 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.
Berkshire BankClient Service Associate Berkshire BankClient Service AssociateBoston, MA$52,000–$90,498 / yearOverview: We are seeking a personable and highly organized Client Service Associate to work directly with wealth advisors to deliver an exceptional client service experience within our Registered Investment Advisory Firm (RIA). The role serves as a primary point of contact for clients, supporting ongoing relationship management, coordinating service requests and ensuring seamless communication between clients, advisors, and operations.
Berkshire BankNewClient Service Associate - Boston, MA Berkshire BankClient Service Associate - Boston, MABoston, MA$52,000–$90,498 / yearOverview: We are seeking a personable and highly organized Client Service Associate to work directly with wealth advisors to deliver an exceptional client service experience within our Registered Investment Advisory Firm (RIA). The role serves as a primary point of contact for clients, supporting ongoing relationship management, coordinating service requests and ensuring seamless communication between clients, advisors, and operations.
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.
AO Garcia AgencyWork From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateSalem, New HampshireElite 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. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.5.
Foundation Medicine IncSr. Client Services Associate Foundation Medicine IncSr. Client Services AssociateBoston, MA$48,400–$60,500 / yearThe role performs many of the same functions as the Associate, Client Services position but at a more advanced level and with more complicated case resolutions given the more advanced customer service skills required. Successfully manage high volumes of client-facing interactions and establish connections with physicians, medical/lab staff, and patients via phone and e-mail communication.
Morgan StanleyRegistered Client Service Associate Morgan StanleyRegistered Client Service AssociateBoston, MA$15–$43.27 / 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. ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).
Morgan StanleyNewClient Service Associate Morgan StanleyClient Service AssociateMiddleton, 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. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).