NewTax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesBoston, MA$112,000–$150,000 / yearA Tax 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. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Professional Liability Associate JobotProfessional Liability AssociateProvidence, RI$100,000–$130,000 / yearAcross Massachusetts, Rhode Island, and beyond, healthcare providers—including physicians, medical practice groups, hospitals, and long-term care facilities—rely on us to provide strategic, robust defense in complex and high-stakes claims. 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.
NewReal Estate Associate Attorney (3-6 Yrs Exp) JobotReal Estate Associate Attorney (3-6 Yrs Exp)Providence, RI$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.
NewReal Estate Associate (3-7 Yrs Exp) JobotReal Estate Associate (3-7 Yrs Exp)Providence, RI$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.
Corporate Associate Attorney (2+ Yrs Exp) JobotCorporate Associate Attorney (2+ Yrs Exp)Providence, RI$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.
NewLitigation Associate (2-5 Yrs Exp) JobotLitigation Associate (2-5 Yrs Exp)Providence, RI$135,000–$205,000 / 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 team handles matters involving sophisticated business conflicts, and associates are given meaningful responsibility early, including involvement in strategy, drafting, discovery, and court-facing work.
Employment Litigation Associate (2+ Yrs Exp) JobotEmployment Litigation Associate (2+ Yrs Exp)Providence, RI$190,000–$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. We work collaboratively across teams to deliver consistent, thoughtful guidance, with an emphasis on understanding each client’s operations and industry so our advice is both strategic and realistic.
NewSenior 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.
Vault Associate System OneVault AssociateNorth Kingstown, RIMaintain the integrity of vault contents while managing workflow between Vault, Production, Product Fulfillment, and Delivery departments. System One, and its subsidiaries including Joulé and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America.
NewASSOCIATE 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.
NewAssociate 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.
Research Associate II - Biotechnology StifelResearch Associate II - BiotechnologyBoston, MAEconomics, Accounting, Finance, and Securities Analysis - Knowledge of economic, accounting, and financial principles and practices, the financial markets, the industry, the analysis and reporting of financial data, and associated terminology. Our award-winning analysts are thought leaders, many with hands-on experience in their respective industries, offering objective, in-depth analysis and timely, actionable research ideas.
Financial 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.
NewLicensed Clinical Social Worker (LCSW) (No Associates) Rula HealthLicensed Clinical Social Worker (LCSW) (No Associates)Worcester, MAFrom marketing and insurance to billing and technology, we take care of the administrative work so you can focus fully on helping clients heal and thrive . Both telehealth and in-person sessions are supported (providers arrange their own office space if offering in-person care).
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateProvidence, RIOur 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 Morgan StanleyClient Service AssociateWorcester, 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 Transcend Practice ManagementClient Service AssociateWorcester, MAThis individual will serve as a key point of contact for clients, providing proactive communication, coordinating service needs, assisting with onboarding, and ensuring clients receive timely, accurate, and consistent support. We are seeking a highly motivated Client Service Associate to provide exceptional service to our clients and support our advisors in delivering a high-touch client experience.
Client 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.
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.
Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociatePawtucket, Rhode IslandAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Senior 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.
Senior Tax Associate – Private Client Services AndersenSenior Tax Associate – Private Client ServicesSouthborough, Massachusetts$82,500–$143,100 / yearThe Role: Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.
Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateCoventry, Rhode IslandGlobal 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. 4. 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.
NewClient Service Wealth Associate Osaic IncClient Service Wealth AssociateBoston, MA$65,000–$75,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Provide essential administrative support, including scheduling appointments, maintaining organized and current client records, preparing internal and client-facing reports, and supporting daily office operations.
Senior Associate, Client Service Partner's CapitalSenior Associate, Client ServiceBoston, 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.
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.
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.
Client Service Coordinator - Associate MindlanceClient Service Coordinator - AssociateProvidence, RISupport the Interim Operations Leader in Branch Event Planning & Execution. Cover phones and the front desk operational duties including mail and check log.
NewRegistered Wealth Management Client Associate Macpower Digital Assets Edge Private LimitedRegistered Wealth Management Client AssociateProvidence, RI$30–$42 / hourOur Wealth Management team represents an array of different backgrounds and brings unique perspectives, ideas, and experiences helping to create a work community that is culture-driven, resilient, results-focused, and effective. Brokerage's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team, who are committed to their needs.
Client Service Representative - Wealth Client Experience FidelityClient Service Representative - Wealth Client ExperienceSmithfield, Rhode IslandBrokerage Operations, Client Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space.
Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateMA$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 Service Manager III - (Custody) - Wealth Client Experience FidelityClient Service Manager III - (Custody) - Wealth Client ExperienceSmithfield, Rhode IslandRemoteClient Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesMA$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Registered Client Associate Royal Bank of CanadaRegistered Client AssociateProvidence, Rhode IslandMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. Such responsibilities may include servicing clients, researching problems, processing account forms and related paperwork, maintaining appropriate account records, preparing client correspondence and entering unsolicited orders in client accounts.
Client Services Assistant Tufts UniversityClient Services AssistantMAReception Coordination - Provide exemplary face-to-face client service including the following: Welcome, direct and assist clients and patients from our hospital lobby (greeter with mobile work station) or at the reception desk. Appointment Management: Effectively manage clinician schedules including the following responsibilities: Schedule initial and follow-up patient appointments with appropriate service and clinician.
NewClient Associate - Remote GFI-Team IkigaiClient Associate - RemoteFramingham, MARemoteYour role as a Client Associate encompasses building long-lasting relationships with clients, offering support, and delivering expert financial advice. You'll play a pivotal part in transforming how clients perceive and manage their finances while being their go-to expert for customized financial planning.
PB Client Relations Associate Citizens Financial Group IncPB Client Relations AssociateBoston, MA$115,000–$145,000 / yearThis individual serves as a trusted extension of the banking team, delivering seamless white-glove service across the full spectrum of client interactions - from day-to-day communications to curated experiences and operational excellence. Serve as a primary point of contact for a portfolio of high-net-worth and ultra-high-net-worth private banking clients, delivering consistent, personalized service.
Client Service Representative Supervisor VCA IncClient Service Representative SupervisorStoughton, MA$22–$24 / hourUnder direction from the Hospital Manager/Administrator, the Client Service Supervisor performs a wide range of difficult-to-complex administrative activities related to quality patient care and excellent client service, management of finances and accounting, marketing and promotion of services, staffing and human resources, and discretionary activities that serve to support effective business operations. Strong candidates will have supervisory experience, a positive attitude, a friendly demeanor towards both animals and people, will be detail oriented, have the ability to multi-task and can demonstrate the importance and understanding of high quality customer service.
Client Service Representative w/Animal Experience VCA IncClient Service Representative w/Animal ExperienceStoughton, MA$18–$20 / hourAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and helping clients with all their pets needs.
Client Services Specialist Sun Life Financial IncClient Services SpecialistWellesley Hills, MA$49,200–$66,400 / yearThrough employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program.
Experienced Client Service Representative VCA IncExperienced Client Service RepresentativeMA$15–$18 / hourThe Client Service Representative is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms. Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control).
Client Care Assistant / Care Associate CbClient Care Assistant / Care AssociateHolliston, MassachusettsIn this role, you will make a difference in the lives of seniors and people with disabilities by enhancing their quality of life. Qualifications Previous experience as a Caregiver, Home Health Aide, or similar role is preferred.
Client Care Specialist / Care Associate CbClient Care Specialist / Care AssociateHolliston, MassachusettsIn this role, you will make a difference in the lives of seniors and people with disabilities by enhancing their quality of life. Qualifications Previous experience as a Caregiver, Home Health Aide, or similar role is preferred.
Care Associate / Client Care Assistant CbCare Associate / Client Care AssistantHolliston, MassachusettsIn this role, you will make a difference in the lives of seniors and people with disabilities by enhancing their quality of life. Qualifications Previous experience as a Caregiver, Home Health Aide, or similar role is preferred.
Senior Associate, Client Relations Specialist - HYBRID SS&C Technologies Holdings IncSenior Associate, Client Relations Specialist - HYBRIDBraintree, MA$45,000–$105,000 / yearProvides and oversees support and service activities for a designated client or group of clients, ensuring their operational needs and issues, both tactical and strategic, are managed to the highest level of satisfaction. Develops understanding of client business and product installations to identify service needs, plan service delivery and drive use of proactive service and support mechanisms to reduce client downtime and support costs.
Wealth Management Client Associate - Resident Director’s Assistant Bank of AmericaWealth Management Client Associate - Resident Director’s AssistantMassachusettsOur 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. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
Client Associate - Legacy Place, MA TravisMathewClient Associate - Legacy Place, MADedham, MassachusettsInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. Job Description The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
Director of IP Client Service Cooley LLPDirector of IP Client ServiceMA$220,000–$270,000 / yearPosition summary: The Director of IP Client Service is responsible for the management of client-facing specialist teams and providing leadership and direction to strategically manage internal/external client service at an operational level with focus on efficiency, process improvement, risk management, quality control, workflow, or other processes impacting client service. Moderate and facilitate meetings comprised of IP partners, associates, practice group professionals and other IP Services business professionals; set and manage realistic expectations for project deliverables; put ideas into a practical context and coordinate efforts of multi-disciplinary teams to meet project deliverables.
NewSenior Client Service Representative HireTalentSenior Client Service RepresentativeBoston, MAThis role is responsible for delivering exceptional client service, managing inquiries, supporting operational processes, and helping ensure client satisfaction across fund accounting, administration, and custody services. The ideal candidate is client-focused, analytical, and comfortable working in a deadline-driven financial services environment while supporting and mentoring less experienced team members.
Client Service Principal, Taxable Partner's CapitalClient Service Principal, TaxableBoston, MassachusettsProactively identify and mitigate potential risks related to client accounts, working internally to identify, assess, and mitigate risks associated with client accounts and operational processes. Hands-on experience servicing US taxable clients (HNW families and family offices), including multi-entity household structures, tax-aware investment operations, and coordination with external CPAs and trust & estate counsel.