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Windhaven - Client Services Specialist
Charles Schwab Corporation
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Boston, Massachusetts
: ABOUT SCHWAB: Charles Schwab has been a leader in financial services for nearly four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client’s goals with passion
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May-23-2013
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Senior Registered Client Service Associate
UBS Financial Services
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Boston, Massachusetts
Your job, as a Registered Client Service Associate, is to: Play a central role in enhancing the client experience by focusing your time on servicing and growing the Financial Advisor's business Interface with external clients, anticipate their needs
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May-23-2013
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Senior Associate - Private Client Services (PCS) Tax Practice
WTAS LLC
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Boston, Massachusetts
WTAS is one of the largest national independent firms focused on providing a wide range of tax, valuation, financial advisory and related consulting services. Our 500+ person firm has 15 locations in major cities throughout the United States. WTASs
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May-23-2013
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Senior Associate - Private Client Services (PCS) Tax Practice
WTAS LLC
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Boston, Massachusetts
WTAS is one of the largest national independent firms focused on providing a wide range of tax, valuation, financial advisory and related consulting services. Our 500+ person firm has 15 locations in major cities throughout the United States. WTASs
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May-23-2013
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Private Client Advisor - Private Client Services - Marsh - Boston, MA
Marsh & McLennan Companies, Inc. (MMC)
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Boston, Massachusetts
Title: Private Client Advisor - Private Client Services - Marsh - Boston, MA Location: MA-Boston Acts as primary contact for clients in relationship to overall account maintenance. Generates new business by obtaining referrals and expanding relations
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May-23-2013
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Manager, Client Services (Consumer Analytics)
Nationwide Credit, Inc
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Boston, Massachusetts
Want to be at the forefront of data analytics innovation to help clients solve their most complex challenges? Looking for challenging, cutting edge work to advance your skills and potential? Seeking a career alongside talented, intelligent colleague
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May-23-2013
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Manager, Client Services
American Express
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Boston, Massachusetts
Title: Manager, Client Services Location: United States Other Locations: This is a uniquely designed role which combines the expertise of a traditional Client Manager and Advisory Services Consulting. This position reports into the GBP Client Mgt org
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May-23-2013
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Manager - Private Client Service (PCS) Tax Practice
WTAS LLC
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Boston, Massachusetts
WTAS is one of the largest national independent firms focused on providing a wide range of tax, valuation, financial advisory and related consulting services. Our 500+ person firm has 15 locations in major cities throughout the United States. WTASs
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May-23-2013
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Director, Client Services (Consumer Analytics)
Nationwide Credit, Inc
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Boston, Massachusetts
Want to be at the forefront of data analytics innovation to help clients solve their most complex challenges? Looking for challenging, cutting edge work to advance your skills and potential? Seeking a career alongside talented, intelligent colleague
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May-23-2013
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Client Services Representative
Robert Half Finance & Accounting
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Boston, Massachusetts
Client Services Representative Wealth Management Company in downtown Boston seeking Client Service Associate to support 2 PMs. Must have Trust Admin experience, working with High Net Worth Individuals in a client service capacity, as well as strong e
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May-23-2013
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