Client Onboarding Jobs in Quincy (MA)
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Search Results - Client Onboarding Jobs in Quincy (MA)
HarbourVest Partners-Quincy (MA)
Overview
In questa role, you lead the technology backbone for end-to-end client onboarding, partnering with Compliance, Legal, and Operations to deliver a compliant, efficient onboarding experience. You will shape the target architecture across...
HarbourVest Partners-Quincy (MA)
Overview
In this role you lead end-to-end onboarding and implementation for SMA clients and employee enrollments, coordinating across client-facing and operations teams. You manage complex implementations, governance, and readiness to ensure...
Brown Brothers Harriman-Quincy (MA)
environment. You will be at the forefront of platform modernization and client onboarding governance.
Compensation / Benefits
• base salary plus target bonus
• profit-sharing
• healthcare
• long-term savings
• professional development
• time off...
Equinox Holdings-Quincy (MA)
personalized consultations reinforcing the member-centric mission
Key requirements
• Nationally recognized personal training certification
• CPR/AED and First Aid certification
• Experience in fitness assessments, consultative sales, or client onboarding...
State Street Bank-Quincy (MA)
service standards with regional needs
• Support growth opportunities, client onboarding, and operating model evolution; enhance client retention, advocacy and sponsorship
• Maintain governance, controls, risk management and operational resiliency; address...
The Bank of New York Mellon-Quincy (MA)
Overview
In this role you will lead onboarding and ongoing delivery of data solutions for institutional clients, acting as a senior SME to ensure data pipelines, taxonomy, and controls meet commitments. You will help define a unified semantic...
State Street Bank-Quincy (MA)
and Compliance to ensure risk controls and efficient delivery. You’ll guide cross-functional teams through complex client needs, regulatory obligations, and onboarding to enable scalable growth. This position blends hands-on leadership with strategic governance...
State Street Bank-Quincy (MA)
strategic priorities into coordinated workplans with clear owners and milestones
• Coordinate cross-functionally with Client Service, Trading, Asset Servicing, Client Onboarding, Account Maintenance, Cashiering, Risk, Compliance, Product, and Technology...
Robert Half-Quincy (MA)
attribution and ex-post risk analysis, ensuring accuracy and timeliness. You will convert client updates into requirements and coordinate deliverables across offshore and onshore teams. You will support onboarding and testing to verify business requirements...
State Street Bank-Quincy (MA)
platform that empowers institutional clients to access liquidity and manage risk.
Compensation / Benefits
• comprehensive benefits package
• 401K with company match
• insurance coverage
• paid time off
• paid volunteer days
• employee assistance program...
Marsh-Quincy (MA)
Overview
In this role you will deliver retirement education and financial wellness services to MMA clients in the Northeast, working closely with sales, service, and marketing teams. You will help manage client onboarding, education campaigns...
Robert Half-Quincy (MA)
efficient documentation processes within the Office of General Counsel in Boston.
Responsibilities
• Draft, examine, and negotiate account control agreements, amendments, and related legal documents
• Prepare documentation linked to client onboarding...
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