Client Services Manager Jobs in Boston
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Search Results - Client Services Manager Jobs in Boston
Phyton Talent Advisors-Boston
to manage and track client inquiries effectively
• Introduce clients to new technology, automation tools, and product offerings
Risk Management and Control
• Support the maintenance and reporting of client service metrics
• Participate in team based...
Masis Professional Group-Boston
for an organized and client-focused professional looking to build a long-term career within wealth management.
This role offers hands-on exposure to client service, financial planning support, and advisory operations, along with structured mentorship and a clear...
Confidential-Boston
My client, a confidential financial services firm in Boston, is seeking a Client Services Representative to join their team.
This role is 5 days onsite in Boston with some flexibility to work from home when it snows or for the occasional...
Summit Bridge Partners-Boston
a Commercial Lines Account Manager to support a book of Small Business commercial clients. This is a generalist role focused on client service, renewals, and relationship management—ideal for a proactive insurance professional who values autonomy, stability...
Exceptional Executive Search, Inc.-Boston
the strategic direction, quality, and integration of client services across the organization. The VP will provide oversight across shelter, housing support, food access, case management, clinical and stabilization services, and community-based assistance...
Lead Advisor-Boston
Job Description
Lead Advisor, LLC is a wealth management consulting and search firm. This role is for a client firm in Boston.
Our client provides financial planning, investment management, banking and comprehensive advice to a wide range of ultra...
Marchon Partners-Boston
Job Title: Client Service Representative
Location: 5 days/week onsite in Boston, MA
Duration: 3-6+ month contract with the possibility to convert to full-time
Rotational schedule: Schedule changes every week; shifts range as early as 8-4...
Daley & Associates-Boston
hour work week.
Candidate must be very professional and able to manage time extremely well and meet numerous deadlines each day.
On-site 4 days per week.
Starts May 11th, 2026.
Responsibilities
• Administrative support and client service...
PowerToFly-Boston
A leading financial services firm is seeking a PWM Group Director in Boston. This senior role involves cultivating client relationships, enhancing service delivery, and managing team operations. The ideal candidate has over 10 years of relevant...
appcast.io -
SkyCell AG-Boston
partnerships, including negotiation and long-term relationship management
• Comfortable working cross-functionally across Sales, Operations, and Client Services, aligning stakeholders to drive outcomes
• Execution & Ownership
• Hands-on and execution-focused...
workable.com -
Boston
Overview:
WHO are we looking for?
CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized...
icims.com -
Boston
and together, let's write the story of your success!
The Role:
Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families...
andersen.com -
Traveling with Mchaila-Boston
We are seeking a proactive and detail-oriented Travel & Lifestyle Assistant to support clients by coordinating travel plans, managing scheduling requests, and assisting with lifestyle-related services. This fully remote role is ideal for someone who...
careers-page.com -
Boston
The position requires business management acumen and must demonstrate strong leadership, organizational and time management skills, as well as have strong communication and client service skills.
Project Manager Qualifications:
• Bachelor’s Degree...
skanska.com -
Beacon Pointe Advisors LLC-Boston
and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families...
primepay-recruit.com -
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