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Financial Services Specialist jobs in Boston, MA

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Operations Specialist, Associate 1 (Part Time- Monday to Fri...
Candidate may have daily contact with Client Service, Client Management, Center of Excellence and Business Unit (COEs and BU) Shared Service teams....
Inside Sales - Client Intake Specialist
The Advocator Group - Wakefield, MA
$18 - $20 an hour
Demonstrated sales and customer service skills. The Client Intake Specialist plays a pivotal inside sales role in the Organization....

Universal Banker

Santander Bank - 307 reviews - Boston, MA  +16 locations
Needs and provides excellent customer service including referrals to a specialist. Reach their financial goals....

US Trust Client Sales and Service Officer II (Boston, MA)

Bank of America - 13,801 reviews - Boston, MA
And coordinating with specialists and service centers to deliver an integrated service to the client. Clients are served by teams of experienced advisors...

Accounts Payable Specialist

Vista Higher Learning - 3 reviews - Boston, MA 02116 (South End area)
The Accounts Payable Specialist is responsible for all payments of goods and services necessary for the basic operations of the company....

Sr. Client Services Consultant

PRO Unlimited, Inc. - Cambridge, MA  +1 location
CSC) is an onsite supervisory role to provide optimum customer service to both external and internal customers with a primary focus on meeting PRO’s contractual...

FAA Financial Reporting Specialist II

Oxford Solutions - 5 reviews - Everett, MA
This is a contract role with a client for an FAA Financial Reporting Specialist II. The FAA Financial Reporting Specialist’s is responsible for all aspects of...
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Alternative Investments Investor Services Specialist

BNY Mellon - 1,487 reviews - Everett, MA 02149
Every day our employees make their mark by helping clients better manage and service their financial assets around the world....

Universal Banker, Float

Santander Bank - 307 reviews - Brookline, MA 02445  +4 locations
Needs and provides excellent customer service including referrals to a specialist. Reach their financial goals....

Management Trainee

Trilogy Financial Services Inc. - Woburn, MA
Learn client’s financial goals/ concerns, and work with our team to develop an appropriate strategy that fits client’s needs and leads them to their financial...
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Client Service Specialist

MSCI Inc. - Boston, MA 02212 (Central area)
2-4 years’ experience in Financial Services. WealthBench Client Service Specialists will own the retention strategy for certain accounts, are responsible for...

Compensation/Benefits Accounting and Reporting Specialist, O...

State Street - 805 reviews - Boston, MA
A knowledge of executive compensation and the financial services industry. About State Street....
Fraud Operations Specialist
Solid customer service skills. This role is responsible for collecting, reviewing, responding, and analyzing data and/or documentation and to ensure compliance...
Customer Service - Client Service Specialist
Genworth Financial - Waltham, MA
Its products and services are offered through financial intermediaries, advisors, independent distributors and sales specialists....
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Financial Client Training Specialist
Meditech - 56 reviews - Canton, MA
Bachelor's degree in a financial area and/or applicable training and education, or customer service experience preferred, and/or related military experience....
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