Financial Services Specialist jobs in Needham, MA

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Operations Specialist
Accurately processes financial. Customer service telephone techniques; Strong commitment to customer service....
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Relationship Manager - Brookline, MA area
Experience in financial services and prior knowledge of financial services industry, products and solutions. Located in a banking center, Relationship Managers...
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Information Center Specialist II - Loan Origination Speciali...
Meet service expectations as outlined in Service Excellence Scorecard. Customer Service Experience Novice. Previous teller, call center, and/or customer service...
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Private Banker

Morgan Stanley - 1,489 reviews - Wellesley, MA
MSWM provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit &...

Universal Banker

Santander Bank - 323 reviews - Newton, MA  +22 locations
Needs and provides excellent customer service including referrals to a specialist. Reach their financial goals....

Universal Banker

Brookline Bank - 8 reviews - Newton Highlands, MA  +1 location
Consistently provides exceptional customer service. Identifying customer’s financial needs and delivering solution by offering our products and services to meet...

Customer Operations Representative, Specialist

PTC - 94 reviews - Needham, MA
Understanding of overall financial business processes (quote to cash, fulfillment, & billing). Customer Operations interacts with customers and company sales...

Claims Specialist I

Liberty Mutual - 1,176 reviews - Weston, MA
$56,300 - $69,000 a year
Interacts with customers/claimants to obtain facts, explain the coverage and claims process, set expectations and provide high quality service to achieve a...

Relationship Manager

Bank Of America - 13,955 reviews - Newton, MA 02458  +27 locations
Experience in financial services and prior knowledge of financial services industry, products and solutions....
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Operations Specialist

Sun Life Financial - 321 reviews - Wellesley, MA
Accurately processes financial. Customer service telephone techniques; Strong commitment to customer service....

Merrill Lynch Financial Advisor Program - Coastal New Englan...

Bank of America - 13,955 reviews - Hingham, MA  +1 location
Chartered Financial Analyst (CFA). Merrill Lynch’s financial advisors help clients pursue the life they envision through a one-on-one relationship with a...

Patient Access Specialist - Pre-Registration

Dana-Farber Cancer Institute - 117 reviews - Boston, MA
Escalates patients as required to Financial Counselors. Excellent customer service and communication skills, both written and verbal....

Client Service Specialst, Associate 2

State Street - 820 reviews - Quincy, MA 02169
As a Client Service Specialist, Associate 2, you will interact internally with global Centers of Excellence, Client Operations teams, business unit Shared...
Vendor Management Specialist
8+ years of operations, vendor and/or loan servicing management experience (Desired within consumer banking/ Financial Services)....
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Recruiter-Financial Services
Northwestern Mutual - Boston - Boston, MA
Interested in financial services. Progressively responsible work experience in sales, recruiting and/or financial services....
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