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Sales & Service Associate jobs in Waltham, MA

Relationship Banker - Waltham, MA
Make sure all sales, service and specialized needs are met; One year of demonstrated successful sales experience in a salary plus incentive environment with...
Desired Experience: Bilingual, Cash Handling
Merrill Edge Financial Solutions Advisor Development Program...
Boston, MA 02111 (Central area)
A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded....
Desired Experience: FINRA License
Merrill Edge Financial Solutions Advisor- Boylston Financial...
Boston, MA 02116 (South End area)
At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded....
Desired Experience: Chartered Retirement Planning Counselor, FINRA License, CFP

Client Service Representative

Concord, MA 01742 +13 locations
Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment....
Desired Experience: Cash Handling, Upselling, Customer Service

Relationship Banker

Waltham, MA 02451 +12 locations
Make sure all sales, service and specialized needs are met; One year of demonstrated successful sales experience in a salary plus incentive environment with...
Desired Experience: Bilingual, Cash Handling

Client Associate

Boston, MA 02110 (Central area)
The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's)....
Desired Experience: Microsoft Word, Time Management, FINRA License

Investment Analyst

Boston, MA 02110 (Central area)
Position Summary This Investment Associate Trainee is a training program to develop and prepare candidates to further develop and service the FA Team's client...

Commercial Associate (For Profit Healthcare Group

Boston, MA 02110 (Central area)
Participate in credit approval, treasury products / services sales, and risk management evaluation processes, as appropriate, to gain exposure to these...

Trust Administrative Officer l

Boston, MA 02110 (Central area)
Performs some administrative duties such as typing, filing, copying, etc. Non-licensed associate. Clients are served by teams of experienced advisors offering a...
Desired Experience: Time Management, Administrative Experience

Structured Credit Specialist

Boston, MA 02110 (Central area)
Prior experience required with a financial institution focusing on sales, preferably in the high net worth space....
Desired Experience: FINRA License

Manager, Leasing Sales Support

Boston, MA 02110 (Central area)
Build collaborative relationships with peers, associates, and leadership. Ten or more years of experience in the financial services industry, preferably in...
Desired Experience: Certified Notary Public, Management Experience

Financial Center Manager

Woburn, MA 01801 +2 locations
Personally invest in talent through interviewing and hiring service and operational associates. Drive client relationship management and assist with sales and...
Desired Experience: Bilingual, Coaching Experience, Financial Report Interpretation, Customer Service, Microsoft Office

Administrative Manager

Boston, MA 02110 (Central area)
Manage projects / initiatives to improve sales supervision and risk management. The Supervisory Management position will serve to ensure regulatory compliance...
Desired Experience: Time Management, Microsoft Powerpoint, Certified Financial Services Auditor, Microsoft Word, Auditing, FINRA License
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