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Keywords: Client Partner - Financial Services, Location: Boston, MA

Page: 3

Financial Advisor

Join a Winning Team and Impact People’s Lives! CUSO Financial Services, LP (CFS) is seeking a Financial Advisor... University Employees Credit Union aspires to be a trusted partner in our members’ financial lives. We add value to membership...

Posted Date: 13 Dec 2024

Financial Advisor

Join a Winning Team and Impact People’s Lives! CUSO Financial Services, LP (CFS) is seeking a Financial Advisor... University Employees Credit Union aspires to be a trusted partner in our members’ financial lives. We add value to membership...

Posted Date: 13 Dec 2024

Financial Empowerment Coordinator

with resources and services that can aid them in achieving their financial goals. Provides support to the Program Director...POSITION: FINANCIAL COORDINATOR (Full-time/Non-Exempt) RESUME AND COVER LETTER WILL BE RECEIVED UNTIL THIS POSITION...

Posted Date: 07 Dec 2024
Salary: $65000 - 69000 per year

Financial Reporting, Officer

team members to produce and/or review client monthly, quarterly, semi-annual and annual financial statements, regulatory... teams to resolve issues, answer inquiries and process comments while working towards readying client financial statements...

Company: State Street
Location: Boston, MA
Posted Date: 05 Dec 2024
Salary: $60000 - 90000 per year

Associate I - Global Fund Services Operations Service Delivery

delivers an end-to-end solution for clients seeking exceptional financial and regulatory reporting services. We embrace... class team to achieve great results for clients. As a Client Service Associate within the Global Fund Services Operations...

Company: JPMorgan Chase
Location: Boston, MA
Posted Date: 15 Feb 2025

SSGA COO-Global Head of Investment Technology and Business Services, SVP

will be a strategic partner and advisor to the COO for all the technology capabilities and business services supporting the Global... driving operational efficiencies, risk excellence and an improved client & employee end-user experience. Strategic Partner...

Company: State Street
Location: Boston, MA
Posted Date: 06 Feb 2025

SSGA COO – Global Head of Technology and Business Architecture Services, SVP

. Job Requirements: Minimum of 20 years of executive management experience in financial services technology. A minimum of 15 years... and Business Architecture Services (GHTBAS). This role will report directly to the SSGA COO and will play a critical role...

Company: State Street
Location: Boston, MA
Posted Date: 06 Feb 2025

SSGA COO – Global Head of Data, Analytics & AI Services, SVP

management experience in financial services data technology. A minimum of 15 years of experience in leadership roles including..., Analytics & AI Services (GHDAAIS). This role will report directly to the SSGA COO and will play a critical role in defining...

Company: State Street
Location: Boston, MA
Posted Date: 06 Feb 2025

Intelligent Mobility Services Market Lead

Mobility Services Market Lead to join our mobility technologies/ITS team in New England market. This role will work alongside...' strong national and international reputation to support the growth of practice, opportunities, and services provided in the...

Company: Arcadis
Location: Boston, MA
Posted Date: 01 Feb 2025

Private Markets Product Development Lead – Investor Services & Transfer Agency, AVP

Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship — for asset... environment is strongly preferred Knowledge of products and processes related to the financial services industry, investor...

Company: State Street
Location: Boston, MA
Posted Date: 31 Jan 2025
Salary: $80000 - 132500 per year

Private Markets Product Development Manager – Investor Service & Transfer Agency, VP

Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship — for asset... for. What you will be responsible for In collaboration with the MD of Investor Services and Wealth and client facing teams assist in creating overall...

Company: State Street
Location: Boston, MA
Posted Date: 31 Jan 2025
Salary: $110000 - 177500 per year

Head of Tax Services, Senior Vice President

' experience running tax services operations teams within financial services Strong technical knowledge of custody and fund... in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than...

Company: State Street
Location: Boston, MA
Posted Date: 24 Jan 2025

Middle Market Relationship Manager II - Professional Services

Job Description: The Middle Market Relationship Manager (RM) II - Professional Services is the central contact person... for credit-based clients; he/she quarterbacks the delivery and maintenance of a wide array of diverse bank products and services...

Company: Citizens Bank
Location: Boston, MA
Posted Date: 17 Jan 2025

Director Municipal Services

professional to serve as Division Director for the Division of Municipal Services. The Division team of about 23 staff consists... Development for the Massachusetts Clean Water Trust, MassDEP’s partner in the administration of the SRF Program. The Clean Water...

Posted Date: 13 Jan 2025

Tax Senior Manager, Core Tax Services

and consults with the client and/or partner as appropriate Research Identifies when research is needed; clearly and concisely...Job Description: Job Summary: The Core Tax Services Senior Manager is responsible for advising clients on the tax...

Company: BDO
Location: Boston, MA
Posted Date: 12 Jan 2025
Salary: $146000 - 200000 per year

Tax Senior Manager, Core Tax Services

and consults with the client and/or partner as appropriate Research Identifies when research is needed; clearly and concisely...Job Description: Job Summary: The Core Tax Services Senior Manager is responsible for advising clients on the tax...

Company: BDO
Location: Boston, MA
Posted Date: 12 Jan 2025
Salary: $146000 - 200000 per year

Service Line Sales – ISG, Life Sciences Research and Development

are met or exceeded. Technical know-how to sell R&D transformation solutions. Work with the Client Partner team to ensure that the...’s leading professional services companies, helping clients become data-enabled and data-driven in the digital era. Our industry...

Company: Cognizant
Location: Boston, MA
Posted Date: 09 Jan 2025

Bilingual Customer Service Specialist (Spanish)

Service Specialists are also expected to promptly resolve any customer concerns and ensure maximum client satisfaction as well... and services Build productive trust relationships with wholesale and retail customers Process sales transactions accurately...

Company: Sherwin-Williams
Location: Cambridge, MA
Posted Date: 21 Dec 2024

Treasury Management Officer - Healthcare Services - Executive Director

Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the...Job Description: Are you customer focused, enjoy building relationships and providing financial solutions...

Company: JPMorgan Chase
Location: Boston, MA
Posted Date: 07 Dec 2024

Head of Global Family Office for Wealth Services, SVP

understanding of client strategy and wealth services alignment to achieving their strategy Identify and foster strategic partners... companies in the world. From technology to product innovation, we’re making our mark on the financial services industry...

Company: State Street
Location: Boston, MA
Posted Date: 29 Nov 2024