194 client database management opportunities in Boston updated today
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· Page 1 / 10Job Posting Title Client Management Specialist Job Description What makes Stephen Gould Exceptional. Founded through a passion for entrepreneurship, our success is due to the ingenuity and tenacity of our extraordinary teams, bringing people and ideas together. With Stephen Gould, everything is with
Job Description At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cuttin
The application window is expected to close on: 05/01/2026 Job posting may be removed earlier if the position is filled or if a sufficient number of applications are received . This position is remote and preferred candidates will be based in Maynard, MA or Holmdel, NJ. Meet the team Acacia, now a p
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 knowledge and skills, obtained through experience and/o
Bank of AmericaJob Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealt
Bank of AmericaJob Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealt
State Street Investment Management (“State Street IM,” formerly known as State Street Global Advisors or SSGA) is seeking an experienced Product Manager to drive enterprise transformation and deliver scalable, client‑centric outcomes across the Client Experience ecosystem. The role demands expertise
Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role
{"description": " Global Head of Alpha Client Solution Managers (CSM) Who We Are Looking For We are seeking a senior, globally minded leader with a proven track record of translating business vision and client outcomes into scalable enterprise solutions. The successful candidate will demonstrate dee
{"description": "the Defined Contribution (DC) Intermediary team, which is part of our US Wealth organization, and supports both our Direct and Recordkeeping businesses as well as the National Accounts and RIA Aggregator coverage model. The role blends Relationship Management and National Accounts s
JPMorgan ChaseAt J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform
State StreetWho we are looking for State Street Investment Management (“State Street IM”, formerly known as State Street Global Advisors or SSGA) is seeking a CX Platform – Global Head of Platforms and Development, Managing Director. The ideal candidate will have a proven track record in managing development re
### Global Head of Alpha Client Solution Managers (CSM) ### Who We Are Looking For We are seeking a senior, globally minded leader with a proven track record of translating business vision and client outcomes into scalable enterprise solutions. The successful candidate will demonstrate deep experien
the Defined Contribution (DC) Intermediary team, which is part of our US Wealth organization, and supports both our Direct and Recordkeeping businesses as well as the National Accounts and RIA Aggregator coverage model. The role blends Relationship Management and National Accounts support responsibi
JOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought lead
JOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought lead
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in
BNYJob Description At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cuttin
A leading financial institution in Boston is seeking a Wealth Management Associate. The role involves providing exceptional service to clients and supporting financial advisors in enhancing client relationships. Candidates must exhibit strong interpersonal skills and be detail-oriented. The ideal in
Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in
Are you a self-driven person looking to advance your career as a high-impact player on a team? If so, we have an exciting challenge for you and your future! Our culture is built on value commitments to innovation, quality, results, integrity, community, people, and collaboration that fosters a stron
Job Title Hybrid role- 3 days a week in office (Needham, MA or Atlanta, GA) From helping to invent the affiliate industry, to performance marketing and what comes next, we've earned a reputation for maintaining the largest, most reliable partnership-based platform and sterling service with a persona
Client Management Consultant (CMC) Location: Quincy, MA Schedule: 4 days on / 3 days off | Hybrid (Onsite Tue–Thu) Experience Level: Entry Level About The Role The Client Management Consultant (CMC) is a cornerstone of the Sentient Jet experience. As the primary point of contact for clients, you wil
Paralegal & Contract Database Management Lynnfield, MA Are you a self-driven person looking to advance your career as a high-impact player on a team? If so, we have an exciting challenge for you and your future! Our culture is built on value commitments to innovation, quality, results, integrity, co
Modera Wealth ManagementA financial services firm in Westwood, NJ is seeking a Client Service Specialist to provide comprehensive support to the office’s advisors and their clients. The ideal candidate will have an Associate's Degree and at least 3 years of experience in the financial services field. Key responsibilities i
CAPTRUST*WHO are we looking for?** *Responsibilities** CAPTRUST is seeking a *Senior Client Management Associate** who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client service. The cand
A client-focused wealth management firm in Westborough is seeking a highly organized Client Services Associate. This role involves scheduling client meetings, assisting advisors, and managing account operations. The ideal candidate has 2-5 years of experience in financial services, strong communicat
Client Care Coordinator (Case Management) in Lexington MA Step into a client service role that’s fit for advancement. As a CSR for Interim HealthCare®, you’ll join an established company in a booming industry that is invested in the growth and development of their employees. Our Client Care Coordina
A financial advisory firm is seeking a Wealth Management Associate in Wellesley, MA. This role emphasizes client engagement and personalized financial strategy development. The ideal candidate will possess a Bachelor's degree, relevant licenses, and strong communication skills. The firm offers compr
$63,000 – $100,000/year
Estimation confidence: Low
Estimate based on market data for Boston. Actual salaries may vary depending on experience, company, and area.
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