Client Service jobs in Halifax

*Client Service Associate (CSA)** Boston, MA | Full-Time A well-established, Boston-based Registered Investment Advisor (RIA) is seeking a Client Service Associate (CSA)* to join its growing team. This is an excellent opportunity for an organized and client-focused professional looking to build a lo

Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance Job Summary: The Client Service Specialist will establish a standard of excellence for our clients and act as liaison between internal and external stakeholders. This person will play a key role in providing top-qualit

*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 cut

The Client Service Representative is responsible for providing exceptional customer support by handling service inquiries, scheduling, resolving issues, and maintaining positive client relationships. This role is key to ensuring smooth daily operations and customer satisfaction. *Key Responsibilitie

Replies within 24 hours *Benefits** 401(k) 401(k) matching Company parties Employee discounts Flexible schedule Opportunity for advancement Wellness resources We are looking for someone who thrives in a welcoming, customer service-oriented environment with *excellent communication skills** . If you

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 cutting-edge AI and br

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 cutting-edge AI and br

**hackajob** is collaborating with *J.P. Morgan** to connect them with exceptional professionals for this role.* *Job Description** Are you a strategic thinker who is passionate about delivering exceptional support for Clients in Investment Middle Office Services (IMOS), Investment Book of Record (I

The Coyle Company is a boutique life insurance planning firm that specializes in designing and managing sophisticated life insurance portfolios that help Ultra-High-Net-Worth (UHNW) clients distribute their wealth as they intend. The Client Service Associate is responsible for delivering exceptional

*Position Responsibilities** Deliver high level client service through reactive and proactive communication Respond, within service standards, to all incoming inquiries from clients and advisors Complete plan level administrative functions Provide professional, high-quality service to internal and e

*About Magellan Jets** Founded in 2008 and now one of the largest private aviation providers, Quincy, MA-based Magellan Jets is a premier provider of private aviation solutions, offering a comprehensive range of Jet Card ownership, On-Demand Charter, and Aircraft Sales and Management. With a focus o

*Position Summary** Registered Client Service Associates (CSAs) 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 t

About Hingham Institution For Savings We're Hingham Institution for Savings, and we've been a part of the community since 1834, making us one of America's oldest and most respected banks! Today, we're a family-run, publicly traded bank with a focus on building lasting relationships and providing exc

Position Summary Registered Client Service Associates (CSAs) 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

IMMEDIATE CLIENT SERVICE REPRESENTATIVE NEEDED OPPORTUNITY TO WORK FOR ONE OF THE LARGEST LUXURY TRAVEL/PRIVATE JET ORGANIZATIONS IN THE AREA FULL TIME OPPORTUNITY WITH ROOM FOR ADVANCMENT QUINCY, MA THIS POSITION CAN BE A HYBRID JOB AFTER TRAINING PERIOD SHIFT: 10 HOUR SHIFT, 4 DAYS A WEEK, MUST BE

*About the Role:** Responsible for prompt delivery of various on-site work assignments, providing customer service and ultimately, customer satisfaction. Your Impact: Main Responsibilities Promptly informs supervisor of potential problems or customer concerns. Promptly reviews and responds to manage

*Who We Are** Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, instit

Income Research Management Income Research Management is a Boston-based, privately owned, fixed income asset management firm. IR M delivers strong performance and consistent results through a rigorous, bottom-up security selection process and strives to provide best-in-class client service to our 9

*Who We Are** Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, instit

Are you a strategic thinker who is passionate about delivering exceptional support for Clients in Investment Middle Office Services (IMOS), Investment Book of Record (IBOR) and Trade Services, and Reconciliations then this is the role for you. As a Client Service Analyst in the Investment Middle Off