Client Service Executive Salary at Bookstime BETA

Client Service Associate Location: Hybrid in Boston (3 days/week in-office) Compensation: $80,000 – $90,000 base + 25% performance bonus We are seeking a proactive and detail-oriented Client Service Associate to join our client's North America Client Service team. In this role, you’ll support Relationship Managers in delivering a best-in-class experience to institutional clients by coordinating client engagements, managing account data, and supporting communications across internal and external stakeholders. Key Responsibilities: Support Relationship Managers with client servicing and engagement Maintain and update client information and assist with account activity Coordinate client meetings, prepare materials, and document key takeaways Communicate across departments (Compliance, Operations, etc.) and with clients Tailor responses and follow-up based on client-specific needs Identify cross-sell opportunities and assist with proposal development Qualifications: Bachelor’s degree requi

Client Services Associate Salary up to 55K Location: Worcester MA Summary of responsibilities: This position provides administrative support to the senior-level registered and administrative assistants by completing operational functions efficiently. Principal responsibilities: Prepare and send correspondence and new account and service forms to clients. Review and process incoming paperwork and correspondence. Send documents to broker/dealer or fund companies. Follow up on forms sent to broker/dealer or fund companies. Document all client related activities in CRM and create follow-up actions to ensure all actions have been completed correctly and in a timely manner. Maintain CRM client data and activities. Maintain client relationships via email, phone, online and in-person meetings. Prepare meeting materials. Create and print various reports. Upload and file client correspondence and documents. Upload and update information from client statements. Perform client mailings utilizing m

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, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Boston, MA. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidentia

Experience in our industry is not required as we have industry-leading training and support to provide you the tools to be successful and achieve your professional and personal goals. In 2020, we transitioned to 100% virtual. Through providing personalized benefits solutions, you'll be the architect of your client's security tomorrow. In this role, you can expect to: •Converse virtually with clients, weaving financial strategies that empower. •Cultivate client bonds that stand the test of time. •Ride the crest of industry trends, fortifying your knowledge. •Work alongside a dynamic remote team, where collaboration is the heartbeat of success. Company Highlights: •Voted #24 Happiest Company to Work For •Rated A+ Superior by A.M. Best for financial strength •Parent company Globe Life has more policyholders than any insurance company in the world What We Offer: •Work virtually, from anywhere •Comprehensive training provided •A fun, energetic, and positive team environment •Rapid career gr

Job Description Job Description Position open for a Customer Service/Operations person in the Freight Forwarding Industry. Willing to train the right person. Must posses excellent verbal skills and the ability to learn and adapt quickly. Also must be responsible and reliable! Excellent opportunity for the right person. Respond with resume and email. Company Description Freight Forwarding/Logistics Company Description Freight Forwarding/Logistics

Client Service Associate – Boston, MA A Boston-based wealth management firm specializing in sustainable investing is seeking a Client Service Associate to join its exciting team. This role will work closely with portfolio managers, the operations team, and other client service professionals to ensure seamless account management and an exceptional client experience. Key Responsibilities: Coordinate the opening and ongoing maintenance of client accounts, ensuring tasks are completed accurately and efficiently. Process client requests promptly, collaborating with portfolio managers to resolve open account issues. Facilitate disbursements and contributions, ensuring timely and secure transactions. Assist with charitable donations of cash and stock from client portfolios. Maintain strong internal coordination to update client accounts and records. Liaise with accountants and third parties to ensure proper submission of documents and payments. Document all communications in the firm's Client

About the job Client Service Associate Client Service Associate Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group. This is a great role for anybody looking to launch their career in Wealth Management - this position provides the opportunity to learn and grow alongside some of the best in the business. If you have, or are looking to obtain your Series 7 / 66 licenses and kickstart your career in Wealth Management, please apply here! Responsibilities: Work directly with the clients on Financial Planning as well as cash flow planning for retirement Assist clients with their accounts, including maintenance and creation of new accounts Manage and validate accounts transfers Assist with any distributions / checks / wire transfers Assist with file coordination for quarterly administrative and investment reviews Ad hoc projects when required Qualifications: Series 7 / 63 / 66, SIE highly preferred 1-3 years of experience in

Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) Job Description JOB PURPOSE + Integral support for Senior Relationship Management team + Administrative support: telephone back-up, prepare correspondence and maintain files + Prepare materials for client meetings + Arrange new account packets and open new accounts + Research client inquiries and bring about timely resolution + Run client statements, tax reports and ad hoc reports + Provide documentation for clients annual reviews + Manage clients tax payments, annual IRA contributions/required minimum distributions **KEY ACCO