Client Services Salary at Nexus BETA

About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role THE COMPANY Tracing its roots to the founding of the Wellington Fund in 1928, the original Wellington Management Company was incorporated in 1933. Wellington Management serves an extremely diverse mix of institutional investors located in over 60 countries. Our clients include public funds, central banks, insurance entities, endowments, foundations, mutual fund sponsors, retirement plan sponsors - both defined benefit and defined con

Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply. Overview We are seeking an experienced Client Service Executive to join our growing team who can deliver outstanding customer service! Are you interested in developing the talent on your team? We are looking for people who are passionate about building relationships with clients, will collaborate with their team to achieve goals, constantly seek improvement and will demonstrate the value Gall

Client Service Coordinator to $55K! - Break into the Real Estate Industry! A Leading global property developer is seeking a Client Service Coordinator! In this role, you will be responsible for delivering outstanding customer service and supporting the property management office to provide seamless day to day operations. Key responsibilities include acting as the first point-of-contact and concierge in the Property Management office, provide a warm and welcoming experience for customers and visitors, maintaining a high level of customer satisfaction, responding to customer needs in a timely manner, providing support to ensure smooth operations of the office, assisting new customers with onboarding procedures, assisting the Property Management team with projects and communication, and more as needed. The ideal candidate has at least one year of experience in either commercial real estate or in the hospitality industry, a bachelor's degree, proficient in Microsoft office or equivalent, a

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

Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply. Overview As a Senior Client Service Manager at Gallagher, you will play a pivotal role in helping our clients address risk, protect assets, and recover from losses. We are seeking a passionate, client-focused professional to join our growing team. If you're interested in assisting a diverse range of clients with issues that span from relatively simple to moderately complex, we want to hear fr

BAYADA Home Health Care has an immediate opening for a **Client Services Manager!** BAYADA believes that our clients and their families deserve home health care delivered with compassion, excellence, and reliability. We want you to apply your energy and skills in this dynamic, entrepreneurial environment and become an integral part of a caring, professional team that is instrumental in providing the highest quality care to our clients. Come join our **Assistive Care State Programs office in Marlborough, MA!** **Why choose BAYADA?** + BAYADA offers the stability and structure of a national company with the values and culture of a family-owned business. + https://www.newsweek.com/rankings/americas-greatest-workplaces-diversity-2024/bayada + Newsweek'sBest Place to Work for Diversity 2023 + Newsweek Best Place to Work for Women 2023 + Newsweek Best Place to Work (overall) 2024 + Newsweek Best Place to Work for Women and Families 2023 + Glassdoor Best Places to Work 2018 and 2019 + Forbes

Are you passionate about investments and client service? Our client, managing over $9 billion in client assets, is seeking a Client Services Representative to join their dynamic team. In this role, you'll collaborate with portfolio managers to deliver exceptional service, craft tailored client presentations, support trading activities, and contribute to wealth strategies for generations of families. Every day is different, offering opportunities to solve complex problems and make a real impact. What You’ll Need: Bachelor’s degree with 2–5 years in investments or financial services Strong analytical, organizational, and communication skills Proficiency in Microsoft Excel & PowerPoint Interest in financial planning, investments, and client engagement We offer a collaborative environment where your ideas matter. Ready to elevate your career? Apply now and help shape the future of wealth management. Email: dan.gilliam@cannonsearch.com Tags: Client Services Representative, Analyst, Portfoli

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