Client services manager Jobs in Cambridge, MA
Last updated: 1 day ago
Since 1973, East West Bank has served as a pathway to success.With over 120 locations across the U.Asia, we are the premier financial bridge between the East and West.
Our teams of experienced, mult...Show moreLast updated: 1 day ago
Our client, a financial institution, is looking to hire a.Client Service Representative for their busy call center.This position is a phone-based position with heavy interaction with clients.This r...Show moreLast updated: 3 days ago
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 cul...Show moreLast updated: 10 days ago
Are you passionate about investments and client service? Our client, managing over $9 billion in client assets, is seeking a.
In this role, you'll collaborate with portfolio managers to deliver exce...Show moreLast updated: 1 day ago
A company is looking for a Client Services Manager responsible for managing advertising programs and ensuring a high-quality service experience for clients.
Key ResponsibilitiesProvide consultative ...Show moreLast updated: 20 days ago
The Senior Account Manager will serve as the primary point of contact for assigned clients and will be responsible for managing and growing these relationships for 829’s B2B, B2C, and D2C cli...Show moreLast updated: 30+ days ago
A Boston-based wealth management firm specializing in sustainable investing is seeking a.This role will work closely with portfolio managers, the operations team, and other client service professio...Show moreLast updated: 3 days ago
BAYDA Home Health Care has an immediate opening for a.Charlestown, MA Assistive Care Office.If you are looking for an exciting career opportunity in a growing industry, an Client Services Manager c...Show moreLast updated: 21 days ago
Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and instituti...Show moreLast updated: 3 days ago
We are assisting our client, an investment management company, in their search for a detail-oriented writer with experience in RFPs and client reporting within the investment industry.This role inv...Show moreLast updated: 1 day ago
Location : Bedford, Ma; Hybrid; Remote in AL, FL, GA, MA, MI, MO, NC, NH, OH, OK, TN, TX, WI, WV.The Director of Client Services is the contact for assigned LogixHealth clients after an implementati...Show moreLast updated: 30+ days ago
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show moreLast updated: 15 days ago
Position : Client Experience Lead.Over the last decade, we have been reimagining and revolutionizing the world’s most used but least regulated beauty service : Nail Care.We celebrate self-care ...Show moreLast updated: 30+ days ago
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show moreLast updated: 24 days ago
Our Client, a Global Financial Services Firm, is seeking a Client Services Associate in their Boston, MA location.As a Client Service Representative, you will be responsible for managing day-to-day...Show moreLast updated: 3 days ago
Our client, a leading digital marketing agency is seeking a.This senior leadership role is responsible for overseeing client relationships, driving strategic growth, and ensuring the successful exe...Show moreLast updated: 3 days ago
- Promoted
Client Services Specialist
East West BankQuincy, MA, United States$26.00 hourly
Full-time
- Promoted
Client Services Representative
The Hollister GroupBoston, MA, United States$17.00 hourly
Full-time
- Promoted
Client Services Writer
Wellington Management CompanyBoston, MA, US$65,000.00–$150,000.00 yearly
Full-time
- Promoted
Client Services Analyst
Cannon Search PartnersBoston, MA, United StatesFull-time
- Promoted
Client Services Manager
VirtualVocationsDorchester, Massachusetts, United StatesFull-time
- Promoted
Senior Account Manager, Client Services
829 StudiosBoston, MA, USFull-time
- Promoted
Client Services Associate
Masis Professional GroupBoston, MA, United StatesFull-time
- Promoted
Home Care Client Services Manager
BAYADA Home Health CareCharlestown, MA, USFull-time
- Promoted
Client Services Associate
Fanning PersonnelBoston, MA, United StatesFull-time
- Promoted
Client Services Writer
Beacon HillBoston, MA, USFull-time
- Promoted
Director, Client Services
LogixHealthBedford, MA, USFull-time
- Promoted
Tax Manager - Private Client Services
EisnerAmperBoston, MA, United StatesFull-time
- Promoted
Client Services Lead
Miniluxe IncBoston, MA, USFull-time
- Promoted
Transformation Manager, Client Services
WerfenBedford, MA, United States Bedford - 180 Hartwell Road Bedford, Massachusetts 01730 United States.Werfen is a growing, family-owned, innovative company founded in 1966 in Barcelona, Spain.
We are a worldwide leader in specia...Show moreLast updated: 13 days ago
Client Services Manager
BAYADACharlestown, MA BAYDA Home Health Care has an immediate opening for a.Charlestown, MA Assistive Care Office.If you are looking for an exciting career opportunity in a growing industry, a Client Services Manager co...Show moreLast updated: 30+ days ago
- Promoted
Tax Manager - Private Client Services
EisnerAmper LLPBoston, MA, USFull-time
- Promoted
Client Services Associate
Phyton Talent AdvisorsBoston, MA, United StatesFull-time
- Promoted
VP of Client Services
Method Recruiting, a 3x Inc. 5000 companyBoston, MA, United StatesFull-time
Client Services Specialist
East West BankQuincy, MA, United States1 day ago
Salary
$26.00 hourly
Job type
- Full-time
Job descriptionBachelors degree or related field required 2+ years of customer services experience in Retail Banking or related experiences preferred Familiar with new account opening process and bank account structures Excellent communication, interpersonal, and problem-solving skills Strong phone contact handling skills and active listening Customer orientation and ability to adapt / respond to different type of characters Ability to manage high-volume inquiries in a timely manner Ability to multitask, prioritize and manage time effectively Demonstrated proficiency in basic computer applications, such as Microsoft Office software products Bilingual in English and Chinese (mandarin or Cantonese) preferred
Introduction :
Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates potential for career advancement.
Headquartered in California, East West Bank (Nasdaq : EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Asia markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further.
Overview :
We are currently seeking a Client Services Specialist. The Client Services Specialist will under supervision, provide service and portfolio support to Business Relationship Managers, Specialty Deposit Team Manager and other stakeholders. The Client Services Specialist will build relationship with clients to enhance client experience, manage and support client on their accounts, portfolios and other product services. This position requires multi-tasking skills and the ability to manage time effectively.
Responsibilities :
- Assist Business Relationship Managers with the new account opening process through timely and accurate delivery of information required. The process includes coordinating with all business units to collect required documents from clients, be the point of contact for clients to address questions, concerns and provide services as needed
- Support Business Relationship Managers on sales related tasks, including identifying cross-sale opportunities, assistance with documents preparation, research, pulling reports, following up with and consistently contacting clients and prospects with emails and other correspondence
- Coordinate Business Relationship Managers and other stakeholders with all business partners to provide accounts maintenance on a daily basis and troubleshooting, etc.
- Provide superior client service as related to deposit and business loan services, including accurate and efficient preparation and processing of deposit and business loan transactions and maintenance
- Deepen the relationship with clients through account servicing to potentially expand the deposit portfolio
- Take ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution, focusing on accuracy, promptness, and client satisfaction
- Generate and / or complete tracking reports and analyze deposit trends to track deposit
- Perform other duties as required and assigned
Qualifications :
LI-AC1
Compensation :
The base pay range for this position is USD $20.00 / Hr. - USD $26.00 / Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.