Client Service Director

Momentum Commerce is seeking a dynamic Director of Client Development to drive new business sales growth in 2025 and beyond. In this pivotal role, you'll oversee the entire sales cycle—from lead generation to closing deals. As the primary point of contact for prospective clients, you'll represent the face of a fast-growing company, making this an exciting...

High growth RIA/Family Office is adding a Director of Operations/ Client Services to the team !! Manage the daily service tasks which include account opening, maintenance, as well as investment and transition paperwork. Tasks are managed through a workflow system by leveraging team distribution emails and direct actionable requests from tasks entered by team...

Job Description: We are seeking a highly skilled Client Service Manager to join our team at Fidelity Family Office Services. As a key contact for our family office clients, you will be responsible for providing exceptional client service, resolving day-to-day operational issues, and driving high satisfaction and quality for both the client and Fidelity.The...

About the RoleMomentum Commerce is seeking a highly experienced Sales Director to drive new business sales growth and lead our Client Development team to success. In this pivotal role, you will oversee the entire sales cycle from lead generation to closing deals, representing the face of our fast-growing company. As the primary point of contact for...

Firm Description Founded in 2002, SCS Financial is a well-established and growing investment and wealth management firm serving ultra-high net worth families, family offices, and institutional investors. SCS employs just over 140 employees and is headquartered in Boston, with offices in New York City, Providence, Los Angeles, and West Palm Beach. SCS manages...

Job SummaryWe are seeking a highly skilled Client Service Associate to provide dedicated support to high-producing advisors. As a key member of our team, you will be responsible for preparing portfolio materials for client meetings, leveraging your analytical skills to build financial plans, and leading client interactions to retain and develop deeper...

Director, Client Services; Registered Fund ServicesLocations: Boston, MA | HybridGet To Know The Team: Directors on the Registered Fund Services team participate in a broad set of business activities supporting the Registered Fund Services client relationships, through daily service support, new business development and client relationship management.Why You...

Managing Director About the Company Premier financial services firm IndustryFinancial Services TypePrivately Held About the Role The Company is in search of a Director/Managing Director to join their team. The successful candidate will be responsible for expanding the market presence in stock-based compensation and complex securities advisory services. This...

Job SummaryThis is a full-time, 40-hour/week day shift position with second shift hours from 1-9:30pm and rotating weekends. We are seeking a highly motivated and compassionate Client Care Coordinator to join our growing Internal Medicine and Emergency/Critical Care teams.Key Responsibilities:Work collaboratively with clinical and service teams to ensure...

Job Title:Client Service Associate, Investments, Boston, MAJob Summary:We are seeking a highly motivated and detail-oriented Client Service Associate to join our team in Boston, MA. As a Client Service Associate, you will provide exceptional support to our Financial Advisors and clients, ensuring seamless and efficient service delivery.Key...

Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client...

Director of Professional Services About the Company Top-tier professional services organization IndustryConsumer Services TypePrivately Held About the Role The Company is in search of a Director of Professional Services to take on a leadership role in the implementation of ERP and related solutions. The successful candidate will be responsible for leading...

Job Title: Client Service Associate - Financial Planning ExpertAbout the Role: We are seeking a highly skilled Client Service Associate to join our team at Ameriprise Financial. As a key member of our team, you will be responsible for providing dedicated support to high-producing advisors by preparing portfolio materials for client meetings, leveraging your...

Associate Account Director About the Company Top-tier organization providing high-quality services IndustryPublic Relations and Communications TypePrivately Held About the Role The Company is in search of an Account Manager / Associate Account Director with a strong background in public relations. The successful candidate will be responsible for developing...

Managing Director of Investments About the Company Well-established investment management firm IndustryManagement Consulting TypePublic Company Founded1956 Employees201-500 Categories BrokerageFinance About the Role The Company is seeking a Managing Director of Investments in Real Assets to lead and oversee a significant portfolio. The successful...

Job SummarySantander Investments, LLC is seeking a Client Service Associate to provide administrative and service functions to support Financial Advisors and clients. The ideal candidate will have excellent communication skills, attention to detail, and the ability to work independently.ResponsibilitiesProvide infrastructure support to Financial Advisors...

Compensation Analytics DirectorKPMG is seeking a highly skilled Compensation Analytics Director to join our Human Resources organization.This role will be responsible for uncovering and communicating complex total rewards-related data insights to stakeholders.The ideal candidate will have a strong background in analytics, data visualization, and project...

National Sales Director About the Company Innovative provider of portable fuel storage solutions IndustryOil & Energy TypePrivately Held About the Role The Company is seeking a National Sales Director to join their team. The successful candidate will be a strategic business developer with a proven track record in sales, particularly within the fuel industry...

Job Title: Client Services DirectorJob Summary:We are seeking a highly experienced and skilled Client Services Director to join our team at Jobleads-Us. As a Client Services Director, you will be responsible for leading and driving multiple accounts with finesse, utilizing your extensive therapeutic and medical education tactics experience to provide...

IT Services Sales Director About the Company Well-established IT services company IndustryInformation Technology and Services TypePrivately Held About the Role The Company is seeking an IT Services Sales Director to lead client acquisition and drive business development, with a focus on expanding key accounts and selling IT services, particularly in the Oil...