15 customer experience coor jobs found

Job Summary: Independently perform complex financial administration including budget development, financial analysis, and consultation. Provide recommendations for the use of financial resources. The Department of Stem Cell and Regenerative Biology (HSCRB) is seeking an Accounting and Business Operations (ABO) Manager to support and lead in critical department financial and business operations. In addition to advanced skills and knowledge of financial and business policies, best practices, and platforms, the ideal ABO Manager will have a strong commitment to service leadership, to team and community building, and to providing best possible customer service. Working with ABO team members, other HSCRB staff, and administrative peers across campus, the ABO Manager is key to achieving department goal of improving human health. The ABO Manger position is an excellent opportunity for someone looking grow their technical and leadership skills, mentor a team to success, and support...

Location: 1063 Riverdale Street - West Springfield, Massachusetts 01089 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in...

Location: 10 Broad Street - Westfield, Massachusetts 01085 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

Location: 225 Park Avenue - West Springfield, Massachusetts 01089 Job Summary The Community Development Mortgage Loan Officer (CDLO) assists clients with the origination of residential mortgage loans, offering tailored advice and analysis to meet their home lending needs and financial goals. The CDLO is responsible for developing referral sources to grow KeyBank's home lending business and client base. Success in this role is measured by meeting or exceeding sales goals while maintaining high standards of client satisfaction and loan quality. Essential Functions Prospect home lending business to build and develop new client loan originations and relationships. Originate and process a targeted number of family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines. · Provide clients with detailed information about various mortgage options, interest rates, and terms to help them make informed decisions Gather...

The incumbent will assist with and in some instances, manage compliance and risk management activities/functions for the Harvard Graduate School of Education.  Job-Specific Responsibilities: Under the direction of the HGSE Research Security Administrator, assists with administration of the emerging research security program for HGSE, collaborating, and connecting across multiple offices and roles to ensure HGSE executes and remains in compliance with Harvard’s Research Security policy and procedures. In support and under the direction of the HGSE Export Control Administrator, coordinates activities of the HGSE Export Controls (EC) program, including co-designing and launching program activities, communicating school-level information about EC, and coordinating or conducting Visual Compliance checks as required for international partners school-wide. Supports faculty and staff in engaging with the HGSE Export Compliance Program as well as international reviews. Aid the HGSE...

The Financial Analyst works independently on key components of the Harvard Real Estate (HRE) business unit and reports to the HRE Financial Manager.  Excellent customer service, responsiveness, patience, organizational and follow-through skills as well as comfort and proficiency navigating new and existing financial systems are essential to this role. General Financial Duties (40%) Reviews transactions for compliance and accuracy. Supports administration of capitalized projects and capital planning. Responds to unit inquiries regarding spending, balances, and budget categories. Serve as a policy resource for assigned units, advises on transaction appropriateness, and makes recommendations about best mechanisms for all transactions.   Provide training on financial models, financial systems, policies & procedures. Month End Close (25%) Review business income statements with financial manager and research & explain unbudgeted expenses or other variances as...

Location: 1063 Riverdale Street - West Springfield, Massachusetts 01089 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their...

BAIN CAPITAL OVERVIEW With approximately $215 billion of assets under management, Bain Capital is one of the world’s leading private investment firms. We create lasting impact for our investors, teams, businesses, and the communities in which we live. Over four decades we have strategically grown our platform to focus on Private Equity, Growth & Venture, Capital Solutions, Credit, and Real Assets. Today, our team includes 1,985+ employees in 24 offices on four continents.  We partner differently to help people and companies embrace possibility and realize potential. Founded as a private partnership in 1984, we have fostered a culture of innovation, entrepreneurialism, and agility, empowering our people to define and own their career trajectories. Today, our partnership approach enables us to pursue strategic growth, build enduring relationships with a robust external network, and collaborate across our integrated platform to connect the deep and diverse expertise that...

Job Summary: The Financial Analyst plays a vital role in enabling the Harvard Graduate School of Education (HGSE) to reach thousands of educators annually with the highest-quality professional programs in education (PPE). Reporting to the Director of Finance, the Financial Analyst has primary responsibility for developing, projecting, and reporting on budgets and financial plans, for both the department and its individual programs, representing $15 million revenue. As a key player in PPE, the Financial Analyst partners closely with leaders throughout the organization to analyze financial performance and identify opportunities to enhance PPE’s services. The Financial Analyst is a key advisor to financial and organizational strategy, acting with independent initiative and on the Director of Finance’s behalf as needed. Job-Specific Responsibilities: • Department Reporting and Projections : Closely monitor and analyze department operating results,  prepare monthly reports and...

TITLE: Compliance Senior Associate – Anti-Financial Crime (AFC) / Know Your Customer (KYC) LOCATION: Boston, MA   Bain Capital Overview With approximately $215 billion of assets under management, Bain Capital is one of the world’s leading private investment firms. We create lasting impact for our investors, teams, businesses, and the communities in which we live. Over four decades we have strategically grown our platform to focus on Private Equity, Growth & Venture, Capital Solutions, Credit & Capital Markets, and Real Assets. Today, our team includes 1,880+ employees in 24 offices on four continents.  We partner differently to help people and companies embrace possibility and realize potential. Founded as a private partnership in 1984, we have fostered a culture of innovation, entrepreneurialism, and agility, empowering our people to define and own their career trajectories. Today, our partnership approach enables us to pursue strategic growth, build...

Location: 225 Franklin Street, Boston Massachusetts Job Description Preview Job Summary Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full range of core banking products, differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service expectations. This role is focused on acquiring new relationships as well as managing and growing existing relationships. Our bankers are expected to demonstrate strong risk management acumen including complex credit, operational and compliance risks to act as first line of defense in adhering to KeyBank's profitability standards and moderate risk profile. Responsibilities Serves as the Trusted Financial Advisor and Business Partner to clients with complex needs; functions as the Commercial Banking client "expert" and the primary contact for most client related matters Drives a focused growth and business development effort by creating and...

Responsible for the strategic direction of accounting, budgeting and control activities within a school or unit. Enhance the control environment by establishing and monitoring effective processes and systems. The Associate Director of Accounting reports to and backs up the Controller, serving as a key member of the CSFA team. This role leads and coordinates with university partners including but not limited to, Harvard University Housing & Real Estate, the Office of the General Counsel, Office of the Controller, CS Financial Planning & Analysis, Tax office, and Information Technology to address complex accounting issues and align stakeholders. The Associate Director oversees internal controls, tax matters, and compliance with GAAP, University and CS policies, and all relevant regulations, while driving process efficiency through technology and automation. The role requires strong leadership, independent judgment, advanced technical accounting and accounting system skills,...

Location: 10 Broad Street - Westfield, Massachusetts 01085 *This is a hire ahead position that will require flexibility to be scheduled in any area branches* Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our...

Role: Portfolio Management Associate, Bain Capital Real Estate Location: Boston, MA Bain Capital Overview With approximately $205 billion of assets under management, Bain Capital is one of the world’s leading private investment firms. We create lasting impact for our investors, teams, businesses, and the communities in which we live. Over four decades we have strategically grown our platform to focus on Private Equity, Growth & Venture, Capital Solutions, Credit & Capital Markets, and Real Assets. Today, our team includes 1,950+ employees in 24 offices on four continents. We partner differently to help people and companies embrace possibility and realize potential. Founded as a private partnership in 1984, we have fostered a culture of innovation, entrepreneurialism, and agility, empowering our people to define and own their career trajectories. Today, our partnership approach enables us to pursue strategic growth, build enduring relationships with a robust...

Bain Capital Overview With approximately $205 billion of assets under management, Bain Capital is one of the world’s leading private investment firms. We create lasting impact for our investors, teams, businesses, and the communities in which we live. Over four decades we have strategically grown our platform to focus on Private Equity, Growth & Venture, Capital Solutions, Credit & Capital Markets, and Real Assets. Today, our team includes 1,960+ employees in 24 offices on four continents. We partner differently to help people and companies embrace possibility and realize potential. Founded as a private partnership in 1984, we have fostered a culture of innovation, entrepreneurialism, and agility, empowering our people to define and own their career trajectories. Today, our partnership approach enables us to pursue strategic growth, build enduring relationships with a robust external network, and collaborate across our integrated platform to connect the deep and...