20 wealth management client associate jobs found in Boston, MA

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.   Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.   Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.   Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.   Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.   Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.   Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.   Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.   Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Hiring Range: $28.65 - $46.05 The posted salary range reflects Eastern’s expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information.  The Wealth Client Associate plays a key role   in delivering exceptional client service and operational support to high-net-worth clients by collaborating with internal teams including their assigned Account Officers as well as Portfolio Managers, Operations, and Compliance.   In addition, responsibilities include front-desk support such as greeting clients, managing incoming and outgoing mail, coordinating meal and event reservations, ordering food, and preparing and binding client presentations.   Client Relationship Support Serve as a primary point of contact for client service inquiries and requests....

  Hiring Range: $$26.53 - $42.64 p/hr   The posted salary range reflects Eastern’s expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information. Cambridge Trust - A Division of Eastern Bank is hiring a Wealth Client Associate II in our Saugus location:   The Wealth Client Associate plays a key role in delivering exceptional client service and operational support to high-net-worth clients by collaborating with internal teams including their assigned Account Officers as well as Portfolio Managers, Operations, and Compliance.              Client Relationship Support Serve as a primary point of contact for client service inquiries and requests. Assist with new client onboarding, including documentation, account setup, and coordination with...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Reporting to the Associate Director, Marketing Technology, the Marketing Technology Manager is a power user of Salesforce Marketing Cloud—utilizing the platform to nurture leads, deliver program applications, and engage Executive Education alumni, past participants, and key clients. This role will focus on maintaining and enhancing marketing automation campaigns through data-driven strategies. The successful candidate will have technical experience in Salesforce Marketing Cloud or other email marketing platform, experience in lead nurturing, and an understanding of email engagement strategies. A strong command for data management, segmentation, and campaign optimization is essential for success in this role.   Responsibilities: Enhance the customer journey through personalized email campaigns, landing pages, and web forms that are cohesive in design and tone Support the refinement and evolution of lead acquisition strategies in partnership with key Marketing & Sales...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job...

Job-Specific Responsibilities: The Senior HR Consultant serves as a strategic partner and consultant within Harvard’s Faculty of Arts and Sciences, specifically supporting the undergraduate College. This role works closely with the College’s Dean for Administration and Finance, managers, and leaders within the College to align people strategies with institutional goals and priorities. This role provides advanced guidance on workforce planning, organizational design, performance coaching, talent planning, and complex employee relations issues. Strategic Partnership & Workforce Planning Serve as the primary HR partner for the Harvard College, building strong, consultative relationships with leadership. Advises on workforce planning, organizational design, staffing models, and role structures Translate FAS and departmental strategies into HR priorities and action plans. Talent Management & Organizational Development Partner with leaders on succession planning...

Job Summary: Responsible for the identification, evaluation, and protection against key risk exposures at the University, as well as any necessary loss mitigation related to such exposures. Job-Specific Responsibilities: As a key contributor to the University’s risk financing program, the Program Manager is a key player in the procurement and administration of the university’s casualty insurance and self-insured programs. Supporting the department’s consultative approach, the candidate should expect to regularly interact with internal clients and partners to holistically assess and address risk through a variety of means including but not limited to contract and policy reviews, on-site meetings and assessments as well as interviews and research. The position partners with the claims manager and Office of General Counsel on claims and coverage issues. The position may also be called upon to recommend solutions for addressing business risk based on objective consultation with...

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,...

The Director of Institutional Research & Analytics will lead the Office of Institutional Research & Analytics (OIRA), a core function of the Office of the Provost that supports Harvard’s leadership by providing institutional data analysis and reporting. OIRA serves as a trusted resource for implementing best practices in data synthesis and translation and supports a broad set of university functions.  In this role, the position will direct the development and execution of a portfolio of strategic analytics projects for the University in partnership with the Associate Provost for Institutional Research & Analytics and the Associate Director for Analytics. The Director will also provide guidance and strategic management of the office’s institutional reporting function. The Director will manage both the Institutional Research and Strategic Analytics teams within OIRA.  The Director will be responsible for working with stakeholders across the University on institutional...

Harvard Capital Projects (HCP) is an internal resource for the Harvard community providing project management services across the entire campus. HCP works collaboratively with a variety of Harvard Schools and Departments, providing project management services for a variety of campus renewal, campus growth, and development and undergraduate house renewal projects. HCP prides itself on being a center of excellence for capital project delivery. The Project Manager reports to the Associate Director for Campus Renewal and will be responsible for managing primarily energy and utility related projects including mechanical and electrical infrastructure upgrades, building system upgrades, and building envelope upgrades. The project manager may also manage tenant fit outs for both academic and commercial use. Job-Specific Responsibilities: Project Management Works independently and successfully manage, in whole or in part as assigned, core project activities: budget, scope, and...

Job Summary: The Associate Director of Research at the Center for Education Policy Research (CEPR) at Harvard University will oversee and develop the analytical work for a portfolio of research projects, contribute to the broader strategic vision of projects, and assure the quality of analytic products.  The Associate Director of Research will primarily work on the States Leading States (SLS) Initiative, which partners with state education agencies to evaluate the impact of their policy initiatives and spread effective policies to other states. This position will report to CEPR’s States Leading States Senior Director and will work closely with the Director of Research who oversees the analytic team. The Center for Education Policy Research at Harvard University (CEPR) seeks to transform education through quality research and evidence. CEPR and its partners believe all students will learn and thrive when education leaders make decisions using facts and findings, rather than...

Cambridge Trust - A Division of Eastern Bank is hiring an experienced Wealth Relationship Manager III to support expansion in the RI market Hiring Range: $97,229 - $159,733 The posted salary range reflects Eastern’s expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information.    The WM RM III is responsible for: Acquires and develops new high net worth relationships, both personal and commercial, to offer full array of financial services. Develops new client relationships that can benefit from one or more of the Banks’ banking and wealth management services including banking services, residential and commercial lending, cash management, and wealth management. Oversees general administration of client relationships and performs wide variety of responsibilities...