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Keywords: Wealth Management Client Associate, Location: Boston, MA

Page: 4

AEM BFS Boston

Job Description Infosys is seeking a seasoned Associate Client Partner to join its Financial Services vertical... growth. The Associate Client Partner will be responsible for overseeing a portfolio valued between $10 million and $30...

Company: Infosys
Location: Boston, MA
Posted Date: 12 Sep 2025

Private Credit, Fund Accounting & Administration, Officer

in managing staff (including Associate 1 Associate 2 and Senior Associate Staff) Manage internal workflow and client deadlines... Manage client relationships & liaising with client personnel on a daily basis Maintain good working relationship...

Company: State Street
Location: Boston, MA
Posted Date: 11 Sep 2025
Salary: $70000 - 115000 per year

Private Equity Fund Accounting and Administration, Officer

& Administration, Officer you will Supervise staff (including Associate 1 Associate 2 and Senior Associate Staff) Manage internal... workflow and client deadlines Manage client relationships & liaising with client personnel on a daily basis Maintain good...

Company: State Street
Location: Boston, MA
Posted Date: 10 Sep 2025
Salary: $70000 - 115000 per year

VP, Advisor Channel Consulting

successful business and long-term client relationships Consistently work on building a balanced pipeline of target prospects through... with relevant sales tools, customer relationship management (CRM) systems, and internal software. Must demonstrate a willingness...

Company: Sentinel Group
Location: Boston, MA
Posted Date: 28 Aug 2025

Lead Custom Credit Advisor

client relationship team to ensure clients with whom we lead with credit become broader Wealth Management clients within 12... on their individual needs as part of the integrated Wealth Management team. Source, negotiate, structure and close custom (advisory...

Company: M&T Bank
Location: Boston, MA
Posted Date: 16 Aug 2025

Inside Sales - Index

The Index Internal Sales Associate is a member of the Index Client Coverage team whose primary responsibility... Excel Understanding of the investment management, bank, broker dealer and wealth management organization including sources...

Company: MSCI
Posted Date: 16 Aug 2025

Private Credit Fund Accounting and Administration, Vice President

all lower level staff (including Associate 1, Associate 2, Senior Staff, Officer and AVP). Managing client relationships... and client deadlines while supervising staff members. They will be responsible for delivering reporting and day-to-day accounting...

Company: State Street
Location: Boston, MA
Posted Date: 23 Jul 2025

Hedge Fund Accounting & Administration, Officer

staff levels including Associate 1, Associate 2 and Senior Associates Deliver the highest quality of client service... Administration Managers are responsible to direct the day-to-day accounting and administration for several client sponsored...

Company: State Street
Location: Boston, MA
Posted Date: 16 Jul 2025
Salary: $60000 - 90000 per year