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Keywords: Manager - Private Client Services, Location: Boston, MA

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Manager - Private Client Services

. Join us at Andersen, and together, let's write the story of your success! The Role: Managers in our Private Client Services (PCS... Requirements: 4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience...

Company: Andersen
Location: Boston, MA
Posted Date: 23 Aug 2025

Private Wealth Client Service Analyst

The Opportunity The Private Wealth Client Service Analyst "CSA" will support the Alternative Investments... and Structured Investment Product team. The Client Services Analyst will support ~5,000 Series 7 financial advisors and clients...

Company: MassMutual
Location: Boston, MA
Posted Date: 24 Aug 2025
Salary: $65800 - 86300 per year

Senior Account Manager, Client Services

The Senior Account Manager will serve as the primary point of contact for assigned clients and will be responsible... media, PPC, or other digital channels. What You’ll Do Act as a client-facing consultant to identify, develop, and execute...

Company: 829 Studios
Location: Boston, MA
Posted Date: 29 Jun 2025

Private Wealth Manager seeking own practice

National Wealth Management firm seeking experienced Financial Advisors to create and grow client relationships using... of financial products and services for all levels of wealth management – simple to highly sophisticated Compensation...

Posted Date: 12 Jun 2025

Key Account Director, Client Services

The Key Account Director (KAD) is a vital client-facing role within the Client Services team at 829, tasked... such as paid, organic, and creative teams to deliver integrated services that meet client expectations. Work closely...

Company: 829 Studios
Location: Boston, MA
Posted Date: 01 Aug 2025

Client Service Representative

, if a client is planning on investing in multiple private equity funds, you are required to notify the appropriate Product team...Pay up to $24/hr Job Description: Working under direct supervision, as a Client Service Representative...

Company: Phaxis
Location: Boston, MA
Posted Date: 20 Aug 2025
Salary: $24 per hour

Client Development Manager

Manager will proactively provide and coordinate strategic and practical client development, client relationship management..., and service delivery support for a group of priority Client Teams in the Private Equity industry with the objective of developing...

Company: Ropes & Gray
Location: Boston, MA
Posted Date: 10 Jul 2025

Senior Relationship Strategist - PNC Private Bank

company’s success. As a Senior Relationship Strategist within PNC Private Bank organization, you will be based in Boston... on a regular basis. Some responsibilities may be performed remotely, at the manager’s discretion. Job Description Leads...

Location: Boston, MA
Posted Date: 26 Aug 2025

Private Credit Fund Accounting & Administration, Senior Vice President

both internally and in partnership with all Private Credit clients. Manage relationships with Private Credit client contacts... of service delivered. Responsible for overseeing Fund Accounting team deliverables for our Private Credit client base. Ensure...

Company: State Street
Location: Boston, MA
Posted Date: 28 Aug 2025

Senior Investment Analyst, Private Equity & Venture Capital

they are and what they contribute. To learn more about CIBC, please visit About CIBC Private Wealth U.S. CIBC Private Wealth offers tailored... commitment to excellence, we provide clients with access to public and private market investment opportunities across asset...

Company: CIBC
Location: Boston, MA
Posted Date: 06 Aug 2025

Private Markets AML/KYC Director

The Director, Private Markets AML/KYC is responsible for maintaining and updating all Anti-Money Laundering and Know... in developing, implementing, maintaining and enhancing the AML/KYC policies, procedures, and controls of the global Private Markets...

Company: Manulife
Location: Boston, MA
Posted Date: 18 Jun 2025

Manager, Business Tax Services Alternative Investments

, and what we stand for as a firm KPMG is currently seeking a Manager to join our practice. Responsibilities: Oversee client... portfolios of various size and scope within the alternative investment fund industry (private equity, real estate and/or hedge...

Company: KPMG
Location: Boston, MA
Posted Date: 16 Aug 2025

ERM Financial Services Senior Manager - Regulatory & Financial Risk

Position Summary Senior Manager - FSI Risk, Regulatory & Forensic Our Deloitte Regulatory, Risk & Forensic team... helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions...

Company: Deloitte
Location: Boston, MA
Posted Date: 03 Aug 2025

Securities Services - Alternative Fund Services - Associate

with manager, team and support functions to manage client expectations and ensure adherence to SLA timelines on client deliverables...As an Associate in J.P. Morgan Alternative Fund Services, you will be part of a dynamic team that administers over $950...

Company: JPMorgan Chase
Location: Boston, MA
Posted Date: 27 Aug 2025
Salary: $91200 - 132000 per year

Securities Services - Alternative Fund Services - Associate

on investor reporting portal Work closely with manager, team and support functions to manage client expectations and ensure...Job Category: Customer Success Job Description: As an Associate in J.P. Morgan Alternative Fund Services...

Company: JPMorgan Chase
Location: Boston, MA
Posted Date: 27 Jul 2025

IT Experienced Senior, Risk Advisory Services

client's processes, risks and controls with guidance and direction from senior Risk Advisory Services professionals Reviews... with other Risk Advisory Services professionals and/or client as necessary Assists with the management of the engagement to ensure...

Company: BDO
Location: Boston, MA
Posted Date: 09 Jun 2025
Salary: $90000 - 115000 per year

IT Experienced Senior, Risk Advisory Services

client's processes, risks and controls with guidance and direction from senior Risk Advisory Services professionals Reviews... with other Risk Advisory Services professionals and/or client as necessary Assists with the management of the engagement to ensure...

Company: BDO
Location: Boston, MA
Posted Date: 08 Jun 2025
Salary: $90000 - 115000 per year

Compliance Manager

registered investment advisor. Under the direction of the Compliance Director, the Compliance Manager will be responsible... controls. The Compliance Manager will work with the compliance team to foster compliance related initiatives, maintain policies...

Posted Date: 27 Aug 2025

Business Relationship Manager Senior Acquisition- Vice President

delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client... as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business...

Company: JPMorgan Chase
Location: Boston, MA
Posted Date: 21 Aug 2025
Salary: $118750 - 182000 per year

Water/Wastewater Project Manager

serving as a client-facing project manager on regional and municipal water and wastewater treatment projects. This position.... With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and big...

Company: AECOM
Location: Boston, MA
Posted Date: 20 Aug 2025
Salary: $120000 - 150000 per year