Top Financial Services Customer Success & Experience Jobs in Boston, MA

The Personal Lines Account Manager manages customer accounts, addresses inquiries regarding insurance, processes policies, and identifies cross-selling opportunities while ensuring compliance with regulations.

Manage client relationships, handle complex requests, train new CSRs, and maintain accurate policy information while ensuring compliance with company practices.

As an Executive Assistant, you'll support C-Suite executives by managing schedules, organizing meetings and travel, preparing briefs, and ensuring smooth operations.

The Senior Associate will coordinate client onboarding activities, collaborate across teams, and enhance client experiences in fund closures.

As a Program Specialist, you'll serve schools, help with fundraising, engage with students, and model fitness and leadership values while maintaining a positive attitude.

The role involves executing audit and advisory assignments, assessing risks, preparing audit reports, and leading junior staff while collaborating with senior leaders to enhance governance and risk management practices.

The Client Technology Manager oversees IT service delivery for clients, manages relationships, coordinates projects, and ensures infrastructure modernization and risk mitigation.

Coordinate day-to-day administrative needs for an investment team, including calendar management, travel coordination, expense reporting, and supporting team initiatives while ensuring efficient operations.

The Learning and Development Consultant will identify skill gaps, design learning programs, and conduct needs assessments to improve team performance.

Provide client service support to Financial Advisors by managing client requests, ensuring timely and accurate materials, promoting banking offerings, supporting team activities, and maintaining compliance and operational excellence.

The Relationship Management Associate will support business development and client service efforts, onboarding new clients, and maintaining relationships with Registered Investment Advisors.