Boston, Massachusetts, United States · On-site
$15/hr–$43/hr
POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with…
Skills: Client Relationship Management, Money Movement Transactions, Microsoft Office, Time Management, Interpersonal Skills
Boston, Massachusetts, United States · On-site
Planned Companies –Concierge – Job Description $19.75 40 hours Total Tuesday-Saturday 3pm-11pm Summary Planned Companies’ clients realize welcoming tenants, guests and vendors is as important as how the property is kept …
Skills: Customer Service, Front Desk Management, Communication, Time Management, Multitasking
Boston, Massachusetts, United States · Hybrid
$80k–$95k/yr
Job Description Summary For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partner…
Skills: HR Operations, Workday, Onboarding, Applicant Tracking Systems, Microsoft Excel
Atlanta, Georgia, United States · Hybrid
$89k–$151k/yr
Join us as we work to create a thriving ecosystem that delivers accessible, high-quality, and sustainable healthcare for all. Procurement Manager - Contracts Administrator Position Summary: This role leads the administra…
Skills: Contract Administration, Procurement Governance, Contract Lifecycle Management, Vendor Management, Risk Management
Boston, Massachusetts, United States · On-site
$49k–$66k/yr
Official Title: Probation Case Administrator I - Central Division, Boston Municipal Court Pay Grade: Grade 7S Salary Range: 7S Entry Level Pay $48,584.90 to Pay Range Maximum $65,931.32 Starting Pay: $48,584.90 Salary No…
Skills: Data Entry, Customer Service, Case Management, MS Office, Time Management
Boston, Massachusetts, United States · On-site
Planned Companies –Concierge – Job Description Friday & Saturday 7am -3pm & Sunday Monday 3pm-11pm Pay Rate: 19.75 an hour Summary Planned Companies’ clients realize welcoming tenants, guests and vendors is as important …
Skills: Customer Service, Front Desk Operations, Communication, Time Management, Multitasking
Boston, Massachusetts, United States · Hybrid
$56k–$65k/yr
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Skills: Training Delivery, Technical Assistance, Program Coordination, Instructional Design, Curriculum Design
Boston, Massachusetts, United States · Hybrid
We’re hiring a Regional Operations Coordinator/Executive Assistant to provide administrative and operational support to the Regional Principal and regional teams, ensuring seamless coordination across business functions,…
Skills: Office Management, Executive Assistance, Calendar Management, Event Coordination, Employee Engagement
Boston, Massachusetts, United States · On-site
$21/hr–$27/hr
Role Overview Grow your career with Sodexo at Beth Israel Deaconess Medical Center, a nationally recognized academic healthcare organization committed to delivering exceptional patient care. We are seeking a warm, welcom…
Skills: Administrative Support, Organizational Skills, Multitasking, Data Entry, Invoice Processing
Boston, Massachusetts, United States · Hybrid
HUMAN RESOURCES ADMINISTRATIVE ASSISTANT EXECUTIVE BUREAU HUMAN RESOURCES DIVISION (Boston Office) Attorney General Andrea Joy Campbell seeks a highly motivated Human Resources Administrative Assistant to join the Human …
Skills: Administrative Support, Onboarding Coordination, Personnel Record Management, HRIS, BambooHR
Boston, Massachusetts, United States · Hybrid
$65k–$78k/yr
Overview At Shawmut Design and Construction, we take pride in the culture we’ve built as a 100% employee-owned company—one that’s been recognized with more than 100 Best Place to Work awards. We’ve been honored as a Nati…
Skills: HR Administration, Workday HRIS, Employee Onboarding, Interview Coordination, Benefits Administration
Boston, Massachusetts, United States · On-site
Planned Companies –Concierge – Job Description Saturday & Sunday - 6:30 am -3pm - 16 hours total Saturday & Sunday 7am-3pm - 16 hours total Two different buildings Pay Rate: 19.75 an hour Summary Planned Companies’ clien…
Skills: Customer Service, Written Communication, Verbal Communication, Computer Skills, Time Management
Boston, Massachusetts, United States · On-site
Planned Companies –Concierge – Job Description Sunday, Monday, Thursday, Friday 11pm-7am Pay Rate: 19.75 an hour Summary Planned Companies’ clients realize welcoming tenants, guests and vendors is as important as how the…
Skills: Customer Service, Front Desk Operations, Security, Communication, Computer Skills
Boston, Massachusetts, United States · On-site
Who We Are: iAnthus Capital Management is a multi-state operator, encompassing the full spectrum of cannabis enterprises, from cultivation to processing to retailing. Cannabis will be the next great transformative indust…
Skills: Patient Services, Inventory Management, Point Of Sale (POS), HIPAA Compliance, Communication Skills
Boston, Massachusetts, United States · On-site
$60k–$92k/yr
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role The administrative staff at Fidelity plays a vital role in the company's success, and the individuals serving in these …
Skills: Calendar Management, Expense Management, Travel Planning, Microsoft Office, Concur
Boston, Massachusetts, United States · Hybrid
$22/hr–$31/hr
Site: The General Hospital Corporation Mass General Brigham relies on a wide range of professionals, including doctors, nurses, business people, tech experts, researchers, and systems analysts to advance our mission. As …
Skills: Project Management, Clinical Research, Data Collection, Financial Tracking, Interpersonal Communication
Boston, Massachusetts, United States · On-site
$22/hr–$24/hr
Site: The Brigham and Women's Hospital, Inc. Mass General Brigham relies on a wide range of professionals, including doctors, nurses, business people, tech experts, researchers, and systems analysts to advance our missio…
Skills: Vital signs measurement, Patient documentation, Appointment scheduling, Phlebotomy, Specimen collection
Boston, Massachusetts, United States · On-site
$21/hr–$28/hr
When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. Supports smooth and efficient practice operations, while contributing to BIDMC's promise of providing extra…
Skills: Vital Signs, Phlebotomy, EKG, Patient Care, Electronic Medical Records
Boston, Massachusetts, United States · On-site
About Heritage Holding Heritage Holding is a lower middle market private investment firm focused on acquiring and scaling founder-led, B2B services businesses. We take an operator-led approach, partnering closely with ma…
Skills: Full-cycle Recruiting, Candidate Sourcing, Interview Coordination, Employer Branding, Recruiting Operations
Boston, Massachusetts, United States · On-site
$21/hr–$28/hr
When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. Performs both administrative and clinical functions to support smooth and efficient practice operations, wh…
Skills: Medical Assisting, Phlebotomy, Vital Signs, EKG, Patient Scheduling
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Provide exceptional service and administrative support to Financial Advisors and Private Wealth Advisors to enhance client relationships. Responsibilities include executing transactions, managing calendars, and assisting with client account documentation and research.
Requires a high school diploma or equivalent, with a college degree and industry experience preferred. Candidates should be willing to obtain Series 7 and Series 66/63/65 licenses and possess advanced Microsoft Office skills.
Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
• Executing money movement transactions at the request of the client and/or FA/PWA
• Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings,
performance reporting, etc. and preparing materials for client meetings using firm approved systems
• Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams
• Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance)
• Assist FAs / PWAs/ teams in delivering against their business plan and client service model
• Remaining current on all policies, procedures and new platforms
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT:
• Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
• Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
• Assisting with general in-office support functions such as copying, filing and scanning documentation
• Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
• High School Diploma/Equivalency
• College degree preferred
• Industry experience is a plus
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Knowledge/Skills
• Detail orientated with superior organizational skills and ability to prioritize
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
• Exceptional writing, interpersonal and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multi-task
• Goal oriented, self-motivated and results driven
Reports to:
• Business Service Officer
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $15 and $43.27 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
There are currently 1,961 open administrative positions in Boston, MA listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Mass General Brigham, MassDEP, BOSTON MEDICAL CENTER, BOSTON, Anna Jaques Hospital, Harvard Division of Medical Sciences, among others. Browse the listings above to see every active employer.
Yes — 624 of the 1961 open administrative positions offer remote or hybrid work (70 remote, 554 hybrid).
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