Boston, Massachusetts, United States · On-site
$92k–$108k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Relationship management, Mutual fund industry knowledge, ETF knowledge, Client retention, Risk assessment
Boston, Massachusetts, United States · On-site
$17/hr–$27/hr
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate…
Skills: Pharmacy operations, Prescription fulfillment, Customer service, Active listening, Mathematical reasoning
Boston, Massachusetts, United States · Hybrid
$17/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: Clinical care coordination, Medication prior authorizations, Epic, Medical terminology, Patient scheduling
Boston, Massachusetts, United States · On-site
$17/hr
Marshalls At TJX Companies, every day brings new opportunities for growth, exploration, and achievement. You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development…
Skills: Administrative support, Customer service, Cash office management, Scheduling, Inventory management
Boston, Massachusetts, United States · On-site
$23/hr–$32/hr
About the Opportunity About the D'Amore-McKim School of Business: Founded in 1922, the D'Amore-McKim School of Business at Northeastern University prepares the leaders that the times demand. We deliver a curriculum that …
Skills: Office administration, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Pennington, Alabama, United States · Hybrid
$108k–$164k/yr
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, t…
Skills: Process Management, Change Management, Strategic Thinking, Project Management, Business Analytics
Boston, Massachusetts, United States · On-site
$17/hr
As a Visitor Assistant, you will be one of the first employees to greet and welcome visitors from all over the world, and ensure they have a memorable, educational, and safe experience at the New England Aquarium. From t…
Skills: Customer service, Communication, Cashiering, Problem solving, Interpersonal skills
Boston, Massachusetts, United States · On-site
$53k–$57k/yr
Café Ambassador - Ink Block The Role Do you find your purpose in empowering others? As a Café Ambassador, you are the face of Capital One’s mission to change banking for good. We’ve broken the mold of traditional banking…
Skills: Customer service, Communication, Problem solving, Digital banking, Brand advocacy
Boston, Massachusetts, United States · On-site
$16/hr
TJ Maxx At TJX Companies, every day brings new opportunities for growth, exploration, and achievement. You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. …
Skills: Customer service, Communication, Organizational skills, Attention to detail, Multi-tasking
Boston, Massachusetts, United States · On-site
We are hiring immediately for a full time CATERING ATTENDANT position. Location: VERTEX PHARMACEUTICALS - 11 Fan Pier Boulevard, Boston, MA 02210. Note: online applications accepted only. Schedule: Full time schedule. Da…
Skills: Catering, Food service, Event setup, Customer service, Food safety
Atlanta, Georgia, United States · On-site
Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll wor…
Skills: Claims management, Risk management, Coverage analysis, Liability investigation, Litigation management
Boston, Massachusetts, United States · On-site
Overview Our Sales Associates promote our culture, values and mission. As a Sales Associate, your number one job is to share your love of fashion and do whatever it takes to create an amazing shopping experience for our …
Skills: Customer service, Sales, Fashion styling, Product knowledge, Communication
Boston, Massachusetts, United States · Hybrid
$69k–$107k/yr
Job Summary As part of the customer delivery team, a Junior Consultant at Red Hat is a technical person who supports the on-site delivery, implementation, and adoption of Red Hat technology. These projects span various i…
Skills: Cloud computing, Automation, Artificial intelligence, Problem solving, Customer engagement
Boston, Massachusetts, United States · On-site
We are hiring immediately for a full time and part time HOUSEKEEPER position. Location: Boston Medical Center - 1 Boston Medical Center, Boston, MA 02118. Note: online applications accepted only. Schedule: Full time and …
Skills: Cleaning, Sanitation, Customer Service, Attention To Detail, Floor Care
Boston, Massachusetts, United States · Hybrid
$25/hr–$44/hr
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 t…
Skills: Account management, Client management, Customer focus, Issue management, Oral communications
Boston, Massachusetts, United States · On-site
$17/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: Administrative support, Medical terminology, Epic, Calendar management, Surgical scheduling
Boston, Massachusetts, United States · Hybrid
$22/hr–$29/hr
When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. The Scheduler will support the Cardiology Department at Beth Israel Deaconess Medical Center, with scheduli…
Skills: Patient scheduling, Medical terminology, Data entry, Customer service, Communication
Boston, Massachusetts, United States · On-site
$20/hr–$26/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: Patient care, Vital signs monitoring, Phlebotomy, EKG, Medical terminology
Boston, Massachusetts, United States · On-site
$18/hr–$23/hr
Job Profile Summary This role focuses on providing administrative and business support to the organization in order to achieve operational goals. In addition, this role focuses on performing the following Clinical Admin…
Skills: Administrative support, Clinical administration, Patient scheduling, Revenue cycle management, EPIC EMR
Boston, Massachusetts, United States · On-site
$17/hr–$21/hr
POSITION SUMMARY: Under direct supervision of the Support Services Manager, performs various clerical duties, including greeting patients and visitors, handling incoming calls, hospital paging, providing general informat…
Skills: Customer service, Telephone etiquette, Clerical duties, Data entry, Patient reception
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The Relationship Manager acts as a trusted advisor to clients, focusing on maximizing retention and expanding service offerings within the mutual fund and ETF sectors. Responsibilities include monitoring client asset levels, conducting risk assessments, and coordinating interdepartmental strategies to meet client needs.
Candidates must possess a bachelor's degree in business or a related field and have four to six years of experience in the mutual fund, ETF, or brokerage industry. Strong organizational skills, proficiency in Microsoft Office, and an advanced understanding of financial operations and regulatory principles are required.
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
In today's complex and dynamic environment, clients expect to be serviced by professionals who understand the mutual fund industry and their client's expectations and strategic goals. USBFS' Relationship Managers are viewed as trusted advisors and we work with our clients to continually assess the rapidly changing business environment to provide expertise and guidance so our clients can focus on growing their firm's assets. Job duties include maximizing client retention and expanding U.S. Bancorp Fund Services' product development and services. Monitor client asset levels and propose fee structure amendments. Conduct monthly client risk assessments measuring client satisfaction levels for each service line offered by USBFS. Proactively make recommendations to clients to maintain and increase service levels offered by USBFS. Research client's products and existing services to identify sales opportunities. Coordinate interdepartmental meetings to facilitate open communication among internal personnel to effectively develop strategies and solutions to meet clients' requests. Maintain open client communication by coordinating and facilitating client tours of USBFS' operations as well as hosting at USBFS' annual client conference. Review and approve all business line invoices of USBFS and U.S. Bank, N.A. for reasonableness and accuracy. Prepare and complete transfer agent audit request and information for SEC Exams. Review and approve shareholder statements, shareholder applications, regulatory documents and tax forms. Assist Senior Relationship Managers with daily responsibilities.
Basic Qualifications
- Bachelor's degree in business administration or related field, or equivalent experience
- Four to six years of experience in a mutual fund/ETF related or brokerage industry position
Preferred Skills/Experience
- Advanced knowledge of the financial services industry and an understanding of operations, legal or accounting principles which impacts the mutual fund industry
- Ability to build strong working relationships by promptly responding to client inquiries and understanding clients' priorities while working to ensure ongoing client satisfaction
- Demonstrated effective work habits and organizational skills of prioritizing and planning, with the ability to handle multiple tasks while adapting to changing client priorities
- Well-developed ability to produce high-quality work that is accurate and thorough with attention to detail
- Proven team-oriented skills
- Advanced knowledge of Microsoft Office products
- Ability to build formula-driven Microsoft Excel spreadsheets
- Flexibility with work hours as required meeting expectations of the client
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $92,140.00 - $108,400.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
At U.S. Bank, we help millions of clients achieve their goals with a balance of best-in-class technology and human expertise tailored to individual needs. As the fifth-largest commercial bank in the United States, we’ve built a reputation for strength and stability across a diversified mix of businesses, including commercial and institutional banking, business banking, payments, wealth management and consumer banking. We’ve been named one of the World’s Most Ethical Companies® by the Ethisphere Institute and the most admired superregional bank by Fortune. In addition to thousands of branches serving consumers, U.S. Bank offers a complete suite of products, services and strategic partnerships for business. Within our Wealth, Corporate, Commercial and Institutional Banking division, we serve more than half a million clients across the country and around the world, ranging from wealthy individuals and families to the largest corporations, including 90% of Fortune 1000 companies. We’re also consistently recognized as a great place to work. We’re shaping our company culture with intention, focused on creating a workplace where it’s safe to speak up, share ideas and try new things. We’re proud to be recognized as a “Best for Vets” employer by the Military Times and included on Fair360’s (formerly DiversityInc.) list of Top 50 Companies for Diversity. U.S. Bank, NA. Member FDIC. Equal Housing Lender.
Offices: 800 Nicollet Mall, Minneapolis, MN 55402, US · 425 Walnut St, Cincinnati, OH 45202, US
There are currently 3,818 open customer service & support positions in Boston, MA listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Mass General Brigham, CVS Health, Allied Universal, Anna Jaques Hospital, BOSTON MEDICAL CENTER, BOSTON, among others. Browse the listings above to see every active employer.
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