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

Page: 2

Alternative Operations Fund Accounting, Associate 2

. As an Associate 2 you will be responsible for the preparation, analysis and reporting of investment and fund performance data... Reviewing and/or preparing of capital calls, distributions and bank reconciliations Preparing management, annual and incentive...

Company: State Street
Location: Boston, MA
Posted Date: 01 Aug 2025
Salary: $41600 - 66560 per year

Alternative Operations Fund Accounting, Associate 2

. As an Associate 2 you will be responsible for the preparation, analysis and reporting of investment and fund performance data... Reviewing and/or preparing of capital calls, distributions and bank reconciliations Preparing management, annual and incentive...

Company: State Street
Location: Boston, MA
Posted Date: 01 Aug 2025
Salary: $41600 - 66560 per year

Alternative Operations Fund Accounting, Associate 2

. As an Associate 2 you will be responsible for the preparation, analysis and reporting of investment and fund performance data... Reviewing and/or preparing of capital calls, distributions and bank reconciliations Preparing management, annual and incentive...

Company: State Street
Location: Boston, MA
Posted Date: 01 Aug 2025
Salary: $41600 - 66560 per year

Alternative Operations Fund Accounting, Associate 2

. As an Associate 2 you will be responsible for the preparation, analysis and reporting of investment and fund performance data... Reviewing and/or preparing of capital calls, distributions and bank reconciliations Preparing management, annual and incentive...

Company: State Street
Location: Boston, MA
Posted Date: 01 Aug 2025
Salary: $41600 - 66560 per year

Alternative Operations Fund Accounting, Associate 2

. As an Associate 2 you will be responsible for the preparation, analysis and reporting of investment and fund performance data... Reviewing and/or preparing of capital calls, distributions and bank reconciliations Preparing management, annual and incentive...

Company: State Street
Location: Boston, MA
Posted Date: 01 Aug 2025
Salary: $41600 - 66560 per year

Private Market Fund Accounting and Administration, Associate 2

Preparing management, annual and incentive fee calculations Preparing various client correspondences Calculating waterfalls... Maintaining working relationship with all client contacts, auditors, tax, lawyers and banking personnel Education & Preferred...

Company: State Street
Location: Boston, MA
Posted Date: 01 Aug 2025
Salary: $41600 - 66560 per year

Alternative Operations Fund Accounting, Associate 2

. As an Associate 2 you will be responsible for the preparation, analysis and reporting of investment and fund performance data... Reviewing and/or preparing of capital calls, distributions and bank reconciliations Preparing management, annual and incentive...

Company: State Street
Location: Boston, MA
Posted Date: 01 Aug 2025
Salary: $41600 - 66560 per year

Alternate Investment Services, Associate 2

. As an Associate 2 you will be responsible for the preparation, analysis and reporting of investment and fund performance data... Reviewing and/or preparing of capital calls, distributions and bank reconciliations Preparing management, annual and incentive...

Company: State Street
Location: Boston, MA
Posted Date: 25 Jul 2025
Salary: $41600 - 66560 per year

Private Equity, Fund Accounting & Administration, Senior Associate

and bank reconciliations Preparing management, annual and incentive fee calculations Preparing various client correspondences... with legal documents Maintaining working relationship with all client contacts, auditors, tax, lawyers and banking personnel...

Company: State Street
Location: Boston, MA
Posted Date: 17 Jul 2025
Salary: $52000 - 94120 per year

Private Equity Fund Accounting & Administration, Senior Associate

. As a Senior Associate you will be responsible for the preparation, analysis and reporting of investment and fund performance data... Reviewing and/or preparing of capital calls, distributions and bank reconciliations Preparing management, annual and incentive...

Company: State Street
Location: Boston, MA
Posted Date: 12 Jul 2025
Salary: $52000 - 94120 per year

Investment Associate I

adherence. Coordinate with Relationship Managers, Wealth Advisors, and Portfolio Managers to support client account management...Job Category: Wealth Management Sales & Service Degree Level: Bachelor's Degree Job Description: Investment...

Company: Eastern Bank
Location: Boston, MA
Posted Date: 01 Oct 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: 20 Sep 2025
Salary: $70000 - 115000 per year

Private Equity, Fund Accounting & Administration, Officer

working relationship with all client contacts including investment professionals investors auditors lawyers and banking... & Administration, Officer you will Supervise staff (including Associate 1 Associate 2 and Senior Associate Staff) Manage internal...

Company: State Street
Location: Boston, MA
Posted Date: 17 Sep 2025
Salary: $65000 - 102500 per year

Private Equity, Fund Accounting & Administration, Officer

working relationship with all client contacts including investment professionals investors auditors lawyers and banking... & Administration, Officer you will Supervise staff (including Associate 1 Associate 2 and Senior Associate Staff) Manage internal...

Company: State Street
Location: Boston, MA
Posted Date: 17 Sep 2025
Salary: $65000 - 102500 per year

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: 12 Sep 2025
Salary: $70000 - 107500 per year

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

working relationship with all client contacts including investment professionals investors auditors lawyers and banking... & Administration, Officer you will Supervise staff (including Associate 1 Associate 2 and Senior Associate Staff) Manage internal...

Company: State Street
Location: Boston, MA
Posted Date: 09 Sep 2025
Salary: $70000 - 115000 per year

VP, Advisor Channel Consulting

with relevant sales tools, customer relationship management (CRM) systems, and internal software. Must demonstrate a willingness... be responsible for: Becoming a trusted advisor relationship, and within the prospect’s decision-making process, to effectively gain...

Company: Sentinel Group
Location: Boston, MA
Posted Date: 27 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