WHAT YOU'LL BE DOING THE ROLE Responsible for ensuring customers are receiving the service intended and identifying the reason a sale was not made. You will ask about identifiable interactions not opinions, to diffuse their resistance and suggest another in home visit when applicable. Communication with homeowners to determine needs and communicate effectively. Set follow

Vaco Boston has partnered with their client to help fill a Sales Coordinator role. Unlimited opportunity for growth and development Leaders who are invested in your success A diverse and inclusive work environment Responsibilities Act as a partner and resource for our Regional Vice Presidents and Distribution Partners Assist Producers and key stakeholders with case design

Vaco Boston has partnered with our client, an asset investment firm in Boston looking to add a Sales Associate to their staff. This permanent, full time role is great opportunity to Responsibilities Answer incoming client phone calls and provide information regarding the investment firms products and services Convert inbound marketing calls into sales opportunities by dir

Provide solutions, illustrations, and case designs during the financial services sales process. Build strong relationships with key stakeholders, including producers, back offices, company wholesalers, and internal counterparts. Ability to collaborate within a team environment to help drive sales. Excel in a fast paced, ever changing environment. Deliver trusted, professi

This financial services position will support all aspects of day to day accounting for assigned mutual funds and assist with daily reporting requirements. Responsibilities include Assist with mutual fund operation tasks. Monitor and record security transactions including trade, interest payments, maturities and corporate actions. Prepare cash reconciliations. Calculate an

Provide solutions, illustrations, and case designs during the financial services sales process. Build strong relationships with key stakeholders, including producers, back offices, company wholesalers, and internal counterparts. Ability to collaborate within a team environment to help drive sales. Excel in a fast paced, ever changing environment. Deliver trusted, professi

This financial services position will support all aspects of day to day accounting for assigned mutual funds and assist with daily reporting requirements. Responsibilities include Assist with mutual fund operation tasks. Monitor and record security transactions including trade, interest payments, maturities and corporate actions. Prepare cash reconciliations. Calculate an

This financial services position will support all aspects of day to day accounting for assigned mutual funds and assist with daily reporting requirements. Responsibilities include Assist with mutual fund operation tasks. Monitor and record security transactions including trade, interest payments, maturities and corporate actions. Prepare cash reconciliations. Calculate an

This financial services position will support all aspects of day to day accounting for assigned mutual funds and assist with daily reporting requirements. Responsibilities include Assist with mutual fund operation tasks. Monitor and record security transactions including trade, interest payments, maturities and corporate actions. Prepare cash reconciliations. Calculate an

This financial services position will support all aspects of day to day accounting for assigned mutual funds and assist with daily reporting requirements. Responsibilities include Assist with mutual fund operation tasks. Monitor and record security transactions including trade, interest payments, maturities and corporate actions. Prepare cash reconciliations. Calculate an

This financial services position will support all aspects of day to day accounting for assigned mutual funds and assist with daily reporting requirements. Responsibilities include Assist with mutual fund operation tasks. Monitor and record security transactions including trade, interest payments, maturities and corporate actions. Prepare cash reconciliations. Calculate an

Vaco Boston has partnered with a leading privately held wealth management firm in the Boston area. Currently we are seeking Entry Level Finance Associates to join our operations team for a hybrid position. Responsibilities Verificationprocessing and recording of trades settlements, Foreign Exchange Processing, Trade Entry, Corporate Actions etc. Securities processing Glob

Vaco Boston has partnered with a leading privately held wealth management firm in the Boston area. Currently we are seeking Entry Level Finance Associates to join our operations team for a hybrid position. Responsibilities Verificationprocessing and recording of trades settlements, Foreign Exchange Processing, Trade Entry, Corporate Actions etc. Securities processing Glob

Responsible for all customer service duties including sales and relationship management, while reaching or exceeding established goals. Master the UniBank delivery process and product knowledge to develop customer relationships by performing the following essential duties. Primary Accountabilities Continually exceeds customer service expectations by offering excellent ser

Customer Experience Develops an understanding of customers' needs and expectations, and offers products and services that address those needs and expectations. Develops new business by establishing and growing customer relationships, including utilization of business partners as appropriate.Operational Excellence Ensures quality and accuracy of work. Develops sound techni