Top 78946 Jobs in Bedford, Ma

Wealth Management Relationship Manager
Twelve Points Wealth Management —Concord, MA
- $90,000 - $120,000 a year
- Full-time
- Microsoft Excel
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Occupancy Specialist
CHELMSFORD HOUSING AUTHORITY —Westford, MA
- $60,000 - $65,000 a year
- Full-time
- Spanish
- Basic math
- English
- Health insurance
- Dental insurance
Quick Apply
12d
Assistant Accountant
Applied Marketing Science —Burlington, MA
- $70,000 - $75,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Health savings account
- Disability insurance
Quick Apply
Entry Level Business Sales Assistant
Coastal Consultants —Waltham, MA
- From $55,000 a year
- Full-time
- Sales
- Customer service
- Salesforce
- Paid training
- Health insurance
Quick Apply
Merchandising Assistant
Potpourri Group Inc —North Billerica, MA
- $17.50 - $20.00 an hour
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- Computer literacy
- Store discount
- Health savings account
Quick Apply
Children's Mental Health Outreach Counselor (IHBTC)
The Edinburg Center —Bedford, MA
- $21.46 an hour
- Full-time
- Bilingual
- High school diploma or GED
- Driver's License
- Paid holidays
- Disability insurance
Quick Apply
Line cooks up to $26 per hour
Tavern in the Square Burlington —Burlington, MA
- $20 - $26 an hour
- Part-time
- Sales
- In-person
- Restaurant
Quick Apply
12d
Programs Associate
Deaconess Abundant Life Communities —Concord, MA
- $25 an hour
- Full-time
- Continuous improvement
- Organizational skills
- Computer skills
- Health insurance
- Dental insurance
Quick Apply
Housekeeper
Newbury Court —Concord, MA
- Up to $18 an hour
- Contract
- English
- In-person
- Entry level
- Free parking
- Disability insurance
Quick Apply
Retail Operations Team Member
Nouria Energy Services, Inc. —Bedford, MA
- From $17 an hour
- Part-time
- 18 years or older
- English
- Ability to lift 50 pounds
Quick Apply
9d
Package Handler - Part Time (Warehouse like)
FedEx —Wilmington, MA
- $19.90 - $20.90 an hour
- Part-time
- Entry level
- Paid parental leave
- Health insurance
Inspection and Packaging Technician
ProStaff Solutions Inc —Billerica, MA
- $25 an hour
- Full-time
- Computer literacy
- Basic math
- English
Quick Apply
Technical Recruiter
The Hollister Group —Bedford, MA
- $50,000 - $60,000 a year
- Full-time
- Hybrid work
- Customer service
- Research
- Business development experience
Night Shift Loader
Arrow Paper Co —Wilmington, MA
- Up to $24 an hour
- Overtime
- Background check
- In-person
- Entry level
- Paid holidays
- Health insurance
Quick Apply
General Manager
Game Show Battle Rooms —Burlington, MA
- $90,000 - $120,000 a year
- Weekends as needed
- Mid-level
- In-person
- 1 year
- Paid training
- Paid holidays
Quick Apply
Food Runner/Busser
Tavern in the Square —Burlington, MA
- $20 - $26 an hour
- Part-time
- Casual dining restaurant
- No experience needed
- In-person
- Flexible schedule
Quick Apply
Adminstrative Coordinator in Danvers, MA
J. Masterson Construction —Danvers, MA
- $30.00 - $32.50 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Assistant Cheese Manager
Wilson Farm Inc —Lexington, MA
- $25 - $29 an hour
- Weekends as needed
- ServSafe
- Merchandising
- Mid-level
Quick Apply
Campus Dining Cook
GENUINE FOODS —Bedford, MA
- $24 an hour
- Full-time
- Customer service
- Maintenance
- Ability to climb stairs
- Paid holidays
- Health insurance
Quick Apply
Event Facilitator - Meet new people while making $25/hr
RealRoots Inc. —Lowell, MA
- $25 an hour
- Part-time
- In-person
- Entry level
Quick Apply

I want to receive the latest job alert for jobs in bedford, ma

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

Jobs jobs near bedford, ma

Wealth Management Relationship Manager

Twelve Points Wealth Management
Concord, MA

Quick Apply

Job Details

Full-time
$90,000 - $120,000 a year

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
Opportunities for advancement
Life insurance

Qualifications

Customer communication
Teamwork
Microsoft Excel
Customer relationship building
Master's degree
Bachelor's degree
Financial services
Account management experience

Full Job Description

Wealth Management Relationship Manager

Wealth Management Firm Experience Required

For Successful, Independent Wealth Management Firm

On Site

Concord, MA area

Twelve Points Wealth Management

Enjoy Being a Big Fish in a Small Pond

Are you a wealth management client service professional looking for a unique workplace, and one which is not “corporate in nature”?

Tired of having to deal with the workplace dynamics of a large, bureaucratic corporation?

Are you looking for a work environment where people genuinely like working together, and where work-life balance is something the owners of the company actually care about?

Are you looking for a place where advancement is not restricted by structured policies or politics?

We May Just Be The Place for You!

For more than a decade, our well-respected private wealth management firm has provided high-net worth individuals and business owners, financial planning and wealth management services of a wide range, such as investment reviews, tax and insurance planning, estate planning, trust management, family wealth management and more. We are growing our team such that we have an exciting opportunity for an ambitious talented individual looking to join our amazing team!

We are not a grind-away-your-life company. We truly care about our employee’s work life balance, in practice.

Some of the Things We Care About…

Kindness ** Trustworthiness ** Courtesy ** Loyalty

In our relationships with clients, in our relationship with each other.

Workplace Culture Matters…

We pride ourselves in promoting a workplace culture of humility, passion, and excellence. Our team is friendly, down to earth and we treat each other with warmth and authenticity.

The Challenge…

Position Overview
The Relationship Manager (RM) is a vital member of our client advisory team, responsible for delivering an outstanding client experience, fostering long-lasting relationships, and ensuring the highest level of service. Acting as a trusted partner, the RM supports Wealth Advisors in managing client relationships while playing a pivotal role in the growth, retention, and satisfaction of our clientele.

The new Relationship Manager will hold the following key responsibilities:

1. Client Engagement and Experience

o Serve as a primary point of contact for clients, providing tailored and proactive support.

o Act as an ambassador for the firm, ensuring clients receive exemplary service on inbound and outbound communications.

2. Operational and Administrative Excellence

o Manage client onboarding, including the collection of required documentation and account setup processes.

o Oversee and update the client database in Salesforce, ensuring accuracy and comprehensiveness.

o Research, resolve, and communicate solutions for client inquiries and service matters.

o Coordinate with custodians and external providers to manage client accounts effectively.

o Prepare materials and agendas for client meetings, team reviews, and presentations.

3. Team Collaboration

o Partner with Wealth Advisors to prioritize tasks, projects, and deliverables.

o Manage workflows, track progress, and ensure timely completion of client-related tasks.

4. Strategic Contributions

o Recommend solutions and enhancements to processes and practices, contributing to the firm’s operational efficiency.

What You Should Bring to the Table:

Bachelor’s degree in finance, business, or a related field.
Wealth management relationship experience work required
Knowledge of Salesforce or other CRM systems is highly desirable.
Exceptional interpersonal and communication skills, both verbal and written.
Proven ability to work independently, prioritize tasks, and manage multiple projects in a fast-paced environment.
Highly organized, detail-oriented, and adept at critical problem-solving.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and a strong aptitude for learning new technologies.
Commitment to integrity, excellence, and the highest standards of ethics

Why Twelve Points

· Generous compensation

· Excellent Benefits

· Ample Professional Development and Advancement Opportunities

· Great Work-Life Balance

· We are not your average wealth management firm. We are so much more.

We would welcome your interest! Check us out at: www.twelvepoints.com

If interested, please submit resume through the Indeed portal TODAY!

Pay: $90,000.00 - $120,000.00 per year

Benefits:

401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Education:

Master's (Preferred)

Experience:

wealth management relationship manager: 3 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

jobs in bedford, ma

Wealth Management Relationship Manager

Occupancy Specialist

Assistant Accountant

Entry Level Business Sales Assistant

Merchandising Assistant

Children's Mental Health Outreach Counselor (IHBTC)

Line cooks up to $26 per hour

Programs Associate

Housekeeper

Retail Operations Team Member

Package Handler - Part Time (Warehouse like)

Inspection and Packaging Technician

Technical Recruiter

Night Shift Loader

General Manager

Food Runner/Busser

Adminstrative Coordinator in Danvers, MA

Assistant Cheese Manager

Campus Dining Cook

Event Facilitator - Meet new people while making $25/hr

I want to receive the latest job alert for jobs in bedford, ma

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected