1mo
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Client Service Representative - Wealth Client Experience
Smithfield, Rhode Island, United States
OnsiteFull Time
2+ YOE2+ years operations or service experience in financial services preferred; bachelor's degree preferred. Strong operational/process knowledge, customer service, communication, prioritization, escalation awareness, and continuous learning.
1mo
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Client Experience Office Coordinator (Needham, MA, US, 2492)
Needham, Massachusetts, United States
$28-$30/hr OnsiteFull Time
2+ YOEMinimum two years office administration experience, valid driver's license, proficiency with Microsoft Outlook/Word/Excel, strong telephone and communication skills, CRM/SAP experience preferred, strong organization and multitasking.
CRM, SAP, Microsoft Outlook, Microsoft Word, Microsoft Excel
2mo
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Client Service Representative w/Animal Experience
Stoughton, Massachusetts, United States
$18-$20/hr OnsiteFull Time
Experience in the animal field and customer service; duties include greeting clients, scheduling, appointment confirmation, payments, product recommendations, record management, and basic facility maintenance.
2mo
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Client Service Representative w/Animal Experience
Stoughton, Massachusetts, United States
OnsiteFull Time
Customer-facing CSR with animal experience; handles scheduling, payments, product/service recommendations, and basic pet-care information.
1mo
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Client Associate/Registered Client Associate
Providence, Rhode Island, United States
$40k-$70k/yr OnsiteFull Time
Bachelor’s degree or equivalent experience; strong communication and client service skills; Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months; attention to detail and adaptability to changing technology.
1w
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Wealth Management Client Associate
Providence, Rhode Island, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, manage client materials, follow policies, and promote banking solutions; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
3mo
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Client Service Coordinator
Braintree, Massachusetts, United States
$17-$22/hr OnsitePart Time
Part-time client service role requiring excellent communication, customer service, scheduling, and ability to coordinate client and pet flow.
Workday
2w
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Client Service Coordinator
Northborough, Massachusetts, United States
$17-$22/hr OnsiteFull Time
Coordinating client and pet flow, promoting wellness plans, scheduling, cash handling, client education, and delivering professional front-desk service.
1w
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Industrial Client Development Manager
Norwood, Massachusetts, United States
$43k-$67k/yr OnsiteFull Time
1+ YOEMinimum 1 year sales experience, proven client conversion and sales results, database management, pricing negotiation, and client-facing credibility.
1w
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Client Services Representative
Westport, Massachusetts, United States
$18-$21/hr OnsiteFull Time
1+ YOEMinimum 1 year of customer service experience in veterinary medicine; strong communication, multitasking, client management, recordkeeping, scheduling and payment processing skills.
1mo
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Client Service Manager
Wellesley, Massachusetts, United States
OnsiteFull Time
Client service experience in financial services; bachelor’s degree preferred; 2-3 years experience preferred; authorized to work in the U.S.; strong communication and regulatory compliance awareness.
Financial Custodial Systems, Schwab, Fidelity
3mo
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Client Service Specialist
Worcester, Massachusetts, United States
OnsiteFull Time
2+ YOERespond to client inquiries, resolve orders and delivery issues, and assist with freight documentation and problem solving. 0-2 years experience; high school diploma required.
1w
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Industrial Client Development Manager
Norwood, Massachusetts, United States
$43k-$67k/yr OnsiteFull Time
1+ YOE1+ year sales experience; proven client conversion and sales results; database management; pricing negotiation; client-facing credibility and activity-target driven performance.
4d
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Private Wealth, Client Associate
New York or Johnston or Stamford or Pittsburgh
$35-$44/hr OnsiteFull Time
Supports wealth managers with client onboarding, relationship management, and communications. May require Series 7 and 66 or 63/65; undergraduate degree preferred; prior brokerage or RIA experience and investment product knowledge preferred.
1mo
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Client Service Associate
Needham, Massachusetts, United States
$60k-$65k/yr HybridFull Time
1+ YOEBachelor's degree with 1+ years relevant experience, strong written/verbal communication, Microsoft Office and Teams proficiency, Salesforce preferred, time management, problem-solving, and client service skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Salesforce
2w
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Client Services Assistant
North Grafton, Massachusetts, United States
$21-$29/hr OnsiteFull Time
2+ YOEHigh school diploma, 2+ years customer service experience, strong communication, ability to lift 40 lbs, 40 WPM typing, familiarity with Microsoft Office and EMR, empathy with bereaved clients.
Microsoft Office, Cisco Jabber, Avaya, Stringsoft
2w
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Client Specialist
Cranston, Rhode Island, United States
OnsitePart Time
Retail sales experience, strong communication and organizational skills, technological aptitude with POS/computer/iPad/handheld systems, availability 20–29 hours/week, flexible schedule including evenings/weekends/holidays, ability to lift 40 lbs.
POS, computer, iPad, handheld
11h
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Client Executive - Commercial Lines
Bridgewater, Massachusetts, United States
$70k-$85k/yr HybridFull Time
7+ YOE7+ years insurance account management experience, active P&C and/or L&H licenses, AMS360 proficiency, strong client relationship, negotiation and analytical skills; CIC/CRM/CPCU preferred.
AMS360
2w
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Client Service Associate
Wellesley, Massachusetts, United States
$31k-$90k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors, execute money movements, manage calendars and travel, and assist with digital tool enrollment. Detail-oriented with strong communication and Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
3mo
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Client Manager, Commercial Risk - IAS Northeast
Kingston or Boston
$85k/yr HybridFull Time
4+ YOEManage client accounts, develop relationships with clients and carriers, analyze risk, maintain files, license requirements, 4+ years insurance experience.
Excel, AMS