2mo
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Client Service Manager
Fitchburg, Massachusetts, United States
$61k-$101k/yr HybridFull Time
3+ YOEBachelor's degree with 3+ years client service/claims management; or High School with 8+ years; Producer's License; travel up to 25%; proficient in Microsoft Office; appropriate licensing as required.
Microsoft Office
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
2w
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Director, Client Service Manager
Smithfield or Jersey City or Westlake
$95k-$186k/yr OnsiteFull Time
Experience in financial services operations and client management; knowledge of transfer agent operations, SEC regulations, treasury/shareholder services; project management; intermediate Microsoft Office skills; strong communication, analytic, and decision-making skills.
Microsoft Office
2mo
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Senior Client Service Manager, Client Experience
Palo Alto or New York or San Francisco or San Diego or Century City or Los Angeles or Boulder or Seattle or Salt Lake City or Washington, D.C. or Boston or Austin
$163k-$221k/yr OnsiteFull Time
7+ YOE7+ years in client experience or professional services; leadership of CX programs; bachelor’s degree; JD/MBA/PMP preferred; strong data analysis and CRM skills.
CRM, Data analysis tools
1mo
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Client Service Manager
Boston, Massachusetts, United States
$62k-$103k/yr HybridFull Time
2+ YOE2+ years retirement product experience (401k), Omni experience, ERISA/plan design knowledge, strong verbal communication, attention to detail, organization, multitasking, and continuous improvement mindset.
Omni
1w
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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 use Microsoft Office and digital client tools.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
3mo
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Client Service Representative
Arlington, Massachusetts, United States
$19-$24/hr OnsiteFull Time
0+ YOEExperience in customer service; able to manage scheduling, payments, and basic client education; strong communication.
CRM, Payment processing, Telephone system, Electronic medical records
3mo
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Client Service Representative
Arlington, Massachusetts, United States
$19-$24/hr OnsiteFull Time
Provide front-desk client service: greeting visitors, answering phones, scheduling appointments, processing payments, managing records, educating clients, and maintaining facility cleanliness.
2mo
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Client Service Specialist
Boston, Massachusetts, United States
$70k-$80k/yr HybridFull Time
1+ YOEBachelor’s degree; 1-3 years client service in investment management or financial services; strong communication and organizational skills; detail-oriented; able to manage multiple projects.
1mo
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Client Service Coordinator - 004028
Holliston, Massachusetts, United States
$17-$22/hr OnsiteFull Time
Provide exceptional client service, manage client flow and appointments, enter pet and client information, handle transactions, promote wellness plans, and communicate effectively with clients and team.
1mo
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Client Service Manager (Hybrid)
Taunton, Massachusetts, United States
$50k-$70k/yr HybridFull Time
3+ YOE3+ years insurance experience; strong documentation, communication, organizational skills; proficiency with Microsoft Office and agency business systems.
Microsoft Office
3mo
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Client Service Coordinator
Northborough, Massachusetts, United States
$17-$22/hr OnsiteFull Time
Coordinate client and pet flow, manage communications, and assist with appointments and care logistics.
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
5d
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Client Service - Associate I
Boston, Massachusetts, United States
$74k-$100k/yr OnsiteFull Time
3+ YOE3+ years client service experience in financial services, knowledge of investment operations/IBOR/reconciliations, strong communication, change management, and digital literacy skills.
1mo
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Client Service Enablement Project Manager, AVP
Quincy, Massachusetts, United States
$80k-$140k/yr OnsiteFull Time
5+ YOE5+ years in project management, financial services experience, strong communication, PowerPoint/Excel proficiency, BA/BS degree.
PowerPoint, Excel, SharePoint, Power Automate, Scheduler
1w
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Client Service and Delivery Manager, Global Fund Services
Chicago or Boston
$103k-$175k/yr HybridFull Time
Extensive client servicing and fund services experience, strong finance/accounting knowledge, college degree or equivalent experience, leadership and communication skills.
1mo
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Veterinary Client Service Representative
Newton, Massachusetts, United States
$24-$28/hr OnsiteFull Time
Providing excellent customer service for clients and pets, managing multi-line phones, scheduling, medical records, financial transactions, educating clients on pet wellness; veterinary software experience preferred; flexible schedule incl. weekends/holidays.
Teladoc
1mo
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Client Service Leader (CSL)
Boston, Massachusetts, United States
$180k-$240k/yr HybridFull Time
10+ YOEBA/BS in Civil Engineering or related field; 10+ years in municipal water/wastewater; strong leadership and client-facing skills; MA driver license; PE preferred.
CRM, P6/Project Management software, Microsoft Office Suite
1w
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Client Manager
Woburn, Massachusetts, United States
$120k/yr HybridFull Time
5+ YOECPA or IRS Enrolled Agent, bachelor’s in accounting/taxation/finance,5–7 years reviewing 1040/entity returns and accounting for HNW clients,QuickBooks/UltraTax experience,leadership and client service skills.
UltraTax, QuickBooks, QuickBooks Online
1d
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Client Service - Assistant Vice President
Quincy or Burlington or Boston
$80k-$140k/yr OnsiteFull Time
4+ YOE4+ years financial services experience in operations, product management, or project oversight; BS/BA required; strong client-facing, communication, and presentation skills.
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