3w
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Senior Administrator - Client Services
Boston, Massachusetts, United States
$72k-$89k/yr HybridFull Time
3+ YOEBachelor's degree; 3+ years client service and banking/financial services experience; knowledge of trust & escrow, fund administration, and Section 1031 exchanges; strong attention to detail and Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
4d
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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
2mo
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Client Services Coordinator
Boston, Massachusetts, United States
$27-$40/hr OnsiteFull Time
3+ YOE3–5 years admin or team support in a professional services environment; MS Word/Excel/PPT; Salesforce experience; Bachelor’s degree a plus; CRE experience a plus.
Microsoft Word, Excel, PowerPoint, Adobe Acrobat, Salesforce
2mo
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Client Services Representative
Woburn, Massachusetts, United States
$24-$31/hr OnsiteFull Time
1+ YOEHS diploma; licensing may include life/health insurance and FINRA licenses 6/7/66 or 63/65; administrative/customer service experience.
Microsoft Office (Word, Excel, PowerPoint)
2mo
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Client Account Administrator
Lynnfield, Massachusetts, United States
$61k-$75k/yr RemoteFull Time
1+ YOEStrong communication, Excel, familiarity with portfolio software; BS/BA or equivalent; 1+ years in financial services.
Addepar, Salesforce, eMoney, Orion, Excel, Word, PowerPoint
1mo
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Client Services Manager - National Accounts
Downers Grove or Wyomissing or Radnor or Bloomington or Boston or New York City or Lake Mary or Plano or Melville or Chicago or Atlanta or Overland Park
$72k-$141k/yr HybridFull Time
5+ YOESenior client services role requiring 5-8 years in claims or third-party administration; bachelor's degree; CPCU/ARM/AIC certifications preferred.
Microsoft Office, Claims systems
4d
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Professional Operations Administrator
Andover or Charlotte
$20-$30/hr OnsitePart Time
Provides administrative and operational support for consultant and client onboarding, contract administration, data management, compliance documentation; requires strong organization, attention to detail, Microsoft Office proficiency, and customer service skills.
Bullhorn, Monday.com, Microsoft Excel, Microsoft Outlook, Microsoft Word, CRM, ATS
2mo
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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
4d
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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
2mo
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Client Service Coordinator - 004028
Holliston, Massachusetts, United States
$17-$22/hr OnsitePart Time
Providing exceptional client service, routing clients and pets through the hospital, educating clients on wellness plans and services, performing administrative and financial tasks, and supporting team productivity.
4d
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Client Service Associate
Wellesley, Massachusetts, United States
$31k-$90k/yr OnsiteFull Time
High school diploma required (college preferred). Detail-oriented, strong client service and communication skills, advanced Microsoft Office, willingness to obtain Series 7 and Series 66 or Series 63 and 65 registrations.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1w
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Senior Client Services Account Analyst – Private Wealth and Retirement
Wilmington, Massachusetts, United States
$64k-$114k/yr HybridFull Time
2+ YOE2+ years retirement plan administration or related experience, strong Excel and CRM skills, ability to load/reconcile large data sets, attention to detail, and strong communication skills.
Microsoft Excel, ASC, CRM
1mo
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Estate Administrator - Private Clients & Fiduciary Services
Boston, Massachusetts, United States
$105k-$125k/yr OnsiteFull Time
4+ YOEBachelor's degree and at least four years of estate administration experience, preferably in a law firm; strong attention to detail; excellent organizational and MS Office skills.
MS Office, Accounting systems
1mo
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Team Administrator
Wellesley, Massachusetts, United States
$60k-$90k/yr OnsiteFull Time
5+ YOEFully licensed (SIE, Series 7, Series 66 or Series 63 and Series 65) with at least 5 years' experience; client service, team leadership, recruitment and administration skills.
5d
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Client Service Specialist II
Boston, Massachusetts, United States
$60k-$80k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience, 3+ years client service/operations experience, strong administrative and communication skills, confidentiality, proficiency with Salesforce, DocuSign and Microsoft Office.
Salesforce, DocuSign, Microsoft Office Suite, portfolio accounting systems
4d
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Part Time Branch Office Administrator - Portsmouth, NH
Portsmouth, New Hampshire, United States
OnsitePart Time
Provide client service and administrative support to financial advisors; strong attention to detail, analytical thinking, digital tool use, and conversational skills required.
MoneyGuide, Salesforce, Microsoft Office
1w
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Client Service Associate - Boston
Boston, Massachusetts, United States
$34-$37/hr OnsiteFull Time
1+ YOE1+ year administrative experience (1-4 years preferred), undergraduate degree desired, proficiency in Microsoft Office (Word, Excel, Windows), Salesforce preferred, strong organization and client service skills; in-office full-time role.
Microsoft Word, Microsoft Excel, Windows, Salesforce
6d
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Senior/Director, Client Service Manager
Merrimack or Albuquerque or Covington or Westlake
RemoteFull Time
8+ YOE8+ years financial services client-facing experience, workplace benefits plan administration knowledge, bachelor\u0002s degree or equivalent, FINRA licenses permitted, strong leadership and problem-solving skills.
Microsoft Excel
2w
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Client Service Associate (Hybrid)
Norwell, Massachusetts, United States
$59k-$78k/yr OnsiteFull Time
1+ YOEPerform administrative and data maintenance for client accounts, process transactions and new account openings, manage policy service requests, and support advisors. Requires 1-3 years experience (financial services preferred) and proficiency in Microsoft Office.
Microsoft Office
3w
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Client Service Administrative Associate
Newton, Massachusetts, United States
$50k-$60k/yr OnsiteFull Time
1+ YOEBachelor's degree with 1-2 years related experience; strong multitasking, organizational and customer service skills; proficiency with Salesforce, DocuSign, Microsoft Excel, PowerPoint, and Word.
Salesforce, DocuSign, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, CLM
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