125 client services administrator jobs at 75 companies in Weymouth, MA
1w
Save
Mark Applied
Hide
1w
Senior Administrator - Client Services
Boston, Massachusetts, United States
$70k-$90k/yrHybridFull Time
JTC GroupLondon Stock Exchange: JTC: Publicly listed, employee-owned professional-services firm providing fund, corporate, and private-capital services to institutional and private clients.
3+ YOEBachelor's degree and 3+ years of client service or customer success experience required. Banking, financial services, trust and escrow, fund administration, and Section 1031 experience desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Avison Young: Privately owned global commercial real estate advisory firm serving occupiers, investors, developers, lenders, and the public sector.
3+ YOERequires 3+ years of real estate experience or relevant diploma/degree, strong business writing and communication skills, proofreading ability, multitasking, discretion, and advanced Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Adobe Creative Suite, Adobe InDesign, Adobe Photoshop, Adobe Illustrator, Adobe Acrobat, CRM, MLS, Altus, CoStar
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/yrHybridFull Time
CNA FinancialNYSE: CNA: Global insurance organization providing commercial property and casualty solutions.
5+ YOESenior client services role requiring 5-8 years in claims or third-party administration; bachelor's degree; CPCU/ARM/AIC certifications preferred.
UMass Memorial Health: The premier health system of Central Massachusetts.
2+ YOEBachelor’s degree or equivalent experience, 2+ years in Healthcare IT Epic Client Systems, Epic certifications, Windows Server, Epic distribution tools, web/service servers, PowerShell, Azure, virtual infrastructure, and troubleshooting skills.
Epic, Hyperspace, Interconnect, EPS, Web BLOB, MyChart, CareLink, Rover, Haiku, IRIS, Kuiper, System Pulse, Windows Server, PowerShell, Azure, Citrix VDI, Cisco UCS, Microsoft 365, Microsoft Intune, Microsoft Azure Virtual Desktop
Pace Analytical Services: Environmental and life sciences analytical testing services network.
High school diploma or equivalent; laboratory or environmental testing experience preferred but not required. Must stand for long periods, work around strong odors, and wear required PPE.
Client Services Representative & Sales Development
Alpharetta or San Diego or Boston or Denver or Philadelphia
$64k/yrRemoteFull Time
TÜV SÜD: Technical services provider for testing, inspection, and certification.
1+ YOEBachelor’s degree in marketing, business administration, or related field; 1–2 years in technical or engineering sales; CRM, Microsoft Office, lead qualification, communication, and reporting skills.
Salesforce, HubSpot, Microsoft Dynamics, Zoho CRM, Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Word, CRM
UBS Financial Services Inc.: U.S. wealth-management broker-dealer and investment adviser serving individuals and institutional customers with brokerage, planning, lending, and investment services.
2+ YOEPreferred: 2+ years of client service experience in finance, a finance-focused bachelor's degree, Series 7 and 66 licenses, strong communication and interpersonal skills, attention to detail, and Microsoft Office Suite proficiency.
Microsoft Office Suite, artificial intelligence (AI)
SkanskaNasdaq Stockholm: SKA B: Global construction and project development.
2+ YOE2+ years administrative experience, high school diploma required, background check required; strong organizational, time management, communication, and client service skills.
Arcadia Financial Group: Independent, husband-and-wife-owned financial planning firm serving pre-retirees and retirees with wealth, tax, and estate-planning services.
2+ YOE2+ years in client service, hospitality, administrative support or related field; strong communication, organization, CRM and Microsoft Office experience; judgment, problem-solving, and attention to detail.
Banfield Pet Hospital: Leader in preventive veterinary care and pet health services.
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.
Morgan Stanley Wealth ManagementNYSE: MS: Private wealth-management business serving individuals, families, businesses, institutions and foundations with advice, brokerage and financial planning.
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
Verrill: Full-service New England law firm serving businesses, individuals, private clients, and nonprofit organizations.
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.
Senior Client Services Account Analyst – Private Wealth and Retirement
Wilmington, Massachusetts, United States
$64k-$114k/yrHybridFull Time
HUB International: Global insurance brokerage providing risk management and financial services.
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.
Morgan Stanley Wealth ManagementNYSE: MS: Private wealth-management business serving individuals, families, businesses, institutions and foundations with advice, brokerage and financial planning.
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
Cape Cod 5: Mutual community bank serving individuals, businesses, and communities across Cape Cod, Nantucket, Martha’s Vineyard, and Southeastern Massachusetts.
0+ YOEProvide client service by answering questions, resolving issues, and supporting online banking; HS diploma required; 6 months of client service experience; banking/digital support preferred.
CRM, Microsoft Office, Mobile platforms (Android, iOS)