95 client services administrator jobs at 56 companies in Woonsocket, RI
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Senior Administrator - Client Services
Boston, Massachusetts, United States
$72k-$89k/yrHybridFull Time
JTC GroupLondon Stock Exchange: JTC: Global professional services for funds, corporates, and private clients.
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
Tufts University: Private research university providing higher education and academic research.
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.
Johnson ControlsNYSE: JCI: Provides integrated building technologies including HVAC, fire, and security systems.
2+ YOE2+ years customer service experience, scheduling/coordination in service environment, intermediate Excel, Oracle preferred, associate or bachelor degree preferred, strong written and verbal communication.
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
CNANYSE: CNA: Provides commercial property and casualty insurance and risk management.
5+ YOESenior client services role requiring 5-8 years in claims or third-party administration; bachelor's degree; CPCU/ARM/AIC certifications preferred.
Edward Jones: Offers investment management and financial planning through local branches.
Provide exceptional client service, account administration, and administrative/operational support; strong computer literacy and communication; willing to learn MoneyGuide, Salesforce, and Microsoft Office.
Arcadia Financial Group: Provides retirement planning and wealth management services to individuals.
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.
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.
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
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 StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
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: Provides full-service legal representation and advisory services to businesses.
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.
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
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.
Senior Client Services Account Analyst – Private Wealth and Retirement
Wilmington, Massachusetts, United States
$64k-$114k/yrHybridFull Time
Hub International: Provides global insurance brokerage and risk management 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.
Corient: Fiduciary wealth management services for high-net-worth individuals and families.
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
SkanskaNasdaq Stockholm: SKA B: A construction and project development creating sustainable and sustainable infrastructure and buildings.
2+ YOE2+ years administrative experience, high school diploma required, strong organizational/time management, communication and client service skills, background check required.
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
Goodwin Procter: Legal services for innovators and investors in high-growth industries.
3+ YOE3+ years professional services billing experience; law firm billing preferred. Proficiency with billing/finance systems, Microsoft Office/Excel, strong communication, attention to detail, and client service skills.
Aderant Expert, BillBlast, Microsoft Office, Microsoft Excel
Eastern BankNASDAQ: EBC: Provides personal banking, commercial lending, and wealth management services.
3+ YOEBachelor's preferred; minimum 3 years managing client relationships and portfolios; strong communication and client servicing skills; CRM/Salesforce and advanced Microsoft Office (Project, Excel, Word, PowerPoint) and Jira experience; ability to prioritize multiple tasks.
Salesforce, Microsoft Project, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Jira
Child and Family Agency of Southeastern CT: Provides clinical, educational, and supportive services to local families.
1+ YOEHigh school diploma and 1+ year administrative/reception experience (healthcare preferred). Must manage scheduling, multi-line phone, EHR data entry (eCW/Phreesia preferred), HIPAA compliance, strong interpersonal and attention-to-detail skills, reliable transportation.