1w
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Client Services Specialist
Beverly or United States
HybridFull Time
Associates degree required; client support experience; payroll data entry; knowledge of iSolved and CRM; strong interpersonal, written and verbal communication; time management; SaaS exposure preferred.
iSolved, CRM
1w
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Client Services Specialist
Wellesley Hills or Kansas City
$49k-$66k/yr OnsiteFull Time
1+ YOE1+ years customer service or call center experience; strong verbal and written communication, problem-solving, multitasking, and ability to work flexible shifts and overtime.
1w
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Client Services Specialist
Wellesley Hills or Kansas City
$49k-$66k/yr OnsiteFull Time
1+ YOE1+ years customer service or call center experience; strong verbal/written communication, problem solving, multitasking across technology platforms, availability for flexible shifts and occasional overtime.
6d
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Client Services Specialist
Providence or Boston
$20-$45/hr HybridFull Time
2+ YOEHigh school diploma or GED, 2+ years accounting experience, strong verbal/written communication, team and independent work, maintain relevant licenses, and proficient with applicable technology.
IRS FATCA Registration System, Cayman DITC Portal
3mo
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Client Specialist, S. Hamilton
South Hamilton, Massachusetts, United States
$16-$19/hr OnsiteAll Commitments Available
Part-time Client Specialist role in a Talbots store; strong customer service and sales focus; ability to work evenings, weekends, and holidays; physical ability to handle merchandise up to 40 lbs.
POS systems, iPad, handheld devices, computer
1mo
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Client Specialist
Boston, Massachusetts, United States
OnsiteFull Time, Part Time
Provide front-desk hospitality, assist with class bookings, manage Fuel Bar orders and POS transactions, maintain studio cleanliness, and support client outreach; must be flexible for mornings/afternoons/evenings and weekend availability; 18+.
POS
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.
2w
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Tax Client Services Delivery Specialist
Boston, Massachusetts, United States
$55k-$65k/yr OnsiteFull Time
1+ YOE1–2+ years supporting U.S. tax returns (public accounting preferred); working knowledge of IRS forms; experience with CCH Axcess Tax or GoSystem Tax preferred; Strong communication, attention to detail, and ability to meet peak-season deadlines.
CCH Axcess Tax, GoSystem Tax, SafeSend Returns
2mo
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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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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
2w
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Client Service Specialist
Boston, Massachusetts, United States
HybridFull Time
3+ YOEAssociate's degree minimum, 3+ years experience in an RIA or financial services, intermediate custodian/finance knowledge, proficiency with financial planning software and Microsoft Office, strong communication and discretion.
financial planning software, Microsoft Office
3w
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Client Benefits Specialist
Nashua, New Hampshire, United States
$21-$29/hr OnsiteFull Time
1+ YOEHigh school diploma/GED, 1–2 years related experience, knowledge of state/local benefit programs, proficiency with EMR and Microsoft Office, strong customer service and financial acumen.
EMR, Microsoft Office, Microsoft Word, Microsoft Excel
3w
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Digital Client Service Specialist
Manchester, New Hampshire, United States
OnsiteFull Time
Experience in online advertising trafficking or sales coordination; knowledge of HTML 5, Flash, JavaScript, DFP, Google Analytics; advanced Microsoft PowerPoint/Word/Excel; programmatic advertising experience; strong client-service skills; in-person attendance required.
HTML 5, Flash, JavaScript, DFP, Google Analytics, Microsoft PowerPoint, Microsoft Word, Microsoft Excel
1w
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Regional Client Partnership Specialist, Educational Services - Boston
Boston, Massachusetts, United States
$60k-$80k/yr FieldFull Time
1+ YOEBachelor's degree or equivalent experience; direct educational services & therapy staffing sales experience; metrics-driven with 1+ year top-producer sales track record; strong relationship and presentation skills; able to reside in Boston and travel locally.
HubSpot, LotusOne
2w
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Client Success Specialist - 3D
Boston, Massachusetts, United States
$55k-$65k/yr OnsiteFull Time
2+ YOE2+ years customer service or sales support experience preferred, bachelor's degree preferred, proficiency with Microsoft Office, ERP experience preferred, strong communication, multitasking, problem-solving and customer service skills.
ERP, Microsoft Office
1mo
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Client Support Specialist
Boston or Plano or St. Petersburg or St. Louis or Atlanta or Morristown or Hyderabad
$19-$24/hr HybridFull Time
1+ YOEAssociate degree +1 year customer support (or HS/GED +3 years). Experience with chat/email support, CRM/ticketing tools, strong written communication, problem-solving, and proficiency with AI tools.
CRM systems, ticketing platforms, customer support tools, AI tools
1w
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Client Relations Specialist, Energy Advisory
Burlington, Massachusetts, United States
$60k-$74k/yr HybridFull Time
Bachelor's degree or equivalent experience, strong Microsoft Office/Excel skills, analytical accuracy, excellent communication, time management, and client-facing experience.
Microsoft Office, Microsoft Excel
2w
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Senior Associate, Client Relations Specialist - HYBRID
Denver or Braintree or Boston or Kansas City
$45k-$115k/yr HybridFull Time
2+ YOE2+ years client-facing experience in financial services, Bachelors or equivalent experience, strong communication, problem-solving, Excel and system proficiency (JIRA, Chorus/AWD, TA2000, 3270).
JIRA, Chorus/AWD, TA2000, 3270, Microsoft Excel, word processing
16h
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Specialist, Client Service II
Boston, Massachusetts, United States
$52k-$93k/yr OnsiteFull Time
Bachelor's degree or equivalent, experience in financial services client service or operations, strong communication, multitasking, knowledge of banking/deposits/loans/KYC/AML preferred.
1mo
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Surety Client Service Specialist
Atlanta or Charlotte or Philadelphia or Boston or Tempe or Denver or Hartford or Knoxville
$90k-$110k/yr HybridFull Time
3+ YOEP&C license, minimum 3 years surety experience, strong communication, customer service, time management and decision-making skills, ability to learn EPIC, and willingness to participate in industry events.
EPIC
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