122 client services specialist jobs at 75 companies in Needham, MA
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Client Services Specialist
Wellesley Hills or Kansas City
$49k-$66k/yrOnsiteFull Time
Sun LifeNYSE: SLF: Provides insurance, wealth, and asset management solutions globally.
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.
Sun LifeToronto Stock Exchange: SLF: Provides insurance, retirement, and asset management services globally.
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.
Leader Bank: Community bank providing personal and commercial banking and mortgage services.
2+ YOE2+ years in banking operations or client service; strong client orientation, attention to detail, Excel proficiency; experience with reconciliations, reporting, SQL preferred; strong written and verbal communication.
MEDITECH: Provides electronic health record software for healthcare organizations.
Bachelor's or associate degree preferred, strong communication and project management skills, customer service or related experience, ability to travel extensively and manage travel expenses.
CBIZNYSE: CBZ: Provides financial, tax, and business advisory services to organizations.
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.
Leader Bank: Provides personal and business banking services and mortgage lending.
2+ YOE2+ years banking or operations experience, strong client service, attention to detail, Excel proficiency, SQL/reporting experience preferred, strong written and verbal communication.
Barry's: Boutique fitness studios providing high-intensity interval training classes.
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+.
Wolf & Company: Provides auditing, tax compliance, and professional business advisory services.
1+ YOE1–2+ years supporting U.S. tax returns in public accounting; familiarity with IRS forms; strong attention to detail, communication, and deadline management; experience with CCH Axcess Tax, GoSystem Tax, or SafeSend Returns preferred.
Cambridge Innovation Institute: Organizes specialized professional conferences and industry-focused content platforms.
1+ YOERequires 1–2 years of marketing execution experience, a relevant degree, strong communication and organizational skills, email and social media marketing experience, spreadsheet proficiency, and ability to travel to events.
LinkedIn, Mailchimp, HubSpot, Microsoft Excel, Google Sheets, CRM
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
InformaLondon Stock Exchange: INF: Organizing international business events and publishing academic research journals
Requires a bachelor's degree, strong communication and organizational skills, computer literacy, accurate data entry, problem-solving, multitasking, and client management or sales abilities.
Chicago or Austin or Atlanta or Wilmington or San Francisco or Dallas or Houston or Silicon Valley or New York City or Los Angeles or Boston or Washington or Miami
$59k-$90k/yrOnsiteFull Time
McDermott Will & Schulte: Global law firm providing legal and transactional advisory services.
Bachelor's degree required. Proficiency with Microsoft Office, experience with electronic billing systems preferred. Strong communication, analytical, client service, organizational skills and attention to detail.
Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Aderant Expert, Rate Hierarchy
Regional Client Partnership Specialist, Educational Services - Boston
Boston, Massachusetts, United States
$60k-$80k/yrFieldFull Time
Aya Healthcare: Provides healthcare staffing and workforce management software solutions.
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.
ABCorp: Produces secure payment cards and provides additive manufacturing solutions.
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.
Boston or Plano or St. Petersburg or St. Louis or Atlanta or Morristown or Hyderabad
$19-$24/hrHybridFull Time
Zelis: Providing healthcare payment and claims cost management solutions.
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
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
Bachelor's degree or equivalent, experience in financial services client service or operations, strong communication, multitasking, knowledge of banking/deposits/loans/KYC/AML preferred.
Paul Hastings: International law firm providing legal and regulatory consulting services.
4+ YOERequires at least 4 years of experience, advanced English and Microsoft Office proficiency, document management expertise, billing knowledge, and strong organization and communication skills. Litigation and notary experience preferred.
Intapp Time, Chrome River, iManage, Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint
State StreetNYSE: STT: Provides investment servicing and management to institutional investors.
5+ YOE5+ years financial services experience, bachelor’s in business/finance or equivalent, strong client service, change management, SDLC knowledge, and stakeholder communication skills.
JIRA, Appian, Power BI, MYSS, Visio, Microsoft Excel, Microsoft PowerPoint