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Crane Worldwide Logistics
Mansfield, MA, United States
ESSENTIAL JOB FUNCTIONS Responds to orders, general client inquiries, invoice questions and client complaints. Resolves issues with orders, delivery dates or service. Resolves the client's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting corrections or adjustment; followin
Job Source: Crane Worldwide LogisticsCFA Institute
Boston, MA, United States
Position Type: Your opportunity Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation, and has over $320 billion under management in mutual funds, ETFs and SMA's. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money
Job Source: CFA InstituteMeditech
Foxboro, MA, United States
Clinical applications: The largest focus for healthcare professionals is patient care. In this role, you will have the opportunity to assist these individuals with issues relating to the enterprise health record - so they can be there for those who need them most. Financial applications: Here, you can use your skills to work with customers in an ef
Job Source: MeditechLexitas
Boston, MA, United States
44 School St, Boston, MA 02108, USA Req #125 Wednesday, June 5, 2024 SUMMARY: The Client Services Specialist is responsible for providing services tailored to our clients’ business needs, such as producing estimates, orders, and explaining options and additional services. This position is also responsible for providing general account maintenance.
Job Source: LexitasBlank Label
Boston, MA, United States
Who is Blank Label? Blank Label is an award-winning custom menswear brand with the mission of making custom the new standard for every male shopper - taking guys from ill-fitting work and casual wear to being a guy people would stop on the street just to compliment them on an outfit. We were founded in 2010 as an online custom shirt maker, and si
Job Source: Blank LabelCCG Business Solutions, LLC
Boston, MA, United States
Company Description CCG Talent Management is a business solutions company. We provide business consulting and talent placement services. Our team understands the principles of connecting purpose to business and career placement. The Talent Management Division is currently seeking a Client Service Specialist. Job Description We have an opening fo
Job Source: CCG Business Solutions, LLCLexitas
Boston, MA, United States
SUMMARY: The Client Services Specialist is responsible for providing services tailored to our clients' business needs, such as producing estimates, orders, and explaining options and additional services. This position is also responsible for providing general account maintenance. The Client Services Specialist requires a high level of interaction
Job Source: LexitasGlobal Partners
Waltham, MA, United States
We're hiring a Client Services Support Specialist that is part of the Global Client Service Support Team, reporting to the Service Desk Manager. The Specialist will work closely with IT management and Network Engineering to help resolve issues and problems reported by Global's end user community. You will be responsible for the timely resolution
Job Source: Global PartnersNeedham, MA, United States
Are you looking for an opportunity to utilize superior client service skills and work one-on-one
with clients daily? Are you driven, self-motivated and customer-focused? If you enjoy
developing long-term relationships, constantly challenging yourself, and providing superior
client support, then we would like to talk to you! Our dynamic, fast-paced wealth management
firm in Needham, MA is looking to expand our team. We have the tools and resources to help
you build a great future while sharing your expertise!
This Client Service Specialist will be expected to have consistent follow-through with all efforts,
build relationships with prospects and clients, and help prepare the Advisor for client
appointments. Other daily, weekly, and/or monthly tasks may include:
• Receive incoming client service calls in a friendly manner
• Complete each service request and resolve client issues
• Input notes into CRM and keep updated records
• Coordinate and follow up on each client transfer
• Review application prior to submission
• Prepare client review summary for upcoming appointments
• Assist with New Business processing
• A team player that must be flexible, enthusiastic and possess an energetic personality
• Financial Industry experience
• College Degree preferred
• 2 + years working alongside a Financial Advisor in a fast-paced office environment
• Insurance licensed preferred
• Experience with MS Office Suite and the ability to learn new software quickly
• Strong organizational skills
• Excellent communication both written and verbal
We're an equal opportunity employer . All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
Email Alert for Client Service Specialist jobs in Needham, MA, United States
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