Current jobs related to Client Service Specialist - Needham - Alera Group

  • Client Service Representative

    1 week ago

    Needham, United States Johnson Brunetti Retirement & Investment Specialists Full time

    Client Service SpecialistAre you a customer-focused professional looking to build long-term relationships with clients and contribute to a dynamic wealth management firm? We're seeking a skilled Client Service Specialist to join our team at Johnson Brunetti Retirement & Investment Specialists in Needham, MA.Key Responsibilities:Provide exceptional client...

  • Client Service Specialist

    2 weeks ago

    Needham, United States Johnson Brunetti Retirement & Investment Specialists Full time

    Client Service Specialist 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...

  • Client Service Specialist

    1 week ago

    Needham, United States Johnson Brunetti Retirement & Investment Specialists Full time

    Client Service Specialist 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...

  • Client Service Specialist

    1 week ago

    Needham Heights, United States Johnson Brunetti Full time

    Client Service Specialist 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...

  • Client Relationship Specialist

    2 weeks ago

    Needham, United States FULGENT THERAPEUTICS LLC Full time

    Job DetailsLevel Experienced Job Location IDX Needham MA Site - NEEDHAM, MA Position Type Full Time Education Level 2 Year Degree Job Category Customer Service DescriptionAbout UsInform Diagnostics, a Fulgent Genetics Company, is a nationally recognized diagnostics laboratory focused on anatomic pathology subspecialties including gastrointestinal pathology,...

  • Client Services Administrative Associate

    4 weeks ago

    Needham, Massachusetts, United States First Help Financial Full time

    Job OverviewFirst Help Financial (FHF) stands as one of the rapidly expanding firms in the United States, dedicated to assisting first-time car buyers through adaptable financing solutions and multilingual support. Our core mission is to empower underserved consumers by providing access to financing and guiding them towards informed financial choices. With...

  • Analytical Client Services Specialist

    4 weeks ago

    Needham, United States Intex Solutions Full time

    Are you ready to elevate your career? Join Intex Solutions, a leader in providing innovative software solutions for financial institutions, where you will engage with a team dedicated to excellence in structured finance analysis. Experience a vibrant and collaborative workplace that fosters growth and creativity. Key Responsibilities: Deliver exceptional...

  • Client Relationship Specialist

    2 weeks ago

    Needham, United States FULGENT THERAPEUTICS LLC Full time

    About the RoleThe Client Relationship Specialist plays a vital role in ensuring a positive client experience for FULGENT THERAPEUTICS LLC's clients. This position requires strong communication and problem-solving skills to resolve client issues and provide exceptional support.Key ResponsibilitiesClient Support: Provide direct support to clients within an...

  • Client Support Specialist

    4 weeks ago

    Needham, United States Resource Innovations Full time

    Resource Innovations is in search of dedicated Customer Service / Data Entry Specialists to deliver processing and client support for various customers nationwide. If you are passionate about addressing climate change and wish to contribute to its mitigation, then joining the Resource Innovations Business Processing team is an excellent opportunity for you....

  • Client Relationship Specialist

    2 weeks ago

    Needham Heights, United States Fulgent Genetics Full time

    Job Details Level: Experienced Job Location: IDX Needham MA Site - NEEDHAM, MA Position Type: Full Time Education Level: 2 Year Degree Job Category: Customer Service Description About Us Inform Diagnostics, a Fulgent Genetics Company, is a nationally recognized diagnostics laboratory focused on anatomic pathology subspecialties including gastrointestinal...

  • Financial Services Associate

    2 days ago

    Needham, United States Johnson Brunetti Retirement & Investment Specialists Full time

    Associate Financial AdvisorAre you a motivated and customer-focused individual looking to grow with a successful team? We are seeking an Associate Financial Advisor to join our team at Johnson Brunetti Retirement & Investment Specialists.This role will involve assisting with new client onboarding, conducting review meetings with existing clients, and working...

  • Travel LPN Position

    2 weeks ago

    Needham, Massachusetts, United States HealthEcareers - Client Full time

    Job DetailsJob Title: Travel LPNJob Type: Travel HealthcareLocation: NationwideDuration: 13 weeksShift: 8 hours, daysHours per Week: 40Employment Type: TravelAbout the JobHealthEcareers - Client is seeking a skilled LPN to fill a travel position in a clinic setting. As a travel LPN, you will have the opportunity to work in various locations across the...

  • Travel Nurse RN Position

    6 days ago

    Needham, Massachusetts, United States HealthEcareers - Client Full time

    Job Title: Home Health RN Travel NurseJackson Nurse Professionals is seeking a skilled Home Health RN to fill a travel nursing position in Needham Heights, Massachusetts.Job Details:Specialty: Home HealthDiscipline: RNDuration: 13 weeks40 hours per weekShift: 8 hours, daysEmployment Type: TravelPerks: Day 1 medical and Immediate pay options available As a...

  • Card Service Specialist III

    2 days ago

    Needham, Massachusetts, United States Needham Bank Full time

    Job Title: Card Service Specialist IIIAt Needham Bank, we are seeking a highly skilled Card Service Specialist III to join our team. This role will be responsible for processing incoming ATM and Mastercard Debit disputes and fraud claims in compliance with Regulation E, Mastercard, and/or PIN networks requirements.Key Responsibilities:Review and respond to...

  • Card Service Specialist III

    1 week ago

    Needham, Massachusetts, United States Needham Bank Full time

    Job Title: Card Service Specialist IIINeedham Bank is seeking a highly skilled Card Service Specialist III to join our team. As a key member of our Card Services department, you will be responsible for processing incoming ATM and Mastercard Debit disputes and fraud claims in compliance with Regulation E, Mastercard and/or PIN networks requirements.Key...

  • Veterinary Care Specialist

    5 days ago

    Needham, Massachusetts, United States Veterinary Practice Partners Full time

    About the RoleWe are seeking a dedicated and compassionate Veterinary Care Specialist to join our team at Highland Animal Hospital. As a key member of our veterinary team, you will provide high-quality medical, surgical, and dental care to a diverse range of animal patients.Key ResponsibilitiesProvide comprehensive medical and surgical care to animals,...

  • Client Success Associate

    3 weeks ago

    Needham, United States CustomGPT Full time

    Client Success AssociateIn the rapidly evolving landscape of artificial intelligence, CustomGPT stands out as a pioneering force, recognized among the "Top 10 Emerging Leaders in Generative AI" by GAI Insights. We are a dynamic startup that thrives on innovation and collaboration, seeking individuals who are eager to contribute to our mission of transforming...

  • Case Design Specialist

    4 months ago

    Needham, United States First American Insurance Underwriters Full time

    Summary: First American Insurance Underwriters is growing and we are hiring a Case Design Specialist/Internal Wholesaler to our team. FAIU helps financial advisors design and implement the most appropriate insurance solutions for their clients. We specialize in Life Insurance, Long-Term Care, Disability Income, and Annuities solutions for personal and...

  • Culinary Specialist

    4 weeks ago

    Needham, Massachusetts, United States Aerotek Full time

    Job DescriptionPosition Title: Culinary SpecialistBecome a vital member of our culinary team as a Culinary Specialist, where your primary responsibility will be to craft exceptional dishes in a lively dining environment. You will be tasked with preparing meals according to a systematic order collection process, ensuring cleanliness in the kitchen after meal...

  • Client Success Associate

    3 weeks ago

    Needham, United States CustomGPT Full time

    Client Success AssociateIn the rapidly evolving landscape of artificial intelligence, CustomGPT stands out as a transformative force. Recognized among the "Top 10 Emerging Leaders in Generative AI" by GAI Insights, we are an innovative startup committed to delivering exceptional AI solutions. We are seeking a dedicated Client Success Associate to enhance our...

Client Service Specialist

4 months ago

Needham, United States Alera Group Full time
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.