Client Services Associate

Company DescriptionAtlantic Planning Group, LLC, located in Waltham, MA, has over two decades of experience in wealth management, offering custom-made financial plans and solutions for high net worth clients and business owners. Our approach provides clarity and knowledge for confident financial decision-making in today's dynamic landscape.Role...

Position Overview:The Client Services Associate plays a vital role in enhancing member satisfaction and achieving organizational objectives by recognizing and addressing members' financial needs.Key Responsibilities:Establish strong relationships with both new and existing members to identify their financial requirements and provide tailored...

LEAD-ADVISOR, LLC is a wealth management consulting and search firm. This role is for a client of ours. For other roles please visit: jobs.lead-advisor.com.A well-established insurance and financial planning firm is seeking a personable and organized client service associate who can interact with clients and has an eye for details. They are a boutique...

LEAD-ADVISOR, LLC is a wealth management consulting and search firm. This role is for a client of ours. For other roles please visit: jobs.lead-advisor.com.A well-established insurance and financial planning firm is seeking a personable and organized client service associate who can interact with clients and has an eye for details. They are a boutique...

Cambridge Computer is seeking driven, entry-level professionals who want a career, not a job. This well-rounded fast paced job is focused on helping our talented sales reps and technical engineers come together to design and implement IT solutions for clients across the US. This is an opportunity to break into the technology industry; learning the business...

Company OverviewSapphire Salon is a well-situated establishment that boasts a team of 12 talented stylists in need of a dedicated front desk professional. The atmosphere is vibrant, welcoming, and professional, making it an ideal workplace.Position OverviewThis part-time, on-site position for a Front Desk Coordinator at Sapphire Salon involves managing...

Job Title: Associate Customer Service Rep Job Duration: 3+ MonthsJob Location: RemoteJob Overview: Intelliswift is dedicated to providing exceptional support for our clients. As a key member of our Customer Service team, you will play a vital role in assisting families with their inquiries and ensuring the smooth delivery of our services. Our mission is to...

About Atlantic Planning Group, LLCA leading wealth management firm based in Waltham, MA, with over two decades of experience in providing custom-made financial plans and solutions for high net worth clients and business owners.Role OverviewThis is a full-time position as a Client Services Associate at Atlantic Planning Group, LLC. The successful candidate...

BAYDA Home Health Care has an immediate opening for a Client Services Coordinator in our Foxborough, MA Skilled Nursing Office. If you are looking for an exciting career opportunity in a growing industry, a Client Services Coordinator could be the position for you. This unique opportunity is a great career path for the right candidate eager for growth in...

Cambridge Computer is seeking driven, entry-level professionals who want a career , not a job. This well-rounded fast-paced job is focused on helping our talented sales reps and technical engineers come together to design and implement IT solutions for clients across the US. This is an opportunity to break into the technology industry; learning the business...

Position Overview:The Member Service Representative plays a crucial role in enhancing member satisfaction and achieving organizational objectives by understanding and addressing the financial needs of our members.Key Responsibilities:Build and nurture relationships with both new and existing members to identify their financial requirements.Provide...

Position Overview:The Member Service Representative plays a crucial role in enhancing member satisfaction and achieving the organizational objectives of Digital FCU. This position is dedicated to understanding and fulfilling the financial needs of our members while providing exceptional service.Key Responsibilities:Build and maintain strong relationships...

Client Relationship ManagerWe are seeking a highly skilled Client Relationship Manager to join our team at Beacon Pointe Advisors. As a Client Relationship Manager, you will be responsible for providing exceptional service to our high-net-worth clients, investment professionals, and other members of the service support team.Key Responsibilities:Act as the...

Client Relationship ManagerWe are seeking a highly skilled Client Relationship Manager to join our team at Beacon Pointe Advisors. As a Client Relationship Manager, you will be responsible for providing exceptional service to our high-net-worth clients, investment professionals, and other members of the service support team.Key Responsibilities:Act as the...

Job Title: Customer Service Associate Job Duration: 3+ MonthsJob Location: RemoteJob Description: Intelliswift is a leading provider of innovative solutions, dedicated to enhancing customer experiences. Our team plays a pivotal role in supporting families during significant moments, ensuring their needs are met with care and professionalism. Our Customer...

About Cambridge Computer Services, Inc.We are a leading provider of innovative IT solutions, dedicated to delivering exceptional results to our clients across the US. Our team is comprised of talented professionals who are passionate about technology and committed to excellence.Job SummaryWe are seeking a highly motivated and detail-oriented IT Solutions...

Job ID: 23-05160 Job Title: Associate Customer Service Rep Job Duration: 3+ Months Job Location: Waltham, MA Job Description: ViaCord, a Client Company, provides newborn stem cell preservation services for expectant families. Newborn stem cells are a valuable source of non-controversial stem cells; the building blocks of our blood and immune systems. The...

Job Title: Associate Customer Service Rep Job Duration: 3+ Months Job Location: Waltham, MA Job Description: ViaCord, a Client Company, provides newborn stem cell preservation services for expectant families. Newborn stem cells are a valuable source of non-controversial stem cells; the building blocks of our blood and immune systems. The value and...

Job SummaryKLR is a leading accounting firm in New England, seeking a highly skilled Tax Manager to lead our Private Client Services practice. As a trusted advisor, you will provide tax and consulting services to high net worth clients, managing and growing our local practice.Key ResponsibilitiesProvide technical planning and advising to clients, including...

Job SummaryKLR is a leading accounting firm in New England, seeking a highly skilled Tax Manager to lead our Private Client Services practice. As a trusted advisor, you will provide tax and consulting services to high net worth clients, managing and growing our local practice.Key ResponsibilitiesProvide technical planning and advising to clients, including...