Client Services
2 weeks ago
Direct message the job poster from Pri-MedPri-Med is looking for a Client Services & Sales Specialist to join our team In this role, you’ll manage the entire project lifecycle for our Pri-Med Academy online education product. From lead generation and onboarding to implementation and post-program reporting, you’ll play a key role in ensuring client success and supporting sales initiatives. This role will involve establishing connections with clients, handling multiple projects concurrently, and working collaboratively in a dynamic, team-based setting.This is an exciting opportunity to be part of a new product launch, with continued growth, opportunity, and challenges. We’re looking for someone who thrives in a fast-paced, collaborative environment and brings a meticulous approach to project management.Client Services Responsibilities:Lead onboarding meetings and communications with new clients to understand Pri-Med Academy’s offerings including content available and overall learning management system (LMS)Be the go-to expert for our learning management systemBuild and maintain strong, long-lasting client relationships through proactive communication and regular check-insRespond to client inquiries, concerns, and requests promptly and professionallyCoordinate with Clinical and Accreditation teams to stay up to date on content availability and expirationBecome the project matter expert on product offerings and specsAct as the bridge between clients and internal teams, ensuring effective communication and alignment on client objectivesManage client onboarding process for new accounts and ensure seamless client experienceAssist the sales team in identifying and researching potential prospects through research and company tools/analyticsMonitor client satisfaction and identify upselling and cross-selling opportunities within existing client baseContribute to the development of sales materials by integrating customer feedback and insights gathered through voice-of-the-customer initiativesAdditional Responsibilities:Own the content library for Pri-Med AcademyCollaborate with Digital team to ensure content edits have been executedSuccess Metrics:High client retention and satisfaction scores.Growth in upsell and cross-sell revenue.Timely and effective responses to client inquiries.Requirements:Bachelor’s degree with two to three years of project management experienceSelf-motivated with strong initiative and accountabilityResilient and persistent in face of rejection or challengesDetail-oriented with strong analytical and problem-solving skillsAbility to work independently while contributing to team goalsProfessional demeanor with high emotional intelligenceAdaptable and comfortable in fast-paced environmentWillingness to travel domestically 2-5 times annually; some weekend travel requiredWe promote work/life balance by offering flexible work schedules, Summer Fridays, Winter Vacation, and paid parental leaveBoston-based applicants: Flexible work-from-home schedule, with in-person office days on Tuesdays and Thursdays.Health benefits: medical, dental & vision, plus a wellness program allowing employees to earn up to $1,100 per calendar year to offset cost of insurance401k with generous company match.Flexible spending accounts, commuter benefits, pet insurance, disability & life insurance. #J-18808-Ljbffr
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Client Service Representative
4 weeks ago
Boston, United States Phaxis Full timePay up to $24/hr Job Description: Working under direct supervision, as a Client Service Representative, you will be responsible for servicing and maintaining oversight of assigned client relationships by understanding your clients and their needs. The individual focuses on the Fund Accounting, Administration and Custody disciplines and the applicable product...
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Client Service Representative
4 weeks ago
Boston, United States Phaxis Full timePay up to $24/hr Job Description: Working under direct supervision, as a Client Service Representative, you will be responsible for servicing and maintaining oversight of assigned client relationships by understanding your clients and their needs. The individual focuses on the Fund Accounting, Administration and Custody disciplines and the applicable product...
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Client Service Specialist
2 weeks ago
Boston, United States Focus Financial Partners Inc. Full timeClient Service Specialist Focus Partners Wealth is seeking a Client Service Specialist in our Boston office. The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering solutions-oriented service to advisory teams and clients. This includes being...
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Client Service Specialist
2 weeks ago
Boston, United States Focus Financial Partners Full timeClient Service SpecialistFocus Partners Wealth is seeking a Client Service Specialist in our Boston office. The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering solutions-oriented service to advisory teams and clients. This includes being...
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Client Service Coordinator
4 weeks ago
Boston, United States Banfield Full timeOverview Client Service Coordinator - 004041 at Banfield Pet Hospital Responsibilities Drive the flow of clients and pets through the hospital, maximize the productivity of the veterinary medical team, ensure good communication with associates and clients, and coordinate the care of clients and pets in a friendly and efficient manner. Live and exemplify the...
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Client Services Lead
1 week ago
Boston, United States MiniLuxe Full timeAbout MiniLuxe Over the last decade, we have been reimagining and revolutionizing the world’s most used but least regulated beauty service: Nail Care. We celebrate self‑care as an everyday luxury for everyone, anywhere, at any time. We are becoming the world’s leading ethical and clean nail‑care brand with a diverse and empowered community of...
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Client Service Specialist
22 hours ago
Boston, United States Focus Partners Wealth Full timeOverview Focus Partners Wealth is seeking a Client Service Specialist in our Boston office. The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering solutions-oriented service to advisory teams and clients. This includes being the go-to,...
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Client Service Associate
1 week ago
Boston, United States SDL Search Partners Full timeOverview Established regional wealth management and investment services firm is looking to bring on a CSA to their team. The role is located in downtown Boston with a hybrid schedule. Ideal candidates will have 1+ years experience in wealth management or client support roles. Responsibilities Interact with firms' external clients and provide a high level of...
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Client Services Associate
4 days ago
Boston, United States Lead Advisor Full timeGet AI-powered advice on this job and more exclusive features. This range is provided by Lead Advisor. Your actual pay will be based on your skills and experience talk with your recruiter to learn more. Base pay range $75,000.00/yr - $85,000.00/yr Direct message the job poster from Lead Advisor Redefining Wealth Management Team Building Lead Advisor is a...
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Client Service Representative
1 day ago
Boston, Massachusetts, United States Brown Brothers Harriman Full timeAt BBH, Partnership is more than a form of ownership—it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to...
