Client Service Associate
2 months ago
Seeking the extraordinaryTM We invite you to explore career opportunities at The Colony Group, where we seek the extraordinary in all that we do.With roots going back to 1986, The Colony Group is driven by one overarching vision: to be the leading financial advisory company in the world for clients and team members who seek meaning and joy in their lives. In our highly collaborative culture, a focus on purpose, connection, lifelong learning, diversity and inclusion, sustainability, and leadership development is core to our collective success. We strive to attract, develop, and engage the best talent in the industry to provide top investment, wealth and business management, tax, and other financial advisory services to high-net-worth and ultra-high-net-worth private and institutional clients. Across our hybrid working environment, we put our people first and focus on developing exciting career paths, prioritizing the physical and mental wellness of our people and offering a culture where the needs of our employees and clients come first. We are united by our commitment to teamwork, collaboration, doing meaningful work, and having fun together, as well as fostering an environment where each person can thrive as part of a broader community.Join The Colony Group in making your everyday extraordinaryThe Colony Group seeks a motivated and qualified individual for the position of Client Service Associate. The individual selected for this opportunity will be distinguished in academic achievement, dedicated to client service, and have the highest ethical and professional standards of excellence. The Client Service Associate provides a high level and broad range of technical and client management support to a financial counseling team and assists in managing all aspects of a client relationship.Primary responsibilities for this position include:Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, client-specific requests at various custodians (e.g., check requests, distributions); and communicating with the company's custodians and initiating proactive follow-through on such action points;Assisting the compliance and the wealth management teams with internal compliance and external requirements necessary for new accounts and assets;Preparing and updating financial schedules and analyses, client presentations, and client meeting agendas;Drafting and processing correspondence to clients and communicating with clients by telephone and email;Assisting with the income tax return preparation process, e.g., scanning data, sending copies of returns to clients, etc. (location specific);Interacting with spreadsheet-driven reports for the wealth management team and the company's clients; andMaintaining electronic and physical records and files in an orderly fashion and updating client information into the company's databases;Prepare, generate, and deliver quarterly reports and assist with billing;Responsible for the daily cash and position reconciliations of clients' accounts, and the investigation and resolution of any resulting exception items;Retirement Plan Consulting Quarterly Reports;Assist people in the office with DocuSign lettersQualifications:A Bachelor's degree with a minimum of 3+ years administrative experience in financial or professional services, or an Associate's degree with 8+ years of relevant work experience;Familiarity with brokerage or registered investment advisory firm operations;Strong mathematical aptitude; superb written and verbal communication skills;Moderate understanding of investment products and investment operations is desired;Solid analytical skills and attention to detail and organization;Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology;Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills; andAbility to work in a fast-paced environment and to juggle multiple and competing tasks and demands;Experience with Tamarac*This is a Non-exempt $75-80KTCG made Investment News' highly selective list of the top 75 places to work for financial advisors: Best Places to Work | An InvestmentNews professional award (bestplacesforadvisers.com)
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Client Service Associate
3 weeks ago
Andover, Massachusetts, United States The Colony Group Full timeClient Service Associate Job DescriptionWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at The Colony Group. As a Client Service Associate, you will provide exceptional support to our financial counseling team, assisting with client relationships, account management, and technical support.Key...
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Client Service Associate
4 weeks ago
Andover, Massachusetts, United States The Colony Group Full timeAbout The Colony GroupThe Colony Group is a leading financial advisory company that seeks to make a meaningful impact in the lives of its clients and team members. With a rich history dating back to 1986, our company is driven by a vision to be the leading financial advisory company in the world for clients and team members who seek meaning and joy in their...
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Client Service Representative
4 weeks ago
Andover, United States Andover Animal Hospital Inc Full timeDescription Position at Andover Animal Hospital Client Service Representative Being a Client Service Representative (CSR) in a veterinary office takes a special kind of person who is able to deal with both humans and animals alike. As a CSR your primary responsibility is to be efficient in any and all front desk operations. A CSR is the client's first and...
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Client Service Representative
3 weeks ago
Andover, United States Andover Animal Hospital Inc Full timeDescriptionClient Service Representative Being a Client Service Representative (CSR) in a veterinary office takes a special kind of person who is able to deal with both humans and animals alike. As a CSR your primary responsibility is to be efficient in any and all front desk operations. A CSR is the client's first and last impression of Andover Animal...
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Client Service Representative I
6 months ago
Andover, United States Lawrence General Hospital Full timeThe Client Service Representative I coordinates the daily activities of the outpatient rehabilitation clinic by implementing office work flow and managing communication. The individual will be responsible for answering phones, greeting patients, appo Client Service, Representative, Service, Retail, Healthcare, Patient
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Client Service Rep I
5 months ago
Andover, United States Andover Bank Full timePOSTION SUMMARYThe Client Service Representative I is an entry level retail employee responsible for maintaining an accurate record of a cash drawer and understanding the basic functions of the banking center and customer service. Duties and responsibilities include the following:ESSENTIAL DUTIES AND RESPONSIBILITIESRegular onsite attendanceFlexible to work...
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Client Relations Specialist
3 weeks ago
Andover, Massachusetts, United States Cerulean Consulting Inc. Full timeJob DescriptionWe value our partnered clients and strive to create long-lasting business relationships through exceptional customer service. Our Client Relations Team is dedicated to providing personalized support and solutions to our clients' needs. If you are passionate about building relationships and providing excellent customer service, then this role...
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Andover, Minnesota, United States Ham Lake Veterinary Hospital Full timeJob Title: Client Service RepresentativeAt Ham Lake Veterinary Hospital, we are seeking a highly skilled and compassionate Client Service Representative to join our team. As a Client Service Representative, you will be responsible for providing exceptional customer service to our clients, ensuring that every interaction is positive and memorable.Key...
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Dining Services Associate
4 weeks ago
Andover, Massachusetts, United States Healthcare Services Group Full timeJob SummaryWe are seeking a skilled and dedicated Dining Services Associate to join our team at Healthcare Services Group. As a key member of our culinary team, you will be responsible for preparing and serving high-quality food to our residents and clients.Key Responsibilities:Prepare and serve food, including texture modified and therapeutic diets,...
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Client Service Rep I
5 months ago
Andover, United States Andover Bank Full timePOSTION SUMMARY The Client Service Representative I is an entry level retail employee responsible for maintaining an accurate record of a cash drawer and understanding the basic functions of the banking center and customer service. Duties and responsibilities include the following: ESSENTIAL DUTIES AND RESPONSIBILITIES Regular onsite attendance Flexible to...
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Client Service Representative
2 months ago
North Andover, United States Heartland Veterinary Partners LLC Full timePractice: Since the 1960s, we've been taking care of pets and their people in our local community. As a respected veterinary hospital, everything we do, from the careful design of our hospital to the selection of our staff, is done to ensure the comfort and well being of our patients and their owners. It is our goal to educate and involve clients in...
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Client Service Rep I
4 weeks ago
Andover, United States Andover Bank Full timeJob Type Full-timeDescriptionPOSTION SUMMARYThe Client Service Representative I is an entry level retail employee responsible for maintaining an accurate record of a cash drawer and understanding the basic functions of the banking center and customer service. Duties and responsibilities include the following:ESSENTIAL DUTIES AND RESPONSIBILITIESRegular...
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Rural Carrier Associate
4 weeks ago
Andover, New Hampshire, United States US Postal Service Full timeJob SummaryAs a Rural Carrier Associate with the US Postal Service, you will be responsible for delivering mail and packages to customers along a prescribed rural route. This role requires a strong work ethic, excellent communication skills, and the ability to work independently.Key Responsibilities:Deliver mail and packages to customers along a designated...
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Client Service Rep I
1 month ago
Andover, United States Andover Bank Full timeJob Type Full-time Description POSTION SUMMARY The Client Service Representative I is an entry level retail employee responsible for maintaining an accurate record of a cash drawer and understanding the basic functions of the banking center and customer service. Duties and responsibilities include the following: ESSENTIAL DUTIES AND RESPONSIBILITIES Regular...
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National Client Solutions Manager
3 weeks ago
Andover, Massachusetts, United States Hispanic Technology Executive Council Full timeUnlock the potential of your career as a National Client Solutions Manager in our Financial Services team. We are seeking an experienced professional to join our dynamic team, responsible for delivering exceptional customer experiences and driving business growth. About Us: Hewlett Packard Enterprise is a global leader in edge-to-cloud technology, empowering...
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Client Onboarding Specialist
4 weeks ago
Andover, Massachusetts, United States Fanning Personnel Full timeJob Title: Client Onboarding SpecialistLocation: Andover, MAPosition Overview: Fanning Personnel is seeking a Client Onboarding Specialist to join their team. The role involves welcoming new clients, ensuring a smooth onboarding process by preparing business applications, obtaining necessary signatures, and coordinating with advisors and third parties. This...
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Client Onboarding Specialist
1 month ago
Andover, United States Fanning Personnel Full timeJob Title: Client Onboarding SpecialistLocation: Andover, MAPosition Overview: A growing wealth management firm is seeking a Client Onboarding Specialist to join their team. The role involves welcoming new clients, ensuring a smooth onboarding process by preparing business applications, obtaining necessary signatures, and coordinating with advisors and third...
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Client Onboarding Specialist
1 month ago
Andover, United States Fanning Personnel Full timeJob Title: Client Onboarding SpecialistLocation: Andover, MAPosition Overview: A growing wealth management firm is seeking a Client Onboarding Specialist to join their team. The role involves welcoming new clients, ensuring a smooth onboarding process by preparing business applications, obtaining necessary signatures, and coordinating with advisors and third...
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Tax Associate
3 weeks ago
Andover, Minnesota, United States H&R Block Full timeAbout the RoleWe are seeking a highly skilled Tax Associate to join our team at H&R Block. As a Tax Associate, you will be responsible for conducting tax interviews with clients, preparing complete and accurate tax returns, and generating business growth.Key ResponsibilitiesConduct tax interviews with clients face to face and through virtual toolsPrepare...
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Client Service Representative I
2 weeks ago
Andover, United States Lawrence General Hospital Full timeThe Client Service Representative I coordinates the daily activities of the outpatient rehabilitation clinic by implementing office work flow and managing communication. The individual will be responsible for answering phones, greeting patients, appointment scheduling and reminder calls, and patient concerns. The ideal candidate will be caring, compassionate...
