Client Service Associate
4 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 Liaison
1 week ago
Andover, Massachusetts, United States The Colony Group Full timeThe Colony Group: A Premier Financial Advisory Firm">We are seeking a highly skilled Client Service Associate to join our team at The Colony Group, a leading financial advisory firm dedicated to delivering exceptional service to our high-net-worth and ultra-high-net-worth private and institutional clients.
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Client Service Representative
3 months 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
2 months 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 Coordinator
1 month ago
Andover, Massachusetts, United States Lawrence General Hospital Full time**About the Role:**We are seeking a skilled Client Service Coordinator to join our team at Lawrence General Hospital. As a Client Service Coordinator, you will play a vital role in ensuring the smooth operation of our outpatient rehabilitation clinic.**Key Responsibilities:**Coordinate daily activities and implement office workflow to optimize patient...
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Client Service Rep I
7 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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Licensed Insurance Client Service Specialist
2 weeks ago
Andover, Minnesota, United States Marci Hawkins - American Family Insurance Full timeCareer OpportunityWe're seeking a highly skilled customer service professional to join our dynamic team! As a Licensed Insurance Client Service Specialist, you'll have the opportunity to make a meaningful impact on our customers' lives by providing personalized support and guidance throughout their insurance journey.
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Personal Lines Account Executive
2 weeks ago
Andover, Massachusetts, United States AssuredPartners Full timeJob DescriptionWe are seeking a highly motivated and experienced individual to join our Private Client Group as a Personal Lines Account Executive. This role involves coordinating the renewal process, organizing client review meetings, and negotiating renewals with carrier partners.You will work closely with other members of the Private Client Group to...
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Service Technician 2 Role
3 weeks ago
Andover, Minnesota, United States Hobart Service Full timeOverview of Service Technician RoleHobart Service is the leading provider of food equipment service nationwide, with more than 125 locations and 1,500 factory-trained service technicians across the US and Canada.We are a dedicated service partner that is just a phone call away, providing reliable service and expert technicians you can trust to help keep your...
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Rural Carrier Associate Specialist
3 weeks ago
Andover, Minnesota, United States US Postal Service Full time**Job Overview**The US Postal Service is seeking a highly motivated and detail-oriented Rural Carrier Associate to join our team. As a Rural Carrier Associate, you will be responsible for delivering mail along a prescribed rural route using a vehicle.Main Responsibilities:Deliver mail to customers along a prescribed route and on a regular schedule by a...
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US Postal Service Delivery Specialist
3 weeks ago
Andover, Minnesota, United States US Postal Service Full timeAbout the JobThe US Postal Service is seeking a Rural Carrier Associate to join their team. As a Rural Carrier Associate, you will be responsible for delivering mail to customers along a designated rural route. This is a great opportunity for someone who enjoys working outdoors and interacting with people.Key ResponsibilitiesDeliver mail to customers along a...
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Insurance Client Advocate
2 weeks ago
Andover, Minnesota, United States Marci Hawkins - American Family Insurance Full timeJob SummaryWe are seeking a highly motivated and results-driven individual to join our team as an Insurance Customer Service Representative. This is a challenging yet rewarding position that requires a passion for helping others protect their assets and achieve financial security. The estimated salary for this position is $75,000 - $100,000 per year . As an...
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AT&T Account Associate
4 weeks ago
Andover, United States Cerulean Consulting Inc. Full timeWe are thriving as a business consulting and sales firm within the local area. Our forward-thinking marketing strategies and innovative sales tactics are what attract our reputable clients to us. Now that our clients are expanding, we are looking for entry-level candidates to join our marketing and sales team as an AT&T Account Associate! Our primary goal is...
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Client Onboarding Specialist
3 months 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
3 months 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 Service Representative I
2 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, appointment scheduling and reminder calls, and patient concerns. The ideal candidate will be caring, compassionate...
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Client Service Representative I
2 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, appointment scheduling and reminder calls, and patient concerns. The ideal candidate will be caring, compassionate...
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USPS Rural Carrier Associate Position
3 weeks ago
Andover, Minnesota, United States US Postal Service Full timeAbout the JobWe are seeking a highly motivated and organized individual to fill the role of Rural Carrier Associate. In this position, you will be responsible for:Delivering mail and packages to residents along a designated rural routeProviding customers with a variety of services, including package delivery and money collectionLoading and unloading mail...
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Customer Service Associate
1 week ago
Andover, Massachusetts, United States Bill DeLuca Chevrolet Cadillac, Inc. Full timeWe are immediately seeking a Customer Service Associate to join our team at Bill DeLuca Chevrolet Cadillac, Inc. Our company, a family-owned and operated business in its third generation, has been serving the Merrimack Valley for over 60 years. We pride ourselves on treating our customers like members of our family every time they visit us.About the Job:This...
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Client Experience Coordinator
2 weeks ago
Andover, Minnesota, United States Shaka Spirit Incorporated dba Andover Fit Body Boot Camp Full timeAbout the RoleThe Client Experience Coordinator will be responsible for delivering outstanding customer service, managing day-to-day operations, and supporting our clients' needs. This is an excellent opportunity for someone who is passionate about fitness, enjoys working in a fast-paced environment, and is committed to excellence.
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Part-time Client Services Representative
3 weeks ago
North Andover, Massachusetts, United States Fyzical Full timeAbout the RoleWe are accepting resumes for a part-time Client Care Specialist position, working Monday to Wednesday, 8:30 AM to 5:00 PM. The ideal candidate will be highly motivated, personable, and enthusiastic in client and team interactions.Key ResponsibilitiesPhone servicesClient registrationSchedulingPayment collectionRequirementsThe successful...