Client Account Representative
4 weeks ago
Job Posting: Client Account Representative (2 Openings, Temp-to-Perm) Locations: Beverly, MA Salary: $24-$26/hr We’re looking for two Client Account Representatives to serve as primary contacts for approximately 150 assigned client accounts, addressing customer service issues, questions, and concerns. This role requires proficiency in Excel, with candidates needing a score of at least 65% on an Excel assessment. The position is 100% in-office, Monday through Friday, 9-5 (flexible for childcare drop-offs/pick-ups), and will start on a temp-to-perm basis to ensure the right long-term fit. Highlights: Hourly Rate: $24-$26/hr Schedule: Full-time, M-F, 9-5 Location: In-office (Beverly, MA headquarters) Required: Background check (can start pending results) Key Responsibilities Serve as the main contact for assigned client accounts, handling inquiries, and fostering strong client relationships. Collaborate with clients, advisors, and accountants to build effective partnerships. Collect, review, and reconcile client assets and census data for accuracy. Coordinate with recordkeepers, payroll companies, and advisors to gather year-end data. Handle trust accounting, annual compliance testing, government reporting, and administration of Defined Contribution and Defined Benefit plans. Prepare and file Forms 5500, extensions, and related schedules. Assist with special projects and perform additional tasks as needed. Qualifications Bachelor’s degree preferred. Background in a professional setting; career pivots are welcome (we’ve placed former teachers and hospitality professionals). Proficiency in Excel (including formulas), Word, and Outlook. Strong written and verbal communication skills. Strong ability in reconciliations, finance, or accounting. Ability to prioritize, manage tasks, and meet deadlines. If you’re detail-oriented, team-driven, and passionate about client success, we encourage you to apply If you or someone in your network is interested, please send your resume to Camie McDonnell at cmcdonnell@naglergroup.com TNG123 *MONTNG* #LI-CM1
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Client Services Representative
1 month ago
Beverly Hills, California, United States CalPrivate Bank Full timeJob Title: Client Services SpecialistAt CalPrivate Bank, we are seeking a highly skilled and customer-focused Client Services Specialist to join our team.Job Summary:The Client Services Specialist will be responsible for interviewing and determining customers' banking needs, selecting accounts and services that meet their requirements, and accurately opening...
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Client Services Specialist
2 weeks ago
beverly, United States CalPrivate Bank Full timeCalPrivate Bank is an equal opportunity employer, committed to diversity, equity & inclusion.Job Title: Client Services Specialist Department: OperationsReports To: Client Services ManagerFLSA Status: Non-ExemptJob Summary:Interviews and determines customer’s banking needs. Aides in selecting accounts and services best suited for the customer’s...
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Client Service Representative
2 months ago
Beverly Hills, United States Christian Dior FR Full timeJob Description: Client Service Representative Job purpose: Working with the Boutique Management, the Client Service Representative is responsible for the day-to-day management of the Client Service functions of the Boutique. Responsibilities include coordinating the POS System, Aftersales, Phone Communication, Cash Integrity, Inventory Control, Loss...
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Client Service Representative
2 weeks ago
Beverly Hills, United States Christian Dior FR Full timeJob Description: Client Service Representative Reports to: Boutique Manager / Operations Manager Job purpose: Working with the Boutique Management, the Client Service Representative is responsible for the day-to-day management of the Client Service functions of the Boutique. Responsibilities include coordinating the POS System, Aftersales, Phone...
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Client Support Specialist
4 weeks ago
Beverly, United States Nagler Group Full timeClient Support Specialist Our client, headquartered in Beverly, MA, is a growing, full-service consulting firm that specializes in third-party retirement plans for small to mid-size businesses. The firm provides expert services in plan design, administration, compliance, and consulting for their clients. Status: Full-time, Contract-to-hire Hours: Monday...
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Client Services Specialist
2 weeks ago
Beverly Hills, United States CalPrivate Bank Full timeCalPrivate Bank is an equal opportunity employer, committed to diversity, equity & inclusion. Job Title: Client Services Specialist Department: Operations Reports To: Client Services Manager FLSA Status: Non-Exempt Job Summary: Interviews and determines customers banking needs. Aides in selecting accounts and services best suited for the customers...
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beverly, United States CalPrivate Bank Full timeCalPrivate Bank is an equal opportunity employer, committed to diversity, equity & inclusion.Job Title: Client Services Specialist Department: OperationsReports To: Client Services ManagerFLSA Status: Non-ExemptJob Summary:Interviews and determines customer’s banking needs. Aides in selecting accounts and services best suited for the customer’s...
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Client Services Specialist
2 weeks ago
Beverly Hills, United States CalPrivate Bank Full timeCalPrivate Bank is an equal opportunity employer, committed to diversity, equity & inclusion.Job Title: Client Services Specialist Department: OperationsReports To: Client Services ManagerFLSA Status: Non-ExemptJob Summary:Interviews and determines customer’s banking needs. Aides in selecting accounts and services best suited for the customer’s...
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Client Services Specialist
2 weeks ago
Beverly Hills, United States CalPrivate Bank Full timeCalPrivate Bank is an equal opportunity employer, committed to diversity, equity & inclusion.Job Title: Client Services Specialist Department: OperationsReports To: Client Services ManagerFLSA Status: Non-ExemptJob Summary:Interviews and determines customer’s banking needs. Aides in selecting accounts and services best suited for the customer’s...
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Customer Service Representative
4 months ago
Beverly, United States Technipower Full timeJob Description I have client located in the Beverly area that has an opportunity for a Customer Service Representative. If you or any of your colleagues are interested in discussing this role, please click Apply Now. In this role, you will be working as a Customer Service Representative for a client that works in the manufacturing industry. This position...
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Gucci Client Advisor
1 month ago
Beverly Hills, California, United States Gucci America Inc. Full timeJob SummaryThe Gucci Client Advisor is a key role within our team, responsible for delivering exceptional client service and driving sales growth. As a representative of the Gucci brand, you will be expected to provide a personalized and luxurious experience for our clients, while also meeting individual and store sales goals.Key Responsibilities•...
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Arborist Sales Representative
6 months ago
Beverly, United States Bartlett Tree Experts Full timeOverview If you enjoy working outdoors in a professional and safe environment, consider a career with Bartlett Tree Experts! At Bartlett, we value a strong culture of excellence in safety, scientific research, lifelong learning, and career development. Bartlett Tree Experts is currently seeking a full-time Arborist Representative to join our...
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Seasonal Client Advisor
3 weeks ago
Beverly Hills, United States Tod's Full timeTOD'S, a premier international luxury brand, has an excellent opportunity for a dynamic, customer service driven Seasonal Client Advisor who has a passion for fashion, for our Beverly Hills Store. The Client Advisor is one of the most important assets for the brand, generating sales and profits for the company. The position requires a diversified mix of...
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Account Manager
1 week ago
Beverly Hills, United States Hilti North America Full timeJob reference: WD-0031585 Account Manager Waco What's the role? Our Account Managers serve as the go-to contact for our customers, embodying our purpose to make construction better by being their partner for productivity, safety, and sustainability. You will manage your own portfolio of customer accounts and be given ownership to build a work schedule that...
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Client Advisor
3 months ago
Beverly Hills, United States Fendi Italia Srl Full timeClient Advisor - Beverly Hills, CA - Neiman Marcus Reference: FEND03630 Job title: Client Advisor - Beverly Hills, CA - Neiman Marcus As a Fendi Client Advisor, you will be accountable for providing outstanding customer service and for exceeding assigned sales goals. By building meaningful relationships with your clients, you will become an expert on their...
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Seasonal Client Advisor
4 weeks ago
Beverly Hills, United States TOD'S Full timeTOD'S, a premier international luxury brand, has an excellent opportunity for a dynamic, customer service driven Seasonal Client Advisor who has a passion for fashion, for our Beverly Hills Store.The Client Advisor is one of the most important assets for the brand, generating sales and profits for the company. The position requires a diversified mix of...
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Part-Time Accounts Receivable Specialist
2 months ago
Beverly, United States MP Full timeWe are a seven-year running Inc. 5000 fastest growing private company in the HCM mid-market space. We focus on empowering middle market employers to attract and retain top talent by providing our clients with strong HCM software, HR consulting services and Recruiting assistance that fits the needs of their business. We are an organization that celebrates...
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Client Services Intern
4 weeks ago
Beverly, United States Carrier Full timeCountry: United States of AmericaLocation: CAM60: Sensitech, Inc 800 Cummings Center, Beverly, MA, 01915 USASensitech’s Life SciencesIndustry Solutions Consultant plays a crucial role within our global sales team. Collaborating closely with Account Managers, this role involves a deep understanding of our clients' unique needs. Leveraging Sensitech's...
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Insurance Sales Representative
1 month ago
Beverly Hills, California, United States The Baldini Agency Full timeJob DescriptionWe are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at The Baldini Agency. As an Insurance Sales Representative, you will be responsible for selling insurance policies and other financial services to meet the needs of our clients.Key Responsibilities:Client Consultation: Meet with potential...
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beverly, United States TheCRM Corporation Full timeJob Title: Account ManagerLocation: This position is not remote and requires working from our Los Angeles office in Beverly Hills.About the Company:We are an innovative AI tech CRM firm specializing in the auto/RV dealership industry. Our team is dedicated to enhancing customer experiences through cutting-edge technology and data-driven insights. We are...