Client Service Analyst
7 days ago
Client Service Analyst Location:Boston, MA Compensation: $24 per hour (Temp to Perm) Work Authorization: This role requires passing a drug test, including testing for marijuana. Job Overview: KBW has partnered with a highly regarded financial services firm seeking a Client Service Analyst. In this role, you will oversee and service assigned client relationships by addressing their needs, managing inquiries, and collaborating with internal teams to ensure client satisfaction. The position focuses on Fund Accounting, Administration, and Custody disciplines, requiring excellent communication skills, attention to detail, and a client-centric approach. Responsibilities: Client Service Management Manage and resolve day-to-day client inquiries promptly while maintaining regular client communication. Proactively identify and share client insights with peers and management to improve services and address recurring issues. Serve as the primary contact for client escalations, sharing updates with internal teams for seamless resolution. Operational Support Work closely with internal departments to fulfill client requests and resolve issues. Analyze inquiry trends, provide automated solutions, and deliver training to clients to improve efficiency. Prepare agendas and meeting minutes, and coordinate follow-ups with internal and client teams. Technology Utilization Use internal systems and tools to manage client inquiries efficiently. Train clients on technology platforms to reduce manual processes and enhance their experience. Relationship Building Build strong relationships with clients and internal teams to foster collaboration and trust. Regularly meet with clients to review pending items and ensure satisfaction. Risk & Compliance Adhere to all company policies, ensuring the privacy and security of client information. Monitor and escalate potential risks, ensuring all communications are accurate and compliant. Qualifications: Bachelors degree or equivalent. Strong verbal and written communication skills. Proficient in Microsoft Office Suite. Excellent analytical and problem-solving skills. Adaptable to new technologies and systems. Strong attention to detail and organizational skills. Why Join? This is an excellent opportunity to gain hands-on experience in client service within a leading financial services environment. The role offers the potential for a permanent position with competitive benefits and opportunities for professional growth. KBW789 MONKBW LI-WC1
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Client Service Coordinator
7 months ago
Newton, United States Banfield Full timeClient Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and...
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Client Service Specialist
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Newton, Massachusetts, United States SDL Search Partners Full timeAbout the Job: Client Service SpecialistWe are seeking a skilled Client Service Specialist to join our team at SDL Search Partners. As a key member of our Wealth Advisory group, you will work closely with clients to provide exceptional service and support.Key Responsibilities:Provide financial planning and cash flow management services to clients.Maintain...
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Client Service Associate
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Newton, United States The Colony Group Full timeSeeking 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....
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Client Service Associate
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Client Services Representative
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Client Relationship Specialist
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Client Relationship Manager
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Newton, Massachusetts, United States The Colony Group Full timeThe Colony Group is a premier financial advisory company that offers a unique opportunity for individuals to make a meaningful impact in their careers. As a Client Service Associate, you will play a vital role in supporting our financial counseling team and contributing to the success of our high-net-worth and ultra-high-net-worth private and institutional...
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Client Relationship Specialist
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Client Engagement Specialist
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IT Service Desk Lead
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Enterprise Health Information Systems Analyst
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Epic Systems Analyst II
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Luxury Client Advisor
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Client Marketing Associate-Hybrid
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Programmer Analyst III
1 month ago
Newton, United States Atrius Health Full timeAtrius Health, an innovative healthcare leader, delivers an effective system of connected care for more than 690,000 adult and pediatric patients at 30 medical practice locations in eastern Massachusetts. Atrius Health’s 645 physicians and primary care providers, along with 420 additional clinicians, work in close collaboration with hospital partners,...
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Programmer Analyst III
1 month ago
Newton, United States Atrius Health Full timeAtrius Health, an innovative healthcare leader, delivers an effective system of connected care for more than 690,000 adult and pediatric patients at 30 medical practice locations in eastern Massachusetts. Atrius Health’s 645 physicians and primary care providers, along with 420 additional clinicians, work in close collaboration with hospital partners,...
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Senior Provider Compensation Analyst
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Travel Pharmacist
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Client Advisor, EA Bloomingdale's Chestnut Hill
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