Client Service Associate
4 weeks ago
About the job Client Service Associate Client Service Associate Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group. This is a great role for anybody looking to launch their career in Wealth Management - this position provides the opportunity to learn and grow alongside some of the best in the business. If you have, or are looking to obtain your Series 7 / 66 licenses and kickstart your career in Wealth Management, please apply hereResponsibilities:Work directly with the clients on Financial Planning as well as cash flow planning for retirementAssist clients with their accounts, including maintenance and creation of new accountsManage and validate accounts transfersAssist with any distributions / checks / wire transfersAssist with file coordination for quarterly administrative and investment reviewsAd hoc projects when requiredQualifications:Series 7 / 63 / 66, SIE highly preferred1-3 years of experience in Wealth Management as either a CSA or comparable roleExperience with Word / Excel / PowerPointAbility to work in an entrepreneurial atmosphereAbility to communicate effectively and to establish relationships
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Client Service Representative
1 month ago
Newton, United States Banfield Pet Hospital Full timeThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes theproductivity of the veterinary medical team (in terms of numbers of clients and pets), ensures goodcommunication with associates and clients Client Service, Representative, Service, Hospital, Client, Animal Care, Retail
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Client Service Representative
2 weeks ago
Newton, United States Banfield Full timeThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes theproductivity of the veterinary medical team (in terms of numbers of clients and pets), ensures goodcommunication with associates and clients, and coordinates the care of clients and pets in a happy,welcoming, friendly and efficient manner,...
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Client Service Representative
2 weeks ago
Newton, United States Banfield Pet Hospital Full timeThe 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 pets in a happy, welcoming, friendly and efficient manner,...
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Client Service Representative
1 week ago
Newton, United States Banfield Full timeThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes theproductivity of the veterinary medical team (in terms of numbers of clients and pets), ensures goodcommunication with associates and clients, and coordinates the care of clients and pets in a happy,welcoming, friendly and efficient manner,...
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Client Service Coordinator
1 week 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 Manager
1 week ago
Newton, United States SpeedPro Full timeAt SpeedPro Imaging, we create visual experiences that change the world. How? We help businesses bring ideas to life by creating content that makes life more fun and marketing more impactful. We give our clients the power to truly engage their customers. We're the ones behind that fleet of trucks you see everywhere, and we're also the ones that design,...
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Client Service Manager
9 hours ago
Newton, United States SpeedPro Full timeAt SpeedPro Imaging, we create visual experiences that change the world. How? We help businesses bring ideas to life by creating content that makes life more fun and marketing more impactful. We give our clients the power to truly engage their customers. We're the ones behind that fleet of trucks you see everywhere, and we're also the ones that design,...
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Client Service Manager
1 week ago
Newton, United States SpeedPro Full timeAt SpeedPro Imaging, we create visual experiences that change the world. How? We help businesses bring ideas to life by creating content that makes life more fun and marketing more impactful. We give our clients the power to truly engage their customers. We're the ones behind that fleet of trucks you see everywhere, and we're also the ones that design,...
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Client Services Manager
2 weeks ago
Newton, United States MITTERA Full timeJob Type Full-timeDescriptionThe Client Service Manager serves as a liaison between our customers and the various areas of expertise across our company. They share customers' detailed requirements including design, print, bind, and mailing of projects with the various teams within Mittera who produce their jobs. In addition, the Client Service Manager...
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Client Services Manager
2 weeks ago
Newton, United States MITTERA Full timeJob Type Full-time Description The Client Service Manager serves as a liaison between our customers and the various areas of expertise across our company. They share customers' detailed requirements including design, print, bind, and mailing of projects with the various teams within Mittera who produce their jobs. In addition, the Client Service Manager...
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Client Services Manager
10 hours ago
Newton, United States MITTERA Full timeJob Type Full-time Description The Client Service Manager serves as a liaison between our customers and the various areas of expertise across our company. They share customers' detailed requirements including design, print, bind, and mailing of projects with the various teams within Mittera who produce their jobs. In addition, the Client Service Manager...
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Client Service Representative
2 months ago
Newton, United States Ascensus Full timePosition Purpose: The Client Service Representative is responsible for processing financial transactions and customer requests at a high rate of quality and productivity into 529 college savings plans. This role is responsible for following a variety of documented product procedures and matrices for multiple partners. The Candidate must be able to work in a...
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Client Service Representative
1 month ago
Newton, United States Ascensus Full timePosition Purpose: The Client Service Representative is responsible for processing financial transactions and customer requests at a high rate of quality and productivity into 529 college savings plans. This role is responsible for following a variety of documented product procedures and matrices for multiple partners. The Candidate must...
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Retail Sales Associate
2 weeks ago
Newton, United States Elements Massage Full timeOverview If you're looking for a retail sales associate / customer service job where you can positively change the lives of clients in a meaningful way, then look no further! Retail Sales Associates enjoy the following perks: Pay $15-$17 per hour depending on experience Bonuses based on monthly conversion numbers Medical insurance Paid Time Off Our team...
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Retail Sales Associate
16 hours ago
Newton, United States Elements Massage Full timeOverview If you're looking for a retail sales associate / customer service job where you can positively change the lives of clients in a meaningful way, then look no further! Retail Sales Associates enjoy the following perks: Pay $15-$17 per hour depending on experience Bonuses based on monthly conversion numbers Medical insurance Paid Time Off Our team...
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Customer Service
6 days ago
Newton, United States Qood Full time**Customer Service (Client Relations Executive)** benefits: health & wellness benefits training opportunities outlet location(s): Newton, Downtown Core, Outram job description Roles and Responsibilities Perform basic front desk duties like attending to walk in customers, answering email, phone or appointment booking enquiries in a professional manner Handle...
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Retail Sales Associate
2 weeks ago
West Newton, United States Elements Massage Full timeOverview: If youre looking for a retail sales associate / customer service job where you can positively change the lives of clients in a meaningful way, then look no further! Retail Sales Associates enjoy the following perks: Pay $15-$17 per hour depending on experience Bonuses based on monthly conversion numbers Medical insurance Paid Time Off Our team...
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Retail Sales Associate
5 hours ago
West Newton, United States Elements Massage Full timeOverview: If youre looking for a retail sales associate / customer service job where you can positively change the lives of clients in a meaningful way, then look no further! Retail Sales Associates enjoy the following perks: Pay $15-$17 per hour depending on experience Bonuses based on monthly conversion numbers Medical insurance Paid Time Off Our team...
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Service Associate I
2 weeks ago
Newton, United States Eastern Bank Full timeService Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line). Major Responsibilities: Works toward achieving specific individual sales and service goals t Associate, Service, Retail, Banking, Teller, Sales
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Newton, United States Armani Group Full timeJOB DESCRIPTION Client Advisor | Emporio Armani Women's Bloomingdale's Chestnut Hill | Full-Time As an associate with Giorgio Armani Corporation, you will be part of a diverse team , who you will work with to drive sales and provide an excellent client experience that represents the brand. Your ability to combine entrepreneurial spirit , ...