Current jobs related to Client Service Associate - Newburyport - Transcend Practice Management
-
Travel Nurse RN
1 day ago
Newburyport, Massachusetts, United States HealthEcareers - Client Full timeJob Title: Travel Nurse RN - Emergency DepartmentWe are seeking a skilled Travel Nurse RN to join our team at HealthEcareers - Client in the Emergency Department. As a Travel Nurse RN, you will be responsible for providing high-quality patient care and working collaboratively with our healthcare team.Job SummaryProvide direct patient care in the Emergency...
-
Traveling Emergency Department Nurse
3 days ago
Newburyport, Massachusetts, United States HealthEcareers - Client Full timeJob SummaryHealthEcareers - Client is seeking a skilled Travel Nurse RN to join their team in an Emergency Department setting. As a Travel Nurse RN, you will be responsible for providing high-quality patient care and collaborating with the healthcare team to ensure excellent patient outcomes.Key ResponsibilitiesProvide direct patient care in an Emergency...
-
Sales Associate
12 hours ago
Newburyport, Massachusetts, United States ginabaran Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Gina Baran. As a Sales Associate, you will play a key role in providing exceptional customer service and driving sales growth in our home store.Key ResponsibilitiesWelcoming and engaging with customers as they enter the storeAssessing customers' needs and...
-
Retail Associate
2 months ago
Newburyport, United States ginabaran.com Full time**Retail Associate** **Newburyport, ma** We are looking for an energetic, outgoing retail associate to assist our clients with their home decor, furnishing and lifestyle goods in our home store. **OVERVIEW** A Retail Associate is responsible for assisting customers as they shop within our brands flagship store. The duties include greeting customers,...
-
Customer Service Associate
1 week ago
Newburyport, Massachusetts, United States Fatface Corporation Full timeStore Operations CrewPosition OverviewAs a member of our Store Operations Crew, your primary responsibility will be to enhance customer experiences while upholding the core values of our brand. Join a renowned British retail company that is expanding its presence along the East Coast of the United States. Discover more about FatFace's heritage and mission on...
-
Relationship Banker
1 day ago
Newburyport, Massachusetts, United States Newburyport Bank Full timeAbout the RoleNewburyport Bank is a premier community bank seeking a skilled Relationship Banker to join our team. As a Relationship Banker, you will be responsible for providing exceptional customer service, building strong relationships with clients, and promoting our bank's products and services.Key ResponsibilitiesCustomer Service: Provide superior...
-
Paint Sales Associate
4 weeks ago
Newburyport, United States Johnson Paint Company, A Ring's End Brand Full timeJob DescriptionJob DescriptionJohnson Paint, A Ring's End Brand is seeking a determined full-time Paint Sales Associate in Newburyport, MA in order to keep our paint operations running smoothly. This position earns a competitive pay and is eligible for great benefits, including traditional and Roth 401K, 3% 401K safe harbor company contribution, various...
-
Residential Sales Associate
1 month ago
Newburyport, United States CertaPro Painters of Southern New Hampshire Full timeCompany Background: CertaPro Painters is a leader in the residential and commercial painting industry. Across North America, we are the largest residential and commercial painting franchise and we have continued to grow since our founding in 1992. The brand is comprised of a network of professional business owners and their team of office associates, sales...
-
Store Associate>
2 months ago
Newburyport, United States CVS Health Full timeCVS Health - 13-1/2 POND STREET [Retail Sales / Team Member] As a Store Associate at CVS, you'll: Provide customer service by anticipating customer needs; Actively identify and resolve potential service issues; Perform cashier duties like handling cash, checks and credit card transactions; Maintain the sales floor by restocking shelves and checking in...
-
Residential Sales Associate
2 months ago
Newburyport, United States CertaPro Painters of Southern New Hampshire Full timeJob DescriptionJob DescriptionCompany Background:CertaPro Painters is a leader in the residential and commercial painting industry. Across North America, we are the largest residential and commercial painting franchise and we have continued to grow since our founding in 1992. The brand is comprised of a network of professional business owners and their team...
-
Residential Sales Associate
1 month ago
Newburyport, United States CertaPro Painters of Southern New Hampshire Full timeJob DescriptionJob DescriptionCompany Background:CertaPro Painters is a leader in the residential and commercial painting industry. Across North America, we are the largest residential and commercial painting franchise and we have continued to grow since our founding in 1992. The brand is comprised of a network of professional business owners and their team...
-
Residential Sales Associate
3 months ago
Newburyport, United States CertaPro Painters Full timeCompany Background: CertaPro Painters is a leader in the residential and commercial painting industry. Across North America, we are the largest residential and commercial painting franchise and we have continued to grow since our founding in 1992. The brand is comprised of a network of professional business owners and their team of office associates, sales...
-
Residential Sales Associate
3 months ago
Newburyport, United States CertaPro Painters Full timeCompany Background: CertaPro Painters is a leader in the residential and commercial painting industry. Across North America, we are the largest residential and commercial painting franchise and we have continued to grow since our founding in 1992. The brand is comprised of a network of professional business owners and their team of office associates, sales...
-
Customer Service Associate
2 weeks ago
Newburyport, Massachusetts, United States Panera Bread Full timePosition Overview:As a Cashier at Panera Bread, you will play a vital role in creating a welcoming atmosphere for our guests. Your responsibilities will include:Menu Knowledge: Develop a comprehensive understanding of our menu offerings to assist customers effectively.Customer Engagement: Deliver exceptional service with enthusiasm and a positive...
-
Paint Sales Associate
21 hours ago
Newburyport, Massachusetts, United States Johnson Paint Company, A Ring's End Brand Full timeJob SummaryJohnson Paint Company, A Ring's End Brand is seeking a highly motivated and customer-focused Paint Sales Associate to join our team in Newburyport, MA. As a key member of our sales team, you will be responsible for selling paint and paint accessories, maintaining a well-stocked inventory, and delivering materials to contractors, builders, and...
-
Customer Service Associate
6 days ago
Newburyport, Massachusetts, United States Panera Bread Full timePosition Overview:As a Cashier at Panera Bread, you will play a vital role in delivering exceptional service to our customers. Your responsibilities will include:Menu Expertise: Develop a comprehensive understanding of our menu offerings to assist customers effectively.Commitment to Quality: Take pride in your work, ensuring every task is performed with...
-
Retail Sales Associate
3 weeks ago
Newburyport, United States Talbots Full timeJob Number: 22648 Position Title: Sales Associate External Description:What We Offer: Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. Incentive Opportunities Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you may also...
-
Seasonal Sales Associate
11 hours ago
Newburyport, Massachusetts, United States Marshalls Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Seasonal Sales Associate to join our team at Marshalls. As a Seasonal Sales Associate, you will play a key role in delivering an exceptional customer experience, driving sales growth, and maintaining a visually appealing store environment.Key ResponsibilitiesCustomer Service: Engage with...
-
Full-Time Customer Service Representative
6 days ago
Newburyport, Massachusetts, United States Institution for Savings Full timeJob OverviewWe are seeking a highly skilled and customer-focused Banking Professional to join our team at Institution for Savings. As a Full-Time Customer Service Representative, you will play a vital role in providing exceptional service to our clients and contributing to the success of our organization.Key Responsibilities:Provide top-notch customer...
-
Manufacturing Training Associate
1 month ago
Newburyport, United States Rochester Electronics L Full timeJob DescriptionJob DescriptionRochester Electronics is immediately hiring for a Manufacturing Training Associate! At Rochester Electronics, we create an excellent employee experience focused on value, performance, motivation, recognition, and career growth. Many companies say their employees are their most important asset. At Rochester Electronics, we mean...
Client Service Associate
2 months ago
Position: Client Service Associate - Financial ServicesLocation: Newburyport, MA (in-office)Salary = $70,000 to $80,000The best and brightest always have choices in the wealth management arena. Working with our firm is aninvestment in your future that will reap rewards for years to come. We are a close, tightly knit team that works collaboratively to bring their values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. We are committed to delivering high-quality, high-touch experiences to clients so that, no matter whom we work with, clients know that they are receiving the firm's utmost attention.Sound appealing? We are building a team with people who share our vision and want to add value to our clients.We would like you to think of how we can do things better, make an impact, and continue to grow. This is anexciting opportunity to welcome a Client Service Associate to the team who will support the firm's lead advisors.The attributes that we are looking for in a teammate include:•Insistent attention to detail•Passionately committed to serving and caring for other people•Energy and enthusiasm•Commitment to exceeding client expectations•Flexibility and openness to step in and do whatever is needed to support the team•Interest in working on varied assignments with people across the firm•Strong communication and interpersonal skills, showing an ability to connect with others and buildrelationships within the firm and across our client base•Ability to anticipate the needs of the advisors and the team overall•Self-directed time management and prioritization capabilities and outstanding organizational skills•Ability to self-start, take initiative, and be proactive•Demonstrated integrity, work ethic, and an obligation to maintain firm and client confidentiality•Poise and maturity, especially in stressful situations•Superior organizational skills•Ability to multitask and manage multiple projects at once with efficiency and accuracy•Team player with strong desire to be a long-term contributing member of the team•Able to handle multiple projects simultaneously•Operates successfully under deadlines•Able to take direction while knowing when to take the ball and run with itIf you are a fit for this position, we know that you are interested in more details. Read onAs a Client Service Associate you can expect to:•Think. We want your mind in the mix, to perceive, observe, reflect, decide, and act.•Stay apprised of client meetings and ongoing activities, keeping up to date on the advisors' priorities andprojects, goals, and timelines.•Coordinate the advisors' calendar availability; appropriately blocking time and coordinating commitmentswith the team.•Critical thinking and approaches in day-to-day client needs and communicate with advisors whenappropriate.•Service client accounts/portfolios, both in person, over the phone, and behind the scenes.•Answer incoming phone calls in a professional manner•Add new households and track referrals in CRM•Create and distribute general and individual informational mailings to clients•Process client paperwork, including new account, power of attorney, and beneficiary changes•Update contact management system•Scan documents and electronically file client statements, correspondence, agreements, and so forth•Anticipate advisors' needs and handle them proactively•Schedule client meetings, annual reviews, and make pre-meeting confirmations calls•Schedule initial consultation meetings, send introduction emails, and perform necessary follow up•Maintain office supplies•Support marketing initiatives and social media efforts on an as-needed project basisQualifications for this role include:o Minimum of three years of experience in an administrative role in the financial services industryo Minimum of three years of experience in a client-facing role is requiredo Excellent communication and relationship management skillso Strong computer desktop skills are required: Microsoft Office Suite (Excel, Outlook, Word, etc.),o Superior organizational skillso Technology-forward and internet savvyo Ability to adapt in a fast-paced environmento High attention to detail and efficiency; able to multitask, manage multiple projects at onceo Ability to learn quicklyGet in touch today so that we can get to know youWe welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what we offer and see if it might be an attractive fit for both of us and you. We look forward to meeting you#ZR
