Client Experience Representative

Job OpportunityWe are seeking a Client Service Representative to join our team at Winged Keel Group. As a Client Service Representative, you will play a key role in supporting the Client Relationship Managers in preparing client presentations, primarily in Excel, PowerPoint graphics, and written communications. You will have the opportunity to learn about...

Job OverviewWe are seeking a highly skilled Customer Service Representative to join our team at First Help Financial. In this role, you will be responsible for providing exceptional customer service to our clients and dealer partners.About the RoleProvide customer service via phone and email, resolving client discrepancies and addressing concerns in a timely...

Financial Representative Trainee (Sales)--Boston, MA at Mutual of Omaha summary: The Financial Representative Trainee position in Boston, MA offers a full-time opportunity for motivated individuals to kickstart their career in financial services. Through a comprehensive training program, trainees will learn to sell Individual Insurance products and...

**Job Summary**We are currently seeking a skilled and experienced Facilities Support Representative to join our team at C&W Services. The successful candidate will be responsible for providing exceptional customer service and support to our clients, ensuring that their facility needs are met in a timely and professional manner.Responsibilities of the...

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....

Job DetailsLevel Experienced Job Location IDX Needham MA Site - NEEDHAM, MA Position Type Full Time Education Level 2 Year Degree Job Category Customer Service DescriptionAbout UsInform Diagnostics, a Fulgent Genetics Company, is a nationally recognized diagnostics laboratory focused on anatomic pathology subspecialties including gastrointestinal pathology,...

Financial Representative Trainee (Sales)--Boston, MA at Mutual of Omaha summary: As a Financial Representative Trainee, you will participate in a structured training program designed to develop skills for selling Individual Insurance products. This role emphasizes self-motivation and the ability to build a sustainable financial practice. Your journey...

Client Service Associate Financial Advisory GroupHours 8:00 AM – 5:00 PM                      Growing financial advisory practice seeks an energetic, organized and financially minded individual with a high level of professionalism to become a part of our team. The candidate will provide administrative and operations support for...

Client Service Associate Financial Advisory GroupHours 8:00 AM – 5:00 PM                      Growing financial advisory practice seeks an energetic, organized and financially minded individual with a high level of professionalism to become a part of our team. The candidate will provide administrative and operations support for...

At FirstLight Home Care of West Suburban Boston, we provide dependable home care services for Needham, Newton, Wellesley and surrounding communities throughout West Suburban Boston. Our home care services are provided to seniors or anyone needing help with daily tasks at home.We are searching for a compassionate experienced caregiver for a lovely senior to...

**Job Description**We are seeking a highly organized and detail-oriented CLIENT CARE COORDINATOR to join our team at Bigbelly HQ in Needham, MA. As a client care coordinator, you will be responsible for ensuring that our customers receive exceptional service and support.**Responsibilities:**Main point of contact for customers and service providersProcess all...

Job DescriptionWe are seeking a highly motivated Financial Services Representative to join our team at Needham Bank. In this role, you will be responsible for providing expert guidance and support to our customers through various communication channels.Key Responsibilities:Identify and resolve customer needs and concerns in a timely and professional...

Job OverviewWe are seeking a highly skilled Senior Client Relationship Manager to join our team at Delta-T Group Corp.Salary:$65,000 - $80,000 per annum, depending on experience.About the RoleThe primary responsibility of this role is to maximize company profits and achieve team objectives by achieving sales targets, providing high-quality customer service,...

**Company Overview**At Edward Jones, we believe in a human-centered approach to improving the lives of our clients, colleagues, and communities.We are building a place where everyone feels like they belong. Our commitment to making a positive impact is at the heart of everything we do.As a Fortune 500 company, we are proud to be privately-owned, allowing us...

Client Service Specialist Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? Are you driven, self-motivated and customer-focused? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client support, then we would like to talk to you! Our...

Key ResponsibilitiesProvide inbound customer service phone and email support to customers with questions, issues, or requesting facility services.Create work orders, determining description, correct trade skill set, priority, location, requestor, and contact information.Utilize multiple CMMS systems to distribute, coordinate, track, and monitor...

Key Responsibilities:Ensure accurate policy documentation and maintain up-to-date client records.Review and process policy renewals, endorsements, and cancellations.Proactively address & promptly respond to client inquiries, resolve issues and provide expert advice.Underwrite new and renewal business.Prepare quotes for existing & new clients, as well as...

Our Mission and VisionWe are Direct Federal Credit Union, a trusted partner in our members' financial lives. Our mission is to deliver exceptional rates, easy access, and remarkable service, preserving our members' peace of mind. We envision being the lifelong trusted partner of more and more members as they pursue their dreams.The Member Services RoleWe...

Client Relationship Coordinator  Are you a go-getter who is strong at using persuasive language, asking in-depth questions, and getting prospects engaged. If you are looking to use these skills in a growth minded financial organization with great initiatives, we want to hear from you! Johnson Brunetti is a leading retirement and investment firm with...

Client Relationship Coordinator  Are you a go-getter who is strong at using persuasive language, asking in-depth questions, and getting prospects engaged. If you are looking to use these skills in a growth minded financial organization with great initiatives, we want to hear from you! Johnson Brunetti is a leading retirement and investment firm with...