Current jobs related to Client Services Associate - Waltham, Massachusetts - Digital FCU

  • Client Services Liaison

    4 weeks ago

    Waltham, Massachusetts, United States Atlantic Planning Group, LLC Full time

    About Atlantic Planning Group, LLCA leading wealth management firm based in Waltham, MA, with over two decades of experience in providing custom-made financial plans and solutions for high net worth clients and business owners.Role OverviewThis is a full-time position as a Client Services Associate at Atlantic Planning Group, LLC. The successful candidate...

  • Client Services Coordinator

    4 weeks ago

    Waltham, Massachusetts, United States BAYADA Home Health Care Full time

    Job Title: Client Services CoordinatorBAYADA Home Health Care is seeking a highly motivated and organized Client Services Coordinator to join our team in Foxborough, MA. As a Client Services Coordinator, you will play a vital role in managing client services and emergent scheduling issues, while building lasting relationships with clients, employees,...

  • Client Service Liaison

    1 month ago

    Waltham, Massachusetts, United States Beacon Pointe Advisors Full time

    Client Relationship ManagerWe are seeking a highly skilled Client Relationship Manager to join our team at Beacon Pointe Advisors. As a Client Relationship Manager, you will be responsible for providing exceptional service to our high-net-worth clients, investment professionals, and other members of the service support team.Key Responsibilities:Act as the...

  • Loan Servicing Associate Role

    6 days ago

    Waltham, Massachusetts, United States Collabera Full time

    Job Details:As a Loan Servicing Associate at Collabera, you will be working with clients in the Banking sector. This role involves servicing loans and ensuring timely payments. The project is located in Waltham, MA, and the duration is 4 months. The pay range is $25/hour to $30/hour.Key Responsibilities:Client: BankingRole: Loan Servicing AssociateProject...

  • Veterinary Client Service Representative

    2 weeks ago

    Waltham, Massachusetts, United States MSPCA Angell Full time

    About the RoleThis is a full-time position, 40 hours per week, evening shift with rotating holidays. If you have a passion for customer service and a love for animals, you may be interested in our Client Care Specialist role at MSPCA-Angell West in Waltham, MA.Key ResponsibilitiesGreet and register clients, handle check-ins/check-outs, and receive...

  • Tax Manager

    6 days ago

    Waltham, Massachusetts, United States Kahn Litwin Renza Full time

    KLR is a leading accounting firm in New England, seeking a Tax Manager to join our Private Client Services team in our Providence, Boston, Waltham, or Newport offices.The ideal candidate will have 6+ years of technical tax experience in public accounting, with a strong background in individual taxation and estate planning. As a trusted advisor, you will...

  • Tax Manager

    6 days ago

    Waltham, Massachusetts, United States Kahn Litwin Renza Full time

    Kahn Litwin Renza is a leading accounting firm in New England, recognized for its expertise in tax and consulting services. We are seeking a highly skilled Tax Manager to join our team in our Providence, Boston, Waltham, or Newport offices.The ideal candidate will have a strong background in individual taxation, with experience in managing complex estate,...

  • Client Services Coordinator

    2 weeks ago

    Waltham, Massachusetts, United States BAYADA Home Health Care Full time

    BAYADA Home Health Care is seeking a Client Services Coordinator to join our team in Foxborough, MA. As a Client Services Coordinator, you will be responsible for providing superior customer service and quality home care to our clients.You will focus on managing coordination of client services and emergent scheduling issues, while also managing your Client...

  • Client Manager

    6 days ago

    Waltham, Massachusetts, United States Buyers Edge Platform, LLC Full time

    About the RoleWe are seeking a highly skilled Client Manager to join our team at Buyers Edge Platform, LLC. As a Client Manager, you will be responsible for managing new client accounts and working closely with clients to add additional cost savings programs.Key Responsibilities:Establish and deepen relationships with clients by understanding their business...

  • Loan Servicing Associate

    1 week ago

    Waltham, Massachusetts, United States Collabera Full time

    Job DescriptionCollabera is seeking a skilled Loan Servicing Associate to join our team. As a Loan Servicing Associate, you will be responsible for loan fulfillment, reviewing documentation, performing due diligence, and working with credit partners on closing loans.Key Responsibilities:Review and verify loan documentation to ensure accuracy and...

  • RVP, Client Acquisition Specialist

    3 weeks ago

    Waltham, Massachusetts, United States Allworth Financial Full time

    About Allworth FinancialAllworth Financial is a leading independent investment financial advisory firm specializing in retirement planning, investment advising, and 401(k) management. With a direct approach to financial planning, we deliver long- and short-term investment planning solutions and advice to help clients achieve their goals and plan...

  • Veterinary Client Liaison

    2 weeks ago

    Waltham, Massachusetts, United States MSPCA Angell Full time

    Client Care SpecialistThis is a full-time position, 40 hours per week, evening shift with rotating holidays.We are seeking a compassionate and organized Client Care Specialist to join our team at MSPCA-Angell West in Waltham, MA.Key Responsibilities:Greet and register clients, handle check-ins/check-outs, and receive emergencies.Process patient admissions...

  • Client Relationship Manager

    4 weeks ago

    Waltham, Massachusetts, United States Buyers Edge Platform, LLC Full time

    Job Title: Client ManagerAbout the Role:We are seeking a highly skilled Client Manager to join our team at Buyers Edge Platform, LLC. As a Client Manager, you will be responsible for managing new client accounts and working closely with clients to add additional cost savings programs.Key Responsibilities:Establish and deepen relationships with clients by...

  • Client Support Specialist

    2 weeks ago

    Waltham, Massachusetts, United States SS&C Full time

    SS&C: A Global Leader in Investment and Financial ServicesSS&C is a renowned provider of innovative solutions for the financial services and healthcare industries. With a strong presence in over 90 offices across 35 countries, our team of 20,000+ employees is dedicated to delivering exceptional results.Job OverviewWe are seeking a highly skilled Client...

  • Financial Services Coordinator

    1 month ago

    Waltham, Massachusetts, United States Lead Advisor LLC Full time

    LEAD-ADVISOR, LLC is a wealth management consulting and search firm. This role is for a client of ours. For other roles, please visit: jobs.lead-advisor.com.A well-established insurance and financial planning firm is seeking a detail-oriented and organized client service associate who can interact with clients and has a keen eye for accuracy. They are a...

  • Customer Service Representative

    1 month ago

    Waltham, Massachusetts, United States Intelliswift Full time

    Job Title:Associate Customer Service RepJob Summary:ViaCord, a leading provider of newborn stem cell preservation services, is seeking a highly motivated and customer-focused Associate Customer Service Representative to join our growing team. As a key member of our Customer Service team, you will play a critical role in ensuring the safe delivery of stem...

  • Banking Associate

    5 days ago

    Waltham, Massachusetts, United States M&T Bank Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Banking Associate to join our team at M&T Bank. As a key member of our branch team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesProcess a variety of financial transactions in an accurate and efficient manner.Educate customers...

  • Product Strategy Associate

    1 week ago

    Waltham, Massachusetts, United States Polen Capital Full time

    Product Strategy AssociateAt Polen Capital, we're seeking a talented Product Strategy Associate to join our Investment Product Strategy team, specifically focused on our Credit strategies. As a key member of our team, you'll support our Credit business across various dimensions, including client service, business development, and product management and...

  • Customer Service and Sales Support Associate

    2 months ago

    Waltham, Massachusetts, United States Eastern Industrial Automation Full time

    Become a Part of Our Team as a Sales Support Specialist at Eastern Industrial AutomationWe are a prominent International Distributor specializing in Mechanical, Automation, Pneumatic, and Hydraulic products, complemented by a wide array of Engineering Services and System design solutions. We are on the lookout for a dedicated Sales Support Specialist to join...

  • Social Services Professional

    2 weeks ago

    Waltham, Massachusetts, United States Thom Child And Family Services Full time

    Job Title: Social Worker - LCSW or LICSWJob Summary:Thom Child and Family Services is seeking a dedicated and compassionate Social Worker - LCSW or LICSW to join our team. As an Early Intervention Social Worker/Clinician, you will provide home and community-based early intervention services to infants and toddlers who have or are at risk for developmental...

Client Services Associate

2 months ago

Waltham, Massachusetts, United States Digital FCU Full time
Position Overview:

The Client Services Associate plays a vital role in enhancing member satisfaction and achieving organizational objectives by recognizing and addressing members' financial needs.


Key Responsibilities:
  • Establish strong relationships with both new and existing members to identify their financial requirements and provide tailored solutions.
  • Educate members on the full range of products and services offered, facilitating cross-selling opportunities and making qualified referrals to meet sales targets.
  • Process new memberships, accounts, and loans in accordance with established protocols, while also providing Notary Public services.
  • Utilize lending authority to evaluate loan requests, ensuring all conditions are satisfied and documentation is accurate prior to loan closings.
  • Efficiently handle teller transactions, assist with end-of-day balancing, and manage Instant Issuance and ATM balancing tasks.
  • Conduct thorough audits of membership applications, account maintenance forms, and completed loan files to ensure compliance.
  • Adhere to all organizational policies and procedures, focusing on security compliance and minimizing risks associated with fraud and losses.
  • May provide support in various areas, including other branches or support departments as needed.
  • Continuously seek and propose ideas for process improvements and efficiencies.
  • Perform additional job-related duties as required.

Qualifications:

High School diploma or equivalent is required, along with 1-3 years of relevant experience. Proficiency in technical skills such as Word, Excel, and Email is essential. Bilingual abilities are considered a plus.


About Digital FCU:

Digital FCU is a leading credit union dedicated to serving a diverse membership across the nation. With a commitment to fostering a supportive work environment, we prioritize work-life balance and community engagement.

We are proud to be an Equal Opportunity Employer, welcoming applicants from all backgrounds, including protected veterans and individuals with disabilities.