Client Services Associate

2 weeks ago


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

The Member Service Representative plays a crucial role in enhancing member satisfaction and achieving organizational objectives by understanding and addressing the financial needs of our members.


Key Responsibilities:
  • Build and nurture relationships with both new and existing members to identify their financial requirements.
  • Provide exceptional service by educating members on suitable products and services, making qualified referrals, and meeting sales targets.
  • Thoroughly understand and communicate the full range of products and services offered.
  • Facilitate the opening of new memberships, accounts, and loans while adhering to established protocols.
  • Process loan requests and ensure all conditions are satisfied before finalizing loan closings.
  • Handle teller transactions accurately and assist with daily balancing and audits.
  • Conduct reviews of membership applications and loan files to ensure compliance with policies.
  • Follow all organizational policies and procedures to mitigate risks related to fraud and losses.
  • May provide support in various areas of the organization as needed.
  • Continuously seek and propose improvements to enhance efficiency and service delivery.

Qualifications:

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


About Digital FCU:

Digital FCU is a leading credit union dedicated to serving a diverse membership across the nation. We prioritize creating a supportive work environment that values work-life balance and community engagement.

We are committed to equal employment opportunities for all individuals, including protected veterans and those with disabilities.



  • 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...


  • Waltham, Massachusetts, United States Sapphire Salon Full time

    Company OverviewSapphire Salon is a well-situated establishment that boasts a team of 12 talented stylists in need of a dedicated front desk professional. The atmosphere is vibrant, welcoming, and professional, making it an ideal workplace.Position OverviewThis part-time, on-site position for a Front Desk Coordinator at Sapphire Salon involves managing...


  • Waltham, Massachusetts, United States Intelliswift Full time

    Job Title: Associate Customer Service Rep Job Duration: 3+ MonthsJob Location: RemoteJob Overview: Intelliswift is dedicated to providing exceptional support for our clients. As a key member of our Customer Service team, you will play a vital role in assisting families with their inquiries and ensuring the smooth delivery of our services. Our mission is to...


  • Waltham, Massachusetts, United States Digital FCU Full time

    Position Overview:The Member Service Representative plays a crucial role in enhancing member satisfaction and achieving the organizational objectives of Digital FCU. This position is dedicated to understanding and fulfilling the financial needs of our members while providing exceptional service.Key Responsibilities:Build and maintain strong relationships...


  • Waltham, Massachusetts, United States Intelliswift Full time

    Job Title: Customer Service Associate Job Duration: 3+ MonthsJob Location: RemoteJob Description: Intelliswift is a leading provider of innovative solutions, dedicated to enhancing customer experiences. Our team plays a pivotal role in supporting families during significant moments, ensuring their needs are met with care and professionalism. Our Customer...

  • IT Solutions Associate

    12 hours ago


    Waltham, Massachusetts, United States Cambridge Computer Services, Inc Full time

    About Cambridge Computer Services, Inc.We are a leading provider of innovative IT solutions, dedicated to delivering exceptional results to our clients across the US. Our team is comprised of talented professionals who are passionate about technology and committed to excellence.Job SummaryWe are seeking a highly motivated and detail-oriented IT Solutions...


  • Waltham, Massachusetts, United States YMCA of Greater Boston Full time

    Position OverviewBecome a vital part of our mission-driven and customer-centric YMCA Membership Sales & Service Team. We are currently looking for a Member Services Associate to support our operations under the guidance of the Membership Sales & Service Director.Role: Member Services AssociateWork Schedule: Part-Time, Weekday Afternoons/Evenings, and...


  • Waltham, Massachusetts, United States Compass Group USA Full time

    Become a Part of Our Team as a Client Engagement SpecialistCompass Group USA - Elevating Your Career JourneyAt Compass Group USA, our achievements are fueled by our outstanding team members. We recognize the significance of recruiting individuals who share our enthusiasm for service and hospitality, and we are committed to nurturing their growth and...


  • Waltham, Massachusetts, United States Compass Group USA Full time

    Become a Part of Our Team as a Client Engagement SpecialistCompass Group USA - Elevating Your Career JourneyAt Compass Group USA, our achievements are fueled by our outstanding team members. We recognize the significance of recruiting individuals who share our enthusiasm for service and hospitality, and we are committed to nurturing their growth and...


  • Waltham, Massachusetts, United States Sodexo S A Full time

    About Sodexo S ASodexo S A is a leading provider of food and facilities management services. We strive to deliver exceptional experiences to our clients and customers.Job SummaryWe are seeking a Food Service Worker to join our team at Bentley University. As a Food Service Worker, you will be responsible for preparing and serving food in our vibrant cafe,...


  • Waltham, Massachusetts, United States Yardi Systems, Inc. Full time

    About the RoleWe are seeking a highly skilled Account Manager to join our team at Yardi Systems, Inc. As an Account Manager, you will play a critical role in delivering exceptional client support and driving operational efficiency.Key ResponsibilitiesLiaison Role: Act as a liaison between Yardi clients, internal Yardi teams, and preferred resident services...


  • Waltham, Massachusetts, United States Park Lodge Hotel Group Full time

    Job OverviewPosition Title: Culinary Service AssociatePurpose of Role:To deliver exceptional food and beverage services promptly while ensuring a delightful dining experience for guests.Key Responsibilities:Uphold cleanliness in all work areas, including the lobby, by adhering to clean-as-you-go practices.Comply with property key management policies,...


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

    Job OverviewAbout Us:At Buyers Edge Platform, LLC, we are transforming the landscape of cost management and profit enhancement. Our objective is straightforward: to empower multi-unit restaurants by streamlining their supply chain and procurement operations. As a part of the Buyers Edge Platform family, we leverage collective buying power to offer our...


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

    Job OverviewAbout Us:At Buyers Edge Platform, LLC, we are transforming the landscape of cost management and profit enhancement. Our objective is straightforward: to enable multi-unit restaurants to flourish by streamlining their supply chain and procurement operations. As a proud member of the Buyers Edge Platform family, we go beyond traditional methods,...


  • Waltham, Massachusetts, United States ServiceNow Full time

    Job OverviewAs a pivotal member of the Customer Success team at ServiceNow, you will play a crucial role in guiding organizations through their security integration journey. Your primary focus will be on fostering relationships with clients to understand their security and business objectives, providing tailored advice, and sharing best practices for...


  • Waltham, Massachusetts, United States ServiceNow Full time

    Job OverviewCompany Overview:At ServiceNow, we harness technology to enhance the world for everyone, and our talented workforce makes it all possible. We operate swiftly because the world demands it, and we innovate uniquely for our clients and communities. By becoming part of ServiceNow, you will join a dynamic team of innovators who possess a relentless...


  • Waltham, Massachusetts, United States MSPCA Angell Full time

    Position Overview:MSPCA-Angell West is seeking a dedicated Client Liaison to join our Communication Center in a full-time capacity (second shift). This role is entirely remote, with candidates required to reside within a reasonable distance of Waltham, MA.About You:If you possess a strong passion for customer service and a love for animals, and have...


  • Waltham, Massachusetts, United States allego Full time

    About the CompanyAllego is a prominent organization specializing in digital learning and sales enablement solutions. They are recognized for their cutting-edge offerings and dedication to ensuring customer satisfaction.Position OverviewSummary:This is a fantastic opportunity to become part of Allego's esteemed Customer Success team. We seek a personable and...


  • Waltham, Massachusetts, United States ServiceNow Full time

    Position Overview:As a pivotal member of our team, you will:Facilitate negotiations for renewal agreements, crafting strategies that ensure mutual benefits, enhancing both contract value and customer relationships.Assess client requirements and exhibit adept account management skills to drive successful renewal completions.Maintain comprehensive knowledge of...


  • Waltham, Massachusetts, United States T Roc LLC Full time

    About the RoleWe are seeking a highly motivated and customer-focused Retail Sales Associate to join our team at T Roc LLC. As a Retail Sales Associate, you will be responsible for providing exceptional customer service and sales support to our clients.Key ResponsibilitiesProvide outstanding customer service and support to clientsMeet and exceed sales targets...