Client Success Specialist
1 week ago
Direct Federal's Mission: Deliver exceptional rates to save our members money, easy access to save our members time, and remarkable service to preserve our members peace of mind.
Direct Federal's Vision: To be the lifelong trusted partner of more and more members as they pursue their dreams.
Our Member Services Purpose: To have every interaction contribute to stronger relationships, instilled trust, financial empowerment, and solved problems.
The Client Success Representative will:
- Understand and be able to explain all products and services offered.
- Identify and fulfill financial needs of new and existing members.
- Guide members through troubleshooting, navigating the company site, or using the products or services in a call center environment.
- Maintain member confidentiality in accordance with all company policies.
- Perform other job-related duties as assigned.
We offer a competitive base wage with additional financial incentives. Our in-house Direct University provides training, and we foster an environment that encourages learning and growth. You'll have opportunities to share your ideas and help us continually improve and exceed our goals.
A successful candidate will possess:
- Previous experience in customer service, sales, call centers, or other related fields.
- Previous Credit Union experience is preferred.
- Ability to prioritize and multitask.
- Positive, patient, and professional demeanor.
- Excellent written and verbal communication skills.
This hybrid work-from-home position requires spending a portion of time in-person at the branch on a weekly basis.
Your compensation package includes an impressive benefits plan, including medical, dental, vision, life insurance, disability insurance, a 401(k) plan with a match, a pension plan, paid vacation, sick and personal time, credit monitoring service, and student loan pay down program.
We are an Equal Opportunity Employer M/F/D/V.
Salary range: $40,000 - $44,000 per year ($20-22 per hour), depending on location and experience.
-
Client Service Specialist
2 months ago
Needham, United States Johnson Brunetti Retirement & Investment Specialists Full timeClient 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...
-
Client Service Specialist
3 months ago
Needham, United States Johnson Brunetti Retirement & Investment Specialists Full timeClient 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...
-
Client Relationship Specialist
3 months ago
Needham, United States FULGENT THERAPEUTICS LLC Full timeJob 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,...
-
Multilingual Client Support Specialist
7 days ago
Needham, Alabama, United States First Help Financial Full timeAbout the RoleWe are seeking a skilled Multilingual Client Support Specialist to join our Customer Service team at First Help Financial. In this role, you will be responsible for providing top-notch support to our clients, resolving issues, and ensuring their satisfaction.Key ResponsibilitiesRespond to client inquiries via phone, email, or chat, addressing...
-
Client Service Representative
1 week ago
Needham, United States Johnson Brunetti Retirement & Investment Specialists Full timeExceptional Client Support Specialist OpportunityWe are seeking a highly motivated and customer-focused individual to join our dynamic wealth management team in Needham, MA.About the Role:This is an excellent opportunity for someone who enjoys developing long-term relationships, providing exceptional client support, and working collaboratively with a...
-
Client Relationship Specialist
7 days ago
Needham, United States Edward Jones Full time**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
3 months ago
Needham Heights, United States Johnson Brunetti Full timeClient 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...
-
Client Relationship Specialist
3 months ago
Needham Heights, United States Fulgent Genetics Full timeJob Details Level: Experienced Job Location: IDX Needham MA Site - NEEDHAM, MA Position Type: Full Time Education Level: 2 Year Degree Job Category: Customer Service Description About Us Inform Diagnostics, a Fulgent Genetics Company, is a nationally recognized diagnostics laboratory focused on anatomic pathology subspecialties including gastrointestinal...
-
Client Relationship Manager
4 days ago
Needham, United States Edward Jones Full timeWe are seeking a skilled Client Relationship Manager to join our team at Edward Jones.About Us:At Edward Jones, we believe in putting our clients first and providing them with personalized investment solutions. Our commitment to excellence has earned us recognition as one of the top financial services firms in the country.As a Client Relationship Manager,...
-
Case Design Specialist
7 months ago
Needham, United States First American Insurance Underwriters Full timeSummary: First American Insurance Underwriters is growing and we are hiring a Case Design Specialist/Internal Wholesaler to our team. FAIU helps financial advisors design and implement the most appropriate insurance solutions for their clients. We specialize in Life Insurance, Long-Term Care, Disability Income, and Annuities solutions for personal and...
-
Merchandiser Specialist
2 weeks ago
Needham, United States Acosta Group Full timeMerchandiser Specialist General Information Company: PRE-US Location: NEEDHAM, Massachusetts, 02492 Ref #: 77857 Function: Merchandising Employment Duration: Part-time Description and Requirements As a Premium Merchandiser Specialist, you'll represent hundreds of brands across several retail locations. You will work with a diverse set of products...
-
Customer Success Manager
3 weeks ago
Needham Heights, United States Silk Full timeSilk is looking for a Customer Success Manager (CSM). At Silk, we are rewriting the rules of the cloud, together. Our product is unique and so is our culture. Every employee has a voice, is passionate about technology, and plays a role in our success. As a team, we are collaborative, fun-loving disruptors. Creativity, collaboration, and camaraderie empower...
-
Client Service Specialist
1 month ago
Needham, MA, United States Johnson Brunetti Retirement & Investment Specialists Full timeClient 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...
-
Imaging Specialist I
2 days ago
Needham, United States Fulgent Genetics Full timeJob Details Level: Entry Job Location: IDX Needham MA Site - NEEDHAM, MA Education Level: High School Job Category: Biotech Description About Us Inform Diagnostics, a Fulgent Genetics Company, is a nationally recognized diagnostics laboratory focused on anatomic pathology subspecialties including gastrointestinal pathology, dermatopathology, urologic...
-
Nursing Care Specialist
4 weeks ago
Needham, United States CoreMedical Group Full timeJob OverviewWe are seeking a skilled Nursing Care Specialist to join our team at CoreMedical Group. This is a unique opportunity for a dedicated and compassionate professional to make a real difference in the lives of our patients.Salary InformationThe estimated salary for this position is $85,000 per year, depending on experience.About the RoleThis Nursing...
-
Nurse Specialist
4 days ago
Needham, United States Mass General Brigham Full timeMass General Brigham is currently seeking a highly skilled Nurse Specialist to join their team in Needham, Massachusetts.About the RoleThe ideal candidate will have at least 1-2 years of experience in psychiatric nursing and hold a valid current MA RN license. As a Nurse Specialist, you will provide direct and indirect patient care using the nursing process...
-
Client Relationship Associate
1 week ago
Needham Heights, United States Edward Jones Full timeCompany Overview: Edward Jones is a Fortune 500 financial services firm with over 8 million clients and 19,000 financial advisors across the U.S. and Canada. We prioritize our clients' needs and offer a unique, personalized approach to investing.About Us: As a privately-owned company, we focus on making a positive impact in the lives of our clients,...
-
Nursing Care Specialist
1 week ago
Needham, United States Mass General Brigham Full timeMass General Brigham is seeking a skilled Nursing Care Specialist to join its team in Needham, Massachusetts. This full-time position offers 36 hours of work per week, with shifts consisting of 12-hour night periods.About the JobThe successful candidate will provide direct and indirect patient care using the nursing process, assessing patients' needs,...
-
Mobile Imaging Specialist
5 days ago
Needham, Alabama, United States Summit Medical Staffing Allied Full timeWe are seeking a highly skilled Mobile Imaging Specialist to join our team for a travel opportunity in Needham, Massachusetts. As a Mobile Imaging Specialist, you will be responsible for operating CT scanners and ensuring high-quality images are produced for accurate diagnoses.About the RoleThis is a 13-week contract with 40 hours worked per week, with a...
-
Robotics Product Development Specialist
3 weeks ago
Needham, Alabama, United States SharkNinja Full timeJob DescriptionWe are seeking a highly skilled Robotics Product Development Specialist to join our team at SharkNinja. This role will play a critical part in the development of successful and profitable programs for key products, ensuring continued growth of current portfolios and the establishment of new launches, with a specific focus on our Shark app.This...