Client Service Specialist
1 month ago
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 dynamic, fast-paced wealth management firm in Needham, MA is looking to expand our team. We have the tools and resources to help you build a great future while sharing your expertise
Responsibilities/Tasks:
This Client Service Specialist will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and/or monthly tasks may include:
• Receive incoming client service calls in a friendly manner
• Complete each service request and resolve client issues
• Input notes into CRM and keep updated records
• Coordinate and follow up on each client transfer
• Review application prior to submission
• Prepare client review summary for upcoming appointments
• Assist with New Business processing
Requirements for this Position:
• A team player that must be flexible, enthusiastic and possess an energetic personality
• Financial Industry experience
• College Degree preferred
•2 + years working alongside a Financial Advisor in a fast-paced office environment
• Insurance licensed preferred
• Experience with MS Office Suite and the ability to learn new software quickly
• Strong organizational skills
• Excellent communication both written and verbal
-
Client Relationship Specialist
4 weeks ago
Needham, Massachusetts, United States Fulgent Genetics Full timeAbout UsFulgent Genetics is a leading diagnostics laboratory focused on anatomic pathology subspecialties. We are committed to providing high-quality testing services to our clients.Job SummaryWe are seeking a Client Relationship Specialist to join our team. The successful candidate will work directly with clients to provide support and resolve issues.Key...
-
Client Service Specialist
2 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
2 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,...
-
Client Service Specialist
2 weeks 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...
-
Client Relationship Specialist
2 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...
-
Card Service Specialist III
4 weeks ago
Needham, Massachusetts, United States Needham Bank Full timeJob DescriptionJOB SUMMARY: The Card Service Specialist will be responsible for processing incoming ATM and Mastercard Debit disputes and fraud claims in compliance with Regulation E, Mastercard and/or PIN networks requirements. The Card Service Specialist will be an integral member of the Card Services team. This individual will support the ongoing...
-
Phlebotomy Specialist
3 weeks ago
Needham, Alabama, United States Mount Auburn Hospital Full timeAbout Us:Beth Israel Lahey Health is a leading healthcare organization committed to delivering high-quality patient care and protecting our patients, colleagues, and communities.Job Summary:We are seeking a skilled Phlebotomy Specialist to join our team at Mount Auburn Hospital, one of the largest and most respected hospitals in the region. As a Phlebotomy...
-
Case Design Specialist
6 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...
-
Medical Director
4 weeks ago
Needham, Alabama, United States 813 Consultants LLC Full timeJob Summary: We are seeking a highly skilled Medical Director to lead our psychiatric services team. The ideal candidate will have a strong background in general psychiatry and child and adolescent psychiatry, with experience in community mental health services delivery. Key Responsibilities: Direct provision of psychiatric services to clients in our...
-
Insurance Solutions Specialist
4 weeks ago
Needham, United States First American Insurance Underwriters Full timeJob OpportunityFirst American Insurance Underwriters is seeking a highly motivated and detail-oriented Case Design Specialist/Internal Wholesaler to join our team. As a key member of our team, you will play a crucial role in helping financial advisors design and implement the most appropriate insurance solutions for their clients.Key ResponsibilitiesBuild...
-
Customer Service Representative
5 months ago
Needham, United States Resource Innovations Full timeResource Innovations is seeking Customer Service / Data Entry Specialists to provide processing and customer support for multiple clients throughout the nation. If you agree that climate change is one of the biggest issues facing the world today and want to be able to do something contribute to climate change mitigation, then working for Resource Innovations...
-
Imaging Specialist I
2 months 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...
-
Imaging Specialist I
4 weeks ago
Needham, United States Fulgent Genetics Full timeAbout the RoleFulgent Genetics is seeking an Imaging Specialist to join our team. As an Imaging Specialist, you will be responsible for performing Quality Control functions on all cases and taking digital microphotographs on designated cases for final pathology report.The Imaging Specialist will follow the direction of the supervisor while taking initiative...
-
Nurse Specialist
4 weeks ago
Needham, Massachusetts, United States Core Medical-Perm Full timeCore Medical-Perm is seeking a skilled Nurse Specialist to join their team in a Long Term Care setting. The ideal candidate will have at least 1 year of experience in the specialty and be available to work 40 hours per week. The shift will be 8 hours, and the employment type is Staff. The Nurse Specialist will be responsible for providing high-quality...
-
Nursing Care Specialist
6 days 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...
-
Imaging Specialist
1 month ago
Needham, Massachusetts, United States Fulgent Genetics Full timeAbout the RoleWe are seeking a highly skilled Imaging Specialist to join our team at Fulgent Genetics. As a key member of our diagnostic laboratory, you will play a critical role in ensuring the accuracy and quality of our pathology reports.Key ResponsibilitiesPerform Quality Control functions on all cases, ensuring the accuracy of slides and tissue...
-
Card Service Specialist III
4 days ago
Needham Heights, United States Needham Bank Full timeJob DescriptionJOB SUMMARY: The Card Service Specialist will be responsible for processing incoming ATM and Mastercard Debit disputes and fraud claims in compliance with Regulation E, Mastercard and/or PIN networks requirements. The Card Service Specialist will be an integral member of the Card Services team. This individual will support the ongoing...
-
ESL & Reading Specialist
4 weeks ago
Needham, Alabama, United States Walker Therapeutic & Educational Programs (Walker) Full timeJob DescriptionRole Summary: We are seeking a highly skilled ESL & Reading Specialist to join our team at Walker Therapeutic & Educational Programs (Walker). The successful candidate will work individually and/or in small groups with students to support their reading and English language development.Key Responsibilities:Develop and implement individualized...
-
Delivery Specialist
19 minutes ago
Needham, United States Coca-Cola Refreshments -Northeast Full timeAt Coca-Cola Beverages Northeast, we are seeking a skilled Delivery Specialist to join our team. In this role, you will be responsible for delivering exceptional customer service and ensuring that our iconic beverages reach our customers on time and in full.About the RoleThe Delivery Specialist is an ambassador of our company and the world's most recognized...
-
Mail Delivery Specialist
4 weeks ago
Needham, Massachusetts, United States US Postal Service Full timeJob SummaryAs a Carrier Associate with USPS, you will be responsible for delivering and collecting mail in a prescribed area. This role requires maintaining professional and effective public relations with customers and others, as well as obtaining a general familiarity with postal laws, regulations, products, and procedures commonly used.Key...