Client Service Specialist

1 month ago


Needham, United States Johnson Brunetti Retirement & Investment Specialists Full time

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



  • Needham, Massachusetts, United States Fulgent Genetics Full time

    About 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...


  • Needham Heights, United States Johnson Brunetti Full time

    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...


  • Needham, United States FULGENT THERAPEUTICS LLC Full time

    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,...


  • Needham, MA, United States Johnson Brunetti Retirement & Investment Specialists Full time

    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...


  • Needham Heights, United States Fulgent Genetics Full time

    Job 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...


  • Needham, Massachusetts, United States Needham Bank Full time

    Job 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 time

    About 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 time

    Summary: 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 time

    Job 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...


  • Needham, United States First American Insurance Underwriters Full time

    Job 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...


  • Needham, United States Resource Innovations Full time

    Resource 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 time

    Job 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 time

    About 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 time

    Core 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...


  • Needham, United States CoreMedical Group Full time

    Job 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 time

    About 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...


  • Needham Heights, United States Needham Bank Full time

    Job 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...


  • Needham, Alabama, United States Walker Therapeutic & Educational Programs (Walker) Full time

    Job 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 time

    At 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...


  • Needham, Massachusetts, United States US Postal Service Full time

    Job 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...