Client Relationship Coordinator

We 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,...

Job DescriptionJob DescriptionFirm Summary:Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in New York, San Francisco, Boston, Richmond, Washington, D.C., Houston, Atlanta, and...

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,...

Job OverviewWe are seeking a highly skilled Senior Client Relationship Manager to join our team at Delta-T Group Corp.Salary:$65,000 - $80,000 per annum, depending on experience.About the RoleThe primary responsibility of this role is to maximize company profits and achieve team objectives by achieving sales targets, providing high-quality customer service,...

**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...

**Job Description**We are seeking a highly organized and detail-oriented CLIENT CARE COORDINATOR to join our team at Bigbelly HQ in Needham, MA. As a client care coordinator, you will be responsible for ensuring that our customers receive exceptional service and support.**Responsibilities:**Main point of contact for customers and service providersProcess all...

Company 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,...

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...

Job DescriptionJob DescriptionSource,Evaluate, and recommend for approval C&I loans. Actively manage a C&I loan portfolio.ESSENTIAL DUTIES & RESPONSIBILITIESInitiate and develop relationships with Middle Market C&I customers; actively manage loan requests from application stage to funding.Analyze applicant financial status, credit strength, and supporting...

About the JobWe are seeking an experienced Personal Lines Account Manager to join our team at World Insurance Associates, LLC. The ideal candidate will have a proven track record of managing a high-volume book of Personal Lines Insurance business and building strong relationships with clients.About the RoleThis position supports the Account Executive with...

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...

Key ResponsibilitiesProvide inbound customer service phone and email support to customers with questions, issues, or requesting facility services.Create work orders, determining description, correct trade skill set, priority, location, requestor, and contact information.Utilize multiple CMMS systems to distribute, coordinate, track, and monitor...

Job OpportunityWe are seeking a Client Service Representative to join our team at Winged Keel Group. As a Client Service Representative, you will play a key role in supporting the Client Relationship Managers in preparing client presentations, primarily in Excel, PowerPoint graphics, and written communications. You will have the opportunity to learn about...

Key Responsibilities:Ensure accurate policy documentation and maintain up-to-date client records.Review and process policy renewals, endorsements, and cancellations.Proactively address & promptly respond to client inquiries, resolve issues and provide expert advice.Underwrite new and renewal business.Prepare quotes for existing & new clients, as well as...

Job Description: We are seeking an experienced Office Operations Coordinator to join our team at TriSource Staffing Solutions. This is an excellent opportunity to utilize your organizational skills and experience in office management to contribute to the success of our organization.Main Responsibilities:Manage day-to-day office operations, ensuring a smooth...

Job SummaryThe Program Director position at Charles River Center is responsible for leading the In-Home Supports Program. This includes developing program strategies, supervising staff, and coordinating client care. The ideal candidate will have a strong background in human services, program management, and staff supervision. Certification in Positive...

Key ResponsibilitiesThe Operations Coordinator will be responsible for ensuring that all employees have the resources needed to do their jobs effectively. This includes:Maintaining accurate records of employee absences, vacations, and other time-off requests.Managing facility service vendors relationship and onsite repair/service schedules.Orienting new...

About the JobRiverside Community Care is a renowned organization dedicated to providing exceptional mental health services. We are seeking a highly skilled and compassionate Mental Health Care Coordinator to join our team in Needham.This role offers a unique opportunity to make a positive impact on the lives of children and families by providing...

**Key Responsibilities**We are seeking a skilled and experienced Building Maintenance Coordinator to join our team at C&W Services. The successful candidate will be responsible for providing exceptional customer service and support to our clients, ensuring that their facility needs are met in a timely and professional manner.Responsibilities of the position...

About the RoleWe are seeking a skilled Community Outreach Coordinator to join our team at Griswold Home Care for Metrowest Boston. This is a full-time, salaried position with competitive compensation and a comprehensive benefits package.The successful candidate will be responsible for representing our agency at various community events, establishing and...