Client Services Associate
Winston Flowers
This position reports to the Manager of Client Services For over 75 years, the dedicated team at Winston Flowers has been committed to fostering excellence in everything we do. Today, our family-owned company has a worldwide online presence, two state-of-the-art design studios—60,000 square feet in Boston and 12,000 square feet in New York City—and retail shops throughout the Greater Boston area and in Greenwich, Connecticut. Each and every person on our team works in pursuit of a singular goal: to take care of our clients’ precious moments as if they were our own. This dynamic, creative client service position is responsible for providing excellent service to our customers on a variety of levels. As a critical member of our Design Studio sales team, you will assist clients with gift product selection, questions and specific product requests via telephone. We look for candidates with a high level of energy, who are self-motivated and who will thrive in a fast-paced environment. Job Responsibilities Utilize Customer Relationship Management process to create custom gift product presentations for clients during telephone sales calls; using a consultative approach to build rapport and present key selling points while focusing on the customer’s needs Effectively upholds the service standards of Winston Flowers by providing excellent service, assisting customers with product selection and troubleshooting client issues, while managing internal processes to ensure timely deliveries Responsible for follow-up inquiries to select clients to ensure 100% satisfaction Identify future sales prospects from day to day calls and communicate to appropriate internal team(s) to maximize potential opportunities Candidate Attributes Previous experience in hospitality and/or customer service is preferred; experience in a high call volume environment is helpful Exemplary verbal communication and interpersonal skills Ability to efficiently and professionally meet client needs, while balancing the needs of the company Excellent grammar and spelling skills, combined with strong attention to detail Ability to work independently, listen attentively and respond effectively to concerns, combined with exceptional follow-through skills Enthusiasm the floral industry and a passion for great design Computer proficiency and ability to multi task between programs Other Core schedule will be five days a week between Monday and Saturday 8:00am – 5:00pm, with flexibility as business needs require Peak business periods will require extended work days and work weeks #J-18808-Ljbffr
$65k - $80k
...Client Service Associate – Investment Operations & Client Services Compensation: $65k - $80k A leading global investment advisory firm is seeking a Client Service Associate to join its Boston office. This individual will play a key role supporting client portfolio operations...SuggestedWork at office$42.8k - $53.5k
...Client Services Associate The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and requests as well as acting as a liaison between departments within FMI, and between FMI and its partners, customers and the...SuggestedWork at office$45.42k - $65.55k
...Client Service Associate The Client Service Associate is key to providing excellent customer service and meeting our policyholders' and agents' needs. The Client Service Associate is responsible for responding to, documenting, and resolving various types of inquiries...SuggestedWork at office$25 - $44 per hour
...Dormont Manufacturing Co is looking for a dedicated client service support representative to assist Financial Advisors in Quincy, MA. This role is crucial in providing personalized support and ensuring client satisfaction. The ideal candidate will have a client-centric...SuggestedHourly pay$60k - $80k
...checks, money movements, process tasks with Custodians. Schedule client meetings. Basic preparation and follow-up for client meetings.... ...drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total...SuggestedLocal areaFlexible hours- ...Are Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international... ...and training, and legal support services. All services and client partnerships are aided by best‑in‑breed software platforms, specialized...InternshipLocal area
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$52k - $90.5k
..., and specific work location. Location: Boston, MA Overview: We are seeking a personable and highly organized Client Service Associate to work directly with wealth advisors to deliver an exceptional client service experience within our Registered Investment...Work at office$65k - $80k
...Job Overview – Client Service Associate Compensation: $65,000 – $80,000/year + bonus Location: Boston, MA Schedule: Monday to Friday (Hybrid) Atlantic Group is hiring a Client Service Associate in Boston, MA for our client, supporting client account management, investment...Monday to Friday$65k - $80k
...the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider... ...and collaborative culture. Position Description The Client Service Associate located in Boston will support and work closely with senior...Temporary workWork experience placementWork at officeLocal areaFlexible hoursShift work- ...The Client Service Representative is responsible for managing and supporting assigned client relationships across Fund Accounting, Administration, and Custody services. Serving as the primary point of contact, this role works closely with clients and internal teams to...Work at office
$40k - $59.8k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...What You'll Be Doing Under immediate supervision, client services associate (NR) assists one or more financial advisor(s) (FA...Work at officeImmediate startFlexible hours- ...Winged Keel Group Client Services Senior Associate Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high-end life insurance solutions. With ten offices nationwide, the firm specializes in Traditional Life...Weekend workAfternoon shift
$50k - $55k
...Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Boston, MA. The...Local area$15 - $40.87 per hour
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals...Hourly payTemporary workWork at officeLocal area$31.2k - $90k
...Registered Client Service Associate Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging...Temporary workWork at officeLocal area$110k - $140k
...are seeking a high-performing individual who excels in a fast-paced, deadline-oriented environment. Role Summary As a Client Services Treasury Associate, you will support the day-to-day delivery of treasury servicing across asset classes—including credit, private equity...Local area$100k - $125k
Boston Partners is seeking a Client Relations & Trading Associate to deliver exceptional client service and maintain operational excellence. This role supports both portfolio operations and direct client engagements. The successful candidate will have 3-5 years of experience...$19 per hour
DEPARTMENT OVERVIEW The Client Services Department is responsible for the relationship management of all Premium Memberships and full-season... ...POSITION OVERVIEW The Client Services New Member Experience Associate role is a hospitality individual who helps create premium...Hourly payWork at officeNight shift$48.4k - $60.5k
Sr. Client Services Associate Location: 400 Summer Street, Boston, Massachusetts, United States Employment Type: Full Time About the Job: The Senior Associate, Client Services is responsible for responding to and resolving a wide range of complex client inquiries and...Full timeWork experience placementSummer workWork at office$60k - $70k
Focus Partners Wealth seeks a motivated and qualified individual for the position of Client Service Associate. The individual selected for this opportunity will be distinguished in academic achievement, dedicated to client service, and have the highest ethical and professional...Work experience placementWork at office- A growing full-service Investment firm is seeking a Registered Client Service Associate to join their team. This role is ideal for a highly organized and proactive individual who thrives in a fast-paced, collaborative environment. Key Responsibilities Provide day-to-day...Work at officeRemote work1 day per week
- Masis Professional Group, a growing full-service investment firm in Boston, seeks a Registered Client Service Associate. This role supports Financial Advisors and maintains client accounts while ensuring accuracy and timeliness. The ideal candidate has over a year of experience...Remote jobWork at office1 day per week
$33.84 - $37.41 per hour
...meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives... ...to join our #OneTeam. As a critical member of the Client Service team, you will work closely with lead advisors to ensure...Hourly payFull timeSummer workWork at officeLocal areaImmediate startFlexible hours$52k
The Client Services Data Operations Associate will be responsible for the maintenance and integrity of internal databases, supporting RapidRatings’ clients in their programs, as well as developing subject matter expertise in third‑party platforms. This role will report...Work at officeFlexible hours3 days per week- Position Overview LIM Marketing & Client Service Associate Longfellow Investment Management Co., LLC (LIM) is an independent, 100% employee-owned investment firm that manages over $23 billion across fixed income, equity, and alternative investment strategies. We serve...
- ...passion for enriching the lives of our clients. We continually seek to perfect our craft... ...financial plans and investment management services to over 90,000 households from our over... ...is looking for a Sr. Client Service Associate to serve as the liaison between the client...Full timeTemporary workWork at officeWork from homeFlexible hours
$50k - $60k
...management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding... ...is multi-faceted, as the individual will be part of the Client Service Team and will also provide support to the main receptionist....Work experience placementWork at officeLocal area$58.24k - $92.56k
State Street is seeking a Senior Associate to oversee day-to-day accounting and trade-related... .... This role emphasizes strong client focus and operational discipline while working... ...accuracy, and deliver exceptional client service. A bachelor's degree and 2-4 years of relevant...Work at office- Atlantic Group is looking for a Client Service Associate in Boston to support client portfolio operations and investment execution. The role involves managing client relationships and coordinating documentation while ensuring adherence to regulatory requirements. Ideal...Work at office
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