Client Service Specialist - Financial Services (Benefits, PTO)
Summit Grove Partners
Summit Grove Partners in Boston, MA is seeking a Customer Service Representative to handle client inquiries and issues with professionalism and efficiency. This full-time role offers a competitive base and comprehensive benefits. You will respond to client questions, resolve service issues, and maintain accurate records while delivering excellent service via phone, email, and in-person interactions. #J-18808-Ljbffr Summit Grove Partners
- A financial services firm in Boston is looking for a Client Services Associate to support ultra-high net worth clients with insurance portfolios. You will manage... ...in Microsoft Office. Competitive salary and benefits are offered, including a profit-sharing bonus. #J-...SuggestedWork at office
- ...Client Relations Specialist SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster... ...wellbeing, growth, and future. Our benefits include medical, dental, and...SuggestedOngoing contractWork at officeWorldwide
$55k - $74.31k
...Summit Grove Partners, a financial services firm in Boston, MA, seeks a Customer Service Representative... ...This full-time role involves handling client inquiries and issues with... ...salary, employees can enjoy a comprehensive benefits package that includes health insurance,...SuggestedFull timeWork at office$31.2k - $90k
A financial services organization seeks a Registered Client Relationship Analyst to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. This role requires strong interpersonal skills, a high school diploma, and preferably a college...SuggestedWork at office$55k - $70k
...best way to help our clients and advance our business... ...Agency Shareholder Service Representative - Senior... ...enhancing our client’s financial well-being. If you are... ...perspective High-quality benefits program emphasizing... ...for premium service, specialist expertise, technology...SuggestedWork experience placementWork at officeLocal areaShift work3 days per week$31.2k - $90k
A leading financial services firm in Boston seeks candidates for client support roles focusing on relationship management and administrative support. Candidates must possess a High School Diploma and demonstrate strong interpersonal and organizational skills. Responsibilities...- ...Client Billing Specialist We are seeking a Client Billing Specialist to join a dynamic Finance Department... ..., this firm provides an exceptional benefits package, including: ~ Medical,... ...committed to delivering exceptional service to our clients and creating a...Temporary workFlexible hours
- Talent Groups is seeking a full-time Client Services and Operations Associate to join our Boston or New Haven team. You will support institutional... ...of investment products. Preference for those with financial services experience in a client-facing environment. #J-18808...Full time
- ...Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make... ...outcomes, modernize their benefits programs, and help them... ...Summary The Senior Associate Client Representative supports the...Work experience placement
- -No prior industry experience required -Meet with clients on Zoom to help them enroll in benefit programs -Explain options in a clear, simple, and relatable way -Help clients complete online enrollment forms accurately -Schedule and manage virtual appointments...Full time
$15 - $17 per hour
...Overnight Customer Service RepresentativeThis job is located at 112 Medford Street, Medford... ...— is a leading retail provider of financial services. The "P" comes first, because our... ...with moderate to high noise levelsBenefits:Benefits for eligible team members include...Local areaFlexible hoursNight shiftAfternoon shiftEarly shift- ...Key Responsibilities Assist clients and employees with benefits enrollment and account setup Explain available benefit options in a clear and professional... ...: -Enjoys helping people and providing great customer service -Has strong communication skills (we’ll help you improve...Remote jobFull time
$40k - $60k
...Sales & Client Support Specialist (Travel Services) Boston, Massachusetts, United States $ 40,000.00 - 60,000.00 (US Dollar) Or refer someone... ...networks Professional mentorship Travel industry benefits and discounts Commission-based earnings Schedule...Remote workFlexible hours- ...- 15% AgCountry Farm Credit Services (AgCountry), Farm Credit Services... ...Frontier Farm Credit are financial cooperatives that operate... ...closing. As a Customer Experience Specialist , you will be the customers... ...experience. Why Us Health Benefits: Comprehensive medical,...Temporary workWork experience placementWork at officeLocal area
- ...company specializing in innovative software solutions for the financial services industry, is seeking a Sales Development Representative in... ...This full-time position offers a competitive compensation and benefits package. As a Sales Development Representative, you will be...Full timeWork at office
- ...Wealth Management - Community Private Client Advisor - Mattapan, MA Job Information... ...time About Us Chase is a leading financial services firm, helping nearly half of America’s... ...contributions. We also offer a range of benefits and programs to meet employee needs,...Full timeLocal area
- ...Client Account SpecialistJoin MoFo as a Client Account Specialist on our Financial Operations team!This role can be based... ...firm or professional services billing. Large law firm... ...a comprehensive benefits package starting on... ...paid holidays, and PTO. The range displayed...Local area
- ...Reserve Bank of Atlanta Federal Reserve Financial Services (FRFS) delivers a suite of payments... ...opportunities. Experience: Support Specialist I: High school diploma or GED; further... ...No Our total rewards program offers benefits that are the best fit for you at every...Full timeTemporary workPart timeRemote workVisa sponsorshipMonday to FridayFlexible hoursShift work
- A leading financial services firm is seeking a Client Relationship Analyst in Boston. The role involves providing exceptional service to clients, supporting financial advisors, and managing administrative tasks. The ideal candidate should possess strong interpersonal and...
$20 - $22 per hour
...Veterinary Receptionist (Client Care Specialist) to support our... ...in veterinary client service, you'll find a collaborative... ...p – 7a. Full-Time Benefits: ~ CSR... ...Development Assistance ~ PTO + Employee Pet... ...~ Access exclusive financial benefits to help you...Full timeTemporary workLocal areaRelocation10 hours per weekShift workWeekend work$58k - $110k
...Blackwell LLP is a full-service litigation and... ...United States, serving clients with domestic and international... ...our Client Delivery Specialist (Mass Tort Legal... ...Billing, Collections & Financial Coordination Assists attorneys... ...COMPENSATION AND BENEFITS Employees are entitled...Full timeTemporary workWork at officeFlexible hours2 days per week$55k - $70k
...adding an Account Specialist to The Westport Group... ...teams in servicing executive and specialty... ...enjoys organization, client service, and... ...Administrative, insurance, financial services, or... ...protected by law. Benefits FRP offers a comprehensive... ...and a generous PTO policy starting at...Work at office- ...has 0-2+ years of administrative or hospitality experience, strong communication skills, and a polished, service-oriented demeanor. This is an in-office role five days a week with overtime potential and comprehensive benefits. #J-18808-Ljbffr Beacon Hill Staffing GroupWork at office
- ...technologyMust be able to travel based on client and business... ...work as a member of the Client Services group and can expect a diverse... ...in accounting, tax, advisory, benefits, insurance, and technology, CBIZ... ...business consulting, tax and financial services. In certain...
$80k
...high renewal rates. Collaborates with Client Service to analyze renewal business and place... ...Additional Information Please see our company Benefits: ~ Medical, Dental, Vision ~ Life... ...~11 Paid Holidays ~ Flexible PTO ~401K Trucordia Insurance Services...Flexible hours- ...Join Globe Life’s McQuade Organization as a Remote Client Services Representative and help individuals and families understand their available benefits. Enjoy a 100% remote opportunity with flexible scheduling, comprehensive training, and opportunities for professional...Remote jobFull timeFlexible hours
$60k - $70k
Salary/Hourly Rate $60k - $70k Position Overview The Client Billing Specialist supports the firm's financial operations and maintains strong relationships with... ...Requirements High school diploma or equivalent. Benefits Medical, dental, vision. 401(K). Life insurance. Health...Hourly payFlexible hours- The Law Offices of Jeffrey Glassman in Boston seeks a Client Intake Specialist for our New Client Team. You will handle and screen intakes for... ...contact. The ideal candidate has 1+ year in intake, customer service or sales, strong writing and telephone skills, and...Work at office
$60k - $70k
...ClearGov is building the modern financial operating layer for the... ...We're looking for a Client Support Specialist (CSS) with a passion for learning... ...Experience: Proven customer service experience across multiple... ...and exclusive of fringe benefits or potential bonuses. If you...Temporary workSummer workLocal areaRemote workFlexible hours- ...communications, as well as anyone drawn to a service-first, people-focused environment. With... ...training, a steady stream of inbound client interest, and structured mentorship, you... ...follow-up Help clients explore supplemental benefit options tailored to their needs Meet...Hourly payWeekly payFor contractorsRemote workFlexible hours
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