Client Service Associate
Winston Flowers
Description 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 Requirements 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 Schedule flexibility as business needs require, including Saturdays Peak business periods will require extended work days and work weeks Winston Flowers’ benefits are comprehensive and include competitive compensation, free on-site parking, paid time off, medical, dental and vision insurance, company-paid life and long term disability insurance, short term disability, pre-tax commuter and dependent care accounts; 401(k) and health savings account, both with company match, and a generous employee discount. #J-18808-Ljbffr
$60k - $65k
...Client Service Associate Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized...SuggestedInternshipWork at officeLocal areaRemote work2 days per week- ...An established regional wealth management and investment services firm is looking to bring on a CSA to their team. Ideal candidates will have 1+ years experience in wealth management or client support roles. This role sits in the downtown Boston office and will have a...SuggestedWork at office
- ...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...SuggestedWeekend workAfternoon shift
$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... ...individuals to join our #OneTeam. As a critical member of the Client Service team, you will work closely with lead advisors to ensure...SuggestedHourly payFull timeSummer workWork at officeLocal areaImmediate startFlexible hours$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...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...Work at office$31.2k - $90k
...POSITION SUMMARY 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 in this role build...Temporary workWork at officeLocal area- ...Our client is seeking a Client Service Representative to join their custody operations team. This is an excellent entry-level opportunity for someone looking to build a career in financial services. Working closely with senior team members, this individual will support...Work experience placementWork at office
$70k - $85k
...developing investment solutions at scale for its clients. Managing $13+ billion in assets ,... ...technology innovation, and client-first service , Concentric offers an innovative... ...We are seeking a dynamic Client Service Associate to support our client service operations...Work at officeFlexible hours$52k - $90.5k
...skills, prior relevant experience, and specific work location. 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$70k - $80k
...Summary The Client Service Associate serves as a primary point of contact for high-net-worth clients, delivering high-touch service experience while partnering closely with Portfolio Managers, custodians, and internal operations. This role is responsible for ensuring...Work at officeLocal areaRemote work1 day per week$70k - $80k
...dedicated to enriching the lives of our clients. We use team-driven processes that go beyond... ...planning and investment management services to more than 90,000 households across 17... ...information, visit Position: Sr. Client Service Associate Location: Boston, Massachusetts – this...Full timeTemporary workWork at officeWork from homeFlexible hours$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...Local areaFlexible hours$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$42.8k - $53.5k
...About the Job 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 patient. The...Work at office$72.5k - $80k
...80BR City : Boston Your team : You'll be working with the Wealth Management team in Boston. Key Responsibilities Educate clients on account services and capabilities Input client information into the financial planning tools and Firm tools Assist with the preparation of...Full timeWork at office- ...poster from Morgan Stanley Talent Acquisition Specialist - Ultra High Net Worth at Morgan Stanley POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams...Full timeWork at officeLocal area
$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...Work at office$75k - $85k
...is a wealth management recruiting and consulting firm. This role is for one of our clients in Charlestown. To view other open roles, visit jobs.lead-advisor.com Client Service Associate Our client is an established boutique financial services firm located in historic Charlestown...Full timeWork at office- ...Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group. This is a great role for anybody looking to launch their career in Wealth Management - this position provides the opportunity to learn and grow alongside...
$45k
...individual to join our growing practice. We are now building the team infrastructure to support the next phase of growth. The Client Service Associate is a foundational hire in that buildout — a role that will have an immediate and visible impact on the client experience...Work at officeImmediate start$90k - $140k
...Senior Client Service Associate – Wealth Management Operations (Family Office) Work Arrangement: Hybrid (4 days in office) Compensation: $90,000–$140,000 base salary + bonus Overview A well‑established financial services organization is seeking an experienced Senior Associate...Work at office$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$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$60k - $65k
...Client Service Associate Needham, MA Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to...InternshipWork at officeRemote work2 days per week- ...About the Company Our client is a well-established and growing boutique wealth management firm based in Waltham, MA, advising multiple... ...balance. About the Role This is an opportunity for a Client Service Associate or Registered Client Services Associate to join their close‑...Summer workWork at officeFlexible hours
- ...Job Description Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As an Associate I in Investment Middle Office Services - Client Operations, your key responsibility will be to provide...Work at officeFlexible hours
- ...work for the global leader in the language services and technology industry? Are you... ...legal support services. All services and client partnerships are aided by best-in-breed... ...The position of the Client Services Associate is responsible for serving as the first...Permanent employmentFull timeInternshipLocal area
$15 - $40.87 per hour
...POSITION SUMMARY: 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 in this role build...Hourly payFull timeTemporary workWork at officeLocal area$31.2k - $90k
...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 and utilizing the full capabilities...Full timeTemporary workWork at officeLocal area
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