Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Service Associate in Boston, MA vacancy
  • $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... 
    Suggested
    Internship
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Partners Wealth

    Needham Heights, MA
    1 day ago
  •  ...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... 
    Suggested
    Work at office

    SDL Search Partners

    Boston, MA
    4 days ago
  •  ...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... 
    Suggested
    Weekend work
    Afternoon shift

    Winged Keel Group

    Boston, MA
    11 days ago
  • $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... 
    Suggested
    Hourly pay
    Full time
    Summer work
    Work at office
    Local area
    Immediate start
    Flexible hours

    Brighton Jones LLC

    Boston, MA
    1 day ago
  • $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... 
    Suggested
    Work at office

    Vodia Ventures

    Boston, MA
    3 days ago
  • $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

    Coverys

    Boston, MA
    7 days ago
  • $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 work
    Work at office
    Local area

    711 MS Smith Barney, LLC

    Boston, MA
    3 days ago
  •  ...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 placement
    Work at office

    Mission Staffing

    Boston, MA
    1 day ago
  • $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 office
    Flexible hours

    Concentric Innovation

    Boston, MA
    1 day ago
  • $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

    Beacon Bank

    Boston, MA
    3 days ago
  • $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 office
    Local area
    Remote work
    1 day per week

    GW&K Investment Management

    Boston, MA
    4 days ago
  • $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 time
    Temporary work
    Work at office
    Work from home
    Flexible hours

    Wealth Enhancement Group

    Boston, MA
    1 day ago
  • $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 area
    Flexible hours

    Cerity Partners

    Boston, MA
    1 day ago
  • $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 placement
    Work at office

    The Colony Group

    Needham Heights, MA
    4 days ago
  • $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

    Foundation Medicine

    Boston, MA
    4 days ago
  • $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 time
    Work at office

    UBS

    Boston, MA
    3 days ago
  •  ...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 time
    Work at office
    Local area

    Morgan Stanley

    Boston, MA
    2 days ago
  • $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

    Atlantic Group

    Boston, MA
    3 days ago
  • $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 time
    Work at office

    Lead Advisor

    Boston, MA
    1 day ago
  •  ...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... 

    SDL Search Partners

    Newton, MA
    1 day ago
  • $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 office
    Immediate start

    Confidential

    Needham Heights, MA
    1 day ago
  • $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

    Masis Professional Group

    Boston, MA
    1 day ago
  • $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

    Oppenheimer & Co. Inc.

    Boston, MA
    a month ago
  • $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 placement
    Work at office
    Local area

    RWA Wealth Partners LLC

    Newton Center, MA
    4 days ago
  • $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... 
    Internship
    Work at office
    Remote work
    2 days per week

    Focus Financial Partners Inc.

    Needham, MA
    4 days ago
  •  ...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 work
    Work at office
    Flexible hours

    NextPhase Search

    Waltham, MA
    2 days ago
  •  ...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 office
    Flexible hours

    JPMorgan Chase & Co.

    Boston, MA
    10 days ago
  •  ...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 employment
    Full time
    Internship
    Local area

    TransPerfect

    Boston, MA
    13 days ago
  • $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 pay
    Full time
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Boston, MA
    21 hours ago
  • $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 time
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Boston, MA
    21 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Service Associate. Be the first to apply!