Client Service 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
- ...remaining at the forefront of technological innovation and thought leadership in the financial services industry. Duties and Responsibilities Help to grow and maintain existing client relationships by processing client requests, resolving inquiries, and ensuring key client...SuggestedTemporary workWork at office
$65k - $70k
...Job Description Summary: Focus Partners 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- ...Client Service Associate Boston, Massachusetts, United States About the Job 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...SuggestedWork at office
$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 Valley...SuggestedWork at office$60k - $70k
...as a 5-day-a-week, in-office culture because collaboration, mentorship, and shared momentum matter. About This Role As a Client Services Associate at Alumni Ventures, you'll play a vital role in supporting our investor community while gaining hands‑on exposure to venture...SuggestedWork at officeImmediate startFlexible hours$60k - $65k
...Client Service Associate Boston, MA Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing...Work at officeLocal area- ...Raymond James Financial, Inc. is seeking a dynamic Registered Client Service Associate in Boston, MA. This role focuses on high-touch administrative support to Financial Advisors, clients, and branch staff, with effective communication across multiple platforms. The candidate...
$65k
...Location: Boston, MA, Massachusetts Type: Perm (Contingency) Job #49538 Salary: $65,000 Job Overview - Client Service Associate Compensation: $65,000 - $80,000/year + bonus Location: Boston, MA Schedule: Monday to Friday (Hybrid)...Permanent employmentMonday to Friday- ...Client Service Associate 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...
$70k
...Overview: Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter... ...providing a fast, high-quality client experience. As an Associate on the Client Service team, you will play a central role in delivering...Temporary workSummer workCasual workInternshipWork at officeFlexible hours$65k - $80k
...bespoke investment policies reflecting each client’s unique circumstances and implements... ...The Position The Client Operations Associate located in Boston will support and work... ...support for senior members of the Client Service Team that engage directly with clients...Temporary workWork at officeFlexible hours- ...Currency Administration Manager The role involves managing daily operations and providing client support for Currency Administration. A comprehensive understanding of team protocols is essential to fulfill client obligations efficiently. Responsibilities:...
$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$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- SCS Financial, headquartered in Needham, MA, is seeking an Associate for the Client Service Solutions team to support client relationships, data maintenance, cashiering and money movements, and firmwide support functions. You will interface with custodian banks, lead onboarding...Work at office
- State Street Corporation is seeking a Client Services Associate II in North Quincy, MA. The role is client-facing, supporting Transfer Agency clients and the business development manager, handling day-to-day issues and project planning. You will liaise with clients, launch...
$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$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- Ashton Thomas Securities, a dynamic wealth management team in Boston, seeks an administrative professional to help grow and maintain client relationships, streamline onboarding, and support Wealth Advisors. You will prepare meeting materials, manage records, and...Work at office
- Action for Boston Community Development, Inc. in Downtown Boston is seeking a Client Services Representative to support the Energy Programs team. You will handle outreach, intake, verification and processing of Energy Program applications and manage client communications...Work at office
$70k - $130k
Client Relationship ManagerHigh visibility client-facing role managing complex business queries and supporting a variety of client business... ...daily interaction with client counterparts in maintaining service levels and addressing a wide range of business issues• Manage...Temporary work$58.5k - $99.5k
...Client Service & Operations Associate Location: Boston, MA, US, 02110 Category: Investments Feel Good About Doing Good The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our...Full timeTemporary workWork at officeFlexible hours$75k - $90k
Client Service Associate Boston Partners is a global investment advisor and a premier provider of value equity investment products that are firmly rooted in fundamental research and are based on a disciplined investment philosophy and process. Boston Partners currently...$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- SCS Financial is seeking an Associate to join the Client Service Solutions team in Needham, MA (or Portsmouth, NH). You will support client relationships, maintain client data, process money movements, and facilitate firmwide support functions. The role requires organization...Work at office
$41.6k - $60.32k
...suited for an early‑career individual who thrives in a structured, process‑driven environment and values teamwork, accuracy, and client service. Why This Role Is Important to Us The team you will be joining is part of State Street Global Delivery (SSGD), which provides...Temporary workLocal areaFlexible hours- World Insurance Associates LLC is seeking a Senior Associate Client Representative to support the daily management of a high-volume Commercial Lines book of business. You will provide excellent client service under a lead servicer, ensuring satisfaction and retention....
$31.2k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area$31.2k - $90k
...POSITION SUMMARY 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 trusted...Temporary workWork at officeLocal area- ...TD Bank Group (TD) is hiring for a frontline client services role in Norwood, MA. You will greet clients, process routine transactions, and guide them to appropriate TD partners to help reach their financial goals. The position requires a high school diploma and customer...Weekend workAfternoon shift
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