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

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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Service Associate in Boston, MA vacancy
  • 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 premier service delivery... 
    Suggested
    Work at office
    Flexible hours

    JP Morgan Chase

    Boston, MA
    3 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... 
    Suggested
    Temporary work
    Work at office
    Local area

    711 MS Smith Barney, LLC

    Boston, MA
    2 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... 
    Suggested
    Full time
    Work at office

    UBS

    Boston, MA
    2 days ago
  •  ...Eastern is seeking an Operations Associate to oversee the daily operations of a banking office, including cash vaults, ATM balancing, and customer service. The role blends sales and transactional duties, with responsibilities spanning account openings, loan applications... 
    Suggested
    Work at office

    Retail Region 2 Administration

    Boston, MA
    1 day ago
  • $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... 
    Suggested
    Temporary work

    State Street Corporation

    Quincy, MA
    2 days ago
  •  ...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: Handle daily... 

    Phaxis

    Boston, MA
    2 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... 
    Work at office

    Foundation Medicine

    Boston, MA
    13 hours ago
  •  ...UBS in Boston is seeking a full-time Client Services Associate to support the Wealth Management team. You will educate clients on account services, input client data into planning tools, and help prepare reports for client meetings. In this role you will ensure proper... 
    Full time

    UBS

    Boston, MA
    1 day ago
  • $70k

     ...Overview Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts...  ...in providing a fast, high-quality client experience. As an Associate on the Client Service team As an Associate on the Client... 
    Temporary work
    Summer work
    Casual work
    Internship
    Work at office
    Worldwide
    Flexible hours

    Guidepoint

    Boston, MA
    1 day ago
  • $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... 
    Internship
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Partners Wealth

    Needham Heights, MA
    3 days 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 Valley... 
    Work at office

    Vodia Ventures

    Boston, MA
    2 days ago
  • $20.44 - $30 per hour

     ...make to show up for each other and for the clients we serve. We help individuals, families,...  ..., and wealth management products and services. HUB is one of the world’s largest insurance...  ...an opportunity for an Client Services Associate to join our Employee Benefit team in... 
    Internship
    Work at office
    Local area
    Flexible hours

    HUB International

    Boston, MA
    2 days ago
  •  ...About the job Client Service Associate 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... 

    SDL Search Partners

    Newton, 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 offersan innovative...  ...We are seeking a dynamic Client Service Associate to support our client service operations... 
    Work at office
    Flexible hours

    Pathstone

    Boston, MA
    4 days ago
  • $65k - $75k

     ...Osaic Careers Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 02110 Role Type: Full-time, Non-Exempt Salary: $65,000$75,000 annually + eligibility for an annual bonus Actual compensation offered will be determined individually... 
    Full time
    Work at office

    Osaic

    Boston, MA
    1 day ago
  • $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 work
    Work at office
    Local area

    Morgan Stanley

    Boston, MA
    3 days ago
  • $26.23 - $43.71 per hour

     ...Supports Servicing And Related Sales Enablement Activities Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth... 
    Hourly pay
    Work experience placement

    M&T Bank

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

    SDL Search Partners

    Boston, MA
    3 days ago
  • Focus Partners Wealth seeks a Client Service Associate to support Wealth Advisors and strengthen client relationships. You will own requests from start to finish, coordinate with custodians and the operations team, and ensure accurate, timely service in a fiduciary environment... 
    Work at office
    Remote work

    Focus Financial Partners

    Needham Heights, MA
    4 days ago
  • $65k - $70k

    Focus Partners Wealth is seeking a Client Service Associate to join our growing team in Needham, MA. You will support Wealth Advisors, serving as the primary contact for operational and service needs, and own requests from start to finish in a collaborative, fiduciary-... 
    Work at office
    Remote work
    3 days per week

    Focus Partners Wealth

    Needham Heights, MA
    4 days 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
    1 day 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
  •  ...Job Description Job Description We are looking for a detail-oriented Client Service Associate to support currency administration activities and provide responsive service to clients in Boston MA. This Long-term Contract position is ideal for someone who is organized... 
    Long term contract
    Temporary work
    Work at office

    Robert Half

    Boston, MA
    5 days ago
  • $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... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    Knights of Columbus 1039

    Boston, MA
    3 days 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

    Newton, MA
    1 day ago
  • $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

    State Street

    Quincy, MA
    2 days ago
  • $64.1k - $88.1k

     ...Our Company We’re a diversified financial services leader with more than $1.5 trillion in...  ...individual, small business and institutional clients. We are a longstanding leader in...  ...loyalty. As a Registered Client Service Associate, you will provide dedicated support to a... 
    Full time
    Part time
    H1b
    Work at office
    Work from home
    Home office
    Visa sponsorship
    1 day per week

    Threadneedle group

    Hingham, MA
    21 hours ago
  • $31.2k - $90k

     ...Client Service Associate 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 work
    Work at office
    Local area

    Morgan Stanley

    Wellesley, MA
    2 days ago
  • Gray Private Wealth is seeking a Wealth Management Associate in Canton, MA to support the client portfolio management team and the financial planning process...  .... The ideal candidate has 3-5 years in financial services, strong written/verbal communication, and proficiency... 

    Gray Private Wealth, LLC

    Canton, MA
    1 day 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

Do you want to receive more vacancies?

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