Client Intake & Outreach Specialist - Estate & Elder Law
$45k - $55kMarsden Law
Marsden Law, a boutique Estate Planning and Elder Law Firm in Holliston, Massachusetts, is seeking a proactive Client Intake Specialist. This role will focus on building relationships with clients through calls and in-person interactions, converting leads into consultations, and providing exceptional customer service. The ideal candidate should possess strong communication skills, attention to detail, and experience in a customer service environment. Prior experience with CRM systems is essential. Compensation is between $45,000 and $55,000 per year. #J-18808-Ljbffr Marsden Law
$45k - $55k
...Our MetroWest-based boutique Estate Planning and Elder Law Firm is looking for a compassionate and productive Client Intake Specialist to provide an exceptional customer service experience. The role focuses on building relationships with former, current, and potential...SuggestedWork experience placementWork at office$45k - $55k
...Our MetroWest-based boutique Estate Planning and Elder Law Firm is looking for a compassionate and productive Client Intake Specialist who will focus on providing people who contact us with the ultimate customer service experience. The Client Intake Specialist's primary...SuggestedWork at office$45k - $55k
...Job Description Job Description Our MetroWest-based boutique Estate Planning and Elder Law Firm is looking for a compassionate and productive Client Intake Specialist who will focus on providing people who contact us with the ultimate customer service experience....SuggestedWork experience placementWork at office- Job Overview A law firm seeks an Estate Planning Associate Attorney in Sudbury, MA. This role involves working closely with clients to understand their family dynamics, assets, and concerns... ...Participate in team meetings and community outreach efforts. Stay current on estate...Outreach
$49.31k - $68.53k
...development opportunities in order to provide our clients with cutting edge solutions, strategies,... ...Parental bonding leave Back-up child/elder care Employee discount program Work... ...which unless prohibited by applicable law may include criminal history checks, employment...SuggestedTemporary workWork experience placementFreelanceWork at officeFlexible hours3 days per week$16.35 - $22.12 per hour
...About the Firm Borchers Cusano Trust Law, P.C. is a boutique trust and estate planning and administration firm... ...we build long-term relationships so clients' estate plans stay aligned as their... ...will be open until filled. Initial outreach to selected candidates is expected...OutreachHourly paySummer workWork at officeLocal areaRemote work- ...Multi-site Leasing Specialist Royal Crest Nashua and Royal Crest Estates Marlboro Job Title: Multi-site Leasing Specialist Division: Multifamily Status... ...Coordinate resident referral programs, employer outreach, and participate in local networking efforts....OutreachTemporary workWork at officeLocal areaFlexible hoursWeekend work
- South Middlesex Opportunity Council is seeking a Housing Consumer Education Center Intake Specialist to triage clients both in person and remotely, providing essential housing counseling and referrals. You’ll work collaboratively with the HCEC team and maintain accurate...Remote work
$21 - $23 per hour
...or an alternative application process. Intake Specialist, HCEC Full Time Professional 7 Bishop... ...Summary Responsibilities include triaging clients in person, over the phone or by email,... ...in accordance with federal and state laws and funder requirements. Ensure compliance...Hourly payFull timeTemporary workPart timeWork experience placementWork at officeWork from homeMonday to FridayFlexible hours- The South Middlesex Opportunity Council, Inc. is looking for an Intake Specialist in Framingham, MA, dedicated to helping clients facing housing crises. This full-time role will involve assessing client needs, performing housing counseling, and providing administrative...Full time
- City Wide Facility Solutions, located in West Newton, Massachusetts, is seeking a Business Development Specialist to make outbound B2B sales calls and manage client relationships. In this role, you will engage in high-volume calls to schedule appointments for the sales...Outreach
- ...Recruiter Specialist Westwood, MA- hybrid 4 days onsite 6 months+ Hours & Work Schedule... ...management with advisors ~ Review Client licensing ~ Avoid- recruiters and... ...with advisors, need someone to do the outreach ~ Work close with private wealth and...OutreachPermanent employmentTemporary workWork experience placement
- ...Tinti & Navins, P.C. seeks an estate planning attorney with 2-4 years of experience to join its thriving trusts and estates practice... ...to join and play a key, hands‑on, role in working directly with clients, growing your practice, and handling sophisticated matters in a...Work at officeRemote work
- ...Sales and Service Manager, a STUDIO Fitting Specialist is responsible for engaging with every... ...percentages, while proactively growing the client base and maintaining a fully booked... ...with or without notice. We comply with all laws that prohibit discrimination based on race...Hourly payWork at officeImmediate startFlexible hoursNight shift
- ...Revenue Cycle Specialist Human Services Management Corporation (HSMC) provides shared business and consulting services to both... ...& Compliance: Collaborate regularly with the Client companies, Intake, Billing, and Collections teams to resolve reimbursement issues...Work at office3 days per week
$120k - $220k
...FREE, EQUAL OPPORTUNITY EMPLOYER. Company Policy & Federal & State Laws Forbid Discrimination Because of Age, Color, Race, Religion, Sex... ...details including our full equal opportunity statement, texting/outreach communication authorization, physical requirements of the job...OutreachFull timeRelocation packageFlexible hours- COREVITALITY LLC in Marlborough, Massachusetts is seeking passionate Mobility Specialists to join their team. This role involves providing customized assisted stretching to help clients improve mobility and achieve their wellness goals. Candidates should have a background...Flexible hours
- Bonhams, a leading auction house, is seeking a Senior Specialist in American Art to drive business development and secure consignments. The... ...of American art and the ability to cultivate strong client relationships, particularly in New England. Ideal candidates will...
$20.75 - $29 per hour
...successful candidate will be responsible for building lasting client relationships, offering expert wardrobe guidance, and delivering... ...maintain an active client book through relationship building, outreach, and consistent follow‑up. Offer expert advice on luxury suiting...OutreachSeasonal workAfternoon shift- Summary Senior Client Advisor responsible for delivering exceptional client experiences in a luxury boutique, upholding brand standards... ...Build and maintain a strong client portfolio through proactive outreach and CRM updates. Mentor and coach team members, sharing best...OutreachFlexible hoursAfternoon shift
$95k - $115k
...clinical owner of the center. You oversee all client‑facing clinical staff, including Senior... ...notes, and treatment outcomes Support intake assessments, FBAs, and timely completion... ...and community partners Represent CAS in outreach events and referral‑building activities Analyze...OutreachFull timeRelocationWeekday work- ...the salesfloor. You will conduct customer outreach, develop design packages to brand... ...experience ~ Experience working one on one with clients and recommending solutions ~ Proficient... ...by applicable federal, state or local law. The Company participates in E-Verify...OutreachLocal areaShift work
$20.4 - $27 per hour
...Tiffany Client Advisor We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating... ...entrepreneurial spirit, reinforce client development to grow outreach business. Sales: Deepen the relationship with our clients...OutreachHourly payFull timeNight shift$27 - $35 per hour
...institutions. Our College Admissions Associates guide our clients through the college admissions process, helping... ...PT/temp will accrue Sick in states as required by law ~ Goal Booster ~ Metro Credit Union ~ Real Estate Advantage ~ The Work Number ~ Leaves of...Hourly payTemporary workPart timeSeasonal workLocal areaRemote workMonday to FridayFlexible hours- ...excel at—all from Day One. Job Description Client Relationship Consultants build... ...relationships with clients through proactive outreach and follow up, asking questions and learning... ...calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer...OutreachTemporary workLocal area
- ...Summary: The Mobility Specialist is responsible for the... ...for households, conducts outreach to landlords and... ...Federal, state and local laws, rules and regulations... ...additional experience in real estate, subsidized housing... ...incidental contact with clients served by SMOC in various...OutreachFull timeTemporary workPart timeWork at officeLocal areaRelocationMonday to FridayFlexible hours
- ...training on specific software applications and interfaces requiring client interaction Configuration of manufacturer applications,... ...configuration processes Provide technical guidance to junior specialists in their assigned job duties Required Skills At least 5 years...
$60k - $70k
...customer-focused Regional Occupancy Specialist to join our growing affordable... ...portfolio Support applicant intake, preference verification, and... ...Fiscal responsibility to our clients; Integrity in all aspects of... ...characteristic protected by law. #J-18808-Ljbffr Peabody CompaniesWork at office$68k - $88k
...happen. Our important work benefits our clients and partners as much as it does our people... .... Position Overview: Solution Specialists lead several of the pre-sales processes... ...opportunities. The Solution Specialist leads the Intake, Scoping, Service Design, and...Full timeContract workRemote workShift work- ...Asian, Military Veterans, the Elderly, the LGBTQ, and Justice... ...insurance solutions. FM Global helps clients maintain continuity in their... ...health, and safety. The EHS Specialist works with the Research and... ...exposure in accordance with local laws and corporate strategy. The...Full timeFor contractorsWork at officeLocal area
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