Client Services Consultant: Financial Advisory Support
$65k - $75kEPC Eneric Petroleum Corp.
EPC Eneric Petroleum Corp. is looking for a Client Services Consultant to join our team in Boxborough, MA. In this role, you will enhance workflows and foster relationships while providing exceptional service to financial advisors and clients. Ideal candidates will bring 4+ years of experience in financial services, possess strong organizational skills, and have familiarity with RedTail CRM. The role offers a competitive salary range of $65,000 to $75,000 based on experience. #J-18808-Ljbffr EPC Eneric Petroleum Corp.
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Client Services Consultant: Financial Advisory Support in Boxborough, MA vacancy
$65k - $75k
...Summary At BridgePort Financial Solutions, we believe... ...strategies that align with our clients’ unique goals, values,... ...solutions that support every stage of our... ...offer a full suite of services, including financial planning... ...Client Services Consultant to join our dynamic team...SuggestedWork at officeImmediate start- ...answered “ yes ” and are a customer service-minded champion, we are hiring Bilingual Financial Customer Associates (FCA) in our... ...teams that provide financial support to our customers world-wide. All... ...calls related to our clients 401K plans. In the subsequent...SuggestedHourly payFull timeWork at officeWork from homeMonday to FridayShift workNight shift
Fidelity Investments
Harvard, MA2 hours ago $30 - $35 per hour
...audited closed loans. ~9. Complete self-testing compliance audits. ~10. Register the loan with myCUmortgage. Confirm that all supporting documents in the file have ~ been uploaded to the File Cabinet. Add loan to Mortgage Log and assign file to an underwriter....SuggestedHourly payPermanent employmentTemporary workWork experience placementShift workRandstad
Littleton, MA2 days ago- ...Commercial Customer Service Representative Sparx Hockey was founded in 2013 to solve the greatest unmet need in ice skating sports... ...team, and we look for team players. Responsibilities Support the Outside Independent Sales Reps and Inside Sales Team with daily...SuggestedSummer workWork at office
Sparx Hockey
Acton, MA4 days ago $25 per hour
...graduates with a degree in Accounting or Finance who want to gain hands-on experience in corporate accounting and financial operations. What You'll Do Support daily accounting operations, including payroll, accounts payable, accounts receivable, and data entry...SuggestedPermanent employmentTemporary workRaven Ridge
Bedford, MA2 days ago- ...high level administrative and operational support to assigned financial advisors, ensuring smooth daily operations and exceptional client service. This role plays a key part in managing... ...services, wealth management or advisory environment, or an equivalent combination...Work at office
Avidia Bank
Hudson, MA4 days ago $50k - $80k
...Client Services Representative Join a growing team supporting employer Stop Loss programs and play a key role in delivering exceptional client and broker experiences. As a Client Services Representative in our Stop Loss business, you'll support the employer stop...Full timeWork at officeRemote workW. R. Berkley
Marlborough, MA4 days ago- ...Weu2019re seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include... ...Perks and Benefits: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical...Contract workPart timeLocal area
Dollar Tree
Acton, MA4 days ago $25 - $30 per hour
...Customer Service Representative Papalia Home Services has been serving New England families for over 35 years with trusted plumbing... ...~ Ongoing training and career advancement opportunities ~ Supportive and energetic team culture $25.00 $30.00 per hour If...Hourly payFlexible hoursHeritage Home Services
Boxborough, MA4 days ago$20 - $24.04 per hour
...divh2Entry Level Customer Service Representative/h2pAt ZOLL, were passionate about improving patient outcomes and... ...Customer Service Representative. Job Summary Implement client AED programs including. Provide support to the Client Services Department. Duties will...Hourly payMinimum wageOngoing contractWork at officeLocal areaRemote workWorldwideShift workZOLL Medical
Chelmsford, MA4 days ago- ...Sales Support Administrator Littleton, Massachusetts, United States This role involves processing orders, data entry, and providing... ...and is passionate about providing excellent customer service. Key Responsibilities: Answer incoming sales calls, address...Work at office
5 Star Global Recruitment Partners
Littleton, MA3 days ago - ...Officer (AFSO): Prior AFSO experience preferred, but not required as training will be provided by the FSO Provides limited support to the Facility Security Officer (FSO) in administering security programs in accordance with company and government requirements...Remote work
General Atomics
Acton, MA14 hours ago $55k - $79k
Customer Service Specialist - Aflex Location: WMFTS - USA - Supply - Devens, MA Location Type: On-Site Website: Group: Role Summary... ...in a process‑oriented production environment as customer support, with a demonstrated track record of customer satisfaction and...ApprenticeshipWork at officeLocal area- ...casualty insurance agency founded in 2006. We are a service-driven agency striving to exceed client expectations. We understand that the key to every successful... ..., collaborative work environment with unparalleled support and opportunity for growth. Provide insurance quotes...Work experience placementWork at office
$19 - $22 per hour
...looking to add a compassionate and skilled Client Service Representative to our team. At our... ...client correspondence and updates client financial records Answers client's inquiries... ...allowance and professional development support Mental Health Resources Company paid...Work at officeLocal areaFlexible hours$55k - $79k
Job Title: Customer Service Specialist - Aflex Location: WMFTS - USA - Supply - Devens, MA Location Type: On‑Site Website: Group... ..., ensuring satisfaction, a positive brand experience, and supporting the company’s overall success. In this role you will enjoy the...ApprenticeshipWork at officeLocal area- ...(SDR) . In this entry-level role, you’ll gain hands-on experience generating leads, engaging with potential customers, and supporting sales strategies that drive meaningful growth. You’ll work closely with experienced sales leaders in a collaborative, start-up-style...InternshipRemote workFlexible hoursNight shift
aPriori Technologies Inc
Concord, MA24 days ago $28.85 - $33.65 per hour
A leading financial institution seeks a financial advisor to provide tailored advice and solutions to clients. Responsibilities include building financial plans, recommending investment strategies, and triaging client requests. The candidate must possess a high school diploma...Hourly payMonday to Friday- ...Job Description Job Description Join Our Team as a Financial Services Representative Location: Marlborough, MA | Full-Time Do you... ...processing, and deepen member relationships through personalized support and product recommendations. If you're looking to start or...Full time
- A leading financial services firm is seeking a Private Client Advisor in Marlborough, MA. This role involves providing personalized financial planning and investment... ...should have at least 2 years of financial advisory experience, along with the necessary financial licenses...
- ...our employees came from retail, office administration, customer service, hospitality, restaurants, reception, and cashier positions... ...are organized, dependable, and enjoy working with people and supporting a team, we will train you. No experience is needed. Our...Weekly payWork at office
Marathon Staffing
Littleton, MA8 hours ago - ...Client Support Representative Element has an opportunity for a Client Support Representative... ...multi-site required documents Financial Support Assist in Invoicing Clients... ...or equivalent. ~2-3 years of customer service related skills ~ Knowledge of Microsoft...Contract workFor contractorsWork at officeFlexible hours
Element
Acton, MA4 days ago $100k - $135k
...territory, responsible for direct sales of company products and services. Contributes to the attainment of individual, area and company... ...interface on a regular basis with: Marketing Sales Operations Client Services Technical Service Information Technology...Work experience placementWork at office$500 per month
...emergency procedures and Hotel policies. Practice punctuality for scheduled shifts. Keywords: Hotel, Hospitality, customer service, receptionist, administrative Requirements Prior front desk experience in a hotel setting preferred Multitasking skills and...Hourly payFull timePart timeWork at officeShift workDay shiftAfternoon shiftLafrance Hospitality
Littleton, MA2 days ago- ...motivated individual to serve as the first point of contact for financial center clients. The successful candidate will uncover banking needs for... ...offers competitive pay and industry-leading benefits, ensuring a supportive work environment. #J-18808-Ljbffr Bank of America
$100k - $135k
...territory, responsible for direct sales of company products and services. Contributes to the attainment of individual, area and company... ...Management. Networking/Key Relationships Marketing Sales Operations Client Services Technical Service Information Technology Minimum...Full timeWork experience placementWork at officeRemote workWorldwideFlexible hoursShift work- Amcor Flexibles, LLC is seeking a dedicated Customer Support Specialist in Harvard, Massachusetts. Your role will involve managing customer... ...and organizational skills, with at least 1 year of customer service experience. Amcor offers a comprehensive benefits package,...Flexible hours
- Amcor is hiring in Harvard, Massachusetts for a customer support position focused on delivering high-quality service. Candidates must possess strong interpersonal and organizational skills, with at least 1 year of customer service experience. Responsibilities include managing...Flexible hours
$26.78 - $33.48 per hour
...Loan Servicing Representative At USALLIANCE, we pride ourselves on innovation, teamwork... ...and professionally in an inclusive and supportive environment. Represent USALLIANCE in... ...Perform loan account maintenance and financial transactions including payments, payment...Hourly payWork at officeLocal areaUSALLIANCE Financial
Chelmsford, MA15 hours ago$50k - $55k
A recruitment agency in Littleton, MA is looking for a Sales Support Specialist. This full-time position requires a strong background... ...Ideal for detail-oriented individuals passionate about customer service. Profit-sharing incentives are included, with a salary range of...Full timeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Consultant: Financial Advisory Support. Be the first to apply!
Related searches
- customer care technician Boxborough, MA
- customer service opportunity Boxborough, MA
- customer service Boxborough, MA
- client service professional Boxborough, MA
- customer support Boxborough, MA
- client service Boxborough, MA
- customer service position Boxborough, MA
- support Boxborough, MA
- donor relations assistant
- customer service personal assistant