Customer Service Advisor Jobs in Milford, MA

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Harvard University, Wayfair, Salesforce, or Wellington Management among other leading organizations in the Greater Boston area. Are you eligible? You can apply to Year Up United if you are: - A high school graduate or GED recipient - Eligible to work in the U.S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelorʼs degree What will you gain? Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: - Banking - Helpdesk/Desktop Support - Investment Operations - Business Fundamentals - Project Management Support - Cyber Security Get the skills and opportunity you need to launch your professional career. 75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year. PandoLogic. Category:Customer Service, Keywords:Customer Service Representative, Location:Quincy, MA-02171

Customer Service Representative We are seeking an energetic Customer Service Specialist to join the team one of our clients in the service industry, in the Greater Boston area. The best candidate for this role is friendly and welcoming, very organized, and a professional multi-tasker. If you are interested and would like to be considered for this opportunity, please submit a copy of your resume today! Responsibilities Respond to customer inquiries and requests via phone and email while representing the brand. Conduct product/service installations and provide training to clients. Follow client authentication procedures for all products and services. Act as a liaison between internal and external clients. Update policies and procedures related to existing products and services. Assist with special projects as needed. Qualifications High school diploma or equivalent; bachelor's degree preferred. 1+ years of experience in customer service or sales. Strong written and verbal communication skills. Proficient in Microsoft Office. Ability to thrive in a fast-paced environment and learn quickly. Our Commitment to Diversity, Equity & Inclusion The Hollister Group is an equal opportunity employer. We welcome and encourage applications from people who are under-represented in their respective occupation or position.

Lead Advisor, LLC is a wealth management consulting and search firm. This role is for a client in Westborough, MA. For other roles visit: jobs.lead-advisor.com. Client Service Associate Our full-service financial advisory practice serves high net worth and emerging high net worth clients with: Wealth management Tax-efficient savings strategies Estate planning Risk management Retirement planning The Client Service Associate is an integral part of the overall client experience, supporting the Wealth Management Team. A high degree of accuracy is required, ensuring a satisfying and memorable client experience. Client Service Associate Job Duties: Execute client insurance onboarding, including: Preparing illustrations Scheduling medical exams Preparing applications Managing the underwriting process Preparing for policy delivery meetings Handle ongoing policy servicing and maintenance, such as: Billing updates Reconsiderations Loan processing Execute client investment onboarding, including: Preparing account opening paperwork Facilitating rollovers with clients Tracking incoming transfers Confirming cost basis information is received Handle all necessary account maintenance, such as: Money movement Standing instructions for tax withholding and bank accounts Changes of address Communicate with clients in a professional, compassionate, and timely manner according to firm policies and procedures. Maintain client confidence and trust through zero defect work. Actively participate and contribute to Operations Team projects for: Efficiency Productivity Advice Client experience Input and maintain accurate client information in all appropriate databases and software applications. Effectively manage and prioritize workflow, created from: CRM action items Phone calls from clients Emails Additional work not flowing through the central database Actively participate and contribute to professional development and training, both individually and with the team. Develop an understanding of the Firm's Financial Solutions philosophy, including: Programs, features, and benefits A thorough understanding of firm services, philosophies, and ideologies Qualifications: Required: Life, Accident & Health Insurance licenses (obtained within first 3 months of employment) Securities Industry Essentials Exam (completed within first 6 months of employment) Series 7 & 63 (within first year of employment) Bachelor's Degree or related industry experience

About ConnectPay ConnectPay provides comprehensive payroll and HR solutions tailored for small and medium sized businesses. Focusing on simplifying payroll and ensuring compliance, ConnectPay offers services that include payroll processing, tax compliance, benefits administration, and workers' compensation. Our employees are our most valuable asset, and we are dedicated to fostering a collaborative and supportive environment that empowers every team member to contribute to our growth and success.

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients. DUTIES And RESPONSIBILITIES CLIENT SUPPORT Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile Confirm authorization and authenticate client when processing requests Onboard and maintain client accounts, including collecting client information and required documentation, processing money movement transactions as an example Review and take appropriate action on client account alerts Other Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars Actively engage in available training and education programs - including firm strategic priorities,professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for peer sharing and collaborating with FinancialAdvisors EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS Education and/or Experience High School Diploma/Equivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills Strong computer skills and knowledge of Microsoft Office products Exceptional writing, interpersonal and client service skills Detail orientated with superior organizational skills and ability to prioritize tasks Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Goal oriented, self-motivated and results driven Reports To Business Service Officer Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Posting Date Nov 3, 2023 Primary Location Americas-United States of America-Missouri-Chesterfield Job Wealth Management Employment Type Full Time Job Level Non-Exempt

We are looking for a Customer Service Representative to join our team in Methuen, MA! In this role, you'll manage customer inquiries, process orders, and ensure top-tier service while building strong relationships. What You'll Do: Manage a high volume of customer inquiries via phone and email Process customer orders and track deliveries to meet requirements Identify customer needs and provide timely, accurate solutions Build strong relationships through open, interactive communication Handle complaints professionally, offering solutions and follow-ups Maintain detailed records of customer interactions, accounts, and transactions Follow established procedures, guidelines, and company policies Proactively engage customers to foster long-term partnerships What We're Looking For: Proven customer service experience, preferably in a manufacturing environment Strong phone and active listening skills with a customer-first mindset Excellent communication, organization, and computer skills Ability to adapt to different personalities and problem-solve effectively Experience with Visibility ERP and Fresh Desk is a plus Strong multitasking skills and ability to prioritize in a fast-paced setting Dependable, detail-oriented, and eager to go the extra mile for customers Location: Methuen, MA (Fully Onsite) Schedule: Monday - Friday, 40 hours per week (Flexible Schedule) Pay: $25 - $28 per hour This is a fully onsite role in Methuen, MA, offering a flexible schedule and competitive pay. If you thrive in a dynamic environment and enjoy providing exceptional customer service, apply today.

The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists This is a contract to hire role. Responsibilities Communicate with customers via phone, email and chat Handle inbound and outbound calls from external and internal clients Provide excellent customer service to all callers and maintain adequate call times Input documentation on all calls and follow-up with callers as needed Escalate calls as necessary to the appropriate lead or department Resolve customer support related issues and provide callers with proper solutions to their concerns Qualifications Experience: Open to various backgrounds including call centers, retail, hospitality, or banking. Prior customer-facing roles are a plus. Problem-Solving Skills: Strong critical thinking ability to assess and resolve customer concerns efficiently. Communication Skills: Excellent verbal and written communication skills to provide clear and professional service. Call Volume Handling: Ability to manage 60-70 calls per day while maintaining quality interactions. Customer Service Orientation: A strong commitment to delivering exceptional service to internal and external clients. Adaptability & Multitasking: Capable of handling a fast-paced environment with changing priorities. Technical Proficiency: Comfortable using computer systems for documentation and call logging. Team Player: Willingness to collaborate and escalate issues when needed for resolution. #43583

My client, an established and growing family-owned Insurance Firm in Boston, is seeking an experienced Customer Service Representative. The ideal candidate will have at least 1 year of experience as a CSR for Personal Lines Insurance clients and be able to commute to Boston, 5 days onsite (free onsite parking and public transportation accessible!). Position Highlights: Providing customer service support to Personal Lines clients Advising appropriate coverages, preparing quotes, and providing underwriting requirements Communicating effectively with clients to ensure full understanding of coverage options and policy limitations Reviewing monthly reports and ensuring policies are renewed on time Processing personal lines endorsements and ensuring policy changes are made accurately and on a timely basis Coordinating claims, working directly with clients and insurance carriers to ensure accurate resolution of claims Obtaining an in depth understanding of various insurance carriers' policies and processes and developing rapport with company underwriters Assisting with various projects and assignments as needed Qualifications: Minimum 1 year of CSR experience specifically in Personal Lines Insurance (Auto, Homeowners, Casualty, Jewelry, Marine, etc.) Outstanding written and verbal communication skills and strong attention to detail Ability to work independently with minimal direction as well as collaboratively Strong computer skills and proficiency with software systems including Microsoft Office, Special Agent, and Singlepoint Rating Software Ability to build relationships and emphasize clients' needs Bilingual (English/Spanish) preferred but not required What's in it for you: Competitive compensation and benefits Retirement plan with company contribution Supportive leadership Training, development, and growth opportunities **Full Job Description to be shared prior to an interview with my client **To be considered, please apply or email along with a copy of your resume to creid@monumentstaffing.net

Are you passionate about investments and client service? Our client, managing over $9 billion in client assets, is seeking a Client Services Representative to join their dynamic team. In this role, you'll collaborate with portfolio managers to deliver exceptional service, craft tailored client presentations, support trading activities, and contribute to wealth strategies for generations of families. Every day is different, offering opportunities to solve complex problems and make a real impact. What You'll Need: Bachelor's degree with 2-5 years in investments or financial services Strong analytical, organizational, and communication skills Proficiency in Microsoft Excel & PowerPoint Interest in financial planning, investments, and client engagement We offer a collaborative environment where your ideas matter. Ready to elevate your career? Apply now and help shape the future of wealth management. Email: **************************** Tags: Client Services Representative, Analyst, Portfolio manager, investments, wealth management, finance, financial services

Customer Service Representative - Contract - Warwick, RI - $20/hr. The final salary or hourly wage, as applicable, paid to each candidate/applicant for this position is ultimately dependent on a variety of factors, including, but not limited to, the candidate's/applicant's qualifications, skills, and level of experience as well as the geographical location of the position. Applicants must be legally authorized to work in the United States. Sponsorship not available. Our client is seeking a Customer Service Representative in Warwick, RI. Responsibilities Communicate with customers via telephone using strong communication skills. Active listening, and empathy. Drive solutions that best meet the customer's needs. Analyze and resolve complex customer issues such as requests regarding various product aspects, policy provisions, claim status, basic procedures, etc. Ensure each customer experience is exceptional by leveraging effective listening skills, attention to detail, strong intellectual curiosity, and an honest desire to make a difference. Efficiently process transactions and refer requests for other policy modifications to appropriate areas. Track responses to ensure completion. Support special product and/or service campaigns as needed, or as requested by the customer. Efficiently access and navigate multiple electronic systems to provide a complete and integrated response to the customer's inquiry. Perform these responsibilities in a consistent, professional manner while exercising strong verbal, interpersonal and high-quality service skills. Skills & Requirements Willing to go onsite for training Able to commute to the Warwick, RI office after training for monthly events, meetings, and trainings 2+ years of experience in Customer Service. Prior Call Center experience is highly preferred. High School diploma, GED, some college experience, trade, or professional certification. A demonstrated ability to quickly learn and continuously develop functional knowledge and an understanding of company products as well as administrative, claims, underwriting and marketing functions. A passion for serving customers and a personal commitment to following through in a dynamic, fast-paced environment. Benefits/Other Compensation This position is a contract/temporary role where Hays offers you the opportunity to enroll in full medical benefits, dental benefits, vision benefits, 401K and Life Insurance ($20,000 benefit). Why Hays? You will be working with a professional recruiter who has intimate knowledge of the industry and market trends. Your Hays recruiter will lead you through a thorough screening process in order to understand your skills, experience, needs, and drivers. You will also get support on resume writing, interview tips, and career planning, so when there's a position you really want, you're fully prepared to get it. Nervous about an upcoming interview? Unsure how to write a new resume? Visit the Hays Career Advice section to learn top tips to help you stand out from the crowd when job hunting. Hays is committed to building a thriving culture of diversity that embraces people with different backgrounds, perspectives, and experiences. We believe that the more inclusive we are, the better we serve our candidates, clients, and employees. We are an equal employment opportunity employer, and we comply with all applicable laws prohibiting discrimination based on race, color, creed, sex (including pregnancy, sexual orientation, or gender identity), age, national origin or ancestry, physical or mental disability, veteran status, marital status, genetic information, HIV-positive status, as well as any other characteristic protected by federal, state, or local law. One of Hays' guiding principles is ‘do the right thing'. We also believe that actions speak louder than words. In that regard, we train our staff on ensuring inclusivity throughout the entire recruitment process and counsel our clients on these principles. If you have any questions about Hays or any of our processes, please contact us. In accordance with applicable federal, state, and local law protecting qualified individuals with known disabilities, Hays will attempt to reasonably accommodate those individuals unless doing so would create an undue hardship on the company. Any qualified applicant or consultant with a disability who requires an accommodation in order to perform the essential functions of the job should call or text ************. Drug testing may be required; please contact a recruiter for more information.

Join Our Team as a Customer Service Representative and Make a Difference! Are you a problem-solver who enjoys interacting with people? We're looking for a Customer Service Representative to provide outstanding service to our customers. You'll play a key role in ensuring customer satisfaction and building lasting relationships. Responsibilities Handle customer inquiries and complaints via phone, email, or in-person Provide product and service information to customers Process orders, forms, applications, and requests Keep records of customer interactions and transactions Follow up to ensure resolution of customer issues Participate in team-building activities and career development workshops Collaborate with team members to improve service delivery Qualifications Strong communication and interpersonal skills Customer-oriented mindset and ability to adapt/respond to different types of customers Proficiency in MS Office and customer service software Excellent problem-solving skills and attention to detail High school diploma; college degree preferred Experience in customer service or related field is advantageous Benefits Professional growth and advancement opportunities Supportive and collaborative work environment Participation in workshops and professional development programs Be the voice of our company. Apply now to become a Customer Service Representative!

The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists Responsibilities Communicate with customers via phone, email and chat Provide knowledgeable answers to questions about product, pricing and availability Work with internal departments to meet customer's needs Data entry in various platforms Qualifications At least 1 - 3 years' of relevant work experience Excellent phone etiquette and excellent verbal, written, and interpersonal skills Ability to multi-task, organize, and prioritize work

Would you like to become part of a modern care organization? Then come and join us. Who We Are At Entyre Care, we believe that everyone deserves to live a dignified and independent life at home. To that end, we support friends and families in providing home care for their beloved ones with professional training and fair compensation. Our mission is to ensure that no caregivers feel overwhelmed or unsupported. Learn more about us at ****************** Your Role: Head of Customer Administration We are looking for a dynamic and detail-oriented Head of Customer Administration to lead and optimize Entyre Care's customer onboarding and support operations. This role is critical in managing two-thirds of the customer journey, acting as the bridge between the Clinical Team and Sales & Customer Success Team to ensure a seamless, efficient, and high-quality service experience. The ideal candidate is a pragmatic thinker with a strong execution mindset, excelling in customer operations, process optimization, and cross-functional collaboration. You should be data-driven, solutions-oriented, and capable of leading teams through complex challenges in a fast-paced environment. Your ability to identify inefficiencies and implement structured process improvements will be key to success in this role. Key Responsibilities Oversee and continuously improve the end-to-end customer journey to enhance efficiency, satisfaction, and scalability. Leverage data insights to optimize performance, identify bottlenecks, and drive strategic decision-making. Implement structured process improvements, such as DMAIC, to streamline workflows and increase productivity. Ensure high attention to detail in customer administration processes to minimize errors and improve accuracy. Act as a key liaison between the Clinical Team and Sales & Customer Success Team to align objectives and enhance inter-team communication. Job requirements Qualifications Required: 5+ years of experience in customer administration, business operations, or a related leadership role in a high-growth, service-heavy environment. Proven leadership experience, including hiring, structuring, and managing high-performing teams. Strong analytical and problem-solving skills, with the ability to interpret data and make informed decisions. Expertise in process design, automation, and operational efficiency improvements (e.g., DMAIC methodology, Lean principles). Exceptional attention to detail, ensuring accuracy and consistency in operational processes. Excellent communication, stakeholder management, and cross-functional collaboration skills. Results-driven and execution-focused, with the ability to manage competing priorities effectively. Preferred: Experience with CRM systems (HubSpot preferred), customer service platforms, and workflow automation tools. Proven ability to manage multiple priorities, meet deadlines, and drive measurable outcomes. Why Join Us? Lead high-impact initiatives in a fast-growing company with ample career growth opportunities. Drive cross-functional projects that enhance operational efficiency and customer experience. Be part of a collaborative, close-knit team that values innovation and results. Enjoy a competitive benefits package and a culture that rewards excellence. Entyre Care is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status.

We are seeking energetic and authentic individuals to join a Call Center environment driven to deliver exceptional customer service and that are driven to succeed in a family-knit environment onsite in Nashua, NH. What's in it for you: Weekly pay - Get paid every Friday! Benefits - Medical, Dental, and Vision Insurance Paid time off - Paid birthday and vacation (after conversion) Generous PTO - 3 weeks of paid time off (after conversion) 401(k) with match (after conversion) Key Responsibilities: Handle customer calls regarding accounts, billing, and insurance. Resolve issues, answer questions, and process payments. Follow up on overdue accounts and ensure timely payments. Meet performance goals for quality, productivity, and customer satisfaction. What We're Looking For: Ability to work well in a fast-paced, team environment. Great phone etiquette and customer service skills. Self-motivated and eager to learn. High School Diploma or equivalent. Able to pass a criminal background check. Compensation: Hourly pay of $17.00 - $18.00, based on experience. If you're ready to be part of a supportive team and grow in your career, apply today! Desired Skills and Experience Customer Service, Call Center, CNA, LNA, Data Entry, Administrative All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

eternal Health - The Next Generation of Medicare Advantage Healthcare is confusing, but it doesn't need to be. eternal Health is a consumer-centric, Medicare Advantage Health Plan. We are committed to creating long-lasting partnerships with our members, our providers, and you! About the role: As a Provider Engagement Representative with eternal Health you will be supporting the end-to-end process of building and maintaining a high-quality provider network. This includes supporting ongoing growth, resolving provider issues as assigned and the day-to-day management of our provider network. A high performing provider network is a critical component of our success, and our relationships with our providers are rooted in trust and transparency. In this important and valued role, you will gain insight into multiple areas of network management, from recruitment strategy to special projects to collaborating with our providers on performance improvement initiatives. This external facing role will provide the opportunity to fully understand and communicate eternal Health's value proposition to our provider partners. This role will report directly to the VP of Network We provide a unique opportunity to be a part of a health plan in its beginning stages. By taking advantage of this rare opportunity, you will have insight into the operations and expertise that is required to run a successful and sustainable plan. Our team members are flexible and able to play different roles, while staying committed to teamwork and collaboration, and passionate about sustainable change. Responsibilities: Accountable for the development and enhancement of network relationships through onboarding, business interactions, and outreach. Resolve network issues in a timely and effective manner. Collaborate with relevant stakeholders to deliver education, training, and information on eternal Health products and strategy. Oversight and accountability of all provider data management functionality to include roster management, data validation and management, special projects, and gap/expansion strategy. Communicate our brand, values, and differentiators effectively and accurately. Maintain strict privacy and confidentiality in accordance with eternal Health's security standards. Oversight and monitoring of all communication received through the provider relations email box; responding timely, accurately, and efficiently. Serve as a communication link between providers and eternal Health as the main point of contact for assigned provider groups. Respond to and resolve provider issues in an efficient manner. Conduct regular joint operating committee (JOC) meetings, at minimum quarterly, with strategic provider partners. All others maintain regular phone and/or video conference check-ins with providers within the assigned territories. Support the sales and marketing teams by assisting in the sourcing and coordination of member support events and distribution of material. Lead contract negotiations as assigned. Assist with provider credentialing needs. Lead special network projects as assigned. Assist with the onboarding of new employees. Proactively elicit provider feedback to help enhance their overall Plan experience. Continuously work to understand the market and provider needs to improve the overall strategic plan. Additional duties as assigned. Requirements: Bachelor's degree in relevant field of study (e.g. Business administration, Data Analytics, Healthcare Operations / Administration) or equivalent work experience. Minimum 4-5 years of experience in managed healthcare, health plan network contracting, and provider relations experience required. Strong technical skills, including Microsoft Suite and other collaborative tools. Effectively communicate needs, process improvements, and wins with your network team and C-Suite officers. Excellent written, negotiation, and communication skills. Creative, strategic, and continuously striving for improvement. Ability to present information to audiences of various skill levels. Flexible and able to ramp up quickly on different projects in order to support the team as needed in a fast-paced start-up environment. Strong organization skills to sift through large amounts of data to gain insight on members and markets. Current driver's license and reliable transportation. Preferred: Experience in client-facing negotiating roles, and/or in start-ups, tech, healthcare, or insurance is a plus. Experience with healthcare operations is a plus. Working with eternal Health: eternal Health is an Equal Opportunity Employer which means that we are committed to upholding discrimination-free hiring practices. As a woman-led company, and one committed to diversity at all levels, we strive for an organization of inclusion and acceptance. We are changing healthcare for the better, starting with our own diverse and passionate teams. As an eternal Health employee you will be empowered to contribute to our teams and strategy, regardless of previous healthcare experience. Our valued team members are encouraged and expected to offer new solutions and creative input, all while keeping in line with eternal Health's mission, values, and compliance standards. Accommodations: Any eternal Health applicant will be considered based entirely on their individual qualifications. Should you require reasonable accommodations during the application process (which may include a job-related assessment) please contact us separately at ********************

The Client Success Specialist works in a client-focused, team-centered environment assisting the advisory team as the central point of contact for client requests. As a Client Success Specialist, you will be expected to communicate with clients daily to address their day-to-day needs. This position will report to the Client Service Lead. Responsibilities Serve as central point of contact for ingesting client requests Coordinate between client, advisor, and additional support teams to execute & track against client requests Communicate with clients daily, addressing their needs in an articulate and professional manner Support data input for client prospecting Schedule meetings between advisory team & clients Input client and advisor requests into Salesforce, track completion Retrieve and distribute client statements, tax documents, or other reports Generate portfolio reports Complete required paperwork Open accounts for existing clients Qualifications & Requirements Bachelor's degree from an accredited institution Minimum of 1-3 years of relevant experience, either full-time or through internships Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite (competency or ability to learn quickly) Customer service background preferred Excellent verbal, written, analytical, and organizational skills Ability to identify, meet and follow through with client needs and requests Able to work independently Enjoy being part of a team Must be highly flexible and confidential with all client and firm matters Competencies Detail orientation Service orientation Action orientation Communication Responsiveness Follow-through

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Harvard University, Wayfair, Salesforce, or Wellington Management among other leading organizations in the Greater Boston area. Are you eligible? You can apply to Year Up United if you are: - A high school graduate or GED recipient - Eligible to work in the U.S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelorʼs degree What will you gain? Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: - Banking - Helpdesk/Desktop Support - Investment Operations - Business Fundamentals - Project Management Support - Cyber Security Get the skills and opportunity you need to launch your professional career. 75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year. PandoLogic. Category:Customer Service, Keywords:Customer Service Representative, Location:Somerville, MA-02145

The Atlantic Group has partnered with a global investment firm in Boston looking to hire a talented Senior Client Service Associate to join their investment team! The Senior Client Service Associate will be responsible for coordinating operations for a range of clients, serving as a primary point of contact for the Investment Teams, and contributing to the development of operational processes and procedures. Supported by junior team members, this client-facing role involves managing relationships with both internal and external stakeholders, ensuring high-quality client service, and driving process improvements. Key Responsibilities: Manage and mentor junior team members, assisting with time management, prioritization, and communication skills. Act as the primary escalation point for operational inquiries, providing guidance and support to the team. Draft and deliver performance reviews for assigned mentees. Develop a deep understanding of processes and portfolio management systems. Ensure excellence in operations and client service for Institutional and Private client relationships. Oversee junior team members, ensuring timely and accurate execution of portfolio actions. Review and sign off on client reports, execution instructions, and investment documentation. Collaborate closely with the Investment Team and other internal stakeholders to manage client relationships. Participate in client team planning meetings, providing insights from an operations perspective. Assess and recommend improvements to client service processes and procedures. Collaborate with the team and firm on process improvement initiatives. Support strategic and tactical client service system development projects. Qualifications: 4-5+ years of experience, with a preference for investment operations experience. Prior management or supervisory experience is a plus. Strong attention to detail, problem-solving skills, and the ability to multi-task in a fast-paced environment. High proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook). Excellent leadership, interpersonal, and communication skills. A team player with a high degree of integrity and professionalism, ready to contribute to the firm's success. #39885

The Client Success Specialist works in a client-focused, team-centered environment assisting the advisory team as the central point of contact for client requests. As a Client Success Specialist, you will be expected to communicate with clients daily to address their day-to-day needs. This position will report to the Client Service Lead. Responsibilities Understanding and proactively executing on the unique needs of multi-generational clients. Coordinate, verify and pay trustees' Fees across accounts. Coordinate, verify and settle all Tax Payments (estimates and payments due) for trusts and individuals and send prepared letters informing the family members. Calculate year-end income payments by working directly with the families' accounting firms. Processing ongoing gifting to charities and the children of beneficiaries. Ensure any required IRA distributions are taken and coordinate and IRA Qualified Distributions with the accountant, so they are coded properly. Coordinate ongoing tax loss harvesting and trades across all portfolio. Check for investment losses to harvest on an ongoing basis Maintain an up-to-date family tree Coordinate the dissolution of trusts as necessary. Money Movements Execute all money movement requests Verify that the payments are debited from the correct income and principal buckets and communicate as needed to the families. Confirm any payments made are properly received and processed accordingly on the receiving end. Keep copies of any outgoing checks for our records. Pay invoices on behalf of clients. Maintain records of the payments made for tax reporting purposes Coordinate payments both from the clients and the trusts liabilities related to their taxes. Monitor the principal and income balances of each trust on a weekly basis to ensure we have enough funds for upcoming distributions to beneficiaries. Send all tax payments via certified mail Reporting Duties Prepare investment review meeting material for three meetings per year with various branches client relationships, including trustees, beneficiaries, accountant and attorney Maintain reporting for all trustees and beneficiaries to ensure they are receiving timely and accurate reporting on all relevant portfolios. Customize the information for meetings including purchase and sales summaries and explanation of thematic investment approach Running weekly transactions reports to monitor and additions and withdrawals to the accounts. Review monthly statements for each account and maintain electronic records. Communication Duties Proactively stay in contact with all family members from the branches on a quarterly basis Communicate directly with the accountant frequently. We pay quarterly taxes, provide quarterly reporting on gains taken throughout the year, work together on tax cost questions of various positions in the account, determine if payments should be taken from the principal or income cash buckets Be the direct point of contact for any trustees and beneficiaries. Receive trade approvals prior to executing any trades from the accountant and trustees Communicate any gifts over the annual exclusion amount to the attorney and the accountant. Miscellaneous Provide financial planning and purchase information to family members around home and auto purchases Work directly with each family's estate planning attorney with any questions on gifting, account titling, trust distributions, etc. Qualifications & Requirements Bachelor's degree or equivalent experience Minimum of 3-5 years of relevant experience, either full-time or through internships Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite (competency or ability to learn quickly) RIA, Wealth Management, Financial Management background preferred Customer service background preferred Excellent verbal, written, analytical, and organizational skills Ability to identify, meet and follow through with client needs and requests Able to work independently Enjoy being part of a team Must be highly flexible and confidential with all client and firm matters