Customer Service Assistant Jobs in Hopkinton, MA

Be part of an amazing story. Macy's is more than just a store. We're a story. One that's captured the hearts and minds of America for more than 160 years. A story about innovations and traditions…about inspiring stores and irresistible products…about the excitement of the Macy's 4th of July Fireworks, and the wonder of the Thanksgiving Day Parade. We've been part of memorable moments and milestones for countless customers and colleagues. Those stories are part of what makes this such a special place to work. Job Overview As a Senior Customer Experience Colleague, you will prioritize the customer experience by selling to our customers in the moment to service their needs. You will drive enterprise wide cross-category selling across multiple selling platforms to deliver sales goals, achieve sales growth, and enhance the shopping experience by providing personalized service in all departments. This position exemplifies the Own Your Style service model and requires a can-do attitude that goes above and beyond with a personable and efficient approach when servicing the customer. What we can offer you Join a team where work is as rewarding as it is fun! We offer a dynamic, inclusive environment with competitive pay and benefits. Enjoy comprehensive health and wellness coverage and a 401(k) match to invest in your future. Prioritize your well-being with paid time off and eight paid holidays. Grow your career with continuous learning and leadership development. Plus, build community by joining one of our Colleague Resource Groups and make a difference through our volunteer opportunities. Some additional benefits we offer include: Merchandise discounts Performance-based incentives Annual merit review Employee Assistance Program with mental health counseling and legal/financial advice Access the full menu of benefits offerings here. What you will do Provide an exceptional customer experience by selling merchandise and meeting any need our customer may have whether its in-store or through virtual selling. Assist the customer and influence the sale by making the best product recommendations, focusing on size, fit, and style while leveraging product knowledge and digital resources (product descriptions, customer reviews, etc.). Engage and interact with customers during their in-store or online journey to acquire and grow client relationships by leveraging elevated outreach tools including My Client and company social media assets. Effectively develop and maintain relationships with peers and store leadership to problem solve and create the best possible outcome for the customer. Share customer feedback daily to create a better customer experience. Use Point of Sale (POS) systems, client acquisition systems, and other store technology, including, but not limited to computers, tablets, smart phones, work-associated apps, and social media. Partner with store team, vendors, and community partners to develop, advertise, and host virtual and in-store events to deliver incremental sales. Maintain selling floor presentation following company merchandise directives and ensure fitting rooms are customer-ready by promptly clearing merchandise and returning it to the appropriate area on the selling floor. Ensure receipt of new merchandise, unpack and set up new merchandise according to visual guidelines Reconfigure store fixtures to prepare new layout and visual presentation for upcoming theme. Perform store opening and closing procedures, including accessing alarm system and settling the registers Foster an environment of acceptance and respect that strengthens relationships, and ensures authentic connections with colleagues, customers, and communities Skills You Will Need Product knowledge: Good understanding of the products you are selling and be able to give expert guidance to customers based on their wants, features, and choices. Communication: Comfortable communicating with customers virtually, via phone, and in person. Sales: Ability to build relationships with customers, achieve sales goals, and participate in pre-selling and sales-boosting events. Technology: Utilize point of sale technology and applications to help in selling and fulfilling customer orders. Continuous Learning: Self-driven to keep up with product knowledge and trends and stay current with all training through Macy's educational resources. Interpersonal Skills: Excellent interpersonal skills, with the ability to work effectively with colleagues at all levels and across departments. Collaboration: Partnership with the total team to drive sales and deliver the customer experience Who you are Flexible availability, including days, evenings, weekends and holidays. Ability to effectively communicate and present information to customers, peers, and all levels of management. Resourceful and able to adapt quickly to changing priorities. At least 2 years of selling or customer experience preferred. Essential Physical Requirements Position requires prolonged periods of standing/walking around store or department. Frequent use of computers and other technology, necessary to perform job functions, including handheld equipment, cash register and ability to process register transactions. Reaching, including above eye level, crouching, kneeling, stooping, climbing ladders, and color vision. Lifting and moving items weighing up to 30 lbs. About Us This is a great time to join Macy's! Whether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives. Join us and help write the next chapter in our story - Apply Today! This is not all-inclusive and may not apply to colleagues covered by a collective bargaining agreement. Macy's Inc. reserves the right to amend this job description at any time. Macy's Inc. is an Equal Opportunity Employer, committed to a diverse and inclusive work environment. STORES00 This position may be eligible for performance-based incentives/bonuses. Benefits include 401k, medical/vision/dental/life/disability insurance options, PTO accruals, Holidays, and more. Eligibility requirements may apply based on location, job level, classification, and length of employment. Additional benefit details are available at macys JOBS.com.

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

We are The Hollister Group, the Boston area's leading women-owned staffing firm guiding candidates through the job search process and connecting top-tier talent with opportunities that meet the needs of our candidates and our clients. We are working with a client in Chelmsford, MA looking to add a Customer Service Coordinator to their team. This is a direct hire, onsite position. If you are interested and match the specifications below, we'd love to talk to you! Responsibilities: Receive incoming calls from customers and potential customers Resolve customer issues to proactively provide solutions Gather information from customers and company personnel to help assist customers Monitor email inbox and respond in a timely manner Initiate new customer onboarding Perform data entry in internal system to document calls and emails Provide backup on other positions as needed Qualifications: 2+ years of customer service experience in a non-retail environment Ability to multitask and manage deadlines Ability to work under pressure Strong Microsoft Office Suite experience Organization skills Attention to detail If these details don't quite align with you, don't worry! We have a variety of other openings for Administrative roles, and in Human Resources, Accounting, and Finance. 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

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 trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) Assist FAs / PWAs/ teams in delivering against their business plan and client service model Remaining current on all policies, procedures, and new platforms Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Maintaining travel itineraries, preparing expense reports and managing the reimbursement process Assisting with general in-office support functions such as copying, filing and scanning documentation Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience High School Diploma/Equivalency College degree preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask Goal oriented, self-motivated and results driven Reports To: Business Service Officer Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. 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).

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.

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

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

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!

Client Services Associate - Wealth Management Firm (North of Boston) Our client is a well-established wealth management firm looking to bring on a Client Services Associate to their office. This is a great opportunity for someone who wants to develop on an advisor track while gaining valuable hands-on experience in client service and financial planning. Highlights: A Fantastic Culture - We foster a collaborative, inclusive, and supportive environment where team members feel valued. Flexibility & Work-Life Balance - Unlimited PTO, family-friendly policies, and an understanding approach to work schedules. Career Growth - We are invested in your development and offer mentorship, training, and exposure to key areas of financial advising. Client-Facing & Hands-On - Unlike larger firms, you'll be directly involved in a variety of tasks, gaining experience beyond traditional client service roles. Key Responsibilities Serve as a primary point of contact for clients, ensuring excellent service and support. Assist advisors with client meeting preparation, follow-ups, and financial planning tasks. Manage account administration, including paperwork, transfers, and updates. Participate in investment research, portfolio reviews, and financial planning discussions. Work closely with the team to enhance client experience and operational efficiency. Who We're Looking For Someone with a passion for financial services and a desire to grow in an advisory role. Strong communication and interpersonal skills with a client-first mindset. Detail-oriented and organized, with the ability to multitask in a fast-paced environment. Experience in wealth management, financial planning, or client service is a plus. Progress toward the Series 65 or an interest in obtaining it is highly desirable.

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

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.

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

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