Customer Service Specialist Jobs in Pepperell, MA

Location: Boston, MassachusettsJob Type: ContractCompensation Range: $35 - 42 per hour We're looking for a CRM Specialist to create and manage campaigns across key channels, improve processes, and collaborate with teams to develop effective strategies. You'll play a key role in ensuring communications align with best practices, delivering an exceptional customer experience. Our company values autonomy, collaboration, and a data-driven approach. Responsibilities:Manage the development, execution, and analysis of channel communications, including emails, app pushes, and in-app notifications. Efficiently manage projects and tasks by gathering and defining work requirements while maintaining an ongoing feedback loop with internal teams and stakeholders. Proactively partner with Product, Engineering, and Marketing partners to identify new CRM opportunities, integrate new features, and leverage internal data for campaign optimizations and automated processes. Identify hypotheses for testing that will impact the broader CRM group and design tests to accurately measure success. Research industry best practices and techniques to continuously look for new ways to improve our marketing efforts in these channels and optimize internal best practices. Responsible for goal setting and tracking for their channel or customer cohort. Qualifications:At least 4 years of relevant CRM or retention-based marketing experience, preferably working in the Technology, Ecommerce, or the Regulated Gaming industry. Exceptional analytical skills to execute A/B tests and clearly communicate results and define the next steps. Well organized and great attention to detail, with the ability to work on multiple projects simultaneously, often under challenging time constraints. Be a data-driven and strategic thinker with a passion for sports, gaming, or technology. Knowledge of Braze, Liquid, and conditional logic is a plus. Knowledge of HTML, SQL, and/or Tableau. Proven experience as a self-starter who is comfortable in a fast-paced, quickly changing environment. JOBID: 1084003 #LI-CELLA#LI-JB1#LI-REMOTE#PLEqual Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. At Cella, a randstad digital company, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa. com. Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Cella by randstad digital offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility). This posting is open for thirty (30) days. PandoLogic. Category:Technology, Keywords:CRM Developer, Location:Boston, MA-02110

This position is essential to the success of our retail stores. Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Customer Service Specialists are also expected to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the high quality and visual standards of the products and store. Customer Service Specialists are tasked with achieving excellent customer service, while consistently meeting the stores sales goals. Job duties involve contact with customers, which may include minors; and access to cash and other payment methods, electronic equipment, personal information, store merchandise and other items of value, and such access may be supervised or unsupervised. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Companys customers, staff, employees, vendors, contractors, and the general public. Here, we believe theres not one path to success, we believe in careers that grow with you. Whoever you are or wherever you come from in the world, theres a place for you at Sherwin-Williams. We provide you with the opportunity to explore your curiosity and drive us forward. Sherwin-Williams values the unique talents and abilities from all backgrounds and characteristics. All qualified individuals are encouraged to apply, including individuals with disabilities and Protected Veterans. Well give you the space to share your strengths and we want you show us what you can do. You can innovate, grow and discover in a place where you can thrive and Let Your Colors Show! What is the Process to get Started? Step 1 Online Application Find the role(s) that interest you on our Careers page: ****************************** Set aside 15 minutes to create your profile by entering or importing your details from one of our job board partners Step 2 Digital Interview Upon review of your application, qualified candidates will be invited to complete a digital video interview via HireVue, our interview partner. The interview will consist of a few behavioral based questions Youll be able to record and complete your video interview anytime, anywhere! While you can complete this video interview on your own schedule, we ask that this step be completed within 7 days of receiving an invitation Step 3 In-Store Interview Your video interview is reviewed by a member of our Recruitment team and our top candidates are invited to meet with our team in a store, specialty wholesale branch, floorcovering facility or delivery service terminal. At Sherwin-Williams, part of our mission is to help our employees and their families live healthier, save smarter and feel better. This starts with a wide range of world-class benefits designed for you. From retirement to health care, from total well-being to your daily commuteit matters to us. A general description of benefits offered can be found at ***************************** Click on Candidates to view benefit offerings that you may be eligible for if you are hired as a Sherwin-Williams employee. Compensation decisions are dependent on the facts and circumstances of each position, which will impact where actual compensation may fall within the stated wage range. The wage range listed for this role takes into account the wide range of non-discriminatory factors considered in making compensation decisions including geographic location; skill sets; experience and training; licensure and certifications; and other business and organizational needs. The wage range, other compensation, and benefits information listed is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, with or without notice, subject to applicable law. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable federal, state, and local laws including with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act where applicable. Sherwin-Williams is proud to be an Equal Employment Opportunity/Affirmative Action employer committed to an inclusive and diverse workplace. All qualified candidates will receive consideration for employment and will not be discriminated against based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, pregnancy, genetic information, creed, marital status or any other consideration prohibited by law or by contract. As a VEVRAA Federal Contractor, Sherwin-Williams requests state and local employment services delivery systems to provide priority referral of Protected Veterans. Please be aware, Sherwin-Williams recruiting team members will never request a candidate to provide a payment, ask for financial information, or sensitive personal information like national identification numbers, date of birth, or bank account numbers during the application process. Ensure high levels of customer satisfaction through excellent sales service Assist customers in person and over the phone by determining needs and presenting appropriate products and services Build productive trust relationships with wholesale and retail customers Process sales transactions accurately and consistent with policies and procedures Follow and achieve sales goals on a monthly, quarterly, and yearly basis Maintain precise work order files and formulas Pull appropriate products from the sales floor or warehouse Tint and mix products, as needed, to customer specifications Stock shelves and set up displays Clean store equipment Load/unload delivery trucks Assist in making deliveries, as needed Maintain in-stock and presentable condition assigned areas Remain knowledgeable on products offered and discuss available options Comply with inventory control procedures Suggest ways to improve sales Minimum Requirements: Must be at least eighteen (18) years of age Must be legally authorized to work in the country of employment without needing sponsorship for employment work visa status now or in the future Must have a valid, unrestricted Drivers License Must be able, with or without reasonable accommodation, to retrieve material from shelves and floor stacks and lift and carry up to 50 lbs. frequently and up to 70 lbs. on occasion Must be willing to work all scheduled hours, which may include evenings and weekends, with or without reasonable accommodation Preferred Qualifications: Have at least a High School diploma or GED Have at least one (1) year experience working in a delivery, retail, or customer service position Have previous work experience selling paint and paint related products Have previous work experience operating tinting and mixing equipment Ability to read, write, comprehend, and communicate in more than one language Ability to read, write, comprehend, and communicate in Spanish RequiredPreferredJob Industries Other

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

Client Service Associate to $90K - Hybrid Work Model Offered! Our client, a successful insurance brokerage firm, is seeking a Client Service Associate to join their team! In this role, the Client Service Associate will be responsible for bringing top service to high-net-worth clients. The qualified candidate will have 3+ years of client service experience in the insurance industry preferred. Position Details: Location: Needham, MA Work Model: Hybrid Degree: Required Responsibilities include obtaining policy values and forms from insurance carriers; assisting clients and advisors with insurance portfolio questions; preparing invoices and policy summaries; preparing split dollar reporting; creating Excel templates; reviewing materials for teammates; and coordinating with the Financial Analysts when needed. Understanding of life insurance products and possessing industry licenses (Series 6, 63, Life, Accident & Health) is highly preferred but not required. Join this established firm offering a great work/life balance, eligibility for profit sharing bonus and a strong annual compensation package! Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: ***************************************** Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting ************* Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future (TM)

Customer Development Representative UniFirst is seeking a motivated, self-driven individual for a Customer Development Representative position to increase revenue within our existing customer base in a dedicated market territory. As a Customer Development Representative, you will be meeting with existing customers in person to sell them additional products and services. A Career with UniFirst Offers: Training: With the most in-depth training platform in the industry, our employees get top quality skills training designed to enhance their performance and assist them with their career potential and advancement. Career Mobility: We're a growing company offering significant avenues for personal development and growth, and providing for continued career progression. Some companies like to promote from within, we love to! Technology: UniFirst's many cutting edge sales tools and innovative programs are designed with one purpose in mind - to help you succeed. Family Culture: Our unique family-like culture is what makes UniFirst an organization that stands out from the rest. Diversity: At UniFirst, you'll find an environment packed with different cultures, personalities, and backgrounds because we know it takes many kinds of people to make us successful. Responsibilities of the Customer Development Representative: Assist existing clients by identifying opportunities and leveraging their current partnership with UniFirst by offering additional services, products and solutions Work with the Customer Service team to develop strategies to further develop our market share Conduct presentation meetings with potential clients as needed Each Customer Development Representative will be responsible for achieving 80 activities per week, including 8 Facility Needs Analysis meetings, 3 presentations and 1 sale UniFirst offers the Benefits you need to excel as a Customer Development Representative: Competitive base salary Incentives based on monthly sales Uncapped monthly commissions Protected territory Industry-leading sales training Vehicle Mileage and cell phone reimbursement Cutting edge sales tools, including a data management device with CRM software Full range of benefits including 401k and profit sharing, health and life insurance, Employee Assistance Program (EAP), disability coverage, vacation, sick time, paid holidays, tuition reimbursement, 30% employee discounts, and more Qualifications Qualifications High school diploma Required; Bachelor's or associate's degree preferred Proficiency with Mobile Technology, Microsoft Office Suite, and CRM Outside business-to-business sales or route sales experience preferred Individuals who drive their personal vehicles for business purposes will be required to comply with minimum auto insurance requirements per UniFirst's standards Must live within the designated territory Company Overview: UniFirst is an international leader in the $18 billion dollar garment services industry. We currently employ 13,000 team partners who serve 300,000 business customer locations throughout the U.S., Canada, and Europe. We were included in the top 10 of Selling Power magazine's “Best Companies to Sell For” list and recognized on Forbes magazine's “Platinum 400 - Best Big Companies” list. As an 80-year old company focused on annual growth, there's never been a better time to join our outside sales team. UniFirst is an equal opportunity employer. We do not discriminate in hiring or employment against any individual on the basis of race, color, gender, national origin, ancestry, religion, physical or mental disability, age, veteran status, sexual orientation, gender identity or expression, marital status, pregnancy, citizenship, or any other factor protected by anti-discrimination laws

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

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!

Responsible for producing and distributing various reports to physicians, hospitals and HMO's. Responds to customer and underwriter requests and answers questions from physicians regarding CRICO coverage and processes. Provides timely and efficient service to our member institutions, physicians and other members of the Underwriting (UW) team. Key Duties & Accountabilities: Completes requests for claims history, insurance confirmation documents, physician terminations and other reports in a timely manner with high quality Provides telephone and email support for our physicians and other hospital personnel Establishes effective relationships with credentialing personnel and other key members of insured organizations for the purpose of providing outstanding customer service Communicates and collaborates effectively with other members of the Underwriting (UW) team as well as Claims, Patient Safety, Communications and other CRICO departments Recommends modifications to underwriting guidelines and policies and procedures as needed Recommends and implements ideas that improve efficiency, customer service and/or quality Works with Senior UW and UW Leaderships to gain knowledge of CRICO policy language and coverage Meets or exceeds service standards in the areas of new business, renewals, audits and confirmations of coverage and requests for information Keeps management apprised of arising issues related to own job Takes ownership for issues until resolved or owned by proper person Adjusts activities to meet changing department demands Questions workflow and processes and recommends improvements Performs other related duties as required by position Core Competencies: Interpersonal/Collaboration/Teamwork Clerical/Administrative Communication Customer Service Knowledge, Education, Experience, & Skills: Associate degree required; BA/BS degree or the equivalent preferred Uses technical job skills and knowledge to find solutions to overcome obstacles or to create new ways of doing things Makes sound decisions based on established guidelines Confronts problems with tact and diplomacy Solicits and considers the input and ideas of others Develops collaborative relationships Seeks out role models in order to learn and develop Primary Contacts: Exchanging routine information with coworkers in the department, outside the department or with clients/members or consultants or vendors. Internal: Underwriting, Claims, Patient Safety External: CRICO institutions, current and prior physicians and employees, other hospital systems People Management: No direct people management responsibilities Latitude/ Freedom to Act: Works independently with general direction and supervision Key Performance Indicators (KPI's): Quality and accuracy (minimal rework and errors) Timeliness of work product Reliability Feedback from client group and business partners (focus on excellent customer service)

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you. Summary 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 U.S. Eligibility Requirements Must be 18 years of age or older. Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation. Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization. Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9. Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure. What You Can Expect From Us Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through: 401(k) Plan with Employer Matching Four Medical Plan options that is generously subsidized by Corient Employer paid Dental, Vision & Life and AD&D Insurance Employer paid Short-term & Long-term Disability Paid Maternity & Parental Leave Flexible Spending Accounts & Health Savings Accounts Dependent Care FSA Commuter & Transit FSA Corporate Discount Program - Perkspot Training Reimbursement Paid Professional Designations Giving back to the community - Volunteer days Corient is an integrated national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing lasting legacies. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

Innova Solutions is immediately hiring for a Customer Service Representative Position type: Full Time / Contract Duration: 12+ Months Possible temp to perm Hybrid role (3 days onsite, 2 days remote) Shift: 9:30 AM to 6 PM As a Customer Service Representative you will: Provides quality customer service and support to customers on a daily basis, including phone interaction, problem resolution and account transaction processing in a timely manner. Executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific customer needs. Provides product knowledge and technical assistance as necessary. Responds to customer inquiries. Investigates and corrects errors in customer accounts and statements. Maintains correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks. Enters information a computerized database. Communicates any problems or issues to management. To perform this job successfully an individual must be able to perform each essential duty satisfactorily. Responds to customer verbal and/or written inquiries. Records details about customer inquiries. Helps resolve complicated customer complaints. Coordinates and expedites customer inquiries to other departments for resolution. Qualified candidates should APPLY NOW for immediate consideration! Please hit APPLY to provide the required information, and we will be back in touch as soon as possible. We are currently interviewing to fill this and other similar positions. If this role is not a fit for you, we do offer a referral bonus program for referrals that we successfully place with our clients, subject to program guidelines. ASK ME HOW. Thank you! Ayan Bera ***************************** ************ PAY RANGE AND BENEFITS: Pay Range*: $24.50 - $25.00 per hour *Pay range offered to a successful candidate will be based on several factors, including the candidate's education, work experience, work location, specific job duties, certifications, etc. Benefits: Innova Solutions offers benefits( based on eligibility) that include the following: Medical & pharmacy coverage, Dental/vision insurance, 401(k), Health saving account (HSA) and Flexible spending account (FSA), Life Insurance, Pet Insurance, Short term and Long term Disability, Accident & Critical illness coverage, Pre-paid legal & ID theft protection, Sick time, and other types of paid leaves (as required by law), Employee Assistance Program (EAP). ABOUT INNOVA SOLUTIONS: Founded in 1998 and headquartered in Atlanta, Georgia, Innova Solutions employs approximately 50,000 professionals worldwide and reports an annual revenue approaching $3 Billion. Through our global delivery centers across North America, Asia, and Europe, we deliver strategic technology and business transformation solutions to our clients, enabling them to operate as leaders within their fields. Recent Recognitions: Named One of America's Best Employers for New Grads by Forbes (2024) Named One of the Best Companies to Work For by U.S. News & World Report (Private Companies List, 2024-2025) One of the Largest IT Staffing Firms in the US - Ranked #3 by Staffing Industry Analysts (SIA, 2024) One of the Largest Staffing Firms in the US - Ranked #13 by Staffing Industry Analysts (SIA, 2024; includes Innova Solutions, Volt, & HireGenics) Named One of the Top Ten Private Companies in Atlanta by the Atlanta Business Chronicle (2023) One of the Largest Certified Minority Business Enterprises (MBEs) in the United States (NMSDC, 2024) AWS Advanced Tier Services Partner with 100+ certifications Website: ******************************** Innova Solutions is an Equal Opportunity Employer and prohibits any kind of unlawful discrimination and harassment. Innova Solutions is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment on the basis of race, color, religion or belief, national origin, citizenship, social or ethnic origin, sex, age, physical or mental disability, veteran status, marital status, domestic partner status, sexual orientation, or any other status protected by the statutes, rules, and regulations in the locations where it operates. If you are an individual with a disability and need a reasonable accommodation to assist with your job search or application for employment, please contact us at ********************** or **************. Please indicate the specifics of the assistance needed. Innova Solutions encourages all interested and qualified candidates to apply for employment opportunities. Innova Solutions (HireGenics/Volt) does not discriminate against applicants based on citizenship status, immigration status, or national origin, in accordance with 8 U.S.C. § 1324b. The company will consider for employment qualified applicants with arrest and conviction records in a manner that complies with the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative for Hiring Ordinance, and other applicable laws.

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.

Our business is growing as our fan base increases! Domino's Pizza is looking for customer service experts/pizza makers for our growing team. We need teammates who are adaptable, self-motivated, and passionate about excellent customer service and superior products. We have flexible hours for scheduling. DOMINOS BENEFITS Starting at $14 per hour Opportunities for growth Pizza Discounts The Super Star we're looking for will possess the following: A winning smile, great attitude and customer focused personality. Excellent attendance & punctuality and basic math & money skills. Ability to work in a fast-paced environment Are you ready to be part of the action and a key person in providing a delicious and delightful pizza experience in your community? As a large franchise, we have many opportunities and possibilities with stores of various sizes and locations. Our stores can provide a fast paced, fun and exciting workplace. Domino's Pizza is the number one pizza company in the world! With your help we can be number one in every neighborhood! JOIN THE # 1 PIZZA COMPANY TODAY! By applying, you consent to your information being transmitted by snagajob to the Employer, as data controller, through the Employers data processor SonicJobs. See Domino's Privacy Policy at ************************************ and SonicJobs Privacy Policy at ************************************-policy and Terms of Use at *********************************************

The Client Associate will be an integral member of our growing New Hampshire team by fulfilling critical client facing and office management functions. The Client Associate will collaborate with other Client Associates, Account Officers, and management of the Company, to ensure smooth operation of the Manchester office and outstanding client service. Duties will include general office management, reception, administrative support and regular client communication. This role requires in-office presence Monday - Thursday in our Manchester, NH office. Primary Responsibilities: Perform reception and general office management tasks, including greeting clients, coordinating meetings, maintaining client files, ordering office supplies, liaising with building management, and coordinating workflow and communications between the Manchester and Boston offices. Support Account Officer(s) in the management of client relationships and development of new business by working closely with the Officer(s) and other senior professionals, clients, prospects, outside professionals, and operations staff in Boston to deliver exceptional service to existing and prospective clients. Coordinate the opening and closing of client accounts, transferring of cash and securities, scheduling of client meetings, preparation of client and prospect meeting materials, internal investment and administrative reviews, mailing of statements and tax materials, maintenance of contact lists, and preparation of client letters and other communications. Review incoming correspondence and use excellent judgement coupled with all available resources to proactively research, resolve and respond in a timely manner to client matters requiring action. Understand when to consult with Account Officer(s) and others. Maintain familiarity with assigned client relationships, and proficiency and job knowledge with respect to current procedures, through training and development and active participation in regular NH Team, Client Team and Client Associate meetings. Perform other duties as needed including special projects and occasional client calls/meetings. Required Skills and Characteristics Meaningful administrative and client contact experience. Background in trust administration, financial services, and/or wealth management preferred. Ability to work independently and in a team environment with minimal supervision. Proficiency in Microsoft Word, Excel, PowerPoint and Outlook. Strong organizational skills with the ability to handle multiple tasks efficiently in a fast-paced work environment. Detail oriented, accurate and able to prioritize short and long-term deadlines. Ability to maintain a high level of client confidentiality and professionalism. Strong oral and written communication skills. College degree preferred. Fiduciary Trust Company of New England is a New Hampshire chartered trust company based in Manchester, NH and is recognized nationally as the premier provider of New Hampshire trust services. FTCNE provides flexible trust administration services, including serving as a corporate trustee under directed and delegated trust arrangements, and also offers wealth planning, investment management, and private trust company hosting and family office support services.

InTouch Labels & Packaging is a leader in the craft beer and spirits industry for custom label printing. We offer a wide range of printed label products for breweries and distilleries, including labels for cans, bottles, keg wraps, and custom printed keg collars. As we continue to grow, we are looking for a full-time Customer Service Representative to join our team. The ideal candidate will have excellent computer skills along with a passion for providing the best customer experience. We operate within the Avery North America division of CCL Industries (**************** a world leader in specialty label and packaging solutions for global corporations, small businesses and consumers. Our main production facility and offices are located in Chelmsford, Massachusetts. What we offer: Competitive base compensation +quarterlybonus potential Comprehensive benefits including, Medical, Dental, Vision, Company Paid Short-Term & Long Term Disability and Life Insurance 401k program with very Generous Company match Work Life Balance - 12 company paid holidays, Paid Vacation and Paid Sick Time A company culture that values individual contributions. Professional Development Opportunities What you will be doing: Learning the industry's products including materials and label specifications. Quickly & efficiently enter customer orders. Review order details for accuracy before submission to production. Organize & maintain customer accounts. Notifies all relevant team personnel of any rush or special orders with clear and fluid communication. Work closely with sales team in selecting label materials, sizes, and printing options based on the customer needs. Troubleshoot any order discrepancies or issues. Interact with customers via phone or email in a professional and timely manner. Maintain strong relationships with customers by providing proactive communication and support. Identify opportunities to improve the order entry process and enhance customer experience. What you need to succeed: Strong verbal and written communication skills Ability to multi-task, prioritize, and manage time effectively Strong computer, phone and technology skills Must be professional, reliable and have a positive attitude Ability to work in a fast pace environment All offers of employment are based on the successful completion of a pre-employment background check. InTouch Labels & Packaging, division of Avery Products is an at-will employer. Employment is at will and, as such, are free to resign at any time without any reason. The company retains the right to terminate an employee's employment at any time with or without reason or notice. Thank you for your interest! Please send your resume when responding.

Client Service Associate - Boston, MA A Boston-based wealth management firm specializing in sustainable investing is seeking a Client Service Associate to join its exciting team. This role will work closely with portfolio managers, the operations team, and other client service professionals to ensure seamless account management and an exceptional client experience. Key Responsibilities: Coordinate the opening and ongoing maintenance of client accounts, ensuring tasks are completed accurately and efficiently. Process client requests promptly, collaborating with portfolio managers to resolve open account issues. Facilitate disbursements and contributions, ensuring timely and secure transactions. Assist with charitable donations of cash and stock from client portfolios. Maintain strong internal coordination to update client accounts and records. Liaise with accountants and third parties to ensure proper submission of documents and payments. Document all communications in the firm's Client Relationship Management (CRM) system. Qualifications: Bachelor's degree required. Proven client service experience (minimum three years preferred). Interest in sustainable investing is a plus. Exceptional organizational skills and attention to detail. Strong interpersonal and communication skills for client and team interactions. Proficiency in Microsoft Office and ability to leverage technology for efficiency. Experience working with CRM software (Salesforce preferred). Familiarity with major custodial platforms (Fidelity and Schwab preferred). Why Join Us? This opportunity offers competitive compensation, comprehensive benefits, and a collaborative work environment focused on innovation and impact. Benefits include medical, dental, and disability insurance, as well as employer contributions to retirement and health savings accounts. 📍 This position is based in Boston, MA.

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

*travel within MA needed ~3 days per week 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. Travel within Massachusetts to provider offices on average 3-days a week. 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 ********************

Member Service Representative (MSR) plays a crucial role in providing exceptional customer service and financial solutions to clients. This position is responsible for assisting members with banking transactions, account inquiries, and product recommendations while ensuring compliance with banking regulations and policies. Key Responsibilities: Greet members in a professional and friendly manner, ensuring a positive banking experience. Process financial transactions, including deposits, withdrawals, transfers, and loan payments efficiently and accurately. Assist members with opening and closing accounts, issuing debit/credit cards, and resolving account inquiries. Identify customer needs and recommend suitable banking products and services, such as savings accounts, loans, and investment options. Proactively cross-sell and refer customers to appropriate departments (e.g., lending, investments) to enhance financial well-being. Educate members on digital banking services, including mobile apps and online banking. Ensure all transactions and procedures comply with federal regulations and internal policies. Maintain confidentiality and safeguard member information. Identify and report any suspicious activities related to fraud or security risks. Maintain accurate records of transactions and documentation. Assist with branch operational tasks, including balancing cash drawers and ATM management. Participate in training and professional development programs to stay updated on banking regulations and best practices. Qualifications & Requirements: High school diploma or equivalent (Associate's or Bachelor's degree in Business, Finance, or related field preferred). 2 years of experience in customer service, banking, or financial services preferred.

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