Customer Service Supervisor Jobs in Cambridge, 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

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)

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

Field Customer Care Manager Westborough, MA A Fortune 500 company and one of America's top residential builders is looking for a customer care professional for their team. If you are a Customer Care Manager, Warranty Associate or Customer Service professional this may be a great next step for you! Highlights: 2023 Fortune 100 Best Companies to Work For by Great Place to Work and Fortune, ranking 36! Best Workplaces in Construction™ (#2) Compensation: Solid base salary backed by a quarterly bonus, 23 days of PTO and auto allowance Responsibilities: Primary responsibility for responding to service requests in the field and managing those requests according to standard processes. What you will do: Conduct homeowner assessments on an as needed basis. Determine if corrective work order is needed. Lead root-cause analysis. Schedule, organize, and execute service work through vendors collaboratively with Customer Care coordinator. Manage trades to completion of service requests to customers' satisfaction. Establish and maintain positive customer relationships. Responsible for quality inspections of the home prior to delivery to the customer. Determine trade accountability for back charges and P.O.'s. Authorize payment for work performed up to approval limits. Follow applicable legal protocol and process necessary workflow. Responsible for customer satisfaction metrics related to customers serviced. What you will need: Minimum High School Diploma or equivalent. Valid Driver's License because driving is an essential function of this position. Minimum of 1-3 years customer service and warranty experience or equivalent. Strong customer orientation and ability to adapt/respond to different personality types. Strong emphasis on quality of service and follow-up. Basic construction skills and knowledge. Excellent communication and listening skills. Analytical ability necessary to perform root cause analysis. Ability to manage warranty/customer service processes. Basic computer skills. Conflict resolution skills. Cost management.

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

We have a current opportunity for a TEAM LEAD: PRINCIPAL LANDSCAPE ARCHITECT - BOSTON on a permanent basis. The position will be based in Boston. For further information about this position please apply. I wanted to reach out because I have a client who is a highly respected, boutique firm in Downtown Boston is looking for a Team Lead for the newly formed Landscape Architecture & Planning Department to shape the future of their business. With a strong reputation, exciting projects, and a collaborative, tight-knit team, this is a chance to make a significant impact in a firm that values creativity, vision, and leadership. What's in it for you? Lead and grow a high-priority division within the firm Work on a diverse mix of projects - industrial, multi-family, senior living, feasibility studies, and master planning Direct client interaction and the opportunity to drive business development A pathway to ownership - make yourself invaluable, and the leadership team will take notice!! A collaborative team environment where your contributions are celebrated!! A company culture that values work-life balance, professional growth, and having fun (think Red Sox games, golf retreats, and brewery outings!) What They're Looking For: 15-20 years of experience, with a strong background in design and project management Someone who thrives in face-to-face collaboration - this is an in-office role with a focus on teamwork A leader who can integrate into the business, mentor staff, and build client relationships Strong communication and writing skills to navigate client and regulatory discussions Experience in permitting, zoning, and feasibility studies A strategic thinker who can visualize creative solutions and bring them to life This firm offers a unique opportunity to step into a leadership role with the potential for long-term growth and ownership. They're looking for someone who's excited to shape the future of the firm and leave a lasting impact on the profession. Are you an experienced Landscape Architect with a passion for master planning, design, and project management? Do you have the business development skills to build strong client relationships? If so, lets connect!!!!

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)

Job Summary: This position is for a HW Team Leader reporting into the Analog and Mixed signal product development group. The successful candidate will be leading a team of analog and mixed development engineers in development of analog and mixed signal technology for PCB instrumentation in many design areas including Precision measurement, signal sourcing, and DSP functions. Strong grasp of detailed PCB development, analog circuit analysis, and familiarity with calibration of precision analog instrumentation are musts. System level trouble shooting skills, plus excellent communication and organizational skills are mandatory. Experience within the Automatic Test Equipment (ATE) industry is a definite plus Work closely with marketing and applications to provide input to marketing strategies and future product developments. Qualifications: Master's Degree in Electrical Engineering (MSEE) preferred, bachelor's Degree in electrical engineering (BSEE) with additional experience acceptable. Minimum of 5-year experience with MSEE, 7 years with BSEE preferably in ATE. Strong detailed analog circuit analysis knowledge. Ability to understand and create hardware block diagrams and schematics. Ability to understand engineering, manufacturing, and customer requirements. C/C++ programming skills. Problem solving and debugging skills with the ability to solve system wide problems. Ability to quickly learn our ATE programming environment. Excellent communications skills. Proven ability to develop quality deliverables on time. Ability to team with software, hardware, applications and operations engineering staff, to bring-up new hardware designs and to diagnose chip and board problems. Ability to adapt in a rapidly changing environment. Beneficial Attributes: - ATE Experience and good understanding of Quality Audio Design. With more than 3000 employees worldwide, we offer challenging and rewarding work experiences, generous employee benefits and a strong company culture. If you are looking for a global publicly traded company that provides you with international experience and a challenging work environment, then Cohu is your choice. Connect with Cohu… Connect with your future… Cohu is a VEVRAA Federal Contractor and an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, disability status or protected veteran status, or any other characteristic protected by law.

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!

We are a dynamic and expanding Wealth Management Firm based in Bedford, NH seeking a Client Relationship Representative to join our team and help deliver exceptional client experiences. As a critical member of the team, you will spend the majority of your time in client-facing roles, ensuring that our clients receive top-tier service and building lasting relationships. Your work will support our Wealth Managers by handling client service activities, allowing them to focus on achieving client goals. Key Responsibilities: Provide excellent customer service, build relationships, and proactively resolve client issues. Prepare client paperwork for meetings with Wealth Managers. Ensure timely and accurate processing of client documentation to avoid errors. Offer non-advice support to new and existing clients, both in-person and over the phone. Act as the primary point of contact for client service inquiries, escalating issues as needed. Assist other team members across departments with backup duties when required. Qualifications: Ability to multitask and adapt to changing priorities. Strong problem-solving skills and attention to detail. Exceptional organizational skills and ability to meet deadlines. Proficiency with Excel and highly competent computer skills. Outstanding communication skills, both written and verbal. Ability to maintain confidentiality and act with integrity. Professional appearance, positive attitude, and strong work ethic. Energetic, eager to learn, and a team player. Why Join Us? Be a part of a growing firm with a national client base. Work in a dynamic environment with a supportive team. Play a pivotal role in building enduring client relationships and driving company success. Location: Bedford, NH (100% onsite) Hours: Monday-Friday 8AM-5PM Pay: $55-65,000K depending on experience

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.

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.

Think the best job opportunities are far away? Think again. Great opportunities are right here in your backyard. Kelly is looking for a Procurement Category Team Leader - Indirect position working at a leading corporation in Waltham, MA. Is this something that you might be interested in? Salary/Pay Rate/Compensation: - 6-month contract to hire - $55 - $75 per hour - Monday - Friday / 8:00am - 5:00pm - 30% travel Why you should apply to be Procurement Category Team Leader - Indirect: - Enjoy a flexible, hybrid-friendly work environment, working 2-3 days in the office per week. - Experience ongoing investment in your career through dedicated training, on-the- job development, and coaching. - Access to comprehensive health benefits, PTO, and PTO holidays What's a typical day as Procurement Category Team Leader - Indirect? You'll be: - Driving competitive advantage by defining and deploying strategies for cost reduction, service quality, and delivery across the corporation's >$300M spend in Business Services, Legal, and Marketing categories. - Providing indirect management supervision of operating companies' category leaders, resulting in cost reduction, cost avoidance, risk management, and service/quality improvement. - Gathering and analyzing spend and price data, identifying opportunities for consolidated negotiations, and managing supplier performance. This job might be an outstanding fit if you: - Hold an undergraduate degree in supply chain, business management, operations, or finance with 3-5 years of leadership experience delivering year-over-year improvements in respective spend categories. - Possess strong proficiency in MS Excel, Word, PowerPoint, PowerBI, and other analytical tools. - Are a strong communicator and team player, capable of resolving conflicts and achieving results in ambiguous situations

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 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.

For over 170 years, our company has been a respected leader in the insurance industry, delivering innovative solutions and exceptional service to businesses and individuals across the nation. Recognized for our strong financial performance, inclusive workplace culture, and unwavering commitment to customer satisfaction, we continue to set the standard for excellence. Here's what you'll be doing: Handles customer and agent inquiries, processes policy changes, explains coverage, resolves billing issues, and may underwrite small business policies for a multi-state commercial insurance portfolio. Responds to customer and agent inquiries via phone, email, and fax, providing policy information, coverage explanations, and resolving billing issues. Processes policy changes, issues Certificates of Insurance, and underwrites small business policies within authority limits. Conducts outbound calls to retain customers, upsell coverage options, and identify cross-sell opportunities. Here's what you'll have: Previous experience in customer service, call centers, data entry, or insurance preferred; strong professional telephone etiquette required. Ability to work in a fast-paced, dynamic environment with proficiency in using computers and standard office equipment. Here's what you'll get: Above market rate of $21.00 per hour Hybrid schedule Great Benefits Friendly coworkers Supportive management invested in your success

We are seeking an Ecology Transportation Team Lead to support our transportation clients as they navigate through the local, state, and federal permitting process in New England, with a focus on Massachusetts. Responsibilities will include working in a multidisciplinary and collaborative environment, and successful candidates will possess strong interpersonal communication skills as well as the ability to multitask and prioritize under client schedules. What You'll Do: Stay up to date on laws and regulations, ensuring the team's compliance with requirements. Guide strategy and QA/QC for local, state, and federal permitting in New England, with a focus on MA. Develop and deliver training programs to enhance the team's skills and knowledge. Lead and inspire a team of employees, providing direction, support, and mentorship. Foster a positive and collaborative team culture, encouraging innovation and continuous improvement. Oversee the collection and analysis of data, providing insights for decision making. Collaborate with various departments to integrate ecological considerations into their processes and projects. Prepare and present reports on the team's activities and performance. Support the growth of team members through coaching and skill building. Cultivate and maintain relationships with external stakeholders, including government agencies and community groups. Support marketing and business development objectives including attending industry events and proposal preparation. The successful candidate will play a pivotal role in guiding and supervising a team of ecological professionals in executing the organization's ecological and environmental permitting work for transportation infrastructure clients at the federal, state and local levels. The Team Lead will also be responsible for supporting coordinated efforts across our engineering, planning and survey departments, mentoring team members, and contributing to the overall success of the company's goals. We are looking for a knowledgeable and enthusiastic individual to help grow our ecological team in the transportation market. Minimum Qualifications: BA/BS in Biology, Ecology, Environmental Science, or related disciplines. and/or a minimum of 10 years of post-degree experience in permitting, siting, planning, and/or task management is required. Preferred Qualifications: Graduate level degree is a plus.

We are seeking a Full Time Dining Room Lead to join our Dining Services Team. Responsibilities: - Act as Host/Hostess as needed - Manage Waitstaff team in event managers aren't around - Ensuring opening/closing side work is completed by Waitstaff - Pre-meal discussions with Waitstaff team - Serve tables as needed - Other duties not listed above Experience: Leadership: 1 year Waitress: 1 year Must be vaccinated against COVID-19 Availability weekend Preferred: Senior Living experience Benefits: 401(k) 401(k) matching Dental insurance Employee discount Health insurance Paid time off Paid training

Because you don't just succeed - you exceed. Retail our way. A people-first culture. Inclusive spaces. Expanding teams, capabilities, and ambitions. And thanks to our incredible size and scale, more growth opportunities for you and more amazing experiences for our customers. As a Team Leader at Primark, progress is yours to own at the forefront of expanding this fashion revolution in the United States. Our strong values run through everything we do. We're caring, dynamic and we succeed together. There's real accountability and ownership here as you shape your team's development and encourage a fast, efficient, enjoyable customer experience. If you thrive outside your comfort zone, apply to join us as an in-store Team Leader. What You'll Do As a Team Leader, you will motivate and coach your team of Sales Associates to provide an exceptional store environment and customer experience, while optimizing sales. You will lead a team by providing ‘in the moment' coaching and training on Primark ways of working with ongoing feedback. Supporting the colleague experience, you will engage the Sales Associates in your team with an emphasis on recognition, communication, and wellbeing. Daily, you will collaborate with the store management team to support the running of the store and develop a high performing and engaged retail team. Here is how it looks in action: · Managing an allocated section of a department; supporting colleagues to create inspiring displays and managing daily task allocation to keep your team engaged. · Helping other managers with the day-to-day running of the store. · Assist with recruitment, on-boarding, and development of Sales Associates while supporting a culture of continuous learning and improvement. · Managing the cash lanes and Fitting Room areas as needed. · Helping with customer feedback and complaints. · Managing stock file accuracy and driving improved availably in-store with a consistent focus on size and option control to meet customer demand. · Manage all pricing in line with Primark Pricing Principles. Monitoring pricing for accuracy, check markdowns are applied and monitored, and appropriate POS are displayed. What You'll Get People are at the heart of what we do here, so it's essential we provide you with the right environment to perform at your very best. We're committed to your success and will provide you with a robust onboarding period. Here, you'll be empowered to succeed. As we rapidly expand across the globe, we'll give you the tools that you need to excel. We'll also offer you competitive benefits and work life balance - we know your life outside of the store is important. What You'll Bring Overseeing a team of Sales Associates and reporting directly to the Department Manager requires a bold team player to take the reins. Here's what we need from you: · Excellent people skills to serve customers, lead the team and build credible working relationships with all store colleagues. · Strong service focus with experience of delivering excellent customer experience while maintaining high store standards. · Good commercial awareness and understanding of local selling patterns. · Ability to guide and support a team to achieve results. · You are nimble and adaptable, being able to flex your plans and priorities in a fast-paced environment. · Good planning and organizational skills, prioritizing and working within agreed timescales. · Experience supporting store management with the protection of people, property and premises by securing cash, stock and property. Keyholder responsibility including availability for emergency call outs. · Ability to effectively manage difficult situations and have good problem-solving skills. · Position holder must be able to communicate effectively and efficiently, orally and in writing, with managers, supervisors, and hourly colleagues in English to provide instruction, coaching, corrective action, safety instructions and lead teams as a manager daily and in emergencies. Position holder must also be able to provide amazing customer service in English, which includes being able to orally communicate with customers in English and monitor the performance of English-speaking colleagues whose job duties require communication with customers. Excited? Good. Because it's energizing to put your skills to work, in a growing global business committed to helping people express themselves - and feel a sense of belonging. Apply to be part of Primark's future, today… and enjoy career growth, our way. The pay range for this role is: $26.00-$27.50 This is a good faith estimate of the minimum and maximum we would pay for this role at the time of this posting. The base pay rate offered will account for internal equity and may vary depending on the candidate's geographic region of work, job-related knowledge, skills, and experience, among other factors. Primark is an equal opportunity employer. Primark does not discriminate against applicants or employees on the basis of race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information, or any other characteristic protected by law. Primark is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment. To request reasonable accommodation to participate in the job application or interview process, please email ********************** with your request. This email is not for general employment inquiries or correspondence. We will only respond to those requests that are related to accessibility of the online application system due to a disability.