Finance Service Representative Jobs in Needham, MA

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  • Financial Services - Investment Banking

    Vaco 3.2company rating

    Finance Service Representative Job 12 miles from Needham

    Vaco Boston has partnered with our client in Boston, MA to find an individual to fill an Entry Level Finance role. Responsibilities: Performs monthly financial reporting tasks Supports the product team by compiling financial information to provide guidance and oversight on profitability of products, historical trends and adoption analysis Performs reporting and monitoring of actual and budget data in a timely and accurate manner Reviews product investment proposals to provide financial and operational support to product team in preparation of approval Maintains oversight for operational set up of approved proposals in project planning system Prepares materials for product planning meetings Participates in ad-hoc reporting, initiatives and analysis as assigned Assists in maintaining data integrity within multiple systems Investigates discrepancies and provides recommendations Assists in special projects Qualifications: Bachelor's degree (preferred) Proficiency in MS Office (especially Excel and Word) Attention to detail Excellent research skills Strong analytical skills Exceptional oral and written communication skills Ability to work equally well under supervision and independently Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco notes the salary range for the role as follows: $24/hr. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.
    $24 hourly 9d ago
  • Financial Services Representative

    The Moody Street Group, LLC

    Finance Service Representative Job 12 miles from Needham

    Financial Services Representative/Financial Advisor The Moody Street Group, LLC , a General Agency, of the Companies of OneAmerica , works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth. The Moody Street Group, LLC, with offices in Newton, Massachusetts and South Windsor, Connecticut is actively recruiting new associates. We are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential. Our Financial Services Sales Representatives, utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work, which allows financial representatives more time to see and interact with clients. Our marketing team provides new Financial Services Sales Representatives with a comprehensive and sophisticated training program. New Financial Services Sales Representatives will also benefit from a wide range of technical sales support provided by professional career associates who are leaders in the industry. We offer competitive compensation. We also provide group benefits, pension, tuition reimbursement for professional designations and conferences at worldwide locations. If you would like meet with us to learn more, Apply Now Note: S ecurities offered through OneAmerica Securities, Inc.,Member FINRA, SIPC, A Registered Investment Advisor. The Moody Street Group, LLC is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or a Registered Investment Advisor.
    $25k-47k yearly est. 20d ago
  • Customer Service Representative

    Black Book Global

    Finance Service Representative Job 12 miles from Needham

    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!
    $32k-41k yearly est. 10d ago
  • Customer Service Representative

    Innova Solutions 4.3company rating

    Finance Service Representative Job 19 miles from Needham

    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.
    $24.5-25 hourly 4d ago
  • Member Service Representative - Banking

    Ascendo Resources 4.3company rating

    Finance Service Representative Job 12 miles from Needham

    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.
    $29k-33k yearly est. 8d ago
  • Finance Associate

    Us Tech Solutions 4.4company rating

    Finance Service Representative Job 12 miles from Needham

    Boston, MA 6 Months Finance Associate is responsible for performing specialized operational securities processing activities in support of the firm's business lines. This would include activities such as: notification announcement input, instruction receipt and authentication, instruction entry, processing and recording, reporting and acknowledgement, and reconciliation. Primary focus is on daily deliverables and execution of defined procedures and analysis while gaining and understanding the “big picture” and how their work impacts the firm. Individuals will have their work thoroughly reviewed and validated by more senior personnel. • Scrubbing Announcements from Market Data Vendors, Company Information, and Depositories and Agents • Input information into Corporate Action platform for Income and Mandatory Actions • Identify complex events and communicate to team members. • Processing of Class Action suits • Process client instructions through manual entry into the Corporate Actions platform. • Process agent confirmations through the Corporate Actions platform for communication to clients. • Written and verbal communication of uninstructed positions to clients on a daily basis. • Processing of client account profile requests for Corporate Actions. • Manual entry of payments into the Corporate Actions platform. • Balancing and reconciling of positions related to corporate action activity. • Reconciliation of receivables and payables to ensure accurate client cash projections. • Communication of uninstructed positions via phone call to clients. • Communicate as part of a team to ensure superior client service. • Participate in client presentations or calls. • Identify problem items. • Communicate professionally and constructively to effectively resolve issues in a timely and efficient manner. BA/BS degree or equivalent work experience. Demonstrated PC skills. Ability to identify, escalate and resolve a problem. Ability to communicate professionally through effective verbal and written skills. Ability to manage time efficiently and effectively. Organizational skills and detail-oriented. Ability to multi-task. Ability to work in a team environment. Ability to process transactions timely and accurately Ability to meet deadlines and work under pressure. About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************ US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Recruiter Details: Name: Ajay Singh Email Address: ***************************** Job ID: 25-32331
    $35k-51k yearly est. 32d ago
  • Sales Representative - $7,500 Housing stipend, $2,500 Sign-On bonus, & PAID RELOCATION

    Total Quality Logistics 4.0company rating

    Finance Service Representative Job 12 miles from Needham

    About the role: TQL is seeking motivated, high performing individuals to apply for our Fast Track Sales Development Program. We will pay to relocate you to Cincinnati, Ohio to train with some of the top brokers in the company. Once you've completed training and built a solid book of business, TQL will pay to relocate you again to any of our 60+ offices nationwide. Our best in-class paid training and mentorship program will teach you everything you need to know about sales, logistics and supply chain management. Top applicants will thrive in a fast-paced environment, have a strong work ethic and a drive to succeed. This is a great opportunity to build a successful career with an industry leader that offers an unmatched company culture, comprehensive benefits and significant opportunities for advancement. POSITION IS LOCATED IN CINCINNATI - PAID RELOCATION PROVIDED What's in it for you: $40,000 base salary with uncapped commission opportunity $2,500 sign-on bonus $7,500 housing stipend paid in bi-weekly increments for the first 12 months Relocation assistance package Health, dental and vision coverage 401(k) with company match Outstanding career growth potential with a structured leadership track Fortune 100 Best Companies to Work For (2023) and Forbes America's Best Large Employers (2022) What you'll do: Spend 26 weeks partnered with a successful freight broker Make calls and establish relationships to build your book of business Close new and existing customers Negotiate prices with customers and carriers Manage daily shipments and resolve issues to ensure timely pickup and delivery Provide proactive and honest communication, internally and externally What you need: Availability to work full-time, 100% in-office Entrepreneurial mindset and determination to outperform your peers Strong negotiation skills with the professionalism to handle conflict A passion for exceptional customer service College degree preferred Military veterans encouraged to apply
    $40k yearly 4d ago
  • Senior Compliance Advisor - Digital Consumer Banking

    Santander Holdings USA Inc. Careers

    Finance Service Representative Job 12 miles from Needham

    Senior Compliance Advisor - Digital Consumer BankingBoston, United States of America Multiple opportunities available in our Compliance department, areas of focus will be in Deposit and/or Consumer Lending. We are seeking someone with Consumer Compliance experience, must be detail oriented and with a strong background in governance and/or testing to ensure adherence to regulatory requirements and internal policies. Additionally, support and coordination may be needed across other SLOD risk domains (beyond compliance). The Senior Advisor will provide key Compliance support to our innovative new digital offering; Openbank and other strategic initiatives. Activities may include quantitative analysis, risk identification and remediation. Represents or supports the representation of the company to minimize compliance and regulatory risk by resolving issues and ensuring adherence to company and legal standards. Responsible for ensuring that all of the company's activities adhere to the necessary rules and regulations, and that the company complies with legal/regulatory statutes and jurisdictions. Essential Functions/Responsibility Statements: Ability to lead and coordinate across cross functional risk teams to ensure alignment, support requirements/traceability reviews including testing and validation, and produce program level risk reporting for executive leadership. Advises management on current issues regarding banking. Serves as a subject matter expert to ensure documents, projects, processes or product initiatives comply with regulatory and legal requirements and enterprise policy. Partners with managers in assigned business unit to respond to reports issued by regulatory agencies or audit. Identifies systemic procedural weaknesses and additional training requirements needed to ensure compliance. Responds to regulatory inquiries and third party examiners. Collaborates across business units within the organization to ensure consistency in policies and procedures. Identifies compliance opportunities and potential solutions. Performs risk assessments, synthesizes analyses, identifies root cause(s), and provides recommendations to management. Provides compliance input on business action plans, projects, or operational requests. Provides insight and guides management on issues. Leads and influence cross functional enterprise projects or compliance teams. Leads efforts to improve standardization and efficiency of responses to regulators. Offers recommendations and makes project related decisions within scope of work assignment. Serves as a resources to team members on escalated issues of unusual nature. Mentors and enhances compliance staff knowledge competencies. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Qualifications: Bachelor's Degree or equivalent work experience in Business, Finance, or equivalent degree. Master's Degree in Business, Finance, or equivalent field preferred. 9+ Years in Compliance, Legal, Regulatory, or Financial Services. Skills and Abilities: Advanced knowledge of regulatory compliance, relevant industry regulations and regulatory data sources. Understanding of the Agile methodology; ability to work in a fast paced/changing environment. Demonstrated experience facilitating change to achieve measurable results. Demonstrated subject matter expertise compliance opportunities and resolution. Business Line awareness. Detail orientated with the ability to also understand overall strategy. Excellent interpersonal, supervisory, and customer service skills required. Excellent written and verbal communication skills Excellent critical thinking skills with the ability to be adept in identifying and resolving complex risk management problems. Excellent project management skills. Ability to build and foster internal and external relationships. Understanding of the Agile methodology; ability to work in a fast paced/changing environment. At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason. #LI-Hybrid Primary Location: Boston, MA, Boston Other Locations: Massachusetts-Boston,Texas-Dallas Organization: Santander Bank N.A. Salary: $90,000 - $165,000/year
    $39k-64k yearly est. 7d ago
  • Client Services Representative

    Cannon Search

    Finance Service Representative Job 12 miles from Needham

    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
    $33k-51k yearly est. 21d ago
  • Associate Financial Representative

    Modern Woodmen of America 4.5company rating

    Finance Service Representative Job 12 miles from Needham

    Snap out of your routine. A career should be something you're proud to share with the world. Find out what makes you Modern Woodmen material and start your journey toward a career worth sharing! Our licensed financial professionals maintain control over what they make, and how they spend their time. You will work hard. You will earn and learn. You will make a difference in people's lives and in your communities. Do you want to: Grow both professionally and personally? Be recognized as a leader in your community? Help others and initiate change? Feel accomplished and appreciated? Are you willing to: Think Outside the Box? Face Rejection? Find the Balance between Work, Study, and Play? Take Your Life and Career into Your OWN HANDS? Do you possess: An Entrepreneurial Mindset? Community Spirit? Mad Communication Skills? Problem Solving Abilities? If you are one of the few who can both qualify and survive..... HERE'S WHAT YOU'LL GET: Excellent Medical Dental plan where we pay all your premiums and 50% of your spouse and dependents. Intensive, and Extensive Hands-On Training A FULLY FUNDED Defined Benefit Plan (YES, a PENSION) where we contribute everything A 401(k) which we match starting on DAY 1 Group term life insurance benefits Expense-paid trips, valuable prizes, and exciting incentives MUST HAVE TWO YEARS FULL TIME WORK EXPERIENCE. Learn More About Us Here Click below to learn about our careers! Careers | Modern Woodmen | Financial Services, Representative, Managing Partner
    $36k-48k yearly est. 13d ago
  • Junior Operations Finance Specialist

    Russell Tobin 4.1company rating

    Finance Service Representative Job 12 miles from Needham

    Are you a recent grad willing to get your foot on the Financial Industry door? If so, Russell Tobin has the right opportunity for you! We are hiring for a respectable company in the financial market, and you can be part of it. Pay range: $24/hour on W2 Location: Boston, MA Contract 4-6 months (possible extension/perm) The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership. Responsibilities Consistently analyze financial information based on both routine and ad-hoc reports Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators Communicate financial insights suggesting business issues to management Qualifications Bachelor's degree in Accounting, Economics, or Finance or equivalent experience 0 - 3 years of financial industry experience Advanced knowledge of Excel
    $24 hourly 8d ago
  • Event Sales Representative

    Lucky Strike Entertainment 4.3company rating

    Finance Service Representative Job 12 miles from Needham

    Imagine your ideal job. Now add bowling. And arcade games. And parties every day of the week. This isn't any ordinary job; it's the beginning of a bowled new career as an Hybrid Event Sales Representative at Lucky Strike Fenway! Are you the life of the party? Do you know what it takes to make a great event even more amazing? If so, then you may be just what we're looking for. Our Hybrid Event Sales Representatives are more than just good salespeople-they're talented experience-makers . They tirelessly engage with calls and emails to secure bookings, manage their pipelines, meet and tour with potential clients, and collaborate with our Operations Team to guarantee flawless execution of our guests' events. You'll make the booking/planning/partying process easy (and fun!) so that your client comes back again and again. Essential Duties: Get a glimpse of all you'll experience as an Hybrid Event Sales Representative. DEVELOP YOUR IQ & BOOK IT Respond to all event inquiries (that's a given) and turn those inquiries into booked events. While you'll be working in one of our beautiful locations, you'll also be planning events for multiple venues! Learn the features and benefits of our distinctive properties and event options-and relay them effectively to your clients as you will be booking events across multiple venues. Understand the unique needs of all types of events-from corporate functions to birthday parties to other social events. HIT THOSE NUMBERS Meet (nay, exceed ) your individual sales KPIs. STAY ON POINT Organization is the key to success when working with a large rolodex of clients and multiple venues. Be the on-site contact for our operations team, hosting BEO meetings, and working together to ensure every event is a smashing success! guide the guest Be there for your clients, planning their events, and coordinating the details until the day of the party. Actively managing the client relationship both during and after the event with retention efforts to ensure your client comes back year after year. FLEXIBILITY IS KEY Be available to work evenings, weekends, and holidays, especially during our busiest event-packed seasons. BE CAMERA READY Stay connected with the rest of the team on camera! Whether it is for one-on-one coaching sessions or daily meetings, we're committed to fostering the camaraderie of an office for our remote reps. Plus, our clients can pop in at any time so always be ready to showcase your enthusiasm and professionalism. WHO YOU ARE You're a motivated, ambitious individual who's eager to learn and ready to sell our unique spin on bowling entertainment and events. Embracing feedback isn't just a skill, it's something you thrive on to become even greater! You love friendly competition and use that to achieve your KPIs. Your commitment to guest service and your interpersonal skills are on point and combine to turn ordinary events into epic celebrations that everyone will be talking about long after the party's over. Desired Skills: Check out the desired skills below and see if you have what it takes to join our team. Broad knowledge of sales, hospitality, and event planning Proficient in technology including Outlook, Microsoft Teams, and Excel Strong verbal and written communication skills (because to sell the experience, you have to be able to communicate it- effectively ) Feedback driven Time management and organization skills Adaptability REQUIRED: Ability to travel once a year to the national sales conference THE LUCKY STRIKE TEAM: With approximately 350 entertainment destinations spanning North America, our portfolio includes renowned brands like Bowlero, Lucky Strike, AMF, and the Professional Bowlers Association (PBA). As a company, we are committed to diversity, dedicated to our guests, and devoted to making the work-life experience a joy for one another. When work is this much fun, it doesn't feel like work at all. Join our team of over 12,000 associates and experience the fulfillment of being part of the Bowlero family.
    $22k-56k yearly est. 12d ago
  • Customer Service Representative

    Intouch Labels & Packaging

    Finance Service Representative Job 23 miles from Needham

    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.
    $32k-41k yearly est. 10d ago
  • Sales Representative

    Crown Equipment Corporation 4.8company rating

    Finance Service Representative Job 27 miles from Needham

    : Crown Equipment Corporation is a leading innovator in world-class forklift and material handling equipment and technology. As one of the world's largest lift truck manufacturers, we are committed to providing the customer with the safest, most efficient and ergonomic lift truck possible to lower their total cost of ownership. Job Responsibilities: Sell select products in a geographical territory and/or assigned accounts. May work in a team approach and assist other sales positions with territory management and communication. Participate in corporate and local campaigns. Make sales calls to qualify prospects in person and over the telephone. Generate leads. Involvement in information gathering efforts and/or tracking and follow-up of leads and inquiries. Participate in training activities locally, in the field, and occasionally at the New Bremen, Ohio corporate headquarters. Collaborate with various departments within the branch. Qualifications: High School diploma or equivalent. Bachelor's degree in business management, marketing, entrepreneurship, professional selling, or related business program is a plus. Strong communication, organizational, and time management skills. Strong problem-solving capabilities, strong sense of responsibility and self-motivation, and ability to work in a team environment. Intermediate computer skills including a working knowledge of Microsoft Office Suite. Valid driver's license, good driving record, and the ability to safely operate lift trucks for product demos. Work Authorization: Crown will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas or who need sponsorship for work authorization now or in the future, are not eligible for hire. No agency calls please. Compensation and Benefits: Crown offers an excellent wage and benefits package for full-time employees including Health/Dental/Vision/Prescription Drug Plan, Flexible Benefits Plan, 401K Retirement Savings Plan, Life and Disability Benefits, Paid Parental Leave, Paid Holidays, Paid Vacation, Tuition Reimbursement, and much more. EO/AA Employer Minorities/Females/Protected Veterans/Disabled Job Segment: Sales Rep, Warehouse, Forklift, Business Manager, Sales, Manufacturing, Management
    $89k-136k yearly est. 32d ago
  • Independent Sales Representative

    Patello Insurance Group

    Finance Service Representative Job 12 miles from Needham

    About the job Are you a driven and enthusiastic individual eager to build a fulfilling career in the financial services sector? Patello Insurance Group is on the lookout for dedicated Sales Representatives to become part of our vibrant team. Experience the flexibility of full-time or part-time hours while making a positive difference in people's lives. **Key Responsibilities:** - Cultivate and maintain strong relationships with potential and existing clients. - Conduct thorough needs assessments to identify clients' insurance needs. - Present and clarify insurance policies to prospective clients. - Benefit from a lead-driven environment with NO COLD CALLING! **What We're Seeking:** - Self-starters with a focus on achieving results. - Excellent time management and the ability to work independently. - Commission-based compensation (1099). - Access to complimentary training. If you're passionate about making a difference and ready to advance your career, we want to connect with you! Join Patello Insurance Group and elevate your career to new heights.
    $50k-102k yearly est. 12d ago
  • Entry Level Sales Representative

    C-4 Analytics, LLC 3.8company rating

    Finance Service Representative Job 18 miles from Needham

    Entry Level Sales Representative: C-4 Analytics C-4 Analytics, a leading digital marketing company, specializes in boosting automotive dealership performance by increasing sales, market share, and cost efficiency. The company is dedicated to innovative solutions and exceptional customer service and is expanding to hire a Entry Level Sales Representative in Wakefield, MA. If you need assistance with the application due to a disability, contact the employer for accommodations. Compensation: Starting hourly pay: $24.05- $26.44, equating to $50,000 - 55,000 annually for a 40-hour work week. - On-target earnings up to $75,000, with an uncapped commission structure for unlimited earning potential. Top earners may expect upwards of $100,000.00 in total earnings. Working at C-4 Analytics C-4 Analytics offers career development programs, unlimited paid time off, and a variety of employee perks. Visit their careers page for more information. Role Overview: Entry Level Sales Representative You will work with sales and executive teams to identify leads and drive growth by establishing initial contact with prospects. You'll set appointments for sales colleagues to present C-4's unique solutions. Key Responsibilities Conduct high-volume cold calling, email, and social media outreach. Use existing data and find new leads. Develop relationships with prospects. Generate qualified opportunities for the sales team. This role requires daily in-person attendance in Wakefield, MA. Qualifications Bachelor's Degree preferred. 1+ years of sales experience including cold calling and lead generation or any combination of internship experience - preferred Proficiency in overcoming objections and high-volume cold calling. Experience in selling digital marketing or related services is advantageous. Strong ambition and aim for rapid achievement. CRM experience, preferably Hubspot Call center sales experience is beneficial.
    $50k-55k yearly 28d ago
  • Commercial Sales Representative

    Gateway Fiber

    Finance Service Representative Job 44 miles from Needham

    About Gateway and WANRack: St. Louis-based Gateway Fiber and Kansas City-based WANRack have merged to create a national fiber-to-the-premises (FTTP) platform serving residents, businesses, and schools across 25 U.S. states. Gateway Fiber, founded in 2019, provides high-speed internet to residential and commercial customers across Missouri, Massachusetts, and Minnesota. WANRack, launched in 2013, is a broadband provider that serves school districts and libraries through its E-Rate program, as well as residential and commercial customers in eastern Kansas via its KWIKOM subsidiary. The merger combines the resources of both companies, resulting in greater scale, improved operations, and enhanced growth opportunities for employees and the organization. The combined company is expanding its product offerings for small and medium-sized businesses while addressing increasing commercial and wholesale internet needs. Gateway is seeking a motivated and dynamic Commercial Sales Representative (CSR) to join our growing sales team. The CSR will be responsible for generating new business relationships through cold calling, networking, and in-person visits to local businesses. This role involves selling high-speed broadband and connectivity solutions to a diverse range of commercial clients. The ideal candidate should be driven, results-oriented, and comfortable working in a competitive marketplace. A key aspect of the role is achieving monthly sales targets while maintaining strong client relationships and providing exceptional service. Would be servicing Gardner and surrounding areas. Key Responsibilities: Prospecting & Lead Generation: Conduct proactive cold calling, networking, and canvassing of local businesses to generate new sales leads. Identify and engage potential clients, uncovering their needs for broadband and connectivity solutions. Sales Presentations & Proposals: Develop and deliver tailored sales presentations to potential clients, highlighting the benefits of high-speed broadband and connectivity services. Understand customer pain points and present solutions that meet their business needs. Prepare and submit detailed proposals and quotations. Sales Target Achievement: Meet and exceed monthly and quarterly sales targets. Track personal sales performance, maintain accurate sales records, and report progress to the Sales Manager. Market & Competitive Analysis: Research and stay updated on market trends, competitor offerings, and customer preferences. Be comfortable with engaging directly with competitors in the marketplace, both to differentiate our solutions and gather insights on competitor strategies. Collaboration: Work closely with the marketing and technical teams to align sales strategies and ensure seamless service delivery. Collaborate with internal teams to ensure smooth transition from sales to implementation. Documentation & Reporting: Maintain accurate and up-to-date records of sales activities in CRM software. Provide regular reports on sales performance, customer feedback, and market trends. Required Skills and Qualifications: Experience: Proven experience in sales, particularly in a B2B environment (preferably in telecommunications, broadband, or technology sectors). Demonstrated success in cold calling, networking, and building new business relationships. Experience in delivering effective sales presentations and proposals. Skills: Strong communication and interpersonal skills, with the ability to engage with stakeholders at all levels. Excellent negotiation and closing skills. Ability to work independently and as part of a team in a fast-paced, competitive environment. Technical Knowledge: Understanding of high-speed broadband and connectivity solutions is a plus but not required. Training will be provided for the right candidate. Target-Driven: Self-motivated and results-oriented, with a proven ability to hit and exceed sales targets. Organizational Skills: Strong organizational skills and attention to detail, with the ability to manage multiple clients and sales activities simultaneously. Tools & Technology: Proficiency in CRM software, Microsoft Office Suite, and other sales tools. Driver's License: Valid driver's license and willingness to travel locally to meet clients. Preferred Qualifications: Experience in selling broadband, fiber optic, or other telecommunications products and services. Previous experience in a sales environment that involves meeting monthly quotas. Working Conditions: This is a full-time role, with a combination of in-office and field-based responsibilities. Occasional travel required for client meetings, presentations, and business development activities. Compensation: Competitive base salary + commission. Health benefits, paid time off, and other employee perks. Why Join Us? Join a fast-growing company in the broadband and connectivity industry, offering cutting-edge solutions to businesses. Opportunity to work with a dynamic, results-driven team. Comprehensive training and ongoing development to help you succeed in your sales career. Competitive compensation with uncapped commission potential.
    $50k-102k yearly est. 12d ago
  • Domino's Customer Service Rep/Pizza Maker - (Leominster) - Competitive Pay - (3734)

    Domino's Pizza 4.3company rating

    Finance Service Representative Job 33 miles from Needham

    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 *********************************************
    $14 hourly 60d+ ago
  • Sales Representatives- Hiring for Multiple Industries

    Rhode Island Novelty 4.3company rating

    Finance Service Representative Job 40 miles from Needham

    Rhode Island Novelty is a leading wholesaler specializing in products for the family entertainment industry, including theme parks, arcades, family fun centers, and entertainment venues. Why Join Us? Are you a motivated sales professional looking for an exciting opportunity to grow your career? At Rhode Island Novelty, we don't just sell products-we build relationships. We are an established and growing company offering a fast-paced, team-oriented environment where your sales skills will be valued and rewarded. If you thrive on customer engagement, relationship building, and closing deals, this is the perfect opportunity for you. Key Responsibilities: Managing and growing an assigned customer base Identifying customer needs and maximizing sales opportunities Proactively reaching out through cold calling and account management Delivering phenomenal customer service and handling inquiries efficiently Attending trade shows, including setup and teardown, to showcase our products Processing customer orders and troubleshooting issues with professionalism Consistently seeking new strategies to enhance sales performance What We're Looking For: Three or more years of experience in sales or account management Excellent communication skills, both verbal and written Strong organizational, multitasking, and problem-solving abilities Proficiency in Microsoft Excel, Outlook, and ERP software. A driven, self-motivated attitude with a passion for sales Ability to work under pressure Bilingual in English and Spanish is a plus
    $37k-54k yearly est. 32d ago
  • Finance Associate

    Us Tech Solutions 4.4company rating

    Finance Service Representative Job 12 miles from Needham

    We are seeking recent graduates in Finance or Accounting who are eager to pursue a career in the financial industry. The role involves proactively responding to client and internal inquiries, coordinating with internal teams to resolve issues, and analyzing inquiry trends to improve processes. Responsibilities: Review and pro-actively respond to client and internal inquires daily, keeping client up to date on status, and escalating to Sr. Client Service Rep. as necessary Research, identify and escalate internal issues that may impact client servicing Work effectively with internal departments to support client requests, deliverables and issue resolution Analyze inquiry trends and determine if training is required to help either reduce or automate. Meet with your client contacts regularly to review pending items. Execute reviews of internal reporting and reconciliations for assigned client relationships and escalate issues which may impact client servicing to the Sr. CSR Prepare agendas, minutes and coordination of the meetings, and review with your manager. Meet with your manager and peers regularly to share insights and communicate to senior management when necessary. Technology Management & Effectiveness Working with Supervisor, communicate product enhancements to clients and conduct training sessions when necessary. Stay abreast of and utilize relevant internal technology solutions to effectively manage client inquiries Coordinate regular demos with your clients to teach them how to use the platform and reduce manual intervention. Relationship Building & Networking Collaborate with internal teams to share insights and improve the client experience. Understand your client's organizational chart to ensure you contact appropriate members to review items. Actively participate in BANC events, townhalls, simulcasts, read firm wide communication to stay abreast of firm activities Risk & Control Identify opportunities to reduce/eliminate sending correspondence with attachments and/or client sensitive information. Pay attention to detail and contacts sent in emails. Qualifications: BA or Equivalent Ability to communicate effectively with both verbal and written skills Ability to learn and adapt to new technologies and systems Strong analytical and problem-solving skills Language skills commensurate with office location and client relationships supported Comprehensive working knowledge of Microsoft Office Products About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************ US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Recruiter Details: Sapna Singh Email: ****************************** Job ID: 25-32572
    $35k-51k yearly est. 30d ago

Learn More About Finance Service Representative Jobs

How much does a Finance Service Representative earn in Needham, MA?

The average finance service representative in Needham, MA earns between $19,000 and $62,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average Finance Service Representative Salary In Needham, MA

$34,000
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