Customer Service Administrator
Service Representative Job 39 miles from Worcester
Our client, a robotics and automation company located in Wilmington, MA, is seeking a Customer Service Administrator to manage customer inquiries, process orders, handle complaints, and provide administrative support. This is a hybrid role, 3 days in office and 2 from home, with the hours 8:00am-4:30pm. This is a 6-month contract with potential to extend. The compensation from this role ranges from $30 per hour depending on level of experience. Qualified candidates are encouraged to apply today for immediate consideration.
Responsibilities
Interact with customers, providing information and addressing inquiries about products and services. Resolve customer complaints effectively.
Process customer orders, returns, and exchanges accurately and efficiently, focusing on warranty and spare parts orders.
Handle warranty claims from initiation to resolution, including verifying claim eligibility, coordinating repairs or replacements, and maintaining warranty records.
Work closely with the supply chain team to ensure the timely availability and delivery of spare parts. Assist in managing inventory levels to prevent shortages and delays.
Oversee the distribution of spare parts to customers, ensuring accuracy and timeliness. Coordinate with logistics providers to track shipments and resolve any delivery issues.
Provide administrative support to the customer service team, including preparing reports and maintaining documentation related to warranties, supply chain activities, and spare parts.
Maintain and update customer records in the database, including information on warranties and spare parts transactions.
Coordinate with other departments to ensure seamless service delivery and resolve any customer issues.
Monitor and track customer service metrics related to warranties, supply chain, and spare parts, identifying areas for improvement.
Assist in developing and implementing customer service policies and procedures, particularly those related to warranty and spare parts management.
Participate in training sessions to stay updated on products, services, and customer service best practices, with a focus on warranty processes and supply chain operations.
Qualifications:
Associate's or Bachelor's degree preferred in business administration, supply chain management, or related degree.
Proven experience in a customer service or administrative role, with experience in warranty management, supply chain, or spare parts distribution being a plus.
Excellent verbal and written communication skills.
Strong problem-solving skills and attention to detail.
Proficient in Microsoft Office Suite and customer service software (e.g., CRM systems).
Familiarity with supply chain and inventory management software is a plus.
Ability to handle multiple tasks and prioritize effectively.
A positive attitude and a strong commitment to providing outstanding customer service.
Ability to work independently and as part of a team.
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: *****************************************
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting *************
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you!
Beacon Hill. Employing the Future (TM)
Customer Service Representative
Service Representative Job 10 miles from Worcester
Innova Solutions is immediately hiring for a Customer Service Representative
Position type: Full Time / Contract to Hire
Duration: 12 Months
Hybrid role (3 Days Onsite, 2 Days Remote)
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.
You will be providing customer service for banking products.
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!
Ashutosh Bhadoria
Sr. Associate - Recruitment
*************************************
************3
PAY RANGE AND BENEFITS:
Pay Range*: $24.00 - $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.
Customer Success Specialist (Recent Grad)
Service Representative Job 40 miles from Worcester
As a Call Service Representative, you will work in a dynamic environment where professionalism and commitment to customer service is highly valued. Representatives manage and transfer inbound calls from our customers, agents, vendors and third parties in a high call volume setting. Representatives are expected to exercise good judgment, flexibility, and friendliness in their interactions while providing excellent customer service.
Here is what you will do
• Answer calls: Greet callers and answer incoming calls throughout the day
• Transfer calls: Connect callers to the correct department or person
• Potentially provide information: Help customers by potentially providing basic claims information.
• Escalate issues: Refer customers or third-party vendors to a more senior staff member when necessary
Here is what you will bring to the table
• Above average interpersonal, listening, communication and organizational skills
• Able to work in a fast-paced environment
• Good decision-making skills and the ability to utilize computers systems
• High energy and motivation to follow up and take ownership or any issues identified
• Bachelor's or associate Degree preferred, but not required
#43546
Customer Service Representative
Service Representative Job 41 miles from Worcester
Job Posting: Customer Service Representatives (Claims Administrator) Hybrid
Customer Service Representative (Claims Administrator)
Contract Duration: 6+ months (Potential for permanent placement, but not guaranteed)
Pay Rate: $18/hr (Permanent salary if converted)
Hours: Monday - Friday, 8:00 AM - 5:00 PM EST (1-hour lunch)
Our client, a leading provider of full-service government unclaimed property solutions, is looking to hire 10 Customer Service Representatives (Claims Administrators) to join their growing remote team. These positions are responsible for handling inbound customer inquiries and processing claims related to unclaimed property.
Job Responsibilities:
Data entry and processing of claims in the company's proprietary database.
Conduct analytical reviews of documentation to determine rightful ownership of unclaimed property.
Verify and review claim documentation for accuracy and compliance with client guidelines.
Answer inbound customer service calls related to unclaimed property claims, including claim status updates, documentation requirements, and online claim filing assistance.
Train temporary staff on the claims process and correspondence procedures.
Maintain professionalism and attention to detail in all claimant interactions.
Collaborate with internal teams to manage special projects as needed.
Qualifications:
1+ years of customer service experience required (call center experience preferred).
1-3 years of relevant experience in claims processing or a similar role is preferred.
Strong computer skills, including data entry and Microsoft Excel/Word proficiency.
Ability to analyze documentation and determine property entitlement.
Exceptional organizational skills and attention to detail.
Strong verbal and written communication skills.
Must be legally authorized to work in the U.S. without sponsorship.
Additional Details:
Home Office Requirement: Candidates must have a quiet, dedicated workspace free from distractions.
Call Center Experience: Candidates must have at least 12+ months in a call center environment (experience can be spread across multiple roles).
Call Volume: Candidates will be divided into two teams:
High-call volume team: Handling approximately 50 inbound calls per day with fewer claims to process.
Low-call volume team: Handling fewer calls but processing more claims.
Call Nature: Calls will involve walking customers through claim submissions, explaining documentation requirements, and assisting with online claim processing.
This is a fantastic opportunity to join a growing team in a fast-paced and dynamic environment. If you have strong customer service experience, enjoy working remotely, and are eager to make a difference in government unclaimed property solutions, we encourage you to apply!
Entry Level med device rep - DME/Oncology
Service Representative Job 39 miles from Worcester
Med Device/Healthcare company looking for a med device sales rep in SPRINGFIELD, MA
IF you're interested/qualified, please send your resume ******************** - thx!
SALARY - $70-75K base + commission and car allowance OTE first year is $130-140K with room for growth
Territory the following --> Most of the NORTHEAST and MID-ATLANTIC - 50% travel required for this med device job and you must be on board with that part. Candidates must live in greater SPRINGFIELD or suburbs for this med position.
The company is looking for candidates that have around either 1 years of light med or candidates that have around 2-7 years of fortune 1000 outside b2b sales experience from companies like ADP, PAYCHEX, CINTAS, XEROX, UNIFIRST, BEVERAGE COMPANIES and want to break into med device sales. MUST BE HARDCORE HUNTING SALES for this job.
bachelors degree preferred for this position.
Head of Customer Administration
Service Representative Job 40 miles from Worcester
Would you like to become part of a modern care organization? Then come and join us.
Who We Are
At Entyre Care, we believe that everyone deserves to live a dignified and independent life at home. To that end, we support friends and families in providing home care for their beloved ones with professional training and fair compensation. Our mission is to ensure that no caregivers feel overwhelmed or unsupported. Learn more about us at ******************
Your Role: Head of Customer Administration
We are looking for a dynamic and detail-oriented Head of Customer Administration to lead and optimize Entyre Care's customer onboarding and support operations. This role is critical in managing two-thirds of the customer journey, acting as the bridge between the Clinical Team and Sales & Customer Success Team to ensure a seamless, efficient, and high-quality service experience. The ideal candidate is a pragmatic thinker with a strong execution mindset, excelling in customer operations, process optimization, and cross-functional collaboration. You should be data-driven, solutions-oriented, and capable of leading teams through complex challenges in a fast-paced environment. Your ability to identify inefficiencies and implement structured process improvements will be key to success in this role.
Key Responsibilities
Oversee and continuously improve the end-to-end customer journey to enhance efficiency, satisfaction, and scalability.
Leverage data insights to optimize performance, identify bottlenecks, and drive strategic decision-making.
Implement structured process improvements, such as DMAIC, to streamline workflows and increase productivity.
Ensure high attention to detail in customer administration processes to minimize errors and improve accuracy.
Act as a key liaison between the Clinical Team and Sales & Customer Success Team to align objectives and enhance inter-team communication.
Job requirements
Qualifications Required:
5+ years of experience in customer administration, business operations, or a related leadership role in a high-growth, service-heavy environment.
Proven leadership experience, including hiring, structuring, and managing high-performing teams.
Strong analytical and problem-solving skills, with the ability to interpret data and make informed decisions.
Expertise in process design, automation, and operational efficiency improvements (e.g., DMAIC methodology, Lean principles).
Exceptional attention to detail, ensuring accuracy and consistency in operational processes.
Excellent communication, stakeholder management, and cross-functional collaboration skills.
Results-driven and execution-focused, with the ability to manage competing priorities effectively.
Preferred:
Experience with CRM systems (HubSpot preferred), customer service platforms, and workflow automation tools.
Proven ability to manage multiple priorities, meet deadlines, and drive measurable outcomes.
Why Join Us?
Lead high-impact initiatives in a fast-growing company with ample career growth opportunities.
Drive cross-functional projects that enhance operational efficiency and customer experience.
Be part of a collaborative, close-knit team that values innovation and results.
Enjoy a competitive benefits package and a culture that rewards excellence.
Entyre Care is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status.
Care Coordinator ESP
Service Representative Job 40 miles from Worcester
Harbor Health Services is seeking a talented Care Coordinator to join our Care Team at the Elder Service Plan in Mattapan (Home base could also be in Brockton location, flexible)
Harbor Health operates two Elder Service Plan - Programs of All-Inclusive Care for the Elderly (PACE), a program that allows frail elders to live in their homes and communities. Our Elder Service Plan has two medical and day centers in Mattapan and Brockton, MA and cares for more than 580 participants.
Hours are Monday through Friday, 8:00 AM to 4:30 PM and is hybrid, after orientation/training, with minimum of 2 days on site at our Brockton location.
Harbor Health offers a GREAT benefits package including Health, Dental, Vision, Life, & Disability insurance, 403b Savings Plan, Generous Paid Time Off plus 11 additional Holidays and much more!
Role:
The Care Coordinator is responsible for acting in a supportive role for the Interdisciplinary Team (IDT), focusing on the administrative functions that the Interdisciplinary team (MD's, NP's, Nursing, Social Workers, Nutritionists etc.) must carry out to maintain compliance, improve quality patient care, and avoid hospital/emergency room utilization for our Elder Service Plan participants.
Responsibilities:
In collaboration with the Utilization Management RN, coordinates all phases of the admission or discharge of patients from the hospital or ER and communicates critical information to IDT to ensure appropriate care takes place.
In collaboration with the Utilization Management RN, coordinates participant admissions/discharges to/from short term rehab or long-term care including making referrals to LTC facility, arranging transportation, and providing any necessary paperwork.
Ensures specialty appointments have appropriate referral and authorization documented and coordinates follow up studies/appointments resulting from outside care.
Responsible for documentation of all outside encounters (ED, Hospitalization, Nursing care) to support accurate fiscal performance analysis.
Ensures all participants receive Care Plan and associated assessments every six months, utilizing reports and Electronic Health Record investigation to ensure CMS compliance.
Prepares for and facilitates morning IDT meeting to include chart review, external record review and histories, service delivery requests, long term care tools, special team projects and takes disparate information, summarizes, and engages team to support real-time decision-making.
Tightly manages follow up action items from meeting to ensure critical tasks are completed in a timely way.
In collaboration with IDT, ensures new participant experience is seamless by coordinating multiple services are in place for first day in the program; ensures critical tasks are completed for patient safety and satisfaction.
Facilitates critical clinical meetings involving IDT, outside facilities, vendors, and patients/caregivers, often requiring complex decision-making and conflicting opinions.
Communicates with Home Care Manager and Rehab Manager regarding any support services as needs arise.
Coordinates multiple treatment providers for participants with multiple comorbidities and complex care needs.
Serves as point of contact for IDT, participants, families/caregivers, nursing facilities and outside vendors.
Serves as point person for IDT when out in field needing troubleshooting and/or information sharing between team members, serves as intermediary between Participant and Clinician, call screener and communicates detailed information to clinician.
Manages multiple responsibilities with frequent daily interruptions.
Requirements:
Bachelor's Degree in healthcare or related field
May substitute clinical certification (CNA or Medical Assistant) with 4 years of related experience or Associates' Degree in healthcare or related field with 2 years of experience, for the Bachelor's degree
One year of experience working in a health care environment performing care coordination, case management, medical office management or other related duties
Experience working with an elderly population preferred
Intermediate skill level with Microsoft Office 365 including Word, Outlook, Excel and Microsoft Teams
Proven ability to resolve problems creatively
Excellent verbal and written communication and organizational skills
Ability to work independently and as a member of a Team
Adept at time management, excellent multi-tasking skills, experience working with competing priorities, fielding & follow up of phone calls while maintaining focus throughout the day
Ability to be flexible and creative as role grows and adapt to new changes
Must be able to utilize critical thinking skills independently to problem solve complex situations.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Customer Service Representative
Service Representative Job 40 miles from Worcester
My client, an established and growing family-owned Insurance Firm in Boston, is seeking an experienced Customer Service Representative.
The ideal candidate will have at least 1 year of experience as a CSR for Personal Lines Insurance clients and be able to commute to Boston, 5 days onsite (free onsite parking and public transportation accessible!).
Position Highlights:
Providing customer service support to Personal Lines clients
Advising appropriate coverages, preparing quotes, and providing underwriting requirements
Communicating effectively with clients to ensure full understanding of coverage options and policy limitations
Reviewing monthly reports and ensuring policies are renewed on time
Processing personal lines endorsements and ensuring policy changes are made accurately and on a timely basis
Coordinating claims, working directly with clients and insurance carriers to ensure accurate resolution of claims
Obtaining an in depth understanding of various insurance carriers' policies and processes and developing rapport with company underwriters
Assisting with various projects and assignments as needed
Qualifications:
Minimum 1 year of CSR experience specifically in Personal Lines Insurance (Auto, Homeowners, Casualty, Jewelry, Marine, etc.)
Outstanding written and verbal communication skills and strong attention to detail
Ability to work independently with minimal direction as well as collaboratively
Strong computer skills and proficiency with software systems including Microsoft Office, Special Agent, and Singlepoint Rating Software
Ability to build relationships and emphasize clients' needs
Bilingual (English/Spanish) preferred but not required
What's in it for you:
Competitive compensation and benefits
Retirement plan with company contribution
Supportive leadership
Training, development, and growth opportunities
**Full Job Description to be shared prior to an interview with my client
**To be considered, please apply or email along with a copy of your resume to creid@monumentstaffing.net
Customer Service Representative
Service Representative Job 43 miles from Worcester
Customer Service Representative - Contract - Warwick, RI - $20/hr.
The final salary or hourly wage, as applicable, paid to each candidate/applicant for this position is ultimately dependent on a variety of factors, including, but not limited to, the candidate's/applicant's qualifications, skills, and level of experience as well as the geographical location of the position.
Applicants must be legally authorized to work in the United States. Sponsorship not available.
Our client is seeking a Customer Service Representative in Warwick, RI.
Responsibilities
Communicate with customers via telephone using strong communication skills. Active listening, and empathy.
Drive solutions that best meet the customer's needs.
Analyze and resolve complex customer issues such as requests regarding various product aspects, policy provisions, claim status, basic procedures, etc.
Ensure each customer experience is exceptional by leveraging effective listening skills, attention to detail, strong intellectual curiosity, and an honest desire to make a difference.
Efficiently process transactions and refer requests for other policy modifications to appropriate areas. Track responses to ensure completion.
Support special product and/or service campaigns as needed, or as requested by the customer.
Efficiently access and navigate multiple electronic systems to provide a complete and integrated response to the customer's inquiry.
Perform these responsibilities in a consistent, professional manner while exercising strong verbal, interpersonal and high-quality service skills.
Skills & Requirements
Willing to go onsite for training
Able to commute to the Warwick, RI office after training for monthly events, meetings, and trainings
2+ years of experience in Customer Service. Prior Call Center experience is highly preferred.
High School diploma, GED, some college experience, trade, or professional certification.
A demonstrated ability to quickly learn and continuously develop functional knowledge and an understanding of company products as well as administrative, claims, underwriting and marketing functions.
A passion for serving customers and a personal commitment to following through in a dynamic, fast-paced environment.
Benefits/Other Compensation
This position is a contract/temporary role where Hays offers you the opportunity to enroll in full medical benefits, dental benefits, vision benefits, 401K and Life Insurance ($20,000 benefit).
Why Hays?
You will be working with a professional recruiter who has intimate knowledge of the industry and market trends. Your Hays recruiter will lead you through a thorough screening process in order to understand your skills, experience, needs, and drivers. You will also get support on resume writing, interview tips, and career planning, so when there's a position you really want, you're fully prepared to get it.
Nervous about an upcoming interview? Unsure how to write a new resume?
Visit the Hays Career Advice section to learn top tips to help you stand out from the crowd when job hunting.
Hays is committed to building a thriving culture of diversity that embraces people with different backgrounds, perspectives, and experiences. We believe that the more inclusive we are, the better we serve our candidates, clients, and employees. We are an equal employment opportunity employer, and we comply with all applicable laws prohibiting discrimination based on race, color, creed, sex (including pregnancy, sexual orientation, or gender identity), age, national origin or ancestry, physical or mental disability, veteran status, marital status, genetic information, HIV-positive status, as well as any other characteristic protected by federal, state, or local law. One of Hays' guiding principles is ‘do the right thing'. We also believe that actions speak louder than words. In that regard, we train our staff on ensuring inclusivity throughout the entire recruitment process and counsel our clients on these principles. If you have any questions about Hays or any of our processes, please contact us.
In accordance with applicable federal, state, and local law protecting qualified individuals with known disabilities, Hays will attempt to reasonably accommodate those individuals unless doing so would create an undue hardship on the company. Any qualified applicant or consultant with a disability who requires an accommodation in order to perform the essential functions of the job should call or text ************.
Drug testing may be required; please contact a recruiter for more information.
Customer Service Representative
Service Representative Job 40 miles from Worcester
Join Our Team as a Customer Service Representative and Make a Difference!
Are you a problem-solver who enjoys interacting with people?
We're looking for a Customer Service Representative to provide outstanding service to our customers. You'll play a key role in ensuring customer satisfaction and building lasting relationships.
Responsibilities
Handle customer inquiries and complaints via phone, email, or in-person
Provide product and service information to customers
Process orders, forms, applications, and requests
Keep records of customer interactions and transactions
Follow up to ensure resolution of customer issues
Participate in team-building activities and career development workshops
Collaborate with team members to improve service delivery
Qualifications
Strong communication and interpersonal skills
Customer-oriented mindset and ability to adapt/respond to different types of customers
Proficiency in MS Office and customer service software
Excellent problem-solving skills and attention to detail
High school diploma; college degree preferred
Experience in customer service or related field is advantageous
Benefits
Professional growth and advancement opportunities
Supportive and collaborative work environment
Participation in workshops and professional development programs
Be the voice of our company. Apply now to become a Customer Service Representative!
Client Success Specialist
Service Representative Job 40 miles from Worcester
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
Member Service Specialist
Service Representative Job 37 miles from Worcester
MHEC is hiring! As an MHEC Member Service Specialists, you will support our 2700+ customer base by successfully executing to the strategy of the member services team, supporting new and existing members on a daily basis to drive growth and increased member spend, and provide overall partnership satisfaction.
▪ Hybrid Work Week: 3 days on site, 2 days remote (Core hours 8 am - 4 pm)
▪ Competitive salary with bonus program
▪ Health and Life Insurance
▪ 403B with company match
▪ Exceptional Paid time off program
This role is not a sit back and wait for the phone to ring role. Your Goal? Support the new membership effort while supporting our existing Members (customers) to ensure they are realizing the full benefit of membership with our organization. This includes:
· Providing exceptional, timely customer service on a daily basis
· Ensuring membership tools and collateral materials are current and readily available
· Recognizing the opportunities to connect a member and our supplier offerings, willingly engaging in the opportunity to softly sell our value
· Supporting new member onboarding and member training
· Preparing data driven reports that support securing new members
· Actively engaging in member and supplier events, highlighting the benefit of MHEC as the Consortium of choice
· A continuous improvement and member enhancement opportunities driven mindset
These are the traits you'll need to be successful
▪ Ethical. Follow our processes under strict compliance rules with 100% integrity.
▪ Resilient. Take on challenges and when we miss the mark, try again.
▪ Creative. Think out of the box and always asking yourself what else can we try.
▪ Self Directed Juggler. Work independently and get things done.
▪ Cultivator: Develop and maintain collaborative internal and external relationships.
▪ Articulate. Provide accurate information on a timely basis and listen attentively to needs.
▪ Analytical. Use data to tell a story that creates opportunity.
▪ Driven. Passion for exceeding expectations.
Education/Qualifications
▪ 2 years in a direct customer service role
▪ Willingly engages in conversations with others and can sell the organizations value proposition
▪ Experience creating reports from data and navigating the internet for business information
▪ Demonstrated experience servicing customers, supporting requests and following through
▪ Strong math skills and the ability to analyze information
▪ Proficient in Microsoft Office Suite;
Strong Excel and Powerpoint required
.
▪ Bachelor's degree desired; supply chain, marketing, or management preferred
▪ Prior experience working in a business to business environment a plus
▪ Spanish speaking a plus.
Physical Working Environment:
▪ Hybrid Work Environment: Monday - Wednesday on site; Thursday, Friday remote
▪ Position is primarily sedentary with extensive computer and telephone work
▪ Regional travel is required to meet with members and to attend events and trade shows. Must have reliable transportation to meet this requirement.
Client Services Representative
Service Representative Job 40 miles from Worcester
The Client Service Rep is an entry level position responsible for servicing and maintaining oversight of their assigned client relationships. The individual focuses on the Fund Accounting, Administration and Custody disciplines and the applicable product offering for assigned client relationships. The CSR will assist more senior team members with oversight of operational production, client accounts, client conversions, reporting and analyses to ensure high client satisfaction.
Key Responsibilities:
Work effectively with to support client requests, deliverables and issue resolution
Effectively monitor and respond to client inquiries
Assist in activities that support the measurement of Client Service Standards across the various products our client provides to our clients
Provide filtering and escalation for client requests
Utilize relevant internal technology solutions to effectively manage and escalate client inquiries
Provide a timely response and solution to internal inquiries, escalating to Sr. Client Service Rep. as necessary
Develop an in-depth working knowledge in one of the core functions of service delivery - i.e. fund accounting or custody. Relevant knowledge of the core functions includes:
Education, Experience & Qualifications:
BA or Equivalent
Strong written, verbal and presentation skills
Aptitude for numbers, accuracy and organization
Ability to work accurately and quickly under pressure
Creative problem-solving skills including the ability to identify, recommend and implement solutions
Ability to learn and adapt to new technologies and systems
Language skills commensurate with office location and client relationships supported
Ability to work in a collaborative environment that requires collaboration with multiple teams
Client Services Representative
Service Representative Job 40 miles from Worcester
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
Member Service Representative - Banking
Service Representative Job 40 miles from Worcester
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.
Customer Service Representative
Service Representative Job 32 miles from Worcester
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.
Financial Services Representative
Service Representative Job 40 miles from Worcester
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.
Practice Representative
Service Representative Job 40 miles from Worcester
Pride Health is hiring a Practice Representative for one of its clients in Boston, Massachusetts.
This is a 3-month contract with a possible extension with competitive pay and benefits.
Length of assignment - 3 months (Possibility of Extension)
Pay range - $20 - $23 per hour (Based upon relevant experience)
Shift and Schedule - Monday - Friday - 07:30 AM - 04:00 PM
Job Summary
The Practice Reps manage the front desk operations, greeting and checking in patients, checking out patients, scheduling their next visits, assessing patient flow through the clinic, managing referral work queues in Epic and working directly with the Ophthalmic Technicians and providers.
Practice Reps also are responsible for fully registering patients, confirming insurance coverage and collecting co-pays.
Requirements
High School diploma or GED required.
Associate's degree preferred.
1-3 years of experience in a front desk or administrative role, preferably in a healthcare setting required.
The candidates must have EPIC experience.
Strong organizational skills and the ability to handle multiple tasks simultaneously.
Excellent verbal and written communication skills.
Ability to maintain a calm and professional demeanor in a fast-paced environment.
Basic knowledge of insurance verification and payment collection
Benefits
Pride Global offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors.
Equal Opportunity Employer
As a certified minority-owned business, Pride Global and its affiliates - including Russell Tobin, Pride Health, and Pride Now - are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics.
Account Representative
Service Representative Job 37 miles from Worcester
:
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.
This position is based out of Crown's Woburn, MA branch location and will provide coverage to the surrounding areas.
Job Responsibilities:
Responsible for maximizing the sale of lift trucks, Crown Insite products, and warehouse products within a specified territory to meet sales objectives.
Develop existing accounts and seek new business.
Analyze opportunities, identify key personnel, and develop strong business relationships.
Consult and problem solve to enhance the Company's position in existing and target accounts.
Develop a territory management plan to maximize time with customers.
Develop sales strategies, proposals, and forecasts.
Develop and conduct product demonstrations and sales presentations.
Utilize online resources to maintain accurate records of sales calls, customer files, and sales activity information.
Participate in initial and ongoing training programs both locally and at the New Bremen, Ohio corporate headquarters.
Qualifications:
High school diploma or equivalent. Bachelor degree in business management, marketing, entrepreneurship, professional selling, or related business program, or several years of successful sales experience a plus.
Knowledge of the entire sales process.
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.
Intermittent computer skills including a working knowledge of Microsoft Office Suites.
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
Customer Service Representative
Service Representative Job 10 miles from Worcester
Innova Solutions is immediately hiring for a Customer Service Representative
Fulltime/Contract
Duration : 12 Months (Temp to Perm)
As a Customer Service Representative you will:
· Provides complex analytics and reporting services, working to improve and automate Client Processing systems. Manages moderate to complex external client issues.
· Directly advises other organizational units/teams to ensure timely delivery of service, or resolution of issue. Meets with organizational units/teams to ensure problems and issues are being addressed appropriately and that they are resolved in a timely manner.
· Participates in product development, product enhancement, and system testing to ensure that products continue to accurately and efficiently process high value transactions.
· Solves complex problems based on an understanding and knowledge of the intricacies of the system. Integrates in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients.
· Provides support to lower level client processing roles. May be responsible for allocating and checking work of other team members.
· May be responsible for specific supervisory review, training and approval actions.
· Contributes to the achievement of related teams' objectives Bachelor's degree or the equivalent combination of education and experience is required.5-7 years of total work experience is preferred.
· Experience in brokerage processing is preferred.
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!
Abhishek Tiwari
Team Lead - Recruitment
***********************************
(+1)************
PAY RANGE AND BENEFITS:
Pay Range*: $23.00 - $25 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 otherstatus 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.