Client Services Jobs in Massachusetts
Job Description Financial Investment firm seeks a polished and professional temp-perm candidate for their Client Services Associate role. This position will start off paying $15/hr on a temporary basis while the person goes through training. On a permanent basis the salary will be $40-45K DOE. Registered Investment Advisory (RIA) firm serving private clients, and other RIAs, broker-dealers, ins...
-Busy inbound call environment -Answer customers' inquiries and issues regarding account maintenance, discrepancies in billing, funding, service, etc. -Maintain existing client relationships by providing exemplary customer service, product knowledge, empathy and professionalism. -Coordinate necessary processing changes needed for customers such as bank changes, correcting records and adjusting ...
Client Service Representitive Our Client -a stable and growing nationwide tech firm-is currently developing a team of Client Service Reps to assist their business customer with any account issues. General Summary of Position: Providing unparalleled business to business Client Service, answering inbound calls, and directing customer requests to proper channels. Duties and Responsibilities: Ans...
Client Service Representative Job Duties: Attracts potential customers by answering product and service questions; suggesting information about other products and services. Opens customer accounts by recording account information. Maintains customer records by updating account information. Resolves product or service problems by clarifying the customer's complaint; determining the cause of the...
Job Description Well established, successful, wealth management and financial planning firm needs a Client Services Associate to assist the principals/brokers in all aspects of their business. Responsibilities include the following: · Interact directly with clients, vendors and various internal departments. Responsible for researching and resolving issues in a timely manner and communicating to ...
Our Client is a Prestigious Financial Institution that is actively developing a Client Service team and is looking for Entry-Level candidates and experience Client Service professionals. **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. **Under direct supervision, p...
Client Service Associate Salary - $70-90K plus bonus Expanding Boston Investment firm seeks polished financial service pro to coordinate and complete client requests for existing institutional clients in the US. Typical tasks include client query management, CRM utilization, meeting preparation, materials generation, product and client analytics and client reporting delivery. Critical to this po...
Privatus Care Solutions, the leading private care services provider in Massachusetts is seeking a Client Services Coordinator to join our team. We are seeking a compassionate, client service oriented individual that genuinely enjoys making a difference in our client’s lives. Working with our team you will: Coordinate & manage the scheduling of private care services to our clients by direct fiel...
Portfolio Analyst / Client Service – $60-70K+ bonus Boston investment firm seeks a Portfolio Analyst to support the client portfolio management team and service the institutional clients. Will gather information from internal investment systems, research analyst, publications, and portfolio managers. Produce client reports, books, and complete consultant questionnaires. Meet with portfolio manage...
Marketing Associate/Client Services - $45-55K + bonus Exciting opportunity to join a dynamic, growing investment firm in Boston! Seeking an Marketing Associate of Client Services with a Bachelor’s degree and 1-3 years of related experience. The Marketing Associate will prepare presentation and marketing materials for clients and prospects, as well as create and update PowerPoint presentations as ...
Client Service Associate – Excellent salary plus bonus & benefits An established alternative investment firm based in Boston with offices around the globe is seeking a Client Service Associate to join their Boston office. The Client Service Associate will be the point person responsible for research and responding to client and investment team inquiries. The CSA will also put together reports for...
Client Services Software Engineer Job Description About Our Organization: This is a leading integration company recognized as a thought leader on advanced integration technologies and cost effective integration strategies. For the past 15 years we have worked to meet our clients’ challenges and refine our development efforts to create one cohesive technology environment. The company has hundreds...
Our client on the North Shore is seeking Client Services Associates to join their team. These roles are responsible for managing a heavy caseloads and building strong client relations. Candidates must be comfortable working in a high volume-deadline driven environment. This is a team driven culture and will be supported by various departments. Ideally candidates should have 2 years work experience...
Description: Great sales are the result of strong purpose, conviction and pride - pride in your ability and your product. UnitedHealth Group offers a portfolio of products that are greatly improving the life of others. Bring along your passion and do your life's best work.(sm) Position Description: Innovation. Adaptability. A passion for analytics and problem solving. If those traits brought yo...
Company Background Janeiro digital is a full service technology and system integration firm. Our expertise and client needs range from strategic assessments, UI/UX, application development and system/platform integration. Our partnerships will key technology vendors give Janeiro a unique advantage over its competitors. We are fast, flexible, and collaborative. Our goal is to demystify the proces...
What We Do: MCMC's success can be attributed to our diverse and talented work force. Our employees are the foundation of our business and are helping MCMC grow each year. Because of our tremendous growth, we are always in search of outstanding individuals. Client Service Representative Summary: Perform data entry and document processing with a high degree of quality and productivity consisten...
Propel Marketing is looking to hire 2 Sales Support Representatives for our Client Service department. In this roll the Sales Support Representative will provide support to outside sales representatives and will perform the following tasks: Entering sales orders into Sales Force.com system. Schedule appointments between client and Client Service Representative. provide telephone support to Sal...
Our client, a mid-sized Boston based private investment manager, is looking to add to staff. They are seeking a Client Services Associate to play a key role in the Client Service Support Team. Specific responsibilities of this position include but are not limited to: production of client and new business materials; assist with meeting preparation by researching client/prospect information and gath...
This position will encompass all phases of teller operations. The Client Service Administrator will be responsible for providing superior client service and professional assistance to our clients, prospective clients and associates and for identifying cross-selling and referral opportunities as appropriate. Entry level operational role in the bank. Processes transactions within established policie...
Arthur J. Gallagher & Co., one of the world's largest insurance brokers, provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting, and actuarial services in the United States. We also offer claims and information management, risk control consulting, and appraisal services to cl...
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Customer Service Career Tools
Director of Client Services
$43,680.00 - $165,850.00
Typical Salary for Director of Client Services in Massachusetts
Source: Monster.com Careerbenchmarking Tool
Education / Training
Some College Coursework Completed
Source: Monster.com Careerbenchmarking Tool
Director of Client Services
Serves organization by supervising staff; developing strategic client management plans; guiding clients.
Rate of Growth
Size of Industry in 2006:
Source: Bureau of Labor Statistics, May 2006
Identifies opportunities for improvements of client’s systems, strategies, and marketing solutions.
Finalizes contract approval by preparing business deal recapitulations; drafting contracts; obtaining approvals; verifying understandings among parties; monitoring status and quality.
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