Client Services Associate jobs in Massachusetts

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CLIENT SERVICE ASSOCIATE

Are you looking for a new job opportunity?We are seeking a Client Service Associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accu...

CompanyGpac Talent Network
AddressLynn, MA
CategoryRetail
Job typeFull-Time
Date Posted 10 hours ago See detail

Client Service Associate New

Gpac Talent Network

Lynn, MA

Are you looking for a new job opportunity?We are seeking a Client Service Associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accu...

Client Service Associate

Boston Wealth Management, Llc

Wayland, MA

We pride ourselves on helping individuals, families, businesses, and nonprofits achieve financial stability and independence.Why Work Here:- Opportunity for Growth: Join a dynamic team where your skills and contributions are value...

Client Service Associate

Edelman Financial Engines

Burlington, MA

Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork. Supervise client account activity, researching and resolving issues. Prepare and review all new...

Client Service Associate

Indelicato & Coffey

Waltham, MA

$50,000 - $60,000 a year

Review and update client information as needed for client review meetings. Prepare final deliverables for upload to the online file manager. Follow-up with prospects or clients with notes or letters signed by advisor(s). Ensure co...

Client Services Associate II, Chelmsford, Full-Time

Digital Federal Credit Union / Dcu

Chelmsford, MA

$54.4K - $68.9K a year

Support the Financial Consultants by processing account applications and paperwork, obtaining necessary account documents, resolving inquiries and notifications, performing account maintenance, and handling account transfers. Sche...

Client Service Associate

Tsw Wealth Management

Framingham, MA

$60,000 - $75,000 a year

Full time, salaried. Hours: Monday through Thursday from 8:30am to 4:30pm, and Fridays from 8:30am to 4:00pm. Family-friendly culture of work-life balance. Potential for partial remote work. Significant annual bonus program. Healt...

Client Service Associate

The Colony Group

Needham, MA

$70.2K - $88.9K a year

Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, client-specific requests at various custodians (e.g., check requests, distributions); and communicating with the comp...

Guest Service Associate/Cashier - Alltown - Now Hiring

Global Partners

New Town, MA

Customer Service. Running a cash register, this includes accountability for cash, lottery tickets, cash cards, etc. Completing shift report. Cleaning (windows, floors, bathrooms, emptying trash containers, etc.). Stocking shelves...

Service Solutions Associate Manager New

Johnson & Johnson

Danvers, MA

Ability to navigate different applications to capture service, product utilization and sales history in preparation for customer negotiations. Ability to use Salesforce to schedule activities, record interactions with customer, c...

Operations Client Service, Senior Associate

State Street

Quincy, MA

Not disclosed

Act as the point of contact between both internal teams and external clients on the local market requirements to establish securities and cash accounts for our client base. Prepare and review foreign market account opening and ame...

Operations Client Service, Senior Associate

State Street

Quincy, MA

$68.9K - $87.2K a year

Act as the point of contact between both internal teams and external clients on the local market requirements to establish securities and cash accounts for our client base. Prepare and review foreign market account opening and ame...

Experienced Tax Associate - Private Client Services (Hybrid)

Andersen

Boston, MA

Engage in the Tax Preparation, Planning, Consulting and Research processes; and. Receive formal PCS and on the job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techni...

Client Service Representative

Teksystems

Worcester, MA

Competitive Pay - 25/hr. Foot in the door opportunity with a National Financial services company. Join an organization that strives of excellent service and teamwork. Excellent growth opportunity for Top performers. hybrid Schedul...

EG Food Service Associate - Now Hiring

Cumberland Farms

Hopedale, MA

Greet all guests in a friendly manner to make them feel welcomed and appreciated. When assigned to the Food Service area, ensuring that the recipes and food prep procedures are followed correctly. That food is wrapped and labeled...

Guest Service Associate/Cashier

Global Partners

Plymouth, MA

Customer Service. Running a cash register, this includes accountability for cash, lottery tickets, cash cards, etc. Completing shift report. Cleaning (windows, floors, bathrooms, emptying trash containers, etc.). Stocking shelves...

Guest Service Associate/Cashier

Global Partners

Douglas, MA

Customer Service. Running a cash register, this includes accountability for cash, lottery tickets, cash cards, etc. Completing shift report. Cleaning (windows, floors, bathrooms, emptying trash containers, etc.). Stocking shelves...

Customer Service Associate

Walgreens

Needham, MA

Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Engages customers and patients by...

Guest Service Associate/Cashier

Global Partners

Falmouth, MA

Customer Service. Running a cash register, this includes accountability for cash, lottery tickets, cash cards, etc. Completing shift report. Cleaning (windows, floors, bathrooms, emptying trash containers, etc.). Stocking shelves...

Client Service Representative

Vca Animal Hospitals

Hanover, MA

With every opportunity, we aim to exceed each pet owners expectations.Were looking for a personable yet highly professional service extraordinaire to join us in delivering our mission to our clients and their pets.Why We Need...

Customer Service Associate II

Ikea

Stoughton, MA

Why we will love youWhat you'll be doing day to day Creates a positive customer experience by ensuring accurate transactions and/or orders. Offers and sells services to customers during the handover process when needed. Provides...

Associate Director, Marketing Services

Biospace

Lexington, MA

Oversees management of key external vendor relationships. Builds two-way Vendor partnerships that result in increasing operational efficiencies and better services. Cultivates strategic partnerships to bring in thought leadership...

Guest Services Associate I- Club Wyndham Bentley Brook Resort

Travel + Leisure

Massachusetts, United States

Bring smiles to guests from around the world by providing warm welcomes.. Guide guests through the registration process, issue unit keys, and provide information about the resort and area attractions.. Process cash and credit card...

Customer Service Associate

Walgreens

Lee, MA

Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Engages customers and patients by...

Client Service Representative

Vca Animal Hospitals

Great Barrington, MA

With every opportunity, we aim to exceed each pet owners expectations.Were looking for a personable yet highly professional service extraordinaire to join us in delivering our mission to our clients and their pets.Why We Need...

Guest Service Associate/Cashier

Global Partners

Mashpee, MA

Customer Service. Running a cash register, this includes accountability for cash, lottery tickets, cash cards, etc. Completing shift report. Cleaning (windows, floors, bathrooms, emptying trash containers, etc.). Stocking shelves...

Guest Service Associate/Cashier

Global Partners

Dennis, MA

Customer Service. Running a cash register, this includes accountability for cash, lottery tickets, cash cards, etc. Completing shift report. Cleaning (windows, floors, bathrooms, emptying trash containers, etc.). Stocking shelves...

Guest Service Associate/Cashier

Global Partners

Sandwich, MA

Customer Service. Running a cash register, this includes accountability for cash, lottery tickets, cash cards, etc. Completing shift report. Cleaning (windows, floors, bathrooms, emptying trash containers, etc.). Stocking shelves...

Experienced Annuals/Perennials Buyer & Customer Service Associate, Full-Time

Wilson Farm

Lexington, MA

This position pays from $20.00/hr.Primary Responsibilities for a Plant Buyer Sourcing, negotiating and purchasing a diverse and high-quality selection of annuals and perennials ahead of seasonal/weekend retail purchasing demand....

Loss Prevention Customer Service Associate Full Time

Homesense

Woburn, MA

Provides timely, courteous and knowledgeable service to customers. Engages customers, providing support and creating a positive shopping environment. Provides an effective deterrent to theft through customer engagement and a profe...

Customer Service Associate

Walgreens

Pittsfield, MA

Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Engages customers and patients by...