- Responds to incoming phone calls from existing and potential clients
- Processes a variety of routine and complex financial and non-financial transactions
- Resolves basic account problems and questions; initiates research on more complex problems by directing to appropriate work area for resolution
- Communicates with shareholders, participants, broker/dealers, and others to verify information and clarify requests
- Provides appropriate documentation to customers as requested
- Collaborates with various internal departments to optimize client service processes
- Assists in special projects as needed
- BS/BA degree (preferred)
- Customer service experience (required)
- Strong communication and analytical skills
- Excellent attention to detail and organizational skills
- Proficiency in MS Office Suite
- Ability to thrive in a fast-paced environment
-
Registration Services Representative
1 day ago
Partners Healthcare System Boston, United StatesAbout Us · As a not-for-profit organization, Mass General Brigham is committed to supporting patient care, research, teaching, and service to the community by leading innovation across our system. Founded by Brigham and Women's Hospital and Massachusetts General Hospital, Mass Ge ...
-
Guest Service Representative
1 week ago
Au Bon Pain Boston, United StatesThis position contributes to Au Bon Pain's success by ensuring ABP guest service and cafe standards are met and exceeded. Hourly team members accomplish this by consistently exceeding our guest's expectations, providing delicious food and engaging se Guest Service, Representative ...
-
Client Services Representative
1 week ago
Pierre Strand Boston, United StatesAre you looking for your next exciting career move in client services? Are you driven, self-motivated, and an excellent communicator? If the answer is YES, then look no further as this is the role for youWe have a fantastic opportunity as a Client Services Representative, for ind ...
-
Customer Service Representative
2 weeks ago
Megalodon Management Boston, United StatesGrab your life preserver because we are creating some massive waves in the business consulting industry this summer. The pressure is ON from our top-tier clients and we need an entry-level Customer Service Representative who is just as passionate about our clients success as we a ...
-
Virtual Service Representative
1 week ago
Qonten Boston, United States**Virtual Service Representative** · | Fri, 19 Nov :20:26 GMT · We are looking to hire employees who love engaging with customers, answering their questions, clearing up any possible confusion, and sticking with a customer until their problem is solved and they feel fully satis ...
-
Client Service Representative
1 week ago
Daley and Associates Boston, United StatesClient Service Representative Investment Management- Boston, MA · We are currently seeking candidates for a Client Service Representative opportunity with an industry leading Investment Management firm located in Boston, MA. The Client Service Representative will develop and uti ...
-
Field Service Representative
2 weeks ago
Checkpoint Systems Boston, United States**Field Service Representative (Providence, RI)** · Providence, RI, United States · Full-time · **Company Description** · Checkpoint Systems, a division of CCL Industries, is a global leader in merchandise availability solutions for B2B and B2C retailers, encompassing loss pr ...
-
Customer Service Representative
1 week ago
NR Consulting Boston, United StatesJob Title: Customer Service Representative · Location: Boston, MA 02116 · Position Type: Contract with Possible extension · Duration: 2+ months · Overview : · Customer Service Representative is responsible for by operating key stations by activating a typewriter-style keyb ...
-
Customer Service Representative
5 days ago
Cobra Power Boston, United StatesJob Description · Job Description · We are hiring a Customer Service Representative to manage customer queries and complaints. You will also be asked to process orders, modifications, and escalate complaints across a number of communication channels. To do well in this role you ...
-
customer service representative
2 weeks ago
Family Dollar Boston, United StatesFamily Dollar - 24 CORINTH ST [Retail Associate / Cashier / Team Member] As a Customer Service Representative at Family Dollar, you will: Be responsible for providing exceptional service to customers; Greet customers and assist them with selection of merchandise; Complete cash re ...
-
Client Service Representative
2 weeks ago
Marchon Partners Boston, United StatesJob Title: · Client Service Representative · Location: · Boston, MA – Role is onsite 100% · Duration : month contract with intent of conversion to full-time · Role Summary · The client is seeking a Client Service Representative who will follow established procedures, respond ...
-
Customer Service Representative
2 weeks ago
Atlantic Group Boston, United StatesA leading insurance company in downtown Boston is looking for a customer-oriented service representative. This person must be able to work onsite 3 days a week. It is a contract position with the potential to convert to a full-time employee. This is an excellent opportunity to sp ...
-
Customer Service Representative
1 week ago
Everlight Solar Boston, United StatesEverlight Solar is seeking a skilled highly energetic and motivated individual to join the Everlight Solar team as a Customer Service Representative This entry level position is full-time, remote, and will require some night(s) and weekend(s) work. The Customer Service Representa ...
-
Customer Service Representative
2 weeks ago
Megalodon Management Boston, United StatesGrab your life preserver because we are creating some massive waves · in the business consulting industry this summer. The pressure is ON from our top-tier clients and we need an entry-level Customer Service Representative who is just as passionate about our clients success as w ...
-
Customer Service Representative
1 week ago
Consultive Strategy Group Boston, United StatesJob Description Job Description About Us:CSG is a leading sales and marketing agency dedicated to providing exceptional products and services to our valued customers. We take pride in our commitment to excellence and customer satisfaction. As we continue to grow, we are looking f ...
-
Customer Service Representative
1 week ago
Consultive Strategy Group Boston, United StatesJob Description · Job Description · About Us: · CSG is a leading sales and marketing agency dedicated to providing exceptional products and services to our valued customers. We take pride in our commitment to excellence and customer satisfaction. As we continue to grow, we are ...
-
Client Service Representative
1 week ago
MFS Investment Management Boston, MA, United States Full timeAt MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. ...
-
Customer Service Representative
1 week ago
Amped-up Enterprise, Inc. Boston, United StatesHere at Amped-up Enterprise we believe that Customer Service is the core of our business, and our teams are the link and glue of our company. We strive to create an environment where we provide hands-on training, tailored feedback, opportunity, and support to excel and grow perso ...
-
Member Services Representative
2 weeks ago
Supreme Fitness Group Boston, United StatesSupreme Fitness Group - JobID: [Guest Service / Front Desk] As a Member Services Representative at Supreme Fitness Group, you'll: Assist members with their inquiries and concerns; Provide exceptional customer service by addressing and resolving issues promptly; Maintain accurate ...
-
Patient Service Representative
1 week ago
Solis Mammography Boston, United StatesAt Solis Mammography , our patient-focused culture is at the heart of every interaction. We deliver the care, compassion and high-touch experience that have made us a valued healthcare partner to the generations of women that we serve.As the nation's leader in breast health servi ...
Client Service Representative - Boston, United States - Daley and Associates
Description
Client Service Representative Investment Management- Boston, MAWe are currently seeking candidates for a Client Service Representative opportunity with an industry leading Investment Management firm located in Boston, MA. The Client Service Representative will develop and utilize excellent client relation skills, and will serve as a resource for all standard and complex financial and non-financial related transaction inquiries. The ideal candidate will demonstrate excellent communication and interpersonal skills, strong attention to detail, and great organizational skills.
This position is a 3-6+ month contract to hire opportunity, paying $20/hour.
Responsibilities: