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Service Associate
3 days ago
UBS Boston, United StatesYour role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Service Associate to: · • keep management systems up-to-date with client information · • educate clients on account services and capabilities · • help with the preparation ...
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Service Associate
2 days ago
UBS Financial Services Boston, United States· Business management, administration and support · Global Wealth Management · Job Reference # · 296439BR · City · Job Type · Full Time · Your role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Service Associate to: · • keep ma ...
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Service Associate
3 days ago
UBS Boston, United StatesYour role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Service Associate to: · * keep management systems up-to-date with client information · * educate clients on account services and capabilities · * help with the preparation of ...
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Service Associate
4 hours ago
UBS Boston, United StatesYour role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Service Associate to: · * keep management systems up-to-date with client information · * educate clients on account services and capabilities · * help with the preparation of ...
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Client Service Associate
3 weeks ago
Morgan Stanley Boston, United States Full timePOSITION SUMMARY · Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capab ...
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Office Services Associate
2 weeks ago
Williams Lea Boston, United States Full timeWilliams Lea is hiring for an Office Services Associate for our Boston office to work Monday to Friday, 11:00 am to 8:00 pm · This position will require proof of Covid-19 vaccination (see end of description for additional requirements). · Pay: $18.00/hour · Benefits: · * Various ...
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General Service Associate
1 week ago
Boston Medical Center Boston, United StatesAt Boston Medical Center (BMC), our diverse staff works together for one goal - to provide exceptional and equitable care to improve the health of the people of Boston. Our bold vision to transform health care is powered by our respect for our patients and our commitment to ensur ...
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Client Service Associate
3 weeks ago
Acadian Asset Management Boston, MA, United StatesAcadian Asset Management LLC is a Boston-headquartered investment management firm with wholly owned affiliates located in Singapore, London, and Sydney. As of September 30, 2023, the firm managed approximately US$97 billion on behalf of major pension funds, endowments, foundation ...
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Client Services Associate
3 weeks ago
Marchon Partners Boston, United StatesJob Title: Client Services Associate · Location: Hybrid, 3 days in Boston (Tues Thurs) · Duration: 6+ months · JOB PURPOSE: · The Distribution Client Services Associate provides support to the wider Global Client Service team on a range of responsibilities and will assist t ...
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Associate Tax Services
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Andersen Boston, United StatesThe Firm: · Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen · At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the mo ...
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Client Service Associate
1 week ago
CIBC Boston, United StatesWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
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Associate, Client Service
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Fanning Personnel Boston, United StatesAssociate, Client Service & Marketing opening located at a wealth management firm in Boston · Im a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This s ...
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Customer Service Associate
3 weeks ago
Greenlining Management Boston, United StatesGreenlining is a telecommunication-based consulting sales and marketing firm. We help our client's popular, household brands maximize their profitability and increase their overall brand exposure through innovative and creative revenue capabilities. · We are looking for a self-s ...
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Customer Service Associate
2 weeks ago
Greenlining Management Boston, United StatesGreenlining is a telecommunication-based consulting sales and marketing firm. We help our client's popular, household brands maximize their profitability and increase their overall brand exposure through innovative and creative revenue capabilities. · We are looking for a self-s ...
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Client Service Associate
6 days ago
Boutique Recruiting Boston, United StatesA distinguished cross-over investment firm in Boston, MA is searching for a dynamic Client Service Associate to provide stellar operational support across the firm s multiple investment products They are looking for proactive candidates with experience in an administrative or cli ...
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Customer Service Associate
1 week ago
Complete Staffing Solutions Boston, United StatesContract: · June – September, possible extensions · Hours: · 7:30am-3:00pm · Environment: · Boston, MA · Parking onsite · Pay: · $20-24/hour · Position Summary · To provide outstanding customer service and direction to all agencies physically picking up product. · Manag ...
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Client Service Associate
3 weeks ago
Fanning Personnel Boston, United StatesPosition Summary · Boston investment firm is seeking a Client Service Associate to join their dynamic team. This individual will work closely with the Client Advisory Team to understand the client's needs and to improve upon service within each client relationship as well as fac ...
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Customer Service Associate
3 weeks ago
Catholic Charities Archdiocese of Boston Boston, United StatesJob Description · Job Description · The Customer Service Associate is responsible for assisting the Community Interpreter Services program administrative function in busy, high-volume setting. The Customer Service Associate will process all administrative tasks such as data ent ...
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Service Associate I
2 weeks ago
Eastern Bank Boston, United StatesService Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line). · Major Responsibilities: · Works toward achieving specific individual sales and service goals through the following activ ...
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Client Service Associate
2 weeks ago
Partners Capital Boston, United StatesThe Client Service Associate located in Boston will support and work closely with senior members of the Client Service Team in coordinating the portfolio operations for a range of clients. Primary responsibilities will center on the implementation of client investment strategies ...
Service Associate I - Boston, United States - Eastern Bank
Description
Job Description
Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line).
Major Responsibilities:
Works toward achieving specific individual sales and service goals through the following activities:
Opens deposit accounts
Prepares and processes loan applications for various lending units (mortgage, consumer, small business, etc.)
Closes loans for customers for applicable business lines (i.e. consumer lending)
Makes referrals to other bank business lines and third-party partners
Proactively reaches out, by phone and in person, to high-value customers in efforts to retain and grow the portfolio
For licensed individuals, sells annuities and/or insurance products
Responsible for operational compliance and adherence to policy
Handles daily account maintenance and other service issues as necessary
(supermarket position only) Walks the aisles of the supermarket to talk with prospects and existing bank customers about the bank's products and services
Teller Duties:
Process deposits to customer accounts; includes verification of cash, verification of endorsements, and providing customers with receipts.
Cash checks for customers and non-customers according to bank policy.
Process and properly record the sale of monetary instruments (i.e. official bank checks).
Properly file all government-mandated reports related to large cash transactions and the sale of all monetary instruments.
Process foreign currency purchases and sales.
Process various types of loan payments and credit card cash advances.
Relative to all duties, must adhere to all bank policies and procedures.
Qualifications:
Incumbent has the authority to use discretion in some circumstances, but if/when written policy is unclear or there is any uncertainty, the service associate should seek guidance from his/her immediate supervisor
Incumbent must have the ability to work independently, multi-tasking in a fast-paced environment. Individual should be an outgoing self-starter and be technically literate.
High school diploma or equivalent required
1-2 years of sales experience in a retail, financial services or hospitality environment preferred.
Some banking experience is preferred (i.e. teller or otherwise) is a plus.
Basic business acumen and professionalism is a must.
The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
Ability to build relationships and strong alliances across the organization.
Ability to quickly learn all details about the products and services offered by the bank.
Working Conditions :
Ability to remain in a stationary position for long periods of time without a break and with continuous customer contact
Incumbent must be able to transport items weighing 15 pounds or more.
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