- The Client Service Associate will work closely with clients to understand their financial planning needs.
- Assist clients with account maintenance and creation, as well as manage and validate transfers between accounts.
- Coordinate file management for quarterly reviews, including administrative and investment reports.
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The Service Associate is responsible for performing various duties such as customer service representative and teller tasks. They will work towards achieving specific sales and service goals through activities like opening deposit accounts, preparing loan applications, and closin ...
Newton1 week ago
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We're excited to be opening a brand new location in Newton, MA, just outside Boston, · Court 16 offers a tennis experience unlike any other. · At our core is Court 16's dedication to fostering the values of sportsmanship, · discipline, and inclusion conveyed through well-rounded ...
Newton1 month ago
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A well-established asset management and financial planning firm located outside of Boston is seeking a SR Client Service Associate to join its growing team. · Prepare comprehensive client reports · Serve as a key point of contact for clients · ...
Newton1 month ago
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Job Summary · Works under the direction of the Administrative Director located at 2 Wells Avenue, Newton. Candidate supports client services, including client support, scheduling logistics, materials fulfillment, data tracking, invoice inquiry, workflow support, managing consult ...
Newton $17.71 - $24.28 (USD)5 days ago
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The Client Service Associate works directly with the Sales Associate, managing new and existing accounts, · develops weekly and monthly reports detailing client activity · maintenance of a provider database · ...
Newton $17.71 - $24.28 (USD) Full time5 days ago
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As a Service Associate at Eastern Bank, you will be responsible for performing the duties of both a Customer Service Representative and a Teller in specific traditional branch locations. You will work towards achieving individual sales and service goals by opening deposit account ...
Newton, MA1 month ago
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+The Client Service Associate works under the direction of the Administrative Director at Mass General Brigham in Newton. The role supports client services including client support scheduling logistics data tracking invoice inquiry workflow support managing consult block slide re ...
Newton, MA4 days ago
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TJ Maxx is seeking a Customer Service Associate to deliver a highly satisfied customer experience and maintain a clean and organized store environment. · Role models established customer experience practices with internal and external customersSupports and embodies a positive sto ...
Newton $15 - $15.50 (USD) Part time1 month ago
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+Fundado en 1863, Boston College es una universidad católica con sede en Newton (EE. UU.) y una matrícula de más de 14.000 estudiantes. · +Ayudantes estudiantiles son el frente cuando se trata de responder preguntas y resolver problemas relacionados con la matrícula estudiantil. ...
Newton $24.12 - $30.14 (USD) Full time1 week ago
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The Student Services Associate is a critical role in the Office of Student Services at Boston College. They provide friendly and professional service while resolving issues related to student registration, financial aid, billing, parking, and ID cards. · ...
Chestnut Hill, MA1 week ago
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+TJ Maxx is looking for Customer Service Associates to deliver excellent customer experiences and maintain a clean store environment. · +Role models customer experience practices with internal and external customers · Supports and embodies a positive store culture through honesty ...
Newton, MA1 month ago
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This role performs the duties of both a Customer Service Representative and Teller in specific traditional branch locations. Key responsibilities include opening deposit accounts, preparing loan applications, closing loans for customers and making referrals to other bank business ...
Watertown Part time1 month ago
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We are seeking a Service Associate I to work in our traditional branch locations. This is a hybrid position that combines the duties of a customer service representative and teller. The ideal candidate will have excellent communication skills and be able to multitask in a fast-pa ...
Watertown3 weeks ago
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We are seeking a Service Associate I to perform duties as both Customer Service Representative and Teller in specific traditional branch locations. · Simultaneously performs the duties of a traditional branch customer service representative and teller. · Serves customers at the p ...
Watertown1 month ago
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Service Associates perform operational support and oversight on behalf of the Market as well as general management support functions and special projects. · Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing · Oversee and dis ...
Wellesley $31,200 - $90,000 (USD) Full time1 month ago
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Service Associates perform operational support and oversight on behalf of the Market as well as general management support functions and special projects. The role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals ...
Wellesley, Massachusetts, United States of America1 week ago
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This is a Service Associate role that involves working in a traditional branch location as a customer service representative and teller. The associate will have a mixture of time between the platform and teller line. · ...
Watertown, MA, United States1 week ago
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We are seeking a full-time Member Services Representative to join our team at our branch location in Needham, MA. · This role is ideal for someone who thrives in a face-to-face customer service environment and is passionate about helping members achieve financial success.Experien ...
Needham $22 - $26 (USD) Full time1 week ago
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Responsible for performing work aimed at preventing the spread of any diseases by thoroughly cleaning and sanitizing areas, properly disposing of hazardous waste, and efficiently sterilizing equipment and apparatuses. · ...
Newton1 month ago
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This role involves supporting Senior Advisors with client requests and performing tasks related to investment portfolios. · The ideal background will be someone with a Bachelors degree and 2 plus years of financial services experience.Supporting Senior Advisors with client reques ...
Waltham1 month ago
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This position will have a mixture of time between platform and teller line. On some occasions more time might be spent on one side verses the other. · ...
Watertown, MA1 month ago
Client Service Associate - Newton - SDL Search Partners
Description
Job Description:
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Service Associate I
Only for registered members Newton
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Member Services Associate
Only for registered members Newton
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Client Services Associate
Only for registered members Newton
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Client Service Associate
Only for registered members Newton
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Client Service Associate
Full time Only for registered members Newton
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Service Associate I
Only for registered members Newton, MA
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Client Service Associate
Only for registered members Newton, MA
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Customer Service Associate
Part time Only for registered members Newton
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Student Services Associate
Full time Only for registered members Newton
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Student Services Associate
Only for registered members Chestnut Hill, MA
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Customer Service Associate
Only for registered members Newton, MA
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Service Associate I
Part time Only for registered members Watertown
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Service Associate I
Only for registered members Watertown
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Service Associate I
Only for registered members Watertown
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Service Associate
Full time Only for registered members Wellesley
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Service Associate
Only for registered members Wellesley, Massachusetts, United States of America
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Service Associate I
Only for registered members Watertown, MA, United States
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Member Services Associate
Full time Only for registered members Needham
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Environmental Services Associate I
Only for registered members Newton
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Client Services Associate
Only for registered members Waltham
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Service Associate I
Only for registered members Watertown, MA