858 Client Services jobs in Medford
Recruiting Coordinator - Career Services
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The Tufts Career Center provides comprehensive career development assistance to undergraduates, graduate students, and alumni from Arts, Sciences and Engineering, and the SMFA at Tufts. We provide individual career advising, drop-in hours, online resources, workshops, graduate school advising, career and internship fairs, networking and presentations with alumni and employers, job and internship search assistance including online listings. We strive to foster transformational experiences which shape the professional, academic and personal development of Tufts students and alumni. Our vision is that every Jumbo is prepared for a lifetime of fulfilling career opportunities.
What You'll DoThe Recruiting Coordinator will manage the Tufts Career Center Recruiting program which includes on-campus and virtual interviews, job and internship postings, Career Fairs (2), and other employer-related events. The Recruiting Coordinator will handle the below duties:
- Collaborate with the employer relations team, comprised of the Associate Director and Assistant Director, in representing Tufts to employers, coordinating services for employers, and building and stewarding relationships between employers and students.
- Serve as the systems manager of Handshake - the online database used by the Career Center to post positions, schedule interviews, connect employers with Tufts candidates, and track recruiting and related statistics.
- Manage the CRM database and pull reports for the employer relations team.
- Coordinate two large-scale Career Fairs annually as well as other special engagement events for employers and students.
- Serve as the manager for the Jumbos4Jumbos Program which connects short-term projects offered by alumni with current students at Tufts during the Winter and Summer break periods.
- Create and facilitate presentations for various audiences to provide education on Handshake topics, career fair preparation, information sessions on the Jumbos4Jumbos program.
- Participate in the virtual employer coffee hours hosted by the employer relations team three times each year.
- Manage a number of communications distributed to employers including the monthly employer newsletter content and distribution through EMMA and Uconnect, create employer and student blog content, quick polls, and general information emails, and track data and analytics on these communications monthly.
The Coordinator will serve on internal teams to be determined based on the candidate's interest to discuss and implement key initiatives in these areas.
What We're Looking ForBasic Requirements:
- Knowledge and skills as typically acquired by a Bachelor's Degree
- 2-3 years of experience in Human Resources, higher education, recruiting, or Career Services
- Experience with career platforms, preferably Handshake
- Strong attention to detail, ability to multi-task, problem solve and deal with frequent interruptions
- Excellent written and oral communication, customer service, and organizational skills
- Ability to work with a diverse population
- Must have ability to adapt quickly to changes in schedule and be creative in finding solutions to enhance customer satisfaction
- Proficient in Microsoft Word and Excel, ability to implement and master new software programs and web applications quickly
Preferred Qualifications:
- Experience in project management and event planning
- Experience in data collection/analysis and assessment
- Experience in responding to feedback and continually improving structures and procedures
Special Work Schedule Requirements:
This is a hybrid position expected to be in the office at least 3 days a week and to work some evenings in the office during the heavy recruiting periods.
Pay RangeMinimum $24.70, Midpoint $9.50, Maximum 34.20
Salary is based on related experience, expertise, and internal equity; generally, new hires can expect pay between the minimum and midpoint of the range.
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Client Services Manager
Posted 1 day ago
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BAYADA Home Health Care is currently seeking a Client Services Manager to joinour Canton, MA Medicare certified Home Health Senior Living Office.If you are looking for an exciting career opportunity in a growing industry, a Client Services Manager could be the position for you. BAYADA believes that our clients and their families deserve home health care delivered with compassion, excellence, and reliability. We want you to apply your energy and skills in this dynamic, entrepreneurial environment and become an integral part of a caring, professional team that is instrumental in providing the highest quality care to our clients.Responsibilities for a Client Services Manager:Provide superior customer service and quality home careFocus on managing coordination of client services and emergent scheduling issuesManage your Client Services Manager caseloadBuild lasting relationships with clients, referral sources, payors and community organizationsDevelop strong, communicative relationships with the teamMaintain effective fiscal management of your caseload by monitoring metrics (admissions, % Medicare, referrals rejected by reason, etc.)Client Services Managers will partner with Clinical Managers to provide supervision and support to field employees Qualifications for a Client Services Manager:Bachelor degree is preferred, Associates at minimum.Prior knowledge of/experience with Medicare and OASIS a plusPrior medical office or home care experience preferredPrior supervisory experience a plusDemonstrated record of successfully taking on increased responsibility (goal achievement)Ambition to grow and advance beyond current positionStrong computer skills required (electronic medical record)Excellent communication and interpersonal skillsWhy you'll love BAYADA:BAYADA Home Health Care offers the stability and structure of a national company with the values and culture of a family-owned business.Check out our blog: Best Place to Work for DiversityNewsweek's Best Place to Work for WomenNewsweek's Best Place to Work (overall)Newsweek's Best Place to Work for Women and FamiliesGlassdoor Best Places to WorkForbes Best Places to Work for WomenPaid WeeklyMon-Fri work hoursAMAZING cultureStrong employee values and recognitionSmall team at a local officeGrowth opportunitiesBAYADA Home Health Care offers a comprehensive benefits plan that includes the following: Paid holidays, vacation and sick leave, vision, dental and medical health plans, employer paid life insurance, 401k with company match, direct deposit and employee assistance programTo learn more about BAYADA Home Health Care benefits, an accredited, regulated, certified, and licensed home health care provider, BAYADA complies with all state/local mandates.BAYADA is celebrating 50 years of compassion, excellence, and reliability. Learn more about our 50th anniversary celebration and how you can join in here.BAYADA Home Health Care, Inc., and its associated entities and joint venture partners, are Equal Opportunity Employers. All employment decisions are made on a non-discriminatory basis without regard to sex, race, color, age, disability, pregnancy or maternity, sexual orientation, gender identity, citizenship status, military status, or any other similarly protected status in accordance with federal, state and local laws. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.
Client Services Lead
Posted 3 days ago
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Join to apply for the Client Services Lead role at MiniLuxe 1 week ago Be among the first 25 applicants Join to apply for the Client Services Lead role at MiniLuxe This range is provided by MiniLuxe. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $18.00/hr - $2.00/hr Position: Client Experience Lead About MiniLuxe Over the last decade, we have been reimagining and revolutionizing the world’s most used but least regulated beauty service: Nail Care. We celebrate self-care as an everyday luxury for everyone, anywhere, at any time. We are doing this by becoming the world’s leading ethical and clean nail-care brand with a diverse and empowered community of designers, delivering super-hygienic, high-quality services, with safe and better-for-you, clean beauty products backed by the experience of completing over 2M+ services. We’re not just building a company. We’re on a mission to transform an entire industry. We are MiniLuxe. Are you MiniLuxe? The passion for a People First culture is our greatest asset. We believe diversity is beautiful. We believe having passion and creativity in your craft and career will help to drive our business. If you believe in these values and are about being your best self and having fun; then we would love to have you join our MiniLuxe Family. About This Role Through a genuinely warm and welcoming demeanor, the Client Experience Lead is responsible to cultivate and enhance the client experience for their self-care and exhibit our premium brand experience. The Client Service Lead has a passion for beauty and hospitality. They also provide critical support to our nail designer and studio leadership team by ensuring we have everything needed to deliver MiniMoments of luxury and premium brand experience. What You’ll Do Client Journey Cultivate loyal clientele base Brand advocate Engage clients on Service & Retail offering and rebooking Ensure studio ambiance and cleanliness to brand standard Engages with first time clients and educates on Brand story Responsible for client management Is knowledgeable of all service and product offerings and can effectively communicate with clients. Shows Professionalism and Courtesy when greeting clients. Clean: Manages clean lab and studio supply organization Follows our 3-step sanitization process for tools to provide services Organize all supplies and tools needed and deliver to Nail Designer and Editors Proactively maintains studio cleanliness to MiniLuxe brand standards Supports nail designers with cleaning process and station turnover between services Manage service floor: Observes all areas of service floor to ensure appropriate timing and client flow Contacts clients according to late policy. Accurately book and/or change appointments Supports Driving Revenue: Can become a product expert to drive retail sales to make daily goals Educates clients about polish offerings, service upgrades, loyalty program membership and retail. Effectively optimizes bookings for maximum client intake. Invites clients to re-book,or book reoccurring appointments. Proactively optimizes the booking system and seamlessly adjust to accommodate real-time changes. Is business savvy to recommend service upgrades and communicate about retail products. Who You Are 2-3 years in a Client Servicing role A genuinely warm & welcoming demeanor Eager to learn and develop skills Possesses a passion for beauty and hospitality Delivers an amazing client experience in a premium brand environment Operational excellence through accurate and effective appointment booking Ability to multi-task Use of computer equipment Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Ability to lift 25 lbs While performing the duties of this job, the employee may be regularly required to stand for long periods of time (i.e. 8 hour shift, while not on break) The employee frequently is required to stand and walk Must be able to bend/kneel Must be able to handle light cleaning supplies and chemicals Job Type: Full-time The MiniLuxe Offer – What’s in it for you? In return, you are rewarded with a competitive compensation package including medical/dental/vision/LTD/STD and life insurance benefits, PTO, 401k, Free Services & Retail Discounts, and much more. Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Other Industries Consumer Services Referrals increase your chances of interviewing at MiniLuxe by 2x Sign in to set job alerts for “Client Services Representative” roles. Massachusetts, United States $52,800.00-$63,000 00 8 months ago Wellesley, MA 47,100.00- 63,600.00 1 day ago Customer Experience Associate, Temporary Newton, MA 100,000.00- 120,000.00 21 hours ago Current Clients - Sales and Operations Representative We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Client Services Lead
Posted 8 days ago
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Join to apply for the Client Services Lead role at MiniLuxe 7 months ago Be among the first 25 applicants Join to apply for the Client Services Lead role at MiniLuxe Get AI-powered advice on this job and more exclusive features. About MiniLuxe Over the last decade, we have been reimagining and revolutionizing the world’s most used but least regulated beauty service: Nail Care. Position: Client Experience Lead About MiniLuxe Over the last decade, we have been reimagining and revolutionizing the world’s most used but least regulated beauty service: Nail Care. We celebrate self-care as an everyday luxury for everyone, anywhere, at any time. We are doing this by becoming the world’s leading ethical and clean nail-care brand with a diverse and empowered community of designers, delivering super-hygienic, high-quality services, with safe and better-for-you, clean beauty products backed by the experience of completing over 2M+ services. We’re not just building a company. We’re on a mission to transform an entire industry. We are MiniLuxe. Are you MiniLuxe? The passion for a People First culture is our greatest asset. We believe diversity is beautiful. We believe having passion and creativity in your craft and career will help to drive our business. If you believe in these values and are about being your best self and having fun; then we would love to have you join our MiniLuxe Family. About This Role Through a genuinely warm and welcoming demeanor, the Client Experience Lead is responsible to cultivate and enhance the client experience for their self-care and exhibit our premium brand experience. The Client Service Lead has a passion for beauty and hospitality. They also provide critical support to our nail designer and studio leadership team by ensuring we have everything needed to deliver MiniMoments of luxury and premium brand experience. What You’ll Do Client Journey Cultivate loyal clientele base Brand advocate Engage clients on Service & Retail offering and rebooking Ensure studio ambiance and cleanliness to brand standard Engages with first time clients and educates on Brand story Responsible for client management Is knowledgeable of all service and product offerings and can effectively communicate with clients. Shows Professionalism and Courtesy when greeting clients. Clean: Manages clean lab and studio supply organization Follows our 3-step sanitization process for tools to provide services Organize all supplies and tools needed and deliver to Nail Designer and Editors Proactively maintains studio cleanliness to MiniLuxe brand standards Supports nail designers with cleaning process and station turnover between services Manage service floor: Observes all areas of service floor to ensure appropriate timing and client flow Contacts clients according to late policy. Accurately book and/or change appointments Supports Driving Revenue: Can become a product expert to drive retail sales to make daily goals Educates clients about polish offerings, service upgrades, loyalty program membership and retail. Effectively optimizes bookings for maximum client intake. Invites clients to re-book,or book reoccurring appointments. Proactively optimizes the booking system and seamlessly adjust to accommodate real-time changes. Is business savvy to recommend service upgrades and communicate about retail products. Who You Are 2-3 years in a Client Servicing role A genuinely warm & welcoming demeanor Eager to learn and develop skills Possesses a passion for beauty and hospitality Delivers an amazing client experience in a premium brand environment Operational excellence through accurate and effective appointment booking Ability to multi-task Use of computer equipment Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Ability to lift 25 lbs While performing the duties of this job, the employee may be regularly required to stand for long periods of time (i.e. 8 hour shift, while not on break) The employee frequently is required to stand and walk Must be able to bend/kneel Must be able to handle light cleaning supplies and chemicals Job Type: Full-time The MiniLuxe Offer – What’s in it for you? In return, you are rewarded with a competitive compensation package including medical/dental/vision/LTD/STD and life insurance benefits, PTO, 401k, Free Services & Retail Discounts, and much more. Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Other Industries Consumer Services Referrals increase your chances of interviewing at MiniLuxe by 2x Get notified about new Client Services Representative jobs in Boston, MA . (Work from Home) Client Services Representative Customer Experience Associate, Temporary Newton, MA $100,000.00-$20,000.00 1 week ago Brockton, MA 30,000.00- 65,000.00 1 day ago Current Clients - Sales and Operations Representative We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Client Services Associate
Posted today
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The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and requests as well as acting as a liaison between departments within FMI, and between FMI and its partners, customers and the patient
Client Services Specialist
Posted today
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Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.
Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.
Job Description:
The Opportunity:
Client Services Specialists (CSS) play a key role in providing service excellence by acting as a primary point of contact for small group employer clients and brokers. You will take ownership of client inquiries and see each through to resolution.
* Research inbound requests in a timely manner to establish positive client relationships.
* Conduct outbound follow up and engage internal departments, when needed, to fully resolve complex and/or escalated service requests.
* Build strong working relationships to address and support client needs.
Newer CSS team members primarily handle inbound calls, but with experience and coaching, can transition to email and web chat inquiries.
Joining our team as a CSS will help you build foundational knowledge in group insurance that can be applied to future growth opportunities within Sun Life.
How you will contribute:
* Strong problem-solving skills to resolve client inquiries.
* Your ability to multi-task and work across various technology platforms.
* A desire to continuously learn and adapt to evolving client needs.
* A commitment to develop and leverage organizational relationships to better serve our clients.
* Ability to work with a diverse range of people
* Adherence to contact center and metric expectations
* Availability to work overtime as needed
* Ability to work flexible shifts with start times between 8AM EST-11:30AM EST
What you will bring with you:
* Excellent verbal and written communication skills.
* Client-focused mindset and an empathetic approach toward others.
* 1+ years of customer service or call center experience
Salary Range: $47,100 - $63,600
At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.
Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!
We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.
Life is brighter when you work at Sun Life
At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.
We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email request an accommodation.
For applicants residing in California, please read our employee California Privacy Policy and Notice.
We do not require or administer lie detector tests as a condition of employment or continued employment.
Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Job Category:
Customer Service / OperationsPosting End Date:
30/10/2025#J-18808-Ljbffr
Client Services Agent
Posted today
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Job Details Job Location: Acumen Boston, MA Office - Boston, MA Position Type: Full Time Education Level: High School Travel Percentage: Limited or Occasional Job Shift: Days Job Category: Admin - Clerical Description ABOUT THE COMPANY Acumen, LLC. is one of the nation's leading fiscal agents offering a portfolio of innovative financial management services backed by superior customer service. Our passion is to help people lead independent lives through exceptional participant-directed programs. Acumen is a great place to work. Our employees make a positive difference in our clients' lives by what they do. Among many benefits to working here, we offer medical, dental and vision coverage, generous paid time off, and incentive bonuses to those who qualify. OVERVIEW AND ESSENTIAL JOB FUNCTIONS Agents at Acumen must exhibit a service-forward mindset as they embody the organization's mission of facilitating freedom, choice and opportunity for individuals with disabilities and their families. The Agent is responsible for enrolling, educating and supporting Acumen clients throughout their lifecycle with the organization, which involves inbound and outbound phone calls and emails, processing paperwork and manual data entry into multiple databases with a high degree of accuracy. This role is critical to ensuring the company as a whole has a positive and healthy working relationship with new and existing clients, their families and support coordinators. Support clients (employers and employees) during their enrollment process Process related paperwork and manage electronic communication Accurate data entry using several databases simultaneously while meeting deadlines Establish, foster and grow relationships with clients and program contacts including third party organizations Understand and stay up to date on program rules, regulations and implementation needs while being able to effectively communicate and explain said rules to external and internal stakeholders Act as a communication liaison between the clients and across all Acumen's departments, which includes communicating any opportunities and/or issues that may directly impact the client or Acumen Accurate day-to-day support to clients which includes receiving, researching and resolving all client inquiries within contractual specific timeframes Ensure compliance with all state and federal guidelines including the management of all escalated issues with client families and states within contractual specific timeframes Develop strategies to support the growth of existing programs through marketing, education and community outreach to potential recipients and social services organizations Work collaboratively with other internal departments in order to ensure all issues are addressed effectively in a verbal and written fashion Manage a fluctuating volume of calls and emails Provide effective and efficient customer service via calls and/or electronic communication to clients and internal departments Working hours as established by the hiring manager, while remaining flexible to work occasional weekends, weeknights and/or holidays to meet the needs of the clients we serve Perform other work related duties as assigned ALL Acumen employees will be vigilant to support the positive compliant cybersecurity company posture by familiarizing themselves with all policies, procedures, standards, and guidelines and act Qualifications MINIMUM QUALIFICATIONS At least one year of experience with data entry (manual keying in of information into databases) Works well independently with limited supervision Works as a self-starter with effective communication skills Ability to work in a fast-paced environment Prior experience in customer service and/or client relations Ability to handle fluctuating inbound and outbound call volume Must be able to work a flexible schedule, including but not limited to weekends, weeknights and holidays Experience working with multiple applications simultaneously Ability to prioritize and handle competing requests successfully Knowledge and experience using Microsoft Word, Excel, PowerPoint, Internet, Email and use of PDFs Patience, perseverance, and follow-through mentality Ability to communicate both orally and in writing in a professional manner Attention to detail and critical thinking skills The ability to handle responsibility with limited supervision High standard of integrity Ability to use basic math skills Demonstrates excellent organizational skills, time management, and task orientation Good interpersonal communication skills Ability to handle and accommodate complex clients Must be able to plan for and meet multiple deadlines High school diploma or equivalent with some college preferred (or equivalent work experience) PREFERRED QUALIFICATIONS Willingness to obtain certain state-required certifications Ability (if required by program) to travel, including overnight(s), via ground transportation and/or via flight Maintain a valid driver's license within the state of residence and valid automobile insurance (if required by program) Able to provide a secure remote workspace with high-speed internet when applicable Acumen is an Equal Employment Opportunity (EEO) employer. We embrace diversity in all its forms. We provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information. If you require reasonable accommodation for any part of the application process or hiring process, please submit your request through one of the following methods listed below: (a) Dedicated fax (b) Dedicated email DISABILITY ACCOMMODATION REQUESTS ONLY (c) US mail - 4554 E Inverness Ave Mesa, AZ 85206 - Attn Human Resources (d) Dedicated phone 1- Option 1 (Employment Opportunities) DISABILITY ACCOMMODATION REQUESTS ONLY #J-18808-Ljbffr
Client Services Rep
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We're looking for passionate, proactive individuals who are eager to collaborate, solve problems creatively, and take pride in providing outstanding client support. If you're someone who values teamwork, is motivated by challenges, and takes ownershi Client Service, Client Support, Business Services, Staffing
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Client Services Associate
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Join to apply for the Client Services Associate role at Action for Boston Community Development, Inc. 6 days ago Be among the first 25 applicants Join to apply for the Client Services Associate role at Action for Boston Community Development, Inc. Location: Downtown Boston - Tremont Street Department: Climate Equity and Impact Location: Downtown Boston - Tremont Street Description The Climate Equity & Impact team is hiring! If you are a detail-oriented individual passionate about community development and possess the skills to excel in this role, we invite you to join our team at ABCD as a Client Services Associate . Come make a meaningful impact and be part of a legacy that shapes positive change in Greater Boston. Key Responsibilities Transfer new applications into the database. Connect clients and make referrals to appropriate agencies or programs. Maintain and update application records in the database. Run queries and generate reports as requested. Engage LEAN Single Family Website including: Live chat functions engagement with clients. Case study updates for website and public dissemination Lead origination, outreach, and outbound marketing calls. Monitor Google Analytics dashboard. Communicate with single-family and multifamily applicants and potential applicants: Field phone calls and inquiries. Notify new applicants when an application is received. Request more information as needed. Request affordability documentation. Notify applicants when approved/denied. Perform past service checks on new applications. Coordinate statewide outreach efforts in Lead Vendor capacity. Communicate with vendors and utilities as needed. Track client process through marketing lifecycle. Coordinate Cap engagement on follow-up and completion of client referrals. Review affordability/individual client income documentation. Take notes during meetings if requested. Maintain electronic and paper files. Coordinate with the Program Director on all of the above. Perform other related duties as assigned from time to time. Skills, Knowledge and Expertise A minimum of a Highschool Diploma/GED or equivalent and up to 12 months of work experience required. Experience in energy efficiency and/or multi-family low-income housing helpful Experience in grant program management and/or customer service a plus Experience with Microsoft Access and Excel or at least a high degree of comfort with databases and spreadsheets required Must have good communication skills by phone and email Flexibility, initiative, and ability to work in a team Ability to deal sensitively and effectively with individuals of diverse economic and cultural backgrounds Bilingual skills are preferred. Why Work Here Make a Difference: Every day, your work directly impacts the lives of thousands in the Greater Boston community, empowering them and making positive, lasting change. Inclusive Environment: ABCD values the diversity of its workforce, with an inclusive culture that respects individuality and promotes collaboration. Continuous Learning: We offer numerous training and development opportunities, ensuring our staff remain at the forefront of community action methodologies and strategies. Comprehensive Benefits: At ABCD, we take care of our own, providing a competitive benefits package, including health coverage and retirement plans. A Legacy of Impact: Join an organization that boasts a legacy spanning over half a century, consistently championing the rights and needs of our community's most vulnerable. Teamwork & Camaraderie: Be a part of a passionate team, united in their mission to combat poverty, and ensure every individual can reach their fullest potential. Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Other Industries Non-profit Organization Management Referrals increase your chances of interviewing at Action for Boston Community Development, Inc. by 2x Get notified about new Client Services Associate jobs in Boston, MA . Client Services Associate, Communications Boston, MA $65,000.00-$0,000.00 6 days ago Beverly, MA 48,000.00- 52,000.00 3 weeks ago Boston, MA 80,000.00- 90,000.00 5 days ago Boston, MA 65,000.00- 75,000.00 3 weeks ago Private Wealth Management Registered Client Service Associate Client Service Associate (Class of 2025) We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Client Services Associate
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Firm Summary:
Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in New York, San Francisco, Boston, Richmond, Washington, D.C., Houston, Atlanta, and Denver, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities.
Position Summary:
Winged Keel Group's Client Services department focuses on delivering best in class service to our ultra-high net worth clients. Offering a suite of services that include customized reporting, premium invoicing, task management, and the preparation of client life insurance portfolio reviews, the bedrock of this department is our disciplined approach to monitoring and maximizing the performance of our clients' portfolios. The client is always our first priority and taking a close second is our commitment to collaborating within the team to meet objectives and expectations in a timely fashion.
The successful Client Services Associate will use his or her knowledge of life insurance and client service experience to follow our established processes and prepare deliverables. Relevant skills that an Associate will be able to further develop in this role include task management and time management skills, effective communication skills, and an exceptional attention to detail. The work is challenging, and hard work is recognized and rewarded.
Position Responsibilities:
- Obtain policy values, forms, and information from insurance carriers.
- Use insurance company software to run (or request from insurance companies) inforce policy illustrations. Identify results that don't make sense or are inconsistent with previous illustrations. Proactively prepare or obtain additional illustrations as needed.
- Prepare premium invoices and policy summaries.
- Prepare paperwork for and process death claims, surrenders and withdrawals, policy changes, such as title and allocation changes; follow up where needed to manage multi-step transactions through to completion and confirm accurate processing.
- Update and maintain client information; document all client transactions.
- Understand and adhere to compliance procedures when working with variable life insurance.
- Use Excel to prepare complex insurance portfolio reviews that include multiple product types and funding scenarios with IRR calculations; create new Excel templates for scenarios not adequately covered by existing formats.
- Review work of teammates; identify errors and recommend enhancements that will contribute to an improved customer experience.
- Assist clients and advisors with questions about insurance portfolios. Anticipate additional questions and information required for others to make informed decisions. Prepare and explain relevant analysis.
- Understand income tax attributes of life insurance and strategies used to fund life insurance in a tax efficient manner.
- Prepare split dollar reporting.
- Proactively communicate with internal Client Relationship Managers.
- Coordinate with the Design team when advanced analytics are needed.
- 2- 5 years of client service experience in the insurance industry
- Bachelor's degree
- Industry Licenses (a plus) - Series 6, 63, Life, Accident & Health
- Proficiency in Microsoft Outlook, Word, and Excel
- Understanding of life insurance products (term, whole life, UL, IUL, GUL, VUL)
- Experience with life insurance customer service
- Problem solver; aware of when to escalate issues
- Ability to prioritize, stay organized, and manage multiple tasks and deadlines in a fast-paced environment
- Ability to pick-up and understand new software and technology relatively quickly
- Understanding of basic financial math concepts like gross and net rates of return, gain/loss
- Understanding of estate planning fundamental (a plus)
- Ability to develop and maintain positive relationships within the firm and with common outside contacts
- Strong interpersonal communications skills (both written and oral)
- Willingness to accept constructive feedback
- Strong work ethic and commitment to the highest standards of excellence
- Strong sense of accountability and ownership of his or her work
- Required to work on a computer for a substantial part of the day
- Frequent work in the evenings and occasionally weekends, as needed to meet deadlines
- A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment
- Attractive annual compensation package is commensurate with experience
- Eligible for annual profit sharing bonus
- Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.
Client Services Agent
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Job Description
ABOUT THE COMPANY Acumen, LLC. is one of the nation's leading fiscal agents offering a portfolio of innovative financial management services backed by superior customer service. Our passion is to help people lead independent lives through exceptional participant-directed programs. Acumen is a great place to work. Our employees make a positive difference in our clients' lives by what they do. Among many benefits to working here, we offer medical, dental and vision coverage, generous paid time off, and incentive bonuses to those who qualify. Overview And Essential Job Functions Agents at Acumen must exhibit a service-forward mindset as they embody the organization's mission of facilitating freedom, choice and opportunity for individuals with disabilities and their families. The Agent is responsible for enrolling, educating and supporting Acumen clients throughout their lifecycle with the organization, which involves inbound and outbound phone calls and emails, processing paperwork and manual data entry into multiple databases with a high degree of accuracy. This role is critical to ensuring the company as a whole has a positive and healthy working relationship with new and existing clients, their families and support coordinators. Support clients (employers and employees) during their enrollment process Process related paperwork and manage electronic communication Accurate data entry using several databases simultaneously while meeting deadlines Establish, foster and grow relationships with clients and program contacts including third party organizations Understand and stay up to date on program rules, regulations and implementation needs while being able to effectively communicate and explain said rules to external and internal stakeholders Act as a communication liaison between the clients and across all Acumen's departments, which includes communicating any opportunities and/or issues that may directly impact the client or Acumen Accurate day-to-day support to clients which includes receiving, researching and resolving all client inquiries within contractual specific timeframes Ensure compliance with all state and federal guidelines including the management of all escalated issues with client families and states within contractual specific timeframes Develop strategies to support the growth of existing programs through marketing, education and community outreach to potential recipients and social services organizations Work collaboratively with other internal departments in order to ensure all issues are addressed effectively in a verbal and written fashion Manage a fluctuating volume of calls and emails Provide effective and efficient customer service via calls and/or electronic communication to clients and internal departments Working hours as established by the hiring manager, while remaining flexible to work occasional weekends, weeknights and/or holidays to meet the needs of the clients we serve Perform other work related duties as assigned ALL Acumen employees will be vigilant to support the positive compliant cybersecurity company posture by familiarizing themselves with all policies, procedures, standards, and guidelines and act accordingly. Qualifications MINIMUM QUALIFICATIONS At least one year of experience with data entry (manual keying in of information into databases) Works well independently with limited supervision Works as a self-starter with effective communication skills Ability to work in a fast paced environment Prior experience in customer service and/or client relations Ability to handle fluctuating inbound and outbound call volume Must be able to work a flexible schedule, including but not limited to weekends, weeknights and holidays Experience working with multiple applications simultaneously Ability to prioritize and handle competing requests successfully Knowledge and experience using Microsoft Word, Excel, PowerPoint, Internet, Email and use of PDFs Patience, perseverance, and follow through mentality Ability to communicate both orally and in writing in a professional manner Attention to detail and critical thinking skills The ability to handle responsibility with limited supervision High standard of integrity Ability to use basic math skills Demonstrates excellent organizational skills, time management, and task orientation Good interpersonal communication skills Ability to handle and accommodate complex clients Must be able to plan for and meet multiple deadlines High school diploma or equivalent with some college preferred (or equivalent work experience) PREFERRED QUALIFICATIONS Willingness to obtain certain state required certifications Ability (if required by program) to travel, including overnight(s), via ground transportation and/or via flight Maintain a valid driver's license within the state of residence and valid automobile insurance (if required by program) Able to provide a secure remote workspace with high speed internet when applicable Acumen is an Equal Employment Opportunity (EEO) employer. We embrace diversity in all its form. We provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information. If You Require Reasonable Accommodation For Any Part Of The Application Process Or Hiring Process, Please Submit Your Request Through One Of The Following Methods Listed Below Dedicated fax Dedicated email US mail - Dedicated phone 1- Option 1 (Employment Opportunities) DISABILITY ACCOMMODATION REQUESTS ONLY Seniority level: Entry level Employment type: Full-time Job function: Other #J-18808-Ljbffr