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Client associate Jobs in Boston, MA

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Client associate • boston ma

Last updated: 8 hours ago

Associate, Client Success

XpansivBoston, MA, United States
Full-time

Xpansiv, a trailblazer in the energy and environmental commodities market, operates the integrated, open, and neutral market platform designed to accelerate the global energy transition.Xpansiv pro...Show more

Client Success Associate

StroproDorchester, MA, United States
Full-time

Stropro is looking for a candidate who takes a high degree of ownership, values team collaboration and has a hunger for personal growth.The role will involve the prospecting, qualifying and onboard...Show more

Associate Client Advocate

WTWBoston, MA, United States
Remote
Full-time

WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth.With roots dating to 1828, WTW has 40,000 employees serving more...Show more

Client Associate/Registered Client Associate

RBCBoston, MA, United States
Full-time

Client Associate/Registered Client Associate.Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Clie...Show more

Client Associate

Brown Brothers HarrimanBoston, MA, United States
Full-time

Brown Brothers Harriman is currently recruiting a Client Associate to join our Multi-Family Office team.In this role you will service increasingly complex, multigenerational families with significa...Show more

Senior Associate, Fund/Client Accounting

Bank of New York MellonBoston, MA, United States
Full-time

At BNY, our culture allows us to run our company better and enables employees' growth and success.As a leading global financial services company at the heart of the global financial system, we infl...Show more

Senior Associate, Client Support

Baker Tilly US, LLPBoston, Massachusetts, United States
Full-time

Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.New York, London, San Francisco, L...Show more

Client Services Treasury Associate

KKRBoston, MA, United States
Full-time

Client Services Treasury Associate.KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions.KKR aims to generate attractiv...Show more

Private Wealth Client Associate

Bank of AmericaBoston, MA, United States
Full-time

Wealth Management Client Associate.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutio...Show more

Client Services Senior Associate

Winged Keel GroupBoston, MA, United States
Full-time

Winged Keel Group Client Services Senior Associate.Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high-end life insurance solutions.Wi...Show more

Associate, Client Service Solutions

SCS FinancialBoston, MA, United States
Full-time

Associate, Client Service Solutions.Boston, Massachusetts; Portsmouth, New Hampshire.SCS Financial is looking for an Associate to join the Client Service Solutions team.This is an excellent opportu...Show more

Associate, Client Service Solutions

Focus Financial PartnersBoston, MA, United States
Full-time

Associate, Client Service Solutions.Boston, Massachusetts; Portsmouth, New Hampshire.SCS Financial is looking for an Associate to join the Client Service Solutions team.This is an excellent opportu...Show more

Client Support Associate

Park 6 LogisticsBoston, Massachusetts, United States
Full-time

We are seeking a detail-oriented and service-driven Client Support Associate to join our Boston team.In this role, you will act as a key point of contact for clients, ensuring their needs are met w...Show more

Client Service Associate

GrahamBoston, Massachusetts
Full-time +1
Quick Apply

REMOTE - Client Service Associate.Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch.Client Service Associate opportunity with the possibility of becoming a permanent position...Show more

Client Lead - Onboarding

BC ForwardBoston, MA, US
Full-time

Job Title: Client Lead - Onboarding Location: Boston, MA Duration: Contract - 6 months Pay Range: $54/hr- $56/hr (W2) Job ID: 373167 About BCforward BCforward is a leading global IT consulting and ...Show more

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Client Associate/Registered Client Associate

Royal Bank of CanadaBoston, MA, United States
Full-time

Client Associate/Registered Client Associate.Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Clie...Show more

Client Associate

ROCKEFELLER CAPITAL MANAGEMENTBoston, MA, United States
Full-time

Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.Originally founded in 1882 as the family office of Jo...Show more

Client Onboarding Associate

Acadian Asset ManagementBoston, MA, United States
Full-time

Boston, Massachusetts, United States.Acadian Asset Management is a global, systematic investment manager at the forefront of data-driven investing since 1986.Headquartered in Boston, with locations...Show more

Associate Client Advocate

Willis Towers Watson PlcBoston, MA, United States
Full-time

The Associate Client Advocate (ACA) client-facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delive...Show more

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Associate, Client Success

Associate, Client Success

XpansivBoston, MA, United States
30+ days ago
Job type
  • Full-time
Job description

Job Opportunity At Xpansiv

Xpansiv, a trailblazer in the energy and environmental commodities market, operates the integrated, open, and neutral market platform designed to accelerate the global energy transition. Xpansiv provides thousands of market participants and intermediaries with access to the widest possible range of energy transition markets, through its suite of solutions, including the world's largest environmental commodities trading platform, where billions of assets cross per year. Xpansiv's end-to-end technology platform services the entire life cycle of environmental commodities, connecting diverse markets and market participants across the world and enabling stakeholders to deliver transparent and trusted environmental claims to address the growing demand for energy transition. Leveraging its extensive industry knowledge and proven technology portfolio, Xpansiv assists companies seeking to identify and mitigate risk, streamline the management of their environmental assets, and comply with regulations, caps and commitments.

Job Summary

This position is responsible for providing client services as well as onboarding new clients/assets to ensure they are being paid appropriately through the company's systems. The position will work cross-functionally and with other team members to ensure that work is completed on time and without errors. Acute communication skills are required, as well as the ability to distill complex information into an easy-to-understand format for our various clients.

Key Responsibilities

  • Learn the complex clean transportation and solar renewable energy certification rules and procedures.
  • Process incoming renewable energy project applications in an accurate and timely manner.
  • Review application materials and correspond with clients and partners via telephone and email for any outstanding information.
  • Assist in the state certification process of solar and/or other renewable systems to participate in the renewable energy programs in the state(s).
  • Coordinate the registration of state-certified systems in the appropriate tracking registry.
  • Provide prompt and excellent daily client services via telephone and email.
  • Assist in new client onboarding process including describing the SRECTrade application process and the Company's services.
  • Facilitate client understanding and usage of SRECTrade online accounts.
  • Provide solutions to client and partner inquiries about applications, account creation, account status, and transactions.

Required

  • Requires a High School Diploma or Equivalent certification.
  • Minimum 2 years of relevant experience

Preferred Skills

  • Excellent internal and external communication skills, verbal and written, with a friendly demeanor and a welcome presence with clients
  • Exceptional attention to detail
  • 1-2 years of experience in a high-volume client service environment
  • Ability to wear multiple hats, multi-task, triage work, and take on ad hoc tasks if needed
  • Proficiency with Microsoft Office, PDF programs, and Salesforce or other CRM's is a plus.

Interview Process

Step 1- Shortlisting of resume & Recruiter screening

Step 2- "Get to know you" Interview with the Hiring manager

Step 3- Final Presentation Interview

Base Salary

Compensation for this role will vary among specific regions due to geographic differentials in the labor market, actual pay will be determined considering factors such as relevant skills and experience, knowledge, education and training. However, compensation in the following regions is expected to be as follows:

MA: Compensation is expected to be between $58,000-$62,000

Here at Xpansiv, we cultivate diversity, celebrate individuality, and believe unique perspectives are key to our collective success in building trust and transparency in global efforts toward net-zero future. Xpansiv is committed to equal employment opportunity regardless of race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, protected veteran status, or any status protected by applicable federal, state, or local law.