Client associate [h1.location_city]
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Client associate • quincy ma
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The Statewide Client Services center is the centralized branch of our Low-income Energy Affordability Network (LEAN).Through the LEAN Network, we provide phone & online communication services for r...[show_more][last_updated.last_updated_variable_days]
JOB TITLE : Client Implementation Associate JOB LOCATION : Quincy or Boston (hybrid 4 onsite) WAGE RANGE • : $40 - 45 / hr.
JOB NUMBER : 224395 REQUIRED EXPERIENCE : Investment Experience Operations Experien...[show_more][last_updated.last_updated_variable_days]
Stifel strives for a culture that puts its clients and associates first : a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers...[show_more][last_updated.last_updated_30]
The Registered Client Associate is a forward facing member of the Moors & Cabot team with a mission to competitively deliver the highest quality service to clients in order to help them achieve the...[show_more][last_updated.last_updated_variable_days]
Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) Private Wealth Advisor(s) teams on a daily basis...[show_more][last_updated.last_updated_30]
The Client Service Associate acts as a liaison between the client, portfolio manager, custodian and the operations department.
This role is based in our Boston, MA office with a hybrid schedule.Resp...[show_more][last_updated.last_updated_30]
The Registered Client Associate is a forward facing member of the Moors & Cabot team with a mission to competitively deliver the highest quality service to clients in order to help them achieve...[show_more][last_updated.last_updated_30]
Downtown Boston - Tremont Street.The Statewide Client Services center is the centralized branch of our Low-income Energy Affordability Network (LEAN).
Through the LEAN Network, we provide phone & on...[show_more][last_updated.last_updated_30]
This job is with State Street, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
Please do not contact the recruiter directly.As the Clie...[show_more][last_updated.last_updated_variable_days]
Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income.
We specialize in providing the tools, training, and support for motiva...[show_more][last_updated.last_updated_variable_days]
We are seeking a dedicated and detail-oriented.You will serve as a key connection between our clients and internal departments, ensuring smooth communication, timely updates, and exceptional servic...[show_more][last_updated.last_updated_1_day]
At Confluence, we've always been driven by a commitment to innovation, precision, and partnership in the investment data space.
With Spiros Giannaros joining us as CEO, we're entering a new phase of...[show_more][last_updated.last_updated_30]
The Statewide Client Services center is the centralized branch of our Low-income Energy Affordability Network (LEAN).Through the LEAN Network, we provide phone & online communication services f...[show_more][last_updated.last_updated_30]
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][last_updated.last_updated_30]
Stifel strives for a culture that puts its clients and associates first : a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers...[show_more][last_updated.last_updated_30]
Hybrid – Boston, MA (3 days in office).Salary : $75,000 – $90,000 + discretionary bonus.A well-established private wealth advisory firm is quietly adding a Client Services Associate to its team.This...[show_more][last_updated.last_updated_variable_days]
SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team.In this role, you will support the financial and investment needs of ultra-high-net-worth clients by h...[show_more][last_updated.last_updated_30]
Client Service Delivery Associate I.Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences.
As an Associate I in Investme...[show_more][last_updated.last_updated_30]
A political consulting firm seeks an Associate to provide client service and project support.Responsibilities include collaborating with design teams, creating marketing materials, and writing copy...[show_more][last_updated.last_updated_variable_days]
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Remote Client Services Associate
StrykerBoston, MA, United States[filters.remote]
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Client Service Associate
Boston StaffingBoston, MA, United States[job_card.variable_days_ago]
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- [job_card.full_time]
[job_card.job_description]A minimum of a high school diploma 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 but not required.
Client Services Associate
The Statewide Client Services center is the centralized branch of our Low-income Energy Affordability Network (LEAN). Through the LEAN Network, we provide phone & online communication services for residents in Massachusetts interested in our Energy Conservation Programs. The Client Services Associate supports the Statewide LEAN website and call center by responding to client inquiries, assisting with application processes, and supporting overall call center operations.
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 :
Expected Salary : $44,000 USD. Due to funding restrictions, team parity, and our strong focus on equity, this salary is thoughtfully aligned with the duties expected for this role and cannot be negotiated. Because salary ranges are small and the internal parity review is thorough, offers are firm.