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Head of Customer Success and Support
Onramp Technology, Inc. 2.8
Customer service specialist job in Boston, MA
About OnRamp
OnRamp transforms B2B customer onboarding into a revenue driver. Our platform automates workflows, streamlines playbooks, and accelerates time-to-value, helping enterprises reduce onboarding time by up to 70%. Backed by leading investors and trusted by Fortune 15 companies, we're redefining how companies bring new customers online.
The Role
As Head of Customer Success and Support at OnRamp, you will own all post‑sales customer facing teams: Onboarding, Customer Success, Support, and Customer Education.
You will play a pivotal role in shaping our direction and delivering results that drive our company success as part of a growing team. You will collaborate closely across all company functions to ensure cross‑functional alignment with customer needs and business goals.
Responsibilities
Lead all aspects of our customer‑facing post sales strategy, operations, and process development
Own target attainment for NRR including both renewal and expansion quota.
Manage a growing team of CSMs and Support staff, providing coaching, mentoring, and development
Regularly engage and build executive level relationships with customers
Collaborate with leadership across the company as required to align operations with our strategic initiatives and business plan
Set quarterly CS team priorities by sequencing initiatives based on customer and revenue impact, and translate those priorities into scoped projects with clear owners, timelines, and success metrics
Collaborate with Product and Engineering on customer escalation and ticket resolution process
Collaborate with Product and Marketing on customer facing programs such as Beta Programs, Customer references and reviews, and Case‑Study development
Collaborate with Sales and Product Management to assess Enterprise prospect requirements and any service requirements resulting from those requirements
Communicate customer needs and issues, as well as internal initiatives to relevant internal and external stakeholders, fostering transparency, buy‑in and excitement
Drive internal usage of the OnRamp platform in our own onboarding and customer lifecycle management
Collaborate with Marketing to create and promote thought leadership content
Qualifications and Experience
Experience as a CSM in a B2B SaaS company
Experience building and leading a growing team
Experience with all post‑sales SaaS functions
Experience with SMB, Mid‑Market, and Enterprise customers
Strong analytical and problem‑solving skills, with the ability to assess risks and make data‑informed decisions.
Exemplary communication and collaboration skills, with the ability to influence stakeholders and drive consensus.
Proficiency with CRM (e.g., Salesforce, Hubspot) and popular productivity/workflow tools (e.g., JIRA) as well as familiarity and comfort supporting customer use of technical features such as integrations, webhooks, APIs, and similar technologies
Strong process design skills
Exceptional executive level customer facing communication, issue resolution, and expansion sales skills
High comfort level with ambiguity and working on a small team in a fast moving environment.
Why OnRamp
Work directly with enterprise and mid‑market clients, including Fortune 15 companies
Join a high‑growth SaaS company backed by top‑tier investors
Be part of a collaborative, ownership‑driven culture
Highly competitive cash compensation, equity, and benefits
Boston‑based, 5 days a week in‑office
OnRamp is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. OnRamp considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. OnRamp is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, please don't hesitate to let us know.
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$41k-50k yearly est. 5d ago
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Customer Support Specialist
Brilliance Canada
Customer service specialist job in Worcester, MA
We are growing and hiring CustomerService Representatives to manage incoming customer queries and field questions regarding policy information. You will also process payments, modifications, and escalate complaints across a number of communication channels. A successful candidate would need to be high energy, customer centric, have a friendly demeanor, display empathy, patience and have experience working in the insurance industry, call center and proficient in computers. REMOTE OPPORTUNITY with multiple shift opportunities.
Job Description:
We Are: Covenir is a company with a startup attitude with the support of a corporation. In the last three years we have experienced tremendous growth and have quickly become one of the go to companies for business process outsourcing.
You Are: Someone with a few years of call center/customerservice/office support experience or someone with a lot of experience looking to make a career change. You enjoy working a flexible schedule in a team environment around a lot of great people. You need a fast-paced environment where no two days are the same and you understand how to be the face/voice of a company.
Responsibilities Include:
Work with our insurance provider clients and deliver great overall customerservice
Take in a high volume of calls, communicate via email and letters as appropriate
Document all client communication across several platforms
Be the point person for our clients as well as their customers
Qualifications:
2+ years of customerservice experience in a call-center environment
Demonstrated communication, organizational and interpersonal skills
Intermediate proficiency in Microsoft Office
Strong independent problem solving and analytical skills
Preferred Qualifications:
4+ years of insurance experience (insurance agent license a plus!)
Bilingual (Spanish/English)
Associates Degree
Things to know:
Rotating schedule includes hours between 11:30am-8:00pm Monday through Friday with mandatory Saturday 9:00am-6:00pm
Open concept work environment
Light to moderate noise activity
Paid training
Worker Type:
Number of Openings:
0
$44k-68k yearly est. 6d ago
Fleet Services Analyst
EG America 4.4
Customer service specialist job in Westborough, MA
Are you curious about solving complex business challenges for a leading convenience retailer? Do you have a passion for cross functional collaboration? Then you may be the perfect addition to our team! EG America is one of the fastest-growing convenience store retailers in the United States, committed to becoming America's #1 'one-stop' destination. The business has an established pedigree of delivering excellent fuel, grocery and merchandise, and food service. Headquartered in Westborough, Massachusetts, our Company has grown to over 1,500+ locations across the United States employing over 18,000 team members. You can find us operating under the following store banners: Certified Oil, Cumberland Farms, Fastrac, Kwik Shop, Loaf N Jug, Minit Mart, Sprint Food Stores, Tom Thumb, Turkey Hill, and Quik Stop. Our headquarters in Westborough, MA is home to our Store Support Center, Company Warehouse, and Culinary Center.
What We Offer:
Competitive Wages
Work today, get paid tomorrow through our earned wage access program*
Paid Time Off
Medical/Health/Dental Coverage
401K with Company Match
Team Member Discounts
Tuition Reimbursement
Employee Assistance Program
Health Savings Account
Company Spirit Days
Employee recognition and awards
And much more!
Position Summary: Responsible for tracking slow-moving, excess, or obsolete inventory. Scheduling and oversite of inventory counts and discrepancies. File, monitor and analyze warranty claims to ensure we are maximizing warranty return dollars. Responsible for the reconciliation and expedition of all invoices associated with the fleet maintenance and distribution network.
Responsibilities:
1. Coordinate weekly cycle counts and track discrepancies in TMW/TMT software.
2. Coordinates/schedules complete physical inventory count annually.
3. Generate reports to track inventory levels, aged inventory, adjustments, and min/max control.
4. Company administrator for the TMW/TMT management system. Maintain accurate records in inventory and shop management systems.
5. Responsible for the reconciliation, coding and submitting of all invoices associated with the fleet maintenance and distribution network through AP software Stampli.
6. Responsible for payroll approval and time off scheduling for all fleet maintenance employees
7. File warranty claims with OEMs and third-party vendors
8. Track open warranty cases and follow up for timely resolution.
9. Maintain documentation and records for all warranty-related activities.
10. Collaborate with technicians to gather necessary information for accurate claim submission.
11. Monitor and analyze warranty trends to identify repeated issues or failures.
12. Coordinate warranty parts return and manage reimbursement processes.
Working Relationships: Fleet Maintenance Manager, shop foreman, shop technicians, outside vendors as it relates to billing, fleet administration department, and all supply chain partners
Requirements:
Minimum Education: High School Diploma or GED equivalent
Minimum Experience: 3 years fleet maintenance and distribution experience
Preferred Experience: 5 years' fleet maintenance and distribution experience
Soft Skills/Competencies: Strong organizational and communication skills, both written and verbal. Proficient in Microsoft Office 2010 word and excel
Other Requirements:
Travel: Periodic travel to satellite shops - clean driving record required
Hours & Conditions: Typically, Monday - Friday, 8+ hour days in office setting, 5 days in Westborough - subject to change
Physical Requirements: Minimal physical effort required, sitting / standing at computer for long periods of time. Ability to maneuver and lift up to 10 lbs.
Additional Info:
At EG America, it's important that our employees reflect the world we live in and the communities we serve. We celebrate our differences, so your unique background and skillset could bring a wonderful new perspective to our team. If you have a passion for delivering exceptional results, thrive in a fast-paced corporate environment, and bring experience in business management or related areas, we'd love to meet you - even if you don't meet every single requirement.
$41k-64k yearly est. 4d ago
Baggage Service Agent
G2 Secure Staff 4.6
Customer service specialist job in Boston, MA
Meet and greet arriving passengers in the claim area; provide assistance and information to individuals meeting arriving passengers. Determine service needs of customers, providing assistance with all baggage issues, including lost articles, lost, damages and pilfered luggage.
QUALIFICATIONS:
A. EDUCATION AND EXPERIENCE
1. High School diploma or equivalent.
2. Computer experience necessary.
3. Previous customerservice experience preferred.
4. Must be 18 years of age or older.
5. Must have reliable telephone and transportation.
B. PERSONAL AND PHYSICAL REQUIREMENTS
1. Treat all information as confidential.
2. Possess the tact to deal with all levels of passengers, client representatives and employees.
3. Must be able to sit, stand, lift, and/or bend throughout shift and be able to lift and carry up to 50 lbs. throughout the shift.
4. Must pass a pre-employment drug test.
5. Most complete a pre-employment criminal background check.
6. Must be able to read, write, understand and carry out instructions in English.
7. Must meet necessary requirements to obtain a security sensitive identification badge.
8. Must be able to verbally direct in English.
9. Must be a citizen of the United States or possess the necessary authorization from the Immigration and Naturalization Service (INS).
PERFORMANCE RESPONSIBILITIES:
1. Make baggage arrival announcements when customers arrive in the claim area providing information and instructions. Log each flight as bags are delivered to the claim area. Updates records with later arriving bag information.
2. Monitor the delivery of baggage and handle irregularities associated with the internal baggage process.
3. Initiates BMAS files for lost, damage and pilfered baggage. Updates BMAS files with information pertinent to the claim. Provides appropriate airport information as required. Monitors damage claims and make settlements.
4. Coordinate the return of lost and/or damaged luggage to customers. Prepare bag delivery orders and arrange for delivery using bag delivery services or other available means.
5. Process and secure unclaimed luggage, updates BMAS and create a BMAS on-hand record in SABRE. Coordinate on-hand bags, update BMAS desk requests, contact passengers regarding unclaimed baggage.
6. Coordinate with Ramp services regarding bag deliveries, missing bags. Update records with late arriving bag information.
7. Assist customers with Skycap requests.
8. Monitor baggage delivery and complete baggage delivery quality checklist.
9. Must be familiar with all FAA/Airline/Company regulations.
10. Keep supervisor informed of needs and problems in assigned areas, maintain cleanliness of immediate work are and report maintenance needs.
11. Project a positive image and respond to inquiries from clients, staff and public in a courteous manner.
12. Attend meetings and in-services as required.
13. Utilize appropriate communications channels and maintain records, reports and files as required.
14. Must be attired in proper uniform attire as directed by company officials and identification badges must always be visible.
15. Adhere to company policies and procedures and participate in achievement of company objectives.
16. Utilize company and client equipment, supplies and resources in a conscientious, cost effective manner.
17. Perform other duties as requested.
$33k-39k yearly est. 4d ago
Mail Services Associate
Commonwealth of Massachusetts 4.7
Customer service specialist job in Boston, MA
Mail Services Associate - (260000A0)
The Operational Services Division (OSD) enables state government to obtain the goods and services it needs to serve the people of Massachusetts. OSD ensures that state procurements deliver best value and utilize fair, open, and competitive practices. The agency also helps thousands of businesses offer products and assistance to state agencies, local governments, and other public bodies - creating opportunities that contribute to economic growth and development. We work at the nexus between government and business and are privileged to make connections that support both sectors.
Join Our Dynamic Team
OSD's dynamic team is guided by the following values: SERVICE, PARTNERSHIP, CREATIVE‑PROBLEM SOLVING and RESPONSIVENESS. Our flexible, hybrid work environment fosters work‑life balance and collaboration, allowing us to effectively serve our state agency and local government partners so they can achieve their goals on behalf of the people of Massachusetts.
You'll be a great fit for our team if you believe in making state government work better, are forever curious and love building relationships and knowledge with partners in the public and private sectors. We look for people who can take initiative with a strong sense of urgency and enthusiasm, stay current on evolving policies, practices, industry and market trends, and consistently bring fresh ideas that contribute to a culture of innovation.
Role Summary
OSD is seeking to hire a Mail Services Associate to join the Commonwealth Print and Mail Services Team. The Mail Services Associate will operate a mail inserter, catch from the sorter, and keep accurate logs of all postage. The Associate may operate the courier van and/or truck to deliver mail and packages to state agencies and the post office. The incumbent will perform accurate record‑keeping of postal meter logs and production reports. The primary work location is 200 Arlington Street Chelsea, MA 02150. The work schedule is Monday through Friday, 7:00 AM - 3:00 PM EST, with potential after‑hours support as required. All offers of employment are conditional upon passing a Massachusetts Criminal Background Check (CORI), a security clearance (fingerprinting) consistent with IRS and/or public safety requirements, and security training.
Key Responsibilities
Demonstration of flexibility in accepting assignments and taking initiative where needed
Operating inserting equipment to ensure output is available in a timely manner
Operating inserting equipment to ensure output is accurate and meets client expectations
Operating all peripheral equipment in the print/mail shop to ensure all product output is accurate and meets quality requirements
Verify jobs are produced in their entirety by comparing product to reports
Breaking down jobs by hand or machine and arranging for distribution of output
Arranging for distribution of output to subsequent processing functions or external points
Document and report all problems with machinery to shift supervisor to minimize downtime and notify vendors if required
Providing general support and assistance to other operators as needed to ensure jobs are produced in a timely manner
Perform standard maintenance on machines to ensure maximum uptime
Follow standard operating procedures
Maintain prompt communication with both coworkers and clients, delivering information clearly and respectfully
Maintain a clean work area and safe work area
Perform detailed review of input/output data for completeness and accuracy
Perform related duties as required
Preferred Qualifications
Basic knowledge of USPS requirements.
Ability to operate various mail service equipment.
Basic knowledge of the methods and techniques used in the operation, adjustment, and care of machines.
Ability to operate computer equipment.
Ability to uncover and report errors and correct them before distribution of output.
Ability to maintain accurate records.
Ability to make periodic reports on the status of work being performed.
Ability to work in a team setting.
Qualifications
First consideration will be given to those applicants that apply within the first 14 days.
Minimum entrance requirements: Applicants must have at least two years of full‑time, or equivalent part‑time, experience in electronic data processing work, with major duties including the operation of the console of a computer and/or peripheral devices used in support of computer operations, or any equivalent combination of the required experience and the substitutions below.
An Associate's degree or higher with a major in the field of data processing may be substituted for one year of the required experience.
A diploma for completion of a one‑year full‑time, or equivalent part‑time, program in a recognized non‑degree granting business or vocational/technical school above the high school level with a major in the field of data processing may be substituted for one year of the required experience.
An official transcript from a recognized business or technical/vocational school as evidence of completion of a program consisting of at least 650 hours of instruction in computer programming/operation may be substituted for one year of the required experience.
Graduation from the data processing course of a recognized vocational/technical high school may be substituted for one year of the required experience.
Education toward such a degree or diploma will be prorated on the basis of the proportion of the requirements actually completed.
Special Requirements: None.
Comprehensive Benefits
When you embark on a career with the Commonwealth, you are offered an outstanding suite of employee benefits that add to the overall value of your compensation package. We take pride in providing a work experience that supports you, your loved ones, and your future.
Want the specifics? Explore our Employee Benefits and Rewards!
Equal Opportunity / Diversity Statement
An Equal Opportunity / Aff… (briefly keep the main statement) …
The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC) may self‑select out of opportunities if they don't meet 100 % of the job requirements. We encourage individuals who believe they have the skills necessary to thrive to apply for this role.
Contact
If you have Diversity, Aff… questions or need a Reasonable Accommodation, please contact Diversity Officer / ADA Coordinator: Ashley Pierce - ************.
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$49k-75k yearly est. 5d ago
Client Specialist
Barry's 3.7
Customer service specialist job in Boston, MA
We appreciate your interest in employment with Barry's! Barry's is committed to a policy of equal employment opportunity, and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, ancestry, sex, gender, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, gender expression, marital status, citizenship or immigration status, or any other legally recognized protected basis under federal, state, or local law. Applicants with disabilities who need assistance with the application process may be entitled to a reasonable accommodation in accordance with applicable law. If you need assistance in completing this application or with the application process because of a disability, please contact the People and Culture Department (*****************).
Barry's is the Best Workout in the WorldTM. Founded in West Hollywood in 1998, it's the original strength and cardio interval fitness experience that provides an immersive, high-intensity, one-hour workout that's as effective as it is fun. Our fitness classes alternate between working out with weights and running on a treadmill. Each day focuses on a different muscle group in order to achieve real results and to prevent injuries. Our program is designed to tone muscle and maximize fat loss, while spiking the metabolism for up to 48 hours following the class.
Please be aware that smoking is prohibited in all indoor areas of Barry's studios and corporate offices.
About the Role
Client Specialists are the first line of contact at all Barry's studios. As such, they are well-versed in all aspects of our business complying with company policies, procedures and directives. Client Specialists are key to developing lasting client relationships through providing superior hospitality and assisting clients with class selections, bookings, and questions; maintaining a clean studio; FuelBar orders; and merchandise purchases. Our Client Specialists are excellent communicators and positive brand ambassadors, helping convey memorable experiences for our clients. Their passion for Barry's is conveyed in every client interaction. We are looking for passionate, hard-working, reliable, team-oriented, and forward-thinking problem-solvers with outgoing interpersonal skills, a love for health, an excitement for our brand, and the desire to be a part of building a stronger Barry's community. This position encompasses the following responsibilities, each of which is carried out in equal measure: Front Desk, Facilities & Fuel Bar.
What You'll Do
Front Desk Responsibilities:
Client Experience: Understanding of hospitality principles & processes and ability to execute as part of the Barry's Client Experience
Support the client experience with hospitality and studio amenities to build personalized experiences with the goal of positively impacting both sales and service
Be an effective brand ambassador, ensuring clients are warmly welcomed, assisted accordingly, and have a memorable experience commensurate with the Barry's brand
Establishing and maintaining Interpersonal Relationships: The candidate must develop constructive and cooperative working relationships with clients/staff, and maintain them over time
Assist clients, building individual connections, and providing direction with any questions or concerns
Communicating with Supervisors, peers: the candidate must provide information to supervisors and co-workers, by telephone, in written form, e-mail, text, or in person in a timely and efficient manner
Deliver first class client experience at all times
Ensure a clean and welcoming atmosphere at all times by assisting in studio cleaning, restocking, and upkeep as needed
Guide clients with regards to the latest studio promotions, membership discounts and/or special events
Maintain product knowledge for all studio retail operations
Participate in all relevant training and development programs and meetings as directed by Operations leaders
Have flexibility with schedule, having the ability to work weekends, holidays, morning or night shifts and adhere to work schedule, and meeting minimum availability requirements
Fuel Bar Responsibilities:
Deliver quality protein smoothies and customerservice in the Fuel Bar
Handle pre-orders and orders on the spot, custom to each client's needs
Assist clients with questions and product selection
Complete client's orders in a timely manner utilizing a POS transaction
Maintain fuel bar department areas clean and sanitized
Follow departmental procedures for safety, proper food handling, and sanitation according to local, state, and federal health code regulations
Properly rotate merchandise in refrigerated coolers and department tables, paying special attention to spoiling goods according to company policy
Prepare various fuel bar goods following company recipes
Facility Maintenance:
Prepare studio spaces before, after, and in-between classes by cleaning exercise equipment, sweeping, mopping and/or vacuuming floors, and wiping mirrors
Support in cleaning and maintaining of locker rooms to brand standard as directed
Regular deep cleaning, organization, and service of common areas, including the lobby space, FuelBar, Red Room/Lift/Ride spaces, retail shelves, locker rooms, hallways, and storage areas
Conduct small studio repairs when appropriate
Laundry services, including collecting, washing, and folding towels
Adhere to daily and weekly cleaning and maintenance checklists
CustomerService:
Ensure all existing and new clients are provided with the highest level of hospitality
Maintain client database and utilize information to increase client contact
Attend social functions within the community to generate new business, invite current and prospective clients to in-studio events, and reach out through curated clienteling tools
Qualifications
Strong hospitality skills and alignment with Barry's Mission, Vision and Values.
Ability to work either a full-time or part-time schedule
Full-time employees: Must be available for a minimum of 30 hours per week with minimal restrictions. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs.
Part-time employees: Must be available for a minimum of 24 hours per week and minimum of 3-4 hours per available shift depending on state regulations. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs.
Friendly, outgoing personality and enjoy social interaction
Exhibits enthusiasm for the studio and for the job
Must be a patient, courteous listener, able to show empathy
Responding to clients request with a can-do attitude
Cooperative manner with a focus on team culture.
Ability to prioritize and work within a fast-paced environment
Exceptional cleaning skills and a clear understanding of what constitutes a sanitary environment
Have an eye for detail and care for the studio's appearance and cleanliness
Work as a cohesive team with all Barry's staff members to ensure efficiency and effectiveness
Maintain a professional appearance and behavior
Demonstrate excellent communication skills
Candidates must be at least 18 years or older to apply
The pay range for this role is:
15 - 15 USD per hour (Boston)
$55k-92k yearly est. 6d ago
Customer Service Representative
Circle K Stores, Inc. 4.3
Customer service specialist job in Concord, NH
Shift Availability
Evenings
Job Type
Part time
CustomerService Representative
We want you to join our team as a CustomerService Representative. If you have the desire to be challenged, work in a fast-paced, fun environment and to grow your career - look no further.
As a CustomerService Representative, you will enjoy:
Medical, Vision, Dental, & Life Insurance/Short & Long Term Disability
Flexible Schedules
Weekly Pay
Weekly Bonus Potential
Large, Stable Employer
Fast Career Opportunities
Work With Fun, Motivated People
Task Variety
Paid Comprehensive Training
401K With a Competitive Company Match
Flexible Spending/Health Savings Accounts
Tuition Reimbursement
Your key responsibilities:
You will greet customers, run the register, cashier, make purchase suggestions and sometimes work with our food program. There is never a dull moment as you will be working around the store (inside and out) in many different areas to help maintain our high standards for store appearance and provide fast and friendly service to our customers.
Provide regular and predicable onsite attendance.
You will interact with many customers daily, all while working with a fun, energetic team accomplishing daily tasks around the store!
You are good at:
Selling products to customers
Providing excellent customer care
Communication and friendly conversation
Performing at a quick pace while having fun
Working as part of a team to accomplish daily goals
Coming up with great ideas to solve problems
Thinking quickly and offering suggestions
Great if you have:
Retail and customerservice experience
Sales associate or cashiering experience
High school diploma or equivalent
Motivation to advance in your career!
Willingness to learn and have fun!
Physical Requirements:
Ability to stand and/or walk for up to 8 hours
Lift and/or carry up to 30 pounds from ground to overhead up to 30 minutes in a shift
Occasionally lift and/or carry up to 60 pounds from ground to waist level
Push/pull with arms up to a force of 20 pounds
Bend at the waist with some twisting up to one hour a shift
Grasp, reach and manipulate objects with hands. This handwork requires eye-hand coordination, and may require climbing a ladder to store and retrieve materials or place and remove signs
Circle K is an Equal Opportunity Employer.
The Company complies with the Americans with Disabilities Act (the ADA) and all state and local disability laws. Applicants with disabilities may be entitled to a reasonable accommodation under the terms of the ADA and certain state or local laws as long as it does not impose an undue hardship on the Company. Please inform the Company's Human Resources Representative if you need assistance completing any forms or to otherwise participate in the application process.
Click below to review information about our company's use of the federal E-Verify program to check work eligibility:
In English
In Spanish
$30k-34k yearly est. 6d ago
Customer Service and Logistics Specialist
New England Wire Products 4.1
Customer service specialist job in Leominster, MA
CustomerService Representative (Early-Career / 2+ Years Experience)
New England Wire Products | In-Person | Full-Time
New England Wire Products is a family-owned, domestic manufacturer of high-quality wire display racks and shelving solutions. For decades, we've partnered with customers across the U.S. to deliver dependable products backed by responsive, relationship-driven service.
We are seeking a CustomerService Representative with 1-3 years of professional experience who is ready to take ownership of customer relationships, manage orders with minimal oversight, and collaborate closely with internal teams to ensure a seamless customer experience. This role is well-suited for someone who has moved beyond entry-level support and is looking to deepen their impact within a manufacturing and operations-focused environment.
Role Overview
As a CustomerService Representative, you will serve as a trusted point of contact for assigned customers, managing the full order lifecycle from intake through delivery. You will work cross-functionally with Sales, Production, and Shipping to anticipate needs, resolve issues, and ensure accuracy, timeliness, and consistency in all customer interactions.
This role requires strong communication skills, sound judgment, and the ability to manage multiple priorities in a fast-paced, detail-driven environment.
Key Responsibilities
Customer & Order Management
Manage customer orders end-to-end, including order entry, confirmations, changes, and delivery coordination
Provide accurate and timely updates on order status, lead times, and product availability
Serve as a primary point of contact for assigned customer accounts
Identify and resolve order discrepancies, shipping issues, or service concerns with a solutions-oriented approach
Customer Communication & Relationship Building
Deliver professional, consistent communication via phone and email
Build familiarity with customer preferences, product usage, and ordering patterns
Proactively follow up to confirm accuracy, satisfaction, and on-time delivery
Escalate complex or time-sensitive issues appropriately while maintaining customer confidence
Cross-Functional Collaboration
Partner closely with Sales, Production, and Logistics teams to align customer expectations with manufacturing realities
Communicate clearly across departments to support scheduling, prioritization, and problem-solving
Participate in process improvement discussions related to order flow, customer communication, and efficiency
Systems, Documentation & Accuracy
Maintain accurate records in internal systems related to orders, customer communication, and changes
Ensure high attention to detail across pricing, quantities, shipping details, and documentation
Follow established processes while identifying opportunities for improvement
Qualifications
Bachelor's degree required (business, communications, supply chain, or related field preferred)
1-3 years of experience in customerservice, account coordination, order management, or a related role
Experience working in manufacturing, distribution, or B2B environments preferred
Strong written and verbal communication skills with a professional demeanor
Highly organized with the ability to manage multiple priorities and deadlines
Comfortable using Microsoft Office and learning ERP or order management systems
Proactive, dependable, and team-oriented with strong follow-through
Why Join New England Wire Products?
Opportunity to take ownership and grow within a stable, family-owned manufacturing company
Hands-on exposure to sales, operations, and production processes
Collaborative, low-ego team environment with long-term employee tenure
Clear path for increased responsibility and career development
Job Details & Benefits
Job Type: Full-time
Work Location: In person
Benefits Include:
401(k) with company match
Health insurance
Dental insurance
Paid time off
$33k-42k yearly est. 4d ago
Customer Relations Specialist
Cornerstone Bank 3.3
Customer service specialist job in Worcester, MA
Cornerstone Bank was formed in 2017, born of a long history of supporting the community, and providing a strong foundation to help people and businesses thrive. Serving Worcester County, Cornerstone Bank's local presence and community-based banking model enables a unique ability to deliver outstanding service, with a personal touch. Cornerstone provides the highest level of service and expertise for individuals, businesses, and community organizations with branch locations throughout Central Massachusetts.
Cornerstone Bank is committed to providing a collaborative workplace where innovation, teamwork, accountability, and excellence are recognized and where employees are encouraged to broaden their skills, seek opportunities for professional development, serve their community, and provide outstanding customerservice with each encounter.
Being a part of the Cornerstone team has many great benefits and perks. This includes a competitive pay, a generous student-loan paydown program, comprehensive benefit package including, medical, dental, vision insurance and even pet insurance! We offer a 401(k) plan with an employer contribution and match, success-sharing bonuses, paid time off and more!
If you are looking to join a team that is committed to your ongoing professional growth and development, we are looking forward to speaking to you!
Position Overview
Cornerstone Bank is committed to our customers, colleagues & communities that we serve. As a Customer Relations Specialist, you will perform a wide variety of transactions to servicecustomers in conformance with established Bank policies and procedures.
Responsibilities and Accountabilities
Provides efficient, effective and courteous customerservice. Performs a variety of transactions to service the customer, including processing deposits, withdrawals, payments, night drop bags; check cashing, etc.
In addition to cash handling responsibilities and teller functions, handles more complex inquiries; opens and closes accounts, performs account maintenance and handles customer inquiries .
Maintains updated knowledge of Bank's products and services and builds trust with customers by identifying financial goals through established customer experience processes and proactively provides advice and guidance to customers to help them meet their financial goals.
Follows up with customers as outlined in the customer experience process. Works within the established framework to achieve branch targets.
Ensures the accuracy of activities. Balances transactions and cash at the end of the day and participates in the branch settlement.
Ensures that transactions are processed and the proper documentation is completed incompliance with applicable laws and regulations, i.e., Reg CC and the Bank Secrecy Act, etc.
Assist in operational and administrative activities of the branch including opening, closing, balancing ATM, mail deliveries and other general customer inquiries as needed and directed by the management team of the branch.
Performs all duties in accordance with prescribed regulatory compliance guidelines and as directed by management.
Requirements
Qualifications
Demonstrated customerservice skills
Must be comfortable performing basic math calculations
Attention to detail; ability to multi-task
Strong verbal and written communication skills; possesses professional communication ability including active listening
Strong interpersonal skills and ability to deal with customers under circumstances requiring tact and diplomacy
Excellent organizational skills
High level of interpersonal skills to handle sensitive and confidential situations and documentation
Must be available to work extended and/or weekend hours and attend training as needed
Must be able to use various types of office equipment, including computer terminals
Education/Training/Experience
* High School Diploma or equivalent
* Six months banking or retail cash handling/customerservice experience, preferred
INDEPENDENT ACTION
Performs work independently within scope of established guidelines and practices. Consults with Manager where clarification or exception to Bank policy may be required.
NOTE: These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required for this job.
Cornerstone Bank is an Equal Opportunity Employer. In compliance with Equal Opportunity Guidelines and the Americans with Disabilities Act, Cornerstone Bank provides reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.
$39k-50k yearly est. 6d ago
Route Service Representative (4-Day Workweek)
Cintas Corporation 4.4
Customer service specialist job in Chelmsford, MA
Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell within an existing customer base. It is a physical, fast-paced, i Service, Representative, Sales Representative, Manufacturing, Retail, Training
$35k-40k yearly est. 4d ago
Customer Service Representative
Franklin Professionals 4.5
Customer service specialist job in Gardner, MA
Why Join Us?
If you take pride in precision, enjoy building lasting customer relationships, and want to be part of a dependable, team-oriented company, this role offers a place to grow your skills and make a real impact. You'll be trusted with important customer accounts, supported by a collaborative team, and rewarded for doing things right the first time-all within a stable, growing manufacturing environment.
Position Summary
The CustomerService Representative is the primary point of contact for customers and a key driver of order accuracy, customer satisfaction, and long-term account success. This is a highly detail-oriented, phone-based role supporting a defined customer base while working closely with Sales, Shipping, and Operations. Success requires strong follow-through, attention to detail, and a team-first mindset.
Essential Duties & Responsibilities
Accurately enter and process customer orders in the ERP system, ensuring correct part numbers, units of measure, pricing, and delivery requirements
Provide timely, accurate product information and quotations via phone and email
Track order status, proactively communicate updates, and resolve issues to support on-time delivery
Manage a defined customer base and region while assisting with incoming calls as part of a shared team queue
Maintain detailed and accurate customer records, including contacts, routing details, and account notes
Qualify customer RFQs for completeness and accuracy prior to order release
Follow up on lost or dormant business to support customer retention efforts
Partner closely with Regional Sales Managers to communicate customer needs, opportunities, and concerns
Support business development initiatives such as samples, direct mailings, and follow-up outreach
Meet daily productivity and accuracy expectations, including order volume and error reduction
Consistently follow established quality, accuracy, and attendance standards
Perform other duties as assigned
What Success Looks Like in This Role
Consistently high accuracy in complex, high-volume order entry
Confident, friendly, and professional phone presence
Ability to stay focused and precise while managing repetitive tasks
Reliable attendance and steady performance in a fast-paced office environment
Willingness to support teammates and share ownership of customer outcomes
Minimum Experience & Skills
2+ years of customerservice, inside sales, order entry, or administrative experience in a detail-driven role
Proven ability to accurately manage complex data and high-volume transactions
Strong verbal and written communication skills; comfortable with frequent phone interaction
Proficiency in Microsoft Office (Outlook, Excel, Word)
Experience with ERP systems preferred (manufacturing experience a plus)
Ability to work independently while contributing to a close-knit, collaborative team
Education
Degree not required; relevant experience and demonstrated accuracy are prioritized
Work Environment & Schedule
Full-time, onsite position (Monday-Friday, 8:00 AM-5:00 PM)
Business-casual office environment
Frequent use of computer systems and phone
Occasional exposure to manufacturing and warehouse environments
May occasionally lift up to 15 pounds
Why This Role May Be a Great Fit
Stable, growing manufacturing company with long-standing customer relationships
Supportive, team-oriented department with hands-on training
Ideal for someone who values consistency, skill-building, and long-term growth over rapid promotion
Annual company-wide bonus based on overall performance
We are an equal-opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status or disability.
$35k-43k yearly est. 20d ago
Client Service Specialist
Blank Label 3.7
Customer service specialist job in Boston, MA
Who is Blank Label? Blank Label is an award-winning custom menswear brand with the mission of making custom the new standard for every male shopper - taking guys from ill-fitting work and casual wear to being a guy people would stop on the street just to compliment them on an outfit.
We were founded in 2010 as an online custom shirt maker, and since then we've made more than 60,000 custom shirts online.
In 2013 we opened our first pattern room in Boston, and started to expand our product line from shirts to suiting and suiting separates, chinos, and top coats. By the next year, we won the award for Best Suit in Boston 2014. Today we now have scarves, shorts, trench coats, tuxedos - and the list keeps growing.
In a world where brands tell us we need to be everything other than ourselves, we exist to help people feel good about themselves, because that enables them to be something greater. We believe that through the quality, fit, and ease of our experience, as well as the service we provide in our Pattern Rooms, we can transform every man's closet, shopping experience, and level of self confidence.
We pride ourselves on making every experience from the first appointment in our Pattern-Room to reordering garments online as simple and convenient as possible through consistent and replicable fit that is saved for every client. With a staff of talented Menswear Specialists to curate fabrics and styles, a client can trust that all the work (and stress) of off-the-rack shopping will be eliminated.
We're not trying to give clients reasons to love shopping - we're giving them reasons to love Blank Label. And, more importantly, to love how they look in their clothes.
Being a Menswear Specialist
Role: The Menswear Specialists on our team are on the frontlines, representing our brand and providing the service we want all of our clients to receive during every shopping experience with us. They blend an expertise in fit, styling, and "clientelling" to create a relationship where every gentlemen shopping with Blank Label feels more comfortable and confident every time they walk into and out of our pattern rooms. We serve many types of clients, ranging from office up-and-comers to high-powered professionals who all deserve the attentive and high-touch shopping experience custom can give them. Our Menswear Specialists are the best at what they do and will transform the way men think about the fit of their clothing and they way they buy it. We put a lot of resources into making sure a Menswear Specialist will succeed and we will do whatever it takes to get you to a place of feeling confident and flourishing on our team, but we expect you to work with character, drive, and professionalism so we can all get there together.
We are looking for an individual who:
Values amazing customerservice and is willing to exceed expectations for their clients
Can create and reach goals, keeping themselves accountable to their day-to-day and career goals
Thrives in a fast-paced and ever-changing environment and can adapt quickly to said environment
Loves working on a team and can be a dependable teammate for every member of the company
Has an interest in fashion and style and stays up-to-date with the industry to better themselves and the team by expanding his/her own knowledge as well as the company's
Feels comfortable receiving feedback and immediately actioning on that feedback, as well as giving it to peers to help others grow
Can dot every i and cross every t, making sure to not let anything or anyone slip through the cracks
A willingness to work hard in a start-up environment
Responsibilities: A Menswear Specialist will have a full day of client bookings for first time and returning clients who they will fit, style, and assist in any way needed. They will maintain a high level of service for each client inside and outside of the pattern room, through personal service in-person and via email. Each Menswear Specialist will maintain a book of clients, reaching out to update on orders, new styles etc. to create a lasting relationship.
Maintain a schedule of hours with 4+ bookings with clients per day
Maintain a CRM with up-to-date client information including style preferences, fit preferences, sizing, order history, and communication
Proactively reach out to client book with new styles, fabrics, or products they would be/are interested in to hit sales goals
Take client through experience of first fit for any garment category to best fit and make sure all orders from then on are accurate
Communicate with tailors and operations team to make sure every step of clients process is completed correctly and within the designated timeline
Maintain clean and presentable pattern room space to make sure we are bringing clients into a space we are proud to work in
Application Requirements
Minimum of high school degree required, college degree a plus
Retail, office, and/or internship experience required
Leadership, analytical, and interpersonal skills
Engaging and welcoming personality
Excellent written and communicative skills (both phone and email)
Humble attitude, eye for detail, and ability to drive results and hit goals
Flexible work schedule
Proficiency in Microsoft software (word, powerpoint, excel) and ease at learning other systems
To Apply:
Please include the following:
1. Compensation expectations (or at last position)
2. Link to your LinkedIn profile
3. What brands do you most admire, why?
4. Your proudest achievement
$40k-57k yearly est. 6d ago
Client Service Associate
Alphabe Insight Inc.
Customer service specialist job in Lawrence, MA
Elevare Branding is a forward-thinking branding and marketing firm dedicated to helping businesses elevate their presence through strategic insight, creativity, and precision. We work with diverse clients to build strong brand identities and impactful marketing strategies that drive long-term growth. Our team values professionalism, collaboration, and continuous development in a results-driven environment.
Job Description
We are seeking a motivated and detail-oriented Client Service Associate to join our growing team in Lawrence, MA. This role plays a key part in maintaining strong client relationships, ensuring seamless service delivery, and supporting internal teams to meet client expectations. The ideal candidate is proactive, organized, and committed to delivering exceptional service.
Responsibilities
Serve as a primary point of contact for clients, ensuring timely and professional communication
Assist in managing client accounts and supporting ongoing projects
Coordinate with internal departments to ensure client needs are met efficiently
Maintain accurate records, documentation, and reports related to client interactions
Identify opportunities to improve client satisfaction and service processes
Address client inquiries and resolve issues with a solutions-focused approach
Qualifications
Strong communication and interpersonal skills
Ability to manage multiple tasks while maintaining attention to detail
Professional demeanor with a client-focused mindset
Strong organizational and problem-solving abilities
Ability to work independently and collaboratively within a team
Adaptable, reliable, and eager to grow within a professional environment
Additional Information
Competitive salary ($48,000 - $52,000 annually)
Opportunities for professional growth and career advancement
Supportive and collaborative work environment
Skill development through hands-on experience and training
Stable full-time position with long-term potential
A leading financial institution is seeking a Senior Client Associate in Boston to provide dedicated support to Financial Advisors and clients. The role requires a Bachelor's degree and the ability to handle client onboarding, and interactions while delivering excellent service. Preferred skills include effective communication and proficiency in Microsoft Office tools. Competitive compensation and benefits are included, with a focus on diversity and inclusion in the workplace.
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$69k-103k yearly est. 1d ago
Customer Service Representative - State Farm Agent Team Member
Ben Russo-State Farm Agent
Customer service specialist job in Concord, NH
Benefits:
Opportunities for Professional Development and Growth
Health Insurance Premium Reimbursement
401(k) matching
Bonus based on performance
Competitive salary
Paid time off
ROLE DESCRIPTION:
Join our dedicated team at Ben Russo State Farm, a proud State Farm agency serving the greater Concord, NH area. We are committed to providing our customers with the highest level of service with their insurance and financial service needs.
We are seeking motivated and friendly CustomerService Representatives to join our team. In this role, you will be the first point of contact for our customers, assisting them with their insurance needs, answering inquiries, and providing support to ensure a positive customer experience.
RESPONSIBILITIES:
Answer incoming calls and respond to customers in a timely and professional manner.
Assist customers with policy information, billing, changes, and claims.
Collaborate with team members to meet customer needs and improve service processes.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
High School diploma or equivalent.
Strong communication and interpersonal skills.
Detail-oriented and able to multitask in a fast-paced environment.
Previous customerservice experience preferred but not required.
Proficient in computer skills.
A positive attitude with a passion for helping others.
$29k-37k yearly est. 6d ago
Customer Service Representative
Masis Staffing Solutions 3.7
Customer service specialist job in Concord, NH
Masis Staffing Solutions is assisting a well-established local manufacturing company in Concord, NH in the search for a CustomerService Representative. This is an excellent opportunity for someone with strong customerservice and coordination skills who enjoys working in a fast-paced, team-oriented manufacturing environment supporting orders from initial quotation through final shipment.
Schedule: 1st Shift | Mon-Fri, 8:00 AM-4:30 PM
Pay: $23/hour based on experience
What You'll Do
Reporting to the Plant Manager, the CustomerService Representative will:
Serve as the main liaison between customers, Sales/Application Engineers, production, and logistics teams
Prepare customer quotations, review purchase orders, verify data sheets, and create factory orders for production
Communicate order status updates to customers and internal stakeholders throughout the production lifecycle
Enter, track, and maintain job and order data in Pointman (SAP/ERP system) and sales registers
Coordinate trucking and shipments; track deliveries and proof of delivery as needed
Assist customers and sales engineers with material and compound selection
Maintain requested and estimated ship dates to support inventory planning
Handle customer complaints, returns, and allowances with professionalism and sound judgment
Prepare customs documentation for Canadian shipments when required
Send customer satisfaction surveys and track responses to address concerns
Collaborate closely with Sales, Planning, Warehouse, and other internal departments
What We're Looking For
High School Diploma or GED required
Strong verbal and written communication skills in English
Excellent attention to detail and organizational skills
Ability to manage multiple priorities in a fast-paced environment
Comfortable working with data, order tracking, and ERP systems
Customer-focused mindset with problem-solving ability
$23 hourly 3d ago
Starting ASAP! Customer Service Associate
Tower Legal Solutions 3.6
Customer service specialist job in Worcester, MA
Hybrid Opportunity!
Our client is seeking a Service Representative to join their Commercial Lines team on a temporary basis, with the expectation of conversion to a permanent role and an annual salary increase. The position averages 38.75 hours per week.
In this role, you will manage customer interactions and deliver timely, high-quality service to agents, policyholders, and vendors via phone and email. Responsibilities include handling inbound and outbound calls, issuing certificates of insurance, and supporting various policy servicing tasks.
Key Responsibilities:
Respond to customer requests via phone and email.
Handle certificate of insurance and ID card requests within service level expectations.
Manage Outlook mailboxes and make outbound calls for new business, renewals, and customer satisfaction.
Support additional tasks such as collections, returned mail, and voice email inquiries.
Maintain adherence to structured scheduling and meet productivity and quality goals.
Qualifications:
College degree preferred but not required.
2+ years of customerservice experience; commercial insurance knowledge is a plus.
Strong communication skills and professional telephone etiquette.
Ability to work in a fast-paced, team-oriented environment.
Schedule:
Training: Monday-Friday, 8:30 AM-5:00 PM (first 2-4 weeks)
Post-training: Monday-Friday, 9:30 AM-6:00 PM or 10:30 AM-7:00 PM (3 days onsite, 2 days remote)
$29k-36k yearly est. 1d ago
Customer Service Representative
The Judge Group 4.7
Customer service specialist job in Waltham, MA
Title: CustomerService Representative I
Duration: 03 Months
About the Role:
This position is designed for enthusiastic, detail-oriented individuals who thrive in a fast-paced environment and are passionate about supporting families. We are seeking candidates excited to focus on assisting parents and families throughout their overall experience with our products and services.
The role requires a commitment to meeting key performance indicators (KPIs), adhering to outreach protocols, and delivering an exceptional customer experience. This is a great opportunity for individuals looking to build a career in the biotech sector with an organization that offers excellent training programs and growth opportunities.
Responsibilities:
Achieve daily, weekly, and monthly goals.
Comply with assigned schedules, assignments, and productivity metrics.
Promptly, efficiently, and accurately contact existing customer or lead database.
Assure the quality, integrity, and accuracy of client information.
Master product information for accurate dissemination to customers.
Comply with standard operating procedures and instructions within a quality management system.
Assist customers and medical professionals throughout the birthing process and delivery lifecycle of ViaCord's service.
Successfully resolve customer challenges.
Handle escalated customer issues as needed.
Build and maintain strong customer relationships.
Promote an open communication model and a positive teamwork environment.
Partner with CustomerService Management to assist with new-hire training, as needed.
Participate in continuous improvement projects within the department.
Participate in cross-functional improvement initiatives
Qualifications:
Exceptional communication and organizational skills.
Proven ability to meet and exceed KPIs and outreach protocols.
Strong attention to detail, especially in recordkeeping and compliance.
Previous experience in customerservice, sales, or biotech preferred.
Proficiency in CRM tools and database management.
2+ years of service or relevant experience preferred
Education:
Bachelor's Degree, preferred
$34k-41k yearly est. 1d ago
Customer Service Representative (Insurance)
Talentburst, An Inc. 5000 Company 4.0
Customer service specialist job in Worcester, MA
Role : Service Representative - CL CustomerService Center
Duration : 6 Months+
Mode: Hybrid (3 days per week onsite)
Six-month temp to hire employment offering comprehensive job training and continued mentorship ongoing. Expectation is that total compensation increases upon successfully meeting requirements for permanent employment
We are actively hiring multiple Service Representatives to join their Commercial Lines CustomerService Center team on a temp to hire basis, located at their corporate office in Worcester, MA.
We are an industry leading Property & Casualty Insurance Co. with over 160 years of rich history and tradition. Recognized as One of America's Top Employers (Forbes) and A Best Places to Work (Business Insurance)
Flexible Schedule: Monday - Friday 8:30am-5:00pm (during training for the first 2-4 weeks); Monday - Friday 9:30am-6:00pm OR 10:30am-7:00pm (after training)
Position Overview/Summary:
As a Service Representative in the Commercial Lines team, you will be responsible for managing customer contact and for providing timely, quality service to Agents, commercial policy holders, and vendors primarily by phone and email. This includes handling incoming/outbound phone calls, issuing certificates of insurance, and other policy servicing items.
Responsibilities/Essential Functions:
Respond to customer requests from a variety of sources and handle calls & email from policyholders, agents, peers or others.
This team primarily handles indexing several CSC Outlook mailboxes, inbound phone calls related to billing and certificates , makes outbound callouts for New Business, Renewal and Customer Satisfaction calls, and completes a large volume of Certificate of Insurance Requests.
Other areas of focus could include, First Party Collections calls/emails, Returned Mail calls/email requests and incoming Voice emails.
Provide timely, quality service to Agents, commercial policy holders, and vendors.
May answers telephone inquiries from Commercial lines policy owners and Agents for certificate requests .
Completes certificate of insurance and ID card requests within service level expectations.
After an acclimation period, Service Representatives are expected to meet a Productivity goal. This goal varies based on focus.
In order to provide coverage for incoming calls and email volumes, scheduling of shifts is very structured. Team members are expected to meet a 94% adherence goal. Adherence is a goal based on following a daily schedule, which includes start and ending shifts on time, scheduled lunches and breaks, etc.
All our calls are recorded for Quality purposes, Call and Certificate Quality is reviewed monthly.
Key Measures of Success:
Service
Quality
Productivity
Education and Experience:
College degree preferred but not required.
Typically have 2 or more years of related experience in the areas of CustomerService. Preferred working knowledge of Commercial Rating and Agency CustomerService.
Proficiency in operating and interpreting proprietary software programs. Possesses the knowledge to access all applicable on-line resources.
Demonstrated strong written and oral communication skills including active listening skills with an ability to tailor the content to the specific audience.
Demonstrated professional telephone etiquette.
Demonstrated ability to work well within a team environment .
#TB_EN
$36k-42k yearly est. 3d ago
J.P. Morgan Advisors - Senior Client Associate - Boston, MA
Jpmorgan Chase & Co 4.8
Customer service specialist job in Boston, MA
J.P. Morgan Advisors - Senior Client Associate - Boston, MA Job Information
Job Category Client Advisory
Business Unit Consumer & Community Banking
Posting Date 01/09/2026, 10:32 PM
Job Schedule Full time
Job Shift Day
Job Description
J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs.
As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client contact and will be involved in all activities that touch prospective or existing clients.
Job responsibilities:
Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account‑specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures
Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings
Required qualifications, capabilities, and skills:
Bachelor's degree or equivalent experience
Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
Proven ability to be a self‑starter, act as an end‑to‑end owner of tasks and work independently in a fast‑paced environment
Proactively identify and deliver appropriate solutions that address the needs of our clients
Ability to communicate effectively clients and team members while maintaining professionalism in difficult situations
Preferred qualifications, capabilities, and skills:
Able to adapt and stay abreast of changing technology and regulatory policies
Highly proficient user of Word, PowerPoint, and Excel
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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How much does a customer service specialist earn in Lawrence, MA?
The average customer service specialist in Lawrence, MA earns between $30,000 and $50,000 annually. This compares to the national average customer service specialist range of $26,000 to $42,000.
Average customer service specialist salary in Lawrence, MA
$39,000
What are the biggest employers of Customer Service Specialists in Lawrence, MA?
The biggest employers of Customer Service Specialists in Lawrence, MA are: