Financial Representative Trainee - Starting at $16/hr
Finance Service Representative Job 14 miles from Norwood
Financial Representative Trainee (Sales)--Boston, MA
Work Type: Full Time Regular Application Closes: Open Until Filled
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Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.
Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.
Regular associates working 40 hours a week can earn up to 15 days of vacation each year.
Regular associates receive 11 paid holidays in 2025, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.
Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2025, which is prorated based on the start date.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Need help? Email Us Apply Now Great place to work
Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a “Great Place to Work”.
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An inclusive culture
Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers.
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Life Safety Service Rep, Sprinkler
Finance Service Representative Job 41 miles from Norwood
Build your best future with the Johnson Controls Team
As a global leader in smart, healthy and sustainable buildings, our mission is to reimagine the performance of buildings to serve people, places and the planet. Join a winning team that enables you to build your best future! Our teams are uniquely positioned to support a multitude of industries across the globe. You will have the opportunity to develop yourself through meaningful work projects and learning opportunities. We strive to provide our employees with an experience, focused on supporting their physical, financial, and emotional wellbeing. Become a member of the Johnson Controls family and thrive in an empowering company culture where your voice and ideas will be heard - your next great opportunity is just a few clicks away!
What we offer
· Competitive salary and bonus plan
· Paid vacation/holidays/sick time - 15 days of vacation first year
· Comprehensive benefits package including 401K, medical, dental, and vision care - Available day one
· Extensive product and on the job/cross training opportunities With
outstanding resources
· Encouraging and collaborative team environment
· Company vehicle
· Dedication to safety through our Zero Harm policy
· Check us Out: A Day in a Life at Johnson Controls:
What you will do
Our continued growth has produced a need for a talented Sprinkler Service Sales Representative to join our team. In this challenging and rewarding role the responsibilities will include professionally representing the Company with respect to the promotion and sale of Fire Sprinkler service offerings to various customers and end users within assigned territory and accounts.
How you will do it
· Establish contact with prospects and qualify potential buyers for system repairs and modifications by scheduling sales calls, following up on leads and utilizing outlined marketing strategies.
· Work with customer base to identify needs for moves adds and changes to existing sprinkler systems.
· Determine customer needs and develop a sales strategy to gain customer understanding of company service offerings.
· Close sufficient sales to exceed sales plan objectives.
· Familiar with reading blueprints, understanding current NFPA 13 standards and local codes.
· Develop a positive ongoing relationship with customers.
· Estimate small projects including day-works as required.
· Ability to build new business associations / relationships and grow the Sprinkler Service Business.
What we look for
Required
· Two years of sprinkler field or sales experience
· Technical knowledge of sprinkler systems
· Self-motivated with a strong desire to succeed
· Proven ability to work effectively with minimal supervision
· Exceptional presentation, verbal and written communication skills
· Ability to multi-task and organize work.
· Proficient in the use of personal computers to include operating systems such as Window/ Office 2007.
· Ability & willingness to work as a team player; must be able to work well with others.
Preferred
· 3-5 years industry experience
· Previous sprinkler design experience, including estimating and performing hydraulic calculations
· NICET Level I
Johnson Controls International plc. is an equal employment opportunity and affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, protected veteran status, genetic information, status as a qualified individual with a disability, or any other characteristic protected by law. For more information, please view EEO is the Law. If you are an individual with a disability and you require an accommodation during the application process, please visit ********************************
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#SalesHiring
Programmatic Trader
Finance Service Representative Job 14 miles from Norwood
The ideal Programmatic Trader will have ad tech/programmatic experience, an analytical, strategic, and creative mind, as well as strong communication skills, both written and spoken. The position offers full immersion into the digital advertising space, with room for growth and personal advancement, while developing a core background in the industry, including media, data, and strategy.
As a member of the Campaigns Solutions Team, the Programmatic Trader works closely with Sales to deliver the full view of the client relationship and management of all post-sale tasks, needs and opportunities including but not limited to: kick-off calls, campaign scoping, setup and management, reporting, client communication and upselling/cross-selling opportunities.
Responsibilities
Manage and execute tasks involved with campaign solutions analysts; includes setup/trafficking, monitoring performance/delivery, reporting/analytics, optimization, billing/budgeting, strategic planning, etc.
Facilitate training and provide campaign optimization assistance to a team of analysts
Own client relationships; includes maintaining internal timelines and workflows, communicating campaign optimizations to client, managing expectations with frequent, proactive, delivery of information (good or bad)
Collaborate with relevant cross-functional teams to achieve client goals, raise awareness around high-risk campaigns and/or high-profile clients, up-sell opportunities leveraging historical data and insights
Required Skills and Experience
1+ years of experience in online advertising account management, marketing consulting, brand management or yield optimization
Experience in DV360, MediaMath, Xandr, TTD, Samsung, or other leading DSPs
Ability to work within a highly collaborative, dynamic environment
Organized and process-oriented
Excellent leadership and team management skills
Very strong written and spoken communication skills
Familiarity with Excel and constructing Pivot tables
Highly analytical and strategic
Ability to work both as part of a team and independently
Disciplined and possess great attention to detail
Excited to keep up with the latest progress and trends in ad tech
Preferred Additional Qualifications
Prior programmatic experience utilizing a DSP or ad trafficking
History of running and optimizing CPA/CPL campaigns
Account management or client service experience
Exposure to tools like DoubleClick Suite, Salesforce, Datorama, Sizmek, Google Tag Manager
Working knowledge of HTML, ad tag construction
Benefits and Compensation:
Competitive salary commensurate with experience.
Digilant offers an excellent benefits package including 401K with a matching contribution, Medical/Dental/Vision effective Day 1, Group Life Insurance, AD&D, Long and Short Term Disability, Flexible Spending Accounts, and an Uncapped Paid Time Off Policy.
Digilant, Inc. is an equal opportunity employer.
Blood Bank Specialist in Massachusetts (SBB Required)
Finance Service Representative Job 19 miles from Norwood
Looking for a new Blood Bank Med Tech job? My name is Leah and I'm a healthcare recruiter, I'm here to help!
I have a Blood Bank Specialist role available near Bridgewater, Massachusetts!
Details - Full-time and permanent - Shift: Days
- Opportunities for growth
- Full, comprehensive benefits package (PTO, health insurance, life insurance, 401k, etc)
Requirements
- College degree
- ASCP cert (SBB)
- Prior experience, including blood bank
Click apply or email your resume to /call or text ! You can also schedule a time to chat here -
REF
Customer Service Bank & Branch Representative
Finance Service Representative Job 43 miles from Norwood
Merrimack County Savings Bank (The Merrimack) is seeking a motivated and experienced banking professional to join ouraward-winning customer service banking team as a Universal Banker (Customer Service Bank & Branch Representative)at our Windham, NHbranch.
This position requires travel to support our Hooksett branch location on an as needed basis.
Required travel is supported with mileage reimbursement.
The Merrimack was voted the “Best Bank” for its 15th consecutive year in the Concord Monitor Cappies Awards.
We offer a competitive salary along with a comprehensive benefit package including medical, dental, vision, 401K (with Company match), pension plan, paid time off, tuition reimbursement, professional development and the opportunity to work with a great team! Starting salary begins at $20.
00 per hour and is negotiable based on level of experience JOB REQUIREMENTS/DESIRED EXPERIENCE:High school diploma or GEDMinimum one year experience in customer service and/or cash handling role Experience utilizing software applications to perform customer service duties Strong interpersonal and organizational skills Must be able to work rotating SaturdaysAbility to travel between offices as required Prior bank teller transaction knowledge a plus but not required PRIMARY RESPONSIBILITIES:Maintains a working knowledge of banking products and services while promoting them to the customer Demonstrates openness and willingness to switch between the teller and customer service positions as the needs arise Complete individual and business account deposit/withdrawal transactions, account opening and maintenance activities including checking, savings and time deposits Provide a professional customer service experience while obtaining new business opportunity referrals through needs based inquiry Responds to questions and resolve problems or concerns for customers effectively and efficiently We believe in building genuine partnerships that encompass top of the line customer service delivered by a culture of teamwork, integrity and excellence.
We take pride in the communities that we serve!We are dedicated to providing challenging and rewarding career opportunities for our employees across the state.
If you are looking for an opportunity to be part of an award winning team, we are interested in speaking with you!New Hampshire Mutual Bancorp and its affiliates are an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disability.
Financial Services Representative
Finance Service Representative Job 27 miles from Norwood
Overview: We are seeking a highly motivated and detail-oriented Financial Representative to join our team. As a Financial Representative, you will be responsible for providing financial advice and guidance to clients, helping them achieve their financial goals. This is an excellent opportunity for individuals with a strong background in finance and a passion for helping others.
Responsibilities:
- Provide comprehensive financial planning services to clients, including retirement planning, investment strategies, and estate planning
- Conduct thorough financial analysis and research to develop personalized financial plans - Assist clients in understanding complex financial concepts and strategies
- Build and maintain strong client relationships through regular communication and meetings - Collaborate with other professionals, such as attorneys and accountants, to develop comprehensive financial solutions
- Stay up-to-date on industry trends, regulations, and best practices - Utilize customer relationship management (CRM) software to track client interactions and manage appointments
Experience:
Proven experience in financial sales or corporate accounting
- Strong knowledge of wealth management principles and practices
- Familiarity with financial concepts such as cash management, investment strategies, and risk management
- Proficient in conducting financial research and analysis
- Excellent communication skills, both verbal and written
- Strong attention to detail and analytical thinking - Ability to build rapport with clients and establish trust
Proficient in using mathematical calculations for financial planning We offer competitive compensation packages and opportunities for career advancement within our organization.
If you are a dedicated professional with a passion for finance and helping others achieve their financial goals, we encourage you to apply.
Client Services Representative
Finance Service Representative Job 24 miles from Norwood
Solar On Earth's mission is: To promote clean energy alternatives through education, accessibility, and a positive customer experience focused on community engagement and investment for all. Solar On Earth cares about their clients by guiding them through their community solar journey while building a long-term relationship and always striving for excellence.
We're looking for someone who is organized, compassionate, patient, and who shares our excitement for renewable energy. If you have a strong sense of urgency, are proactive, and are eager to make a difference, this could be the perfect opportunity! In this role, you'll focus on building lasting client relationships through exceptional service.
Key Responsibilities:
Provide client support and service to clients, ensuring satisfaction and timely resolution of questions and concerns.
Build and maintain strong, long-term client relationships by understanding their needs and offering solutions.
Identify opportunities for lead generation and new sales.
Educate clients and prospects about Community Solar and our program.
Handle customer inquiries and follow up on potential sales opportunities in person (occasionally) and remotely.
Document activities, client interactions, and sales leads in our CRM.
Make outbound calls as needed.
Qualifications:
Proven experience in client service or a related role.
Strong communication and interpersonal skills.
Ability to work independently and as part of a team.
Strong problem-solving skills and attention to detail.
Comfortable using CRM systems, Google Sheets, Drive, and basic technology tools.
Open to travel if needed.
Why Join Us?
Competitive salary with bonus potential.
Opportunities for professional growth and advancement.
Supportive team environment with ongoing training.
Part Time (20 Hours) Associate Banker Plymouth Commerce Way, Plymouth, MA
Finance Service Representative Job 36 miles from Norwood
JOB DESCRIPTION We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
ABOUT US
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles, discretionary incentive compensation which may be 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.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Customer Service Representative
Finance Service Representative Job 21 miles from Norwood
$25/hr + benefits on W2
Hybrid in Marlborough, MA (onsite Tuesdays and Wednesdays)
6+ month contract with likely extension or conversion
Our client is a leading multinational off-price department store corporation! They are seeking a Customer Service Representative to support their Marlborough, MA team.
Duties and Responsibilities
• Respond accurately, promptly and effectively to all forms of communication, including but not limited to e-mails generated from the field directly or through the ServiceChannel platform.
• Ensure all services are completed in a timely manner and escalating difficult calls to Manager when services are not being addressed within certain timelines. Communicates with Vendors, Store Managers and Home Office personnel to resolve problems and answer questions.
• Performs auditing of invoices in accordance with individual department requirements.
• Ad Hoc reporting and analysis as needed
• Supports ongoing maintenance programs (strips, scrubs, high dusting) as well as project-based programs (New Stores, relocated stores, and remodel projects)
• Promote a positive Company image to support Building Services objectives and mission statement.
• Compose personal replies to e-mails and maintain assigned reports.
• Ability to multi-task in a fast-paced environment and capable of moderating a high volume of inbound content.
Minimum job skills required.
• Excel skills required
• ServiceChannel knowledge a plus
• Proven conflict management skills
• Flexible mindset, oriented towards conflict resolution
• Strong follow up and organizational skills
• Strong listening skills
• Ability to prioritize work
• Excellent verbal and written communication skills
• Typing skills
• Minimum 2 years of call center or customer service or related experience preferred
Interested? Apply today!
Client Services II Rep: Print Production/ Copy
Finance Service Representative Job 9 miles from Norwood
US-MA-Wellesley Type: Full-Time # of Openings: 1 MA - Wellesley-Babson-MS About the Role
Advanced proficiency in site operations and procedures with ability to assign tasks to colleagues and manage responsibilities within the team.
Your Impact
Main Responsibilities:
- Promptly informs supervisor of potential problems or customer concerns.
- Promptly reviews and responds to management and client requests via emails, phone calls, text messages and verbal.
- Strong focus on providing good customer service.
- Contributes to the creation of the Site Procedure Guide to ensure all account processes are properly recorded.
- Oversees workflow and job balance between staff and ensures tasks are completed within account SLA requirements.
- Responsible for communicating and training team in changes to workflow or procedure.
- Oversees and manages daily and monthly records on service activity.
- Effectively communicates with the client and staff.
- Where appropriate, may serve as main point of contact to the client for daily activity and participate in client meetings on account activity.
- Responsibilities may include Copy/Print Production/Copy Center, Copier Maintenance, Mail/Courier Services, Reception/Office Services, Shipping/Receiving, Inventory Services, Warehouse, File Room/Records File Services based on assigned location.
- Attends cross-functional trainings to ensure ability to provide coverage when short-staffed.
- Site responsibility and location of coverage may change based on client and/or division needs.
Copy/Print Production/Copy Center:
-Responsible for prompt and accurate reproduction of all print requests.
-Reviews electronic file for print readiness, prints documents, punches, binds, assembles, sorts, laminates and performs pre-delivery quality control check.
-Receives, logs, delivers and tracks all activity for reporting purposes.
-Responds to customer requests.
-Performs routine upkeep and basic maintenance of equipment.
-Records and tracks customer inquiries and fulfillment of requests.
-Performs daily convenience care functions as needed.
About You: The Skills & Expertise You Bring
Please note: this is a customer-facing role, and requires compliance with customer policies and protocols, which may include COVID-19 vaccination and other measures relating to COVID-19.
HS Diploma, GED, or equivalent experience required, plus 1 to 2 years of related experience.
- Prior experience in a customer service environment.
- Good computer skills/technical knowledge.
- Ability to multitask and prioritize in order to meet deadlines.
- Good customer service and communication skills.
- Ability to work with minimal supervision.
- Ability to work OT as needed.
- Required to take all necessary steps to obtain security and/or other clearances required by customers to enter the customers' premises.
- May require driving between multiple client locations, may also require a personal vehicle (valid driver's license and acceptable driving record necessary).
- Ability to lift up to 50lbs.
- Ability to spend extended periods of time standing, bending, walking, reaching, and pulling while performing duties.
Company Overview
About our Company - Canon Solutions America, Inc. empowers companies of all sizes to succeed by supplying market leading enterprise, production, and large format printing solutions, supported by exceptional professional service offerings. With unwavering dedication to promote professional innovation, Canon Solutions America, Inc. helps drive sustainability, nurture efficiency, and regulate costs through the unification of comprehensive digital and traditional printing and document management solutions. As a wholly owned subsidiary of Canon U.S.A., Canon Solutions America, Inc. is headquartered in Melville, NY and has sales and service locations across the U.S. Our parent company, Canon Inc. (NYSE: CAJ), which earned approximately $30.4 billion in global revenue in 2020, ranks third overall in U.S. patents granted in 2020 and was named one of Fortune Magazines Worlds Most Admired Companies in 2020.
Canon Solutions America offers a competitive compensation package including, for eligible positions, medical, dental, vision, 401(k) Savings Plan, discretionary profit sharing, discretionary success sharing, educational assistance, recognition programs, vacation, and much more. A more comprehensive list of what we have to offer is available at **************************************************************************
We comply with all applicable federal, state and local laws, regulations, orders and mandates, including those we may be required to follow as a federal government contractor/subcontractor.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
If you are not reviewing this job posting on our Careers site csa.canon.com/careers, we cannot guarantee the validity of this posting. For a list of our current postings, please visit us at csa.canon.com/careers.
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Customer Service Representative
Finance Service Representative Job 2 miles from Norwood
Mission of the Role (What you will be doing):
The Customer Service Representative provides a consistent, high-quality customer experience and models exceptional service in all
they do to create lasting partnerships by putting customers first. The CSR is the relationship and communication link between the
customer, sales, and operations and proactively serves as a critical point of contact for order management, service, and support,
problem-solving and relevant project information for their internal and external customers.
The CSR is a highly valued team member that works with the sales team and acts as an advocate of SupplyOne values, services and
capabilities to provide complete solutions and the full breadth of core product categories to meet and exceed sales growth targets.
Key Duties & Accountabilities (Primary responsibilities & quantifiable measurements):
Process and confirm orders and/or communicate what needs to be ordered, the day they are received
Generate standard quotes within 24 - 48 hours of receipt
Answer phones by the 3rd ring, and all emails by the end of each day
Build accurate specs and inventory items within 24-48 hours
Resolve customer problems and elevate issues immediately to an acceptable, timely and appropriate resolution
Monitor customer min/max, open orders, back orders and inventory levels alerting customers immediately to changes to deliver on time, in full and in spec (DIFOTIS)
Must frequently use independent discretion, judgment and decision making skills to achieve quality and performance standards
Serve as liaison with sales, purchasing, design, manufacturing and shipping
Essential Functions (Essential/secondary functions that support the primary responsibilities):
Prepare proposals and miscellaneous correspondence
Maintain thorough customer records
Monitor and resolve slow payment issues
Assist with slow moving inventory
Expedite material based on customer needs
Customer Service $20.00 contract Kingston, MA
Finance Service Representative Job 27 miles from Norwood
Hours: 8:30am- 5:00pm Monday- Friday
Pay: $20.00 an hour
Book technicians for services
Take Customer calls- orders
Track services
Excel experience
Schedule jobs
Contract long term starts ASAP December- March- could go longer
If you're interested in this role please send resumes to Jamie:
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Service Associate I
Finance Service Representative Job 13 miles from Norwood
Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line).
Major Responsibilities:
Works toward achieving specific individual sales and service goals through the following activities:
Opens deposit accounts
Prepares and processes loan applications for various lending units (mortgage, consumer, small business, etc.)
Closes loans for customers for applicable business lines (i.e. consumer lending)
Makes referrals to other bank business lines and third-party partners
Proactively reaches out, by phone and in person, to high-value customers in efforts to retain and grow the portfolio
For licensed individuals, sells annuities and/or insurance products
Responsible for operational compliance and adherence to policy
Handles daily account maintenance and other service issues as necessary
(supermarket position only) Walks the aisles of the supermarket to talk with prospects and existing bank customers about the bank's products and services
Teller Duties:
Process deposits to customer accounts; includes verification of cash, verification of endorsements, and providing customers with receipts.
Cash checks for customers and non-customers according to bank policy.
Process and properly record the sale of monetary instruments (i.e. official bank checks).
Properly file all government-mandated reports related to large cash transactions and the sale of all monetary instruments.
Process foreign currency purchases and sales.
Process various types of loan payments and credit card cash advances.
Relative to all duties, must adhere to all bank policies and procedures.
Qualifications:
Incumbent has the authority to use discretion in some circumstances, but if/when written policy is unclear or there is any uncertainty, the service associate should seek guidance from his/her immediate supervisor
Incumbent must have the ability to work independently, multi-tasking in a fast-paced environment. Individual should be an outgoing self-starter and be technically literate.
High school diploma or equivalent required
1-2 years of sales experience in a retail, financial services or hospitality environment preferred.
Some banking experience is preferred (i.e. teller or otherwise) is a plus.
Basic business acumen and professionalism is a must.
The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
Ability to build relationships and strong alliances across the organization.
Ability to quickly learn all details about the products and services offered by the bank.
Working Conditions:
Ability to remain in a stationary position for long periods of time without a break and with continuous customer contact
Incumbent must be able to transport items weighing 15 pounds or more.
About Us
At Eastern Bank, we pride ourselves on supporting our employees by offering tremendous opportunity for individual growth. As an inclusive company, we work to ensure that our valued employees are treated fairly, recognized for their individuality, and encouraged to reach their fullest potential. These values have earned us a reputation as a great place to work and provide a strong reason why you should consider a career with us. We are proud to offer comprehensive compensation plans and a benefits program called Total Rewards that includes medical, dental, vision, life and disability insurance, retirement, vacation and tuition reimbursement.
Eastern Bank is an Equal Opportunity Employer of women, people of color, LGBTQIA+, religion, national origin, citizenship, neurodivergence, age, Veterans, individuals with disabilities, or any other characteristic protected by law.
At Eastern Bank, we are dedicated to building a diverse, equitable, inclusive and authentic workplace. If you're excited about this role but your experience doesn't fully align with every qualification, we still encourage you to apply! You may be just the right candidate for this position or others across the company. Our Recruitment team is waiting to chat with YOU.
Customer Service Representative
Finance Service Representative Job 14 miles from Norwood
Altman Nussbaum Shunnarah Trial Attorneys is a rapidly growing personal injury law firm based in Boston with offices across the nation. We handle complex cases and provide each attorney and staff with the support they need enabling us to best serve our clients. Our attorneys and staff pride themselves on their skill set, experience, compassion, and commitment. We are dedicated to giving our clients the utmost attention and care while fighting for them to get what they deserve.
At Altman Nussbaum Shunnarah Trial Attorneys, we take a real approach. We are innovative, always finding ways to be better, and have a go-getter mentality across the board. Each team member plays a critical role in our mission. We know our people are what makes us great. If you're looking for a career where you can help make a difference in the lives of others alongside a supportive team, we encourage you to apply!
Qualifications & Responsibilities:
Personal Injury or Call Center experience and a true desire to help people who have been injured
Gathering relevant information and investigating facts of each case.
Direct contact with clients and insurance companies.
Preparation of documents and updating case management portal
Must have excellent organizational and communication skills (both written and verbal)
Able to multi-task, prioritize and have excellent attention to detail.
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Entry Level Vehicle Service Specialist
Finance Service Representative Job 16 miles from Norwood
Text henleyjobs to 23000 to start your application today!
Are you looking to reach your full potential? Do you enjoy meeting new people and working in a team environment? Whether you are looking for a part-time job with flexible hours, or a full-time career with excellent advancement opportunities, Henley Enterprises, Inc, the largest franchisee of Valvoline Instant Oil Change, is proud to offer you the tools necessary to succeed.
We welcome all types of talent - no matter your background or experience. Wherever your confidence level is, we'll make sure you're trained in the services we offer including changing oil, check/filling vehicle fluids or inspecting/replacing lights and wipers. Our team of trainers are equipped to lead you through the path of self-made success. That's why we do not require any experience in our service centers! It doesn't matter if you're a recent high-school grad, a well-seasoned professional looking for a change, a veteran transitioning back into civilian life or somewhere in the middle.
THE TOOLS WE'LL PROVIDE TO YOU
Paid on-the-job training
No late evenings - Most locations close by 7pm
Competitive pay set at $19.25 per hour
Now offering DailyPay! Have the flexibility to get paid daily
Promoting from within - 95% of upper-level management started out in an entry-level position
Tuition Reimbursement
Employee Discount - 50% off most services for up to 2 vehicles
Paid vacation and holidays
Medical, Dental, Vision, and 401(k) Savings plan
*Terms and conditions apply and benefits may differ depending on location
Responsibilities
Provide exceptional customer service and address any concerns or questions.
Perform oil changes, filter replacements, and lubrication services for vehicles.
Inspect vehicles for any potential issues or areas that require attention.
Conduct basic maintenance tasks such as tire rotations and fluid level checks.
Basic computer knowledge/aptitude
Keep track of inventory and ensure all supplies are readily available.
Maintain a clean and organized work environment.
Follow safety protocols and guidelines to ensure a safe working environment.
Requirements
Attention to detail and ability to follow instructions.
Excellent problem-solving skills
Strong customer service and communication skills
Ability to work in a fast-paced environment and handle multiple tasks.
Able to learn and follow the VIOC SuperPro process for all services.
Achieve SuperPro certification.
Must have reliable transportation.
Essential Functions
Inspecting and replacing car lights and wipers.
Check fluid levels and add fluids to vehicle when necessary.
Inspect/replace engine air filter and cabin air filter.
Add oil to engine in the proper amount based on specifications of vehicle make/model.
Able to remove/rotate/lift/reinstall tires for tire rotation service.
Lubricate necessary components of the chassis/driveline.
Perform additional services on cooling systems and transmissions.
Perform second checks by visually verifying and performing proper callouts to ensure all necessary services have been performed correctly.
Able to move from bay to bay to perform services on multiple vehicles.
Frequently ascends/descends stairs/catwalks/stepstools to retrieve vehicle parts (filters, wipers, etc.) or perform services top side or underneath the vehicle (drain oil, replace filter, differential services, lubrication)
Able to work for extended periods of time with arms above your head when performing services underneath the vehicle on a catwalk.
Constantly positions self to perform required services under the hood, related to tires, or on catwalk working underneath the vehicle.
Able to move/transport items up to approximately 50 pounds.
Able to work with tools to perform duties in tight sometimes hard to reach areas.
Communicate verbally and receive verbal communication to ensure services are performed accurately, safely and in the proper order.
Environment
In this position you will be subject to environmental conditions. Activities occur inside and outside and in varying temperature conditions.
In this position you will be subject to noise. There is sufficient noise to cause the worker to shout in order to be heard above ambient noise level.
In this position you will be subject to hazards. Includes a variety of conditions including but not limited to proximity to moving mechanical parts, moving vehicles, electrical current, exposure to high heat, and exposure to chemicals.
In this position you will be subject to atmospheric conditions. One or more of the following conditions that may affect the respiratory system or skin: fumes, odors, dust, mists, gases, restricted ventilation.
In this position you will be required to function in narrow aisles or passageways such as catwalks.
The above description is not intended to be an "all-inclusive" list of the duties and responsibilities of the job described, nor is it intended to be such a listing of the skills and abilities required to do the job. Rather, it is intended only to describe the general nature of the job.
Henley Enterprises, Inc. and its affiliates are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color religion, sex, gender identity, sexual orientation, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
#AB1143#
Entry Level Banking Training Opportunity - Tuition-free
Finance Service Representative Job 27 miles from Norwood
Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend.
The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Citizens, Amica Mutual Insurance Company, Lifespan, or Fidelity, among other leading organizations in the Providence area.
Are you eligible?
You can apply to Year Up United if you are:
- 18-29 years old
- A high school graduate or GED recipient
- Eligible to work in the U.S.
- Available Monday-Friday throughout the duration of the program
- Highly motivated to learn technical and professional skills
- Have not obtained a Bachelorʼs degree
What will you gain?
Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. Some coursework is eligible for college credit. During the internship phase, Year Up United students earn an educational stipend of $525 per week.
In-depth classes include:
- Business Fundamentals
- Helpdesk/Desktop Support
- Investment Operations
- Banking & Customer Success
Get the skills and opportunity you need to launch your professional career.
80% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.
PandoLogic. Category:General, Location:Providence, RI-02902
Customer Service Representative
Finance Service Representative Job 14 miles from Norwood
We are looking for a qualified customer service representative (CSR) to join our team. You will provide support to our business development representatives and respond to customer and prospect queries. The best CSRs are genuinely excited to help customers. They're patient, empathetic, and passionately communicative. They love to talk and understand the value of good communication skills. Customer service representatives can put themselves in their customers' shoes and advocate for them when necessary.
Our ideal candidate is an experienced professional with knowledge of sales and customer service best practices. You should also be able to interpret sales metrics and be goal-oriented. We expect you to perform well in a team environment and have exceptional people skills.
Ultimately, you should be able to contribute to creating and maintaining good customer relationships and ensuring smooth sales team operations. This position does not involve cold calling but does involve communication with warm leads. The target is to ensure excellent service standards, respond efficiently to customer inquiries and maintain high customer satisfaction.
Office address: 7 Whittier Pl., Boston, MA 02114
Responsibilities
Manage large amounts of incoming phone calls
Generate sales leads
Identify and assess customers' needs to achieve satisfaction
Build sustainable relationships and trust with customer accounts through open and interactive communication
Provide accurate, valid and complete information by using the right methods/tools
Meet personal/customer service team sales targets and call handling quotas
Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
Keep records of customer interactions, process customer accounts and file documents
Follow communication procedures, guidelines and policies
Take the extra mile to engage customers
Aid with mail room operations such as packaging, shipping and receiving mail
Assist with walk in fingerprinting servicing clients
and other duties as assigned.
Requirements and Skills
Proven work experience as a customer service rep or sales support associate
Proficiency with MS Office Suite, particularly MS Excel
In-depth understanding of sales principles and customer service practices
Excellent communication skills
Analytical and multitasking skills
Teamwork and motivational skills
Job Types: Full-time (40 hrs), Part-time (25 hrs)
Pay: $16.00 - $18.00 per hour
Schedule: Full Time - Monday thru Friday; 9:00am-5:30pm
Part Time - can be discussed, but it would be during 9:00am-5:30pm
Work Location: In Person - required
Benefits:
401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance
Customer Service Representative
Finance Service Representative Job 26 miles from Norwood
The Company
Epoxy Technology is a subsidiary company of Meridian Adhesives Group which is a rapidly growing full service global adhesive solutions provider. Fueled by more than 20 acquisitions since its formation in 2018, Meridian has established itself as an adhesive technology leader in the electronics, flooring, infrastructure, product assembly, and packaging markets with an expanding global footprint.
Job Summary
At Epoxy Technology, we bond with our customers. The Customer Service Representative will be responsible for building mutually beneficial long-term relationships with our distributors and customers. They will manage orders from PO placement through invoicing to ensure the customer receives their order accurately, on-time, and in full. The ideal candidate will be a skilled problem-solver. They will also be collaborative, enthusiastic, knowledgeable, and organized.
Duties & Responsibilities
Timely and accurate order entry, ensuring detailed attention to customer requirements in a high-volume fast paced environment.
Successfully manage incoming e-mails in personal and group mailboxes. Responding with requested information or obtaining necessary information from appropriate internal contacts.
Collaborate internally and externally to meet and exceed customer expectations.
Communicate consistently and clearly, in fluent English, with global customer base.
Pro-actively seek continuous improvement opportunities.
Create tracking for and follow up on reported service issues. Escalate concerns as needed.
Create new customer accounts in ERP system when required.
Performs other related duties as assigned.
Skills & Abilities
Excellent verbal and written communication skills.
Excellent organizational skills and attention to detail with a proven ability to meet deadlines.
Excellent listening skills
Strong Team Player
Strong analytical and problem-solving skills.
Proficiency in Microsoft Office - Word, Excel, Power Point, Outlook, and others
Accountability Mindset
Education & Experience
High School Diploma or equivalent
3-5 years of experience in a Customer Service Environment
Physical Requirements
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift
Pay: $21.00 - $23.00 per hour
Shift: 8-hour day shift 8:30am-5pm M-F
Benefits:
401(k)
401(k) match
Health insurance
Vision insurance
Dental insurance
Flexible spending account
Health savings account
Life insurance
STD & LTD
Paid time off
Parental leave
Referral program
Customer Service Representative
Finance Service Representative Job 26 miles from Norwood
About the Role: As a Customer Service Representative, you will be responsible for delivering excellent service to customers, business partners, and drivers. Your role involves supporting the efficient handling of customer inquiries, processing damage claims, and maintaining accurate data entry. You'll also monitor delivery routes and work with various tools to ensure all operations run smoothly.
About the Company: Our transformative logistics client is setting the standard for forward-thinking solutions to deliver the highest level of value to their customers. This company supports services like e-commerce fulfillment, warehousing and distribution, with transportation management. This client has reached an annual revenue of $9B by setting clear long-term goals and creating a culture built around collaboration, innovation, and sustainable growth.
Opportunity: 5+ month contract
Location: Wilmington, MA (onsite)
Pay: $19 per hour
Schedule:
7am-3:30pm, Wednesday - Sunday
Days Off: Monday, Tuesday
Key Responsibilities:
Assist customers and business partners via phone and email with questions and concerns
Handle customer complaints professionally and resolve customer issues
Monitor delivery route progress and provide updates as necessary
Perform data entry tasks and maintain records in company systems
Scan haul-away pods and verify necessary postage
Process changes or cancellations to delivery orders
Requirements:
HS Diploma
1 year of customer service experience in a call center environment
Computer savvy, with experience in Microsoft Office programs (Word, Excel, PowerPoint)
Ability to multitask, stay organized, and work well under pressure
Bilingual in Spanish
Category Code: JN003
SALES REPRESENTATIVE
Finance Service Representative Job 41 miles from Norwood
Join Our Team as an Executive Sales Representative for Southern New Hampshire/North Shore MA!
Are you a driven individual looking to take your sales career to the next level? Metropolitan Linen invites you to join our dynamic team as an Executive Sales Representative in the Southern NH/North Shore MA area. With uncapped commissions and a flexible schedule, the earning potential is extraordinary, ranging from $100K to $150K or more per year!
Why Choose Metropolitan Linen?
Lucrative Compensation: Enjoy a competitive base salary coupled with aggressive uncapped commission plans. Your hard work directly translates into financial success.
Valued Contribution: At Metropolitan Linen, we recognize and appreciate the direct impact each team member has on our growth and success. Your efforts are valued and rewarded accordingly.
Flexible Schedule: Take control of your work-life balance with the freedom to set your own hours. We understand the importance of flexibility in today's fast-paced world.
Comprehensive Benefits: From retirement plans to medical insurance with minimal waiting periods, we've got you covered. Additional perks include vehicle/mileage reimbursement and cell phone reimbursement.
Job Summary/Key Responsibilities:
Prospecting & Networking: Identify and pursue new business opportunities within the restaurant, catering, and related food service industries. Leverage your networking skills to establish valuable partnerships.
Consultative Selling: Conduct on-site evaluations of hospitality needs, engaging with owners and decision-makers to understand their requirements. Propose tailored service solutions to address their specific needs.
Sales Pipeline Management: Maintain an active sales funnel, nurturing leads and cultivating relationships with potential customers. Drive immediate sales growth to meet or exceed set objectives and quotas.
Collaborative Communication: Liaise with the team to communicate customer needs effectively. Provide innovative solutions to address customer challenges on an as-needed basis.
Brand Representation: Serve as the face of Metropolitan Linen at networking events, embodying our values and fostering positive relationships within the industry.
Qualifications:
Proven Sales Experience: Possess at least 2 years of experience in outside sales, demonstrating a track record of success.
Strong Sales Skills: Exhibit superior prospecting, presentation, and closing skills. Your ability to connect with clients and close deals sets you apart.
Tech Savvy: Display general computer literacy and proficiency with Microsoft Office applications.
Qualifications:
2+ years' experience in outside sales required.
Superior prospecting, presentation, and closing skills required.
General computer literacy and proficiency with Microsoft Office required..
Service industry experience a plus, but not required.
Ready to embark on an exciting journey with Metropolitan Linen? Apply now and unleash your potential as a key player in our sales team!
Compensation details: 60000-80000 Yearly Salary
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