We are looking for an experienced Senior Client Service Representative to join our team in Boston, Massachusetts. In this long-term contract position, you will play a key role in delivering exceptional service to clients by resolving inquiries promptly and accurately. This opportunity includes a hybrid schedule requiring a minimum of three in-office days per week, with Tuesdays and Wednesdays fixed and one floating day.<br><br>Responsibilities:<br>• Address client inquiries efficiently and ensure resolutions meet high service standards.<br>• Calculate daily net asset values (NAVs) and prepare month-end and year-end financial reports.<br>• Generate and manage various internal and external reports with accuracy.<br>• Utilize internal technology platforms to support client service operations effectively.<br>• Investigate and resolve accounting discrepancies or issues on a daily basis.<br>• Collaborate with teams to ensure timely completion of deliverables and uphold service quality.<br>• Apply analytical skills to assess data workflows and solve problems.<br>• Stay informed about corporate actions, equity, fixed income, and derivative investments.<br>• Leverage tools like Excel, Bloomberg, and Reuters to enhance reporting and analysis.<br>• Maintain focus and accuracy while working under tight deadlines.
We are looking for a dedicated Client Services Representative to join our team in Sanford, Maine. In this role, you will serve as the primary point of contact for customers, ensuring their inquiries and needs are addressed efficiently and professionally. You will collaborate with various departments to deliver accurate quotes, process orders, and provide exceptional service that aligns with company standards.<br><br>Responsibilities:<br>• Serve as the main liaison between customers, sales representatives, and internal departments to ensure seamless communication and service delivery.<br>• Process customer quotes, purchase orders, and warranties with accuracy and attention to detail.<br>• Log and maintain call and data records in company systems, ensuring all customer interactions are documented.<br>• Coordinate with engineering teams to provide clear answers and solutions to customer inquiries.<br>• Resolve customer issues promptly, including warranty and non-warranty concerns, troubleshooting, and service incidents.<br>• Maintain comprehensive knowledge of product features, benefits, and warranties to assist customers effectively.<br>• Uphold the company's quality assurance and customer satisfaction programs to address complaints and improve service standards.<br>• Ensure compliance with company policies, including time management and productivity benchmarks.<br>• Utilize Lean tools and concepts to identify and eliminate inefficiencies, improving processes and customer satisfaction.<br>• Perform additional duties as assigned by supervisors or managers to support team objectives.
We are looking for a motivated Call Center Customer Service Representative to join our team on a contract basis in Acton, Massachusetts. In this role, you will be the first point of contact for incoming calls, ensuring smooth communication and directing inquiries to the appropriate team members. This position is ideal for someone who is organized, personable, and dedicated to delivering excellent customer experiences.<br><br>Responsibilities:<br>• Respond promptly to incoming calls and provide accurate information or direct inquiries to the relevant team member.<br>• Maintain a friendly and attentive demeanor while interacting with customers.<br>• Accurately document call details and ensure proper follow-up when necessary.<br>• Collaborate with team members to resolve customer concerns efficiently.<br>• Utilize basic office tools to manage call logs and organize information.<br>• Ensure a positive experience for every caller by addressing their needs effectively.<br>• Identify and escalate complex issues to the appropriate department or supervisor.<br>• Stay informed about company services and policies to provide accurate assistance.<br>• Uphold the company's standards for customer service and high-quality conduct.
<p><strong>SUMMARY:</strong> The Customer Service Representative is the first line of contact for customers and is key to representing the company in an efficient, knowledgeable, and professional manner. This role supports the sales team by providing product information, accurately entering orders, assisting with any order issues and building and maintaining customer relationships. </p><p> </p><p>ESSENTIAL DUTIES:</p><p><br></p><p>The requirements listed below are representative of the essential duties required of the Customer Service Representative: </p><p> </p><p>· Accurately enter and process orders, track order status, and expedite as necessary to ensure on time delivery.</p><p>· Service existing accounts by regularly communicating with specified contacts and checking with them for any potential needs, so as to build and maintain loyal customer relationships. </p><p>· Help establish new accounts by planning and organizing daily work schedule to allow for opportunity to call on past or prospective new customers for current or future needs.</p><p>· Responsible to ensure customer retention and growth through strong relationship management metrics.</p><p>· Present products effectively, up-sell and cross sell additional products as appropriate and generate referrals when possible.</p><p>· Interact daily with Regional Sales Managers (RSM’s) and sales representatives regarding customer opportunities, orders and issues.</p><p>· Follow up on lost business in an effort to reactivate dormant accounts.</p><p>· Qualify customer RFQ’s to ensure accurate cross-referencing, UOM and prospective package is ready for hand off to shipping department.</p><p>· Forwards quotations to customer as required.</p><p>· Completes initial lead follow up and communicates results to RSM, Marketing and appropriate management.</p><p>· Maintain customer information as needed for contacts, routing etc.</p><p>· Assist in business development activities i.e., direct mailings, samples and follow up calls.</p><p>· Quality is everyone’s responsibility.</p><p>· Other duties as assigned.</p><p><br></p><p><strong><em><u>For immediate consideration please call me directly Eric Lebow 508-205-2127 </u></em></strong></p>
<p>A Banking client of ours who has an Insurance Agency in its portfolio is seeking an experienced Insurance Service Representative to support and grow our Property & Casualty insurance business. This role focuses on servicing existing clients, quoting new business, handling endorsements and renewals, and delivering exceptional member experiences.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Quote, bind, and service P& C insurance policies</li><li>Manage endorsements, renewals, billing, and registry transactions</li><li>Handle inbound calls, emails, and in-person member requests</li><li>Identify cross-sell and upsell opportunities</li><li>Partner with senior team members on remarkets and complex accounts</li><li>Meet service and turnaround standards (24–48 hours)</li></ul>
<p>We are looking for a dedicated Customer Service Representative to join our team in Shrewsbury, Massachusetts. In this role, you will play a pivotal part in ensuring smooth communication with customers, managing orders, and coordinating logistics. If you thrive in a fast-paced environment and have a strong background in customer service, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Process orders efficiently through accurate data entry.</p><p>• Communicate with customers via verbal and written channels to address inquiries, requests, and concerns.</p><p>• Coordinate schedules with transportation carriers to meet shipping deadlines.</p><p>• Maintain and monitor inventory control processes to ensure accuracy.</p><p>• Collaborate with various departments, including warehouse staff and sales teams, to address order revisions, pricing, inventory updates, and customer complaints.</p><p>• Work with external carriers to confirm load availability for customer pickups.</p><p>• Manage customer databases, including advanced shipping notices and routing details.</p><p>• Handle multiple tasks simultaneously while maintaining attention to detail in a fast-paced environment.</p><p><br></p><p><strong><em><u>For immediate consideration please call me directly 508-205-2127 Eric Lebow</u></em></strong></p>
<p>We are looking for a dedicated Senior Client Service Associate to join a boutique wealth management firm located in Framingham, Massachusetts. </p><p><br></p><p>This role provides an excellent opportunity to gain diverse experience in client service, operational processes, compliance, and financial planning support. </p><p><br></p><p>Ideal for professionals seeking to advance their career in the wealth management sector, this position offers a collaborative environment to grow and thrive.</p><p><br></p><p><br></p>
This position supports the Investment Consulting Services team with a blend of operational and administrative responsibilities. <br> The role acts as a liaison with investment managers, vendors, custodians, and clients, handling client paperwork (brokerage accounts, agreements, trade authorizations), tracking and logging financial transactions, and coordinating compliance for client documentation. Additional duties include preparing tax packages, supporting client meetings, organizing financial documents, and facilitating communications between clients and staff. <br> Key Qualifications & Experience to Target: Associate’s Degree or higher (Bachelor’s preferred but not required). Minimum 2 years of administrative support experience in a detail oriented services environment; prior experience in wealth management, investment, or tax/accounting firms is strongly preferred. Strong client service orientation, professionalism, and teamwork mindset. High attention to detail, process-orientation, and ability to manage transactional accuracy/compliance. Proven ability to manage multiple deadlines independently and proactively. Superior communication skills (both verbal and written) for working with internal and external stakeholders of varying seniority. Advanced proficiency in Microsoft Excel and PowerPoint. Solid experience with Teams, Word, and Outlook. Demonstrated experience tracking transactions, preparing or filing sensitive client documentation, and organizing meetings/materials. Comfort working in a fast-paced, high-accountability environment.
<p>Robert Half is working with an established manufacturing company on the North Shore looking for a Customer Account Manager to join its team. This is a permanent role, joining a small team, reporting into a Team Lead. Our client is looking for a Customer Account Manager out of the manufacturing industry with at least 2-3 years of hands on customer service experience.</p><p><br></p><p>The selected candidate will be responsible for order processing, resolving customer issues, providing quotes, and supporting customer negotiations. Strong systems skills are needed as the Customer Account Manager will be entering orders into an ERP system and preparing quotes on a daily basis. Strong communication skills are required.</p><p><br></p><p>For the right experience our client is looking for a starting salary up to $30/hour. Hours are 7:00-3:30.</p><p><br></p><p>If interested and qualified please apply to this listing or send your resume direct to Bill.Nichols@roberthalf. Thanks!</p>
<p>Our growing client is seeking a highly organized and detail-oriented Sales Support professional to join their team. This individual will play a critical role in supporting a fast-paced sales organization by preparing and maintaining sales materials, assisting with customer presentations and business reviews, and coordinating internal meetings and key initiatives. The role requires advanced Excel skills to manage and analyze data related to sales activities, promotional programs, trade spending, and forecasting, ensuring accuracy and actionable insights for leadership. The Sales Support professional will also handle a variety of administrative and operational tasks, including processing and tracking sample orders, completing required documentation such as new item setups and pricing updates, and supporting the management of promotional and rebate programs. Strong communication skills are essential, as this role serves as a key liaison between sales representatives, customers, and internal teams, often navigating competing priorities and last-minute changes. The ideal candidate thrives in a dynamic environment, can pivot quickly throughout the day, and is comfortable working closely with sales professionals while maintaining a high level of professionalism, responsiveness, and attention to detail.</p><p><br></p><p><strong>For immediate consideration please call Allison Brown at 508.205.2121</strong></p>
We are looking for a detail-oriented Renewal Coordinator Specialist to join our team in Lowell, Massachusetts. In this long-term contract position, you will manage customer retention activities, ensuring excellent service and high renewal rates while fostering strong client relationships. The role requires proactive communication, accurate pricing updates, and collaboration to meet customer needs and drive satisfaction.<br><br>Responsibilities:<br>• Oversee all retention efforts within an assigned customer base, ensuring timely and effective communication.<br>• Initiate contact with customers 120 days prior to contract renewal to address concerns and confirm details.<br>• Update and re-estimate contracts to reflect current labor rates and service needs.<br>• Participate in monthly Service Contract Renewal meetings, providing updates and following through on assigned tasks.<br>• Resolve customer issues and secure agreement before renewal deadlines.<br>• Maintain an organized list of customers and track annual renewal dates.<br>• Identify opportunities to expand services or cross-sell products based on customer needs.<br>• Collaborate with internal teams to improve service delivery and address customer concerns.<br>• Provide regular updates during sales meetings regarding the status of renewals.<br>• Conduct in-person meetings with customers as required to strengthen relationships and address needs.
We are looking for a skilled Trusts & Estates Paralegal to join a respected law firm in Walpole, Massachusetts. This position is ideal for a detail-oriented individual with at least two years of experience who thrives in a collaborative environment and enjoys working closely with attorneys and clients. The role involves supporting estate planning and administration processes while ensuring precision and high standards.<br><br>Responsibilities:<br>• Draft and finalize estate planning documents, including wills, trusts, powers of attorney, and healthcare proxies.<br>• Manage all tasks related to probate and estate administration, from initiation to closure.<br>• Prepare and submit probate court filings and supporting materials with accuracy.<br>• Coordinate asset transfers and assist with the funding of trusts and estates.<br>• Maintain organized electronic and physical files for estate planning and probate matters.<br>• Communicate effectively with clients, financial institutions, and court representatives.<br>• Monitor deadlines and ensure adherence to court and internal procedural requirements.<br>• Offer administrative and paralegal assistance to attorneys as needed.
We are looking for a Front Desk Coordinator to join our team on a contract basis in Brighton, Massachusetts. In this role, you will be the first point of contact for clients and visitors, ensuring a welcoming and attentive atmosphere. Your ability to manage multiple tasks and provide excellent customer service will be essential to creating a smooth and efficient front desk experience.<br><br>Responsibilities:<br>• Serve as the primary point of contact at the front desk, greeting clients and visitors with courtesy.<br>• Handle incoming calls on a multi-line phone system, ensuring prompt and accurate call routing.<br>• Manage concierge services, assisting guests with inquiries and providing relevant information.<br>• Operate and maintain a switchboard system for phone lines ranging from 1 to 10.<br>• Respond to inbound calls efficiently, addressing client questions and concerns.<br>• Maintain an organized and clean reception area to uphold a positive image.<br>• Coordinate with internal teams to ensure smooth communication and scheduling.<br>• Track and manage visitor logs and appointments.<br>• Provide administrative support as needed, including document preparation and data entry.
<p>Our client, a successful Trusts & Estates law firm, is seeking an experienced <strong>Estate Administrator </strong>to join their legal team. In this role, you will play a pivotal part in managing estate administration processes, collaborating with attorneys, clients, and probate courts to ensure smooth and compliant estate management. This position requires a strong attention to detail, excellent organizational skills, and the ability to provide compassionate service to clients during sensitive times.</p><p><br></p><p><strong>Location: </strong>Wellesley Hills, MA</p><p><strong>Schedule:</strong> Hybrid (3 days in, 2 days remote)</p><p><strong>Salary: </strong>$100,000 - $135,000 (depending on experience)</p><p><br></p><p><strong>Responsibilities: </strong></p><ul><li>Interact with clients to obtain necessary information/documentation for complete probate process</li><li>Handle probate proceedings from appointment of personal representative to final distributions of estate including valuation of assets, drafting of all court forms, petitions and final distribution of assets.</li><li>Establish estate accounts, arrange for payments of expenses, collect life insurance proceeds, execute insurance transfers and obtain federal and state lien releases.</li><li>Work with estate planning attorneys preparing and calculating GRAT, QPRT and Charitable Trusts</li><li>Trust Administration; including establishing distributions on a calendar and non-calendar basis and preparing Trust accounts.</li><li>Prepare federal estate tax, gift and fiduciary tax returns, calendar and prepare estimated tax payments, respond to Internal Revenue Service and state assessments and inquiries.</li></ul>
<p>We are looking for a Mailroom Clerk to join this office in Canton, MA. This coverage will be on call/as needed. </p><p><br></p><p>Responsibilities:</p><p>• Handle incoming and outgoing mail, ensuring timely and accurate delivery.</p><p>• Maintain organization and efficiency in the mailroom.</p><p>• Coordinate with team members to manage mail distribution schedules.</p><p>• Track and record mail-related activities as required.</p><p>• Communicate effectively with clients or team members regarding mail inquiries.</p><p>• Ensure compliance with company policies and procedures in mail services.</p><p>• Provide support during peak times or special projects related to mail services.</p>
We are looking for a bilingual Front Desk Coordinator to join our team in Brighton, Massachusetts. In this contract position, you will play a key role in supporting the office's daily operations and ensuring a welcoming experience for visitors and callers. This role offers an opportunity for candidates to explore a potential path to permanent employment.<br><br>Responsibilities:<br>• Greet and assist visitors in a detail-oriented and friendly manner.<br>• Answer and direct inbound calls promptly and accurately.<br>• Maintain a clean and organized reception area.<br>• Manage scheduling and coordinate appointments as needed.<br>• Provide administrative support to the team, including document handling and data entry.<br>• Communicate effectively in both Spanish and English to assist clients and staff.<br>• Handle inquiries and provide accurate information about office services.<br>• Ensure timely and effective resolution of any issues related to front desk operations.<br>• Collaborate with team members to enhance overall office efficiency.
<p>Robert Half's client in Wellesley MA is looking for a part-time Office Assistant to help their team on an ongoing basis!</p><p><br></p><p>Responsibilities include:</p><p>- Email/Phone correspondence</p><p>- Greeting visitors</p><p>- Direct foot traffic</p><p>- Sorting mailings</p><p>- Event support</p><p>- Restocking refreshments</p><p>- Other duties as assigned</p><p><br></p><p>Start Date: Asap!</p><p>Duration: ~6 months (could extend)</p><p>Hours: 10 hrs per week (flexible) </p><p>Work type: On-site</p><p>Pay Rate: $17-$18</p><p><br></p><p>**If interested, APPLY now!</p>
<p>Our client is a reputable and world-renowned Asset Management firm is looking to bring onboard a Finance Associate to the team.</p><p>The Finance team manages and reports on a diverse investment portfolio while collaborating with internal and external stakeholders. This role focuses on private equity investments, with exposure to other asset classes like hedge funds, public equity, and real estate. Key responsibilities include managing valuation and accounting, overseeing fund administrators, collaborating on investment closings, and conducting financial analysis.</p>
<p>Our client is hiring a senior finance professional to join a high-performing portfolio finance team supporting private equity, real assets, and private company investments.</p><p><br></p><p>This role owns valuation, accounting, and reporting for complex private investments and works closely with investment, legal, tax, and compliance teams across the full transaction lifecycle. You’ll also contribute to portfolio-wide initiatives, process improvements, and technology-driven enhancements in a fast-paced, sophisticated investment environment.</p>
We are looking for a detail-oriented and personable Receptionist to join our team on a contract basis in Concord, New Hampshire. In this role, you will serve as the first point of contact for visitors and callers, ensuring smooth daily operations and providing exceptional administrative support. This position offers an excellent opportunity to work in a dynamic environment and contribute to the overall efficiency of the office.<br><br>Responsibilities:<br>• Welcome guests, clients, and vendors with a friendly and detail-oriented demeanor, ensuring a positive experience.<br>• Coordinate the scheduling and preparation of conference rooms for meetings and events.<br>• Answer and manage incoming calls through a multi-line phone system, directing inquiries and taking detailed messages when necessary.<br>• Maintain the reception area, ensuring it is clean, organized, and presentable at all times.<br>• Provide administrative support, including filing, data entry, and handling correspondence.<br>• Assist office staff with various tasks, ensuring seamless operations.<br>• Safeguard confidential information and adhere to privacy protocols.<br>• Handle inbound calls efficiently, offering assistance and transferring calls appropriately.<br>• Collaborate with team members to address office needs and improve workflows.
<p>Seeking a bilingual Office Administrator (English/Spanish) to provide administrative support during a temporary leave. The role includes reception duties, database management, document organization, and tenant communications.</p><p><strong>Responsibilities:</strong></p><ul><li>Answer phones and handle data entry (including work orders and applications)</li><li>File, scan, and organize office documents</li><li>Draft and send email correspondence and memos</li><li>Enter and follow up on work orders using Yardi software</li><li>Update tenants on the status of their requests</li><li>Provide general administrative support to property management</li><li>Assess applicant eligibility and collect necessary documentation</li><li>Process applications and maintain accurate records</li><li>Coordinate maintenance work orders and vendor relationships</li><li>Draft communications (letters, emails, notices) to residents</li><li>Utilize RealPage Onesite for property management tasks</li></ul><p><br></p><p><br></p><p><br></p>
<p>A leading investment organization is seeking a Finance professional to join its Boston team. In this role, you’ll partner with investment, legal, tax, and operations teams to support a diversified portfolio and ensure high‑quality accounting, reporting, and performance analysis.</p><p>You will take a key role in overseeing real assets investments—such as real estate, private credit, and private equity—while contributing to broader cross‑asset initiatives. This position offers the opportunity to collaborate with internal stakeholders and external partners, maintain regulatory compliance, and support the full lifecycle of portfolio investments.</p>
We are looking for an experienced Collections Specialist to join our team in Wilmington, Massachusetts. In this long-term contract role, you will be responsible for managing accounts receivable processes and ensuring timely payments from clients. Your attention to detail and ability to reconcile accounts efficiently will be key to success in this position.<br><br>Responsibilities:<br>• Follow up on outstanding payments and ensure timely collection from clients.<br>• Manage accounts receivable processes, including tracking invoices and payments.<br>• Reconcile accounts to identify discrepancies and ensure accurate financial records.<br>• Communicate with clients to address payment issues and resolve disputes.<br>• Maintain detailed records of collections activities and payment histories.<br>• Collaborate with internal teams to improve billing and payment processes.<br>• Prepare regular reports on collections status and accounts receivable metrics.<br>• Ensure compliance with company policies and procedures related to collections.<br>• Identify opportunities for process improvements and implement solutions.<br>• Assist with audits and provide documentation related to collections as needed.
<p>We are looking for a detail-oriented and organized Receptionist to join our team in Canonsburg, PA. This role involves providing essential administrative support and ensuring smooth daily operations by managing front desk responsibilities and interacting with clients and visitors. As a Long-term Contract position, this opportunity is ideal for someone who values consistency and enjoys creating a welcoming environment.</p><p><br></p><p>Responsibilities:</p><p>• Welcome and guide visitors, ensuring they feel comfortable and are directed to the appropriate individual or department.</p><p>• Handle incoming and outgoing packages, coordinating deliveries and pickups with couriers.</p><p>• Maintain detailed records of visitors and calls, and issue security passes or badges as needed.</p><p>• Schedule and oversee the use of boardrooms, including ensuring equipment is ready for meetings.</p><p>• Perform general administrative tasks such as typing, filing, photocopying, binding documents, and preparing mailings.</p><p>• Answer and manage calls on a multi-line phone system, ensuring prompt and attentive communication.</p><p>• Provide assistance with switchboard operations for phone systems handling 1-10 lines.</p><p>• Address inbound calls efficiently, offering helpful responses or routing calls to the appropriate parties.</p>