Robert Half's client in Westborough is looking for Customer Service Representatives to help an advanced workload! <br><br>Job responsibilities include: <br> - Answering inbound calls (55-85 a day)<br> - Adhering to medical compliance protocols <br> - Time management skills<br> - Comfortable talking on the phone <br><br>Pay Rate: $18-$19 / hour <br>Location: Remote <br>Hours: 8:30a - 5:00p (15 minute break and 30 minute lunch)<br><br>*** If interested apply now! ***
<p>Robert Half is recruiting for a Customer Service Specialist role with a rapidly growing manufacturing client in the Wilmington area. This is a permanent role, joining an already established team, with lots of growth opportunity.</p><p><br></p><p>Our client is looking for a customer service candidate with at least 1 year of professional business to business experience. Responsibilities include preparing quotes, processing orders, and answering more technical questions as needed. This is NOT a call center role, it's a far more strategic customer service function.</p><p><br></p><p>For the right level of experience the budgeted salary range is $55-65K + bonus. Very good benefits, and legitimate growth potential opportunities too. </p><p><br></p><p>If interested in, and qualified for the Customer Service Specialist role, please apply ASAP. I'm scheduling interviews soon!</p>
<p>A growing wealth management firm is looking for a Financial Advisor to support senior advisors, strengthen client relationships, and help drive business growth. This is a great opportunity for a motivated financial professional ready to advance toward a lead advisor role in a collaborative, client-focused environment. This is fully in office in their North Shore location.</p><p><br></p><p>Key Responsibilities:</p><p>Support senior advisors with client relationship management</p><p>Build relationships with prospective clients and leverage referral networks</p><p>Develop new business through networking and centers of influence</p><p>Provide personalized financial guidance across investment, retirement, estate, tax, and insurance planning</p><p>Conduct regular client reviews and stay current on market trends</p><p><br></p><p><br></p>
<p>We are looking for a dedicated Client Service Associate to join our team in Boston, Massachusetts on a long term contract need. In this role, you will manage daily production tasks and provide exceptional client support for the Currency Administration mandates. The ideal candidate will have strong communication skills and a keen interest in finance and markets. This is a long-term contract position with the potential for extension based on business needs.</p><p><br></p><p>Responsibilities:</p><p>• Handle daily tasks for assigned Currency Administration client relationships, ensuring timely responses to inquiries and delivery of client services.</p><p>• Collaborate with regional offices to guarantee all client deliverables are completed accurately and on time.</p><p>• Apply comprehensive product knowledge by adhering to established procedures and maintaining quality standards.</p><p>• Ensure seamless communication and coordination across teams to uphold client satisfaction.</p><p>• Conduct quality assurance checks to maintain accuracy and reliability in client deliverables.</p><p>• Utilize Microsoft Excel to organize, analyze, and report data efficiently.</p><p>• Support continuous improvement initiatives to enhance client service processes.</p><p>• Stay informed about industry trends and financial markets to better serve client needs.</p><p>• Respond to client inquiries with professionalism and clarity, ensuring a positive experience.</p><p>• Assist in the development and refinement of team procedures to improve workflow efficiency.</p>
We are looking for a dedicated and detail-oriented Collections Specialist to join our team in Nashua, New Hampshire. In this role, you will be responsible for managing customer accounts, ensuring timely payments, and addressing any discrepancies with accuracy. This position requires excellent communication skills and the ability to collaborate effectively with various internal departments.<br><br>Responsibilities:<br>• Oversee customer collections while maintaining a high level of professionalism and providing consistent follow-ups.<br>• Reconcile customer accounts by investigating and resolving billing discrepancies promptly and accurately.<br>• Collaborate with internal teams, including Sales, Customer Service, and Accounting, to address and troubleshoot account issues.<br>• Regularly review and monitor aging reports to ensure accounts are up-to-date and maintain proper records of all transactions.<br>• Process customer payments efficiently and prepare detailed reports on payment activities.<br>• Utilize internal systems for managing accounts, generating reports, and processing transactions.<br>• Ensure compliance with company policies and procedures while managing collections.<br>• Identify opportunities for process improvements to enhance collection efficiency.
We are looking for a dedicated and detail-oriented Operations and Client Services Associate to join our team in Portsmouth, New Hampshire. This role is ideal for someone with strong organizational skills, a client-focused mindset, and excellent communication abilities. If you are passionate about delivering exceptional service and thrive in a fast-paced environment, we encourage you to apply.<br><br>Responsibilities:<br>• Provide accurate and timely data entry to support operational processes.<br>• Assist with administrative tasks to ensure smooth day-to-day office functions.<br>• Maintain confidentiality while handling sensitive client information.<br>• Collaborate with team members to deliver high-quality service to clients.<br>• Adapt to new technologies and software to enhance efficiency.<br>• Organize and prioritize tasks to meet deadlines and maintain workflow.<br>• Respond to client inquiries professionally and promptly.<br>• Support financial services operations with attention to detail and accuracy.<br>• Uphold ethical standards and demonstrate integrity in all interactions.
<p>About the Role</p><p><strong>We are seeking an experienced </strong>Credit and Collections Specialist to join a dynamic finance team. This role is critical in managing customer accounts, ensuring timely collections, and supporting accurate billing and month-end close processes. You’ll work closely with internal teams and customers to maintain strong relationships while safeguarding financial health.</p><p><br></p><p>Key Responsibilities</p><p>Collections & Customer Engagement</p><ul><li>Professionally manage collections activities, maintaining a positive customer experience.</li><li>Collaborate with internal teams to resolve disputes and ensure timely payments.</li><li>Build trust with customers while achieving collection goals.</li></ul><p>Credit Management</p><ul><li>Assess creditworthiness of new and existing accounts.</li><li>Establish credit limits and payment terms aligned with company policies.</li><li>Monitor account exposure and recommend improvements to credit strategies.</li></ul><p>Cash Applications & Billing</p><ul><li>Accurately apply daily payments and reconcile accounts.</li><li>Investigate discrepancies such as short-pays, overpayments, and unapplied cash.</li><li>Support process improvements for efficiency and accuracy.</li></ul><p>Month-End Close Support</p><ul><li>Assist with reconciliations and reporting to ensure timely and accurate close.</li></ul>
Robert Half is partnering with an outstanding client that’s seeking a Sales Support Coordinator to join their dynamic and collaborative team. This is a fantastic opportunity for a detail-oriented detail oriented who enjoys supporting a high-performing sales organization and thrives in a fast-paced, team-driven environment. <br> In this role, you’ll play a key part in keeping sales operations running seamlessly. You’ll coordinate monthly sales calls and meetings, communicate daily with the sales team, and prepare presentations, business reviews, and seasonal materials. You’ll also create sales reports, new item forms, and product sell sheets to support business growth. A portion of your work will focus on managing promotional activities and client relationships through various customer portals, including deduction management, fund tracking, and planning and forecasting support. Additionally, you’ll update SharePoint with client information, distribute daily sales blasts, maintain Plan-o-Gram libraries, and ensure all product data is accurate and up to date. <br> The ideal candidate will be organized, analytical, and proactive, with strong communication skills and a team-oriented mindset. A bachelor’s degree is preferred, and proficiency in Microsoft Office is required. If you’re someone who enjoys multitasking, collaborating across departments, and playing an integral role in driving sales success, this is an excellent opportunity to grow your career with a respected and innovative organization. <br> For immediate consideration, please call Dan Duggan at (508) 205-2126.
<p>We are looking for a Facilities Clerk to join our team for a well-known company fully-onsite in Waltham, MA. This is a long-term contract position that involves typical office duties like organization and functionality. The role requires attention to detail, physical stamina, and a proactive approach to daily tasks.</p><p><br></p><p>Responsibilities:</p><p>• Ensure break room and copy areas are clean and well-stocked with necessary supplies.</p><p>• Monitor and prepare conference rooms by organizing seating and checking room conditions such as temperature.</p><p>• Assist with mail operations, including delivering mail and processing incoming packages.</p><p>• Support the front of the house with required tasks and operations.</p><p>• Perform additional facility-related duties as assigned like inventory.</p>
<p>Our client is a highly sought-after Wealth Management firm in Boston and looking to add a Registered Client Service Associate to the team.</p><p>Essential tasks include client account servicing, new account opening, assisting with financial professional transitions, and office administrative duties. Personal career growth initiative, as well as strong collaboration and communication skills, are highly valued.</p><p>Ideal candidate will bring 2+ years of experience in a similar role, FINRA Series 7 and ideally Series 66 (63/65).</p><p>Please reach out to Thatiane Abrantes for more details. Thank you!</p>
<p>Our client is a well-established investment management company is looking to add to the Finance team in their Boston office. The Finance team works alongside investment professionals, legal, tax, and operations groups to support and oversee investment activities within a diversified portfolio. Responsibilities include ensuring accurate accounting, reporting, and performance analysis, along with conducting financial analysis and market research to evaluate investment opportunities and trends. The role involves primary oversight of real assets fund investments, including real estate, private credit, and private equity, while also contributing to broader initiatives across asset classes. Collaborating closely with internal functions and external partners, the position ensures compliance with regulations and supports the lifecycle of portfolio investments. The ideal candidate will bring 5+ years of related experience, public accounting and CPA are a plus as well.</p><p><br></p><p>This position is hybrid, with 3 days in office schedule. If you are interested and would like to be considered, please reach out to Thatiane Abrantes.</p>
