<p><br></p><p><strong>Job Title: Customer Service Representative (Temp-to-Hire)</strong></p><p><strong>Location:</strong> Danvers, Massachusetts</p><p><strong>Schedule:</strong> Full-time</p><p><strong>Position Overview:</strong></p><p>Our team is seeking a dedicated Customer Service Representative for a temp-to-hire opportunity in Danvers, MA. This role is ideal for candidates who thrive in fast-paced environments and who are passionate about delivering exceptional service. You’ll interact directly with clients, provide support, resolve issues, and ensure a positive customer experience.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond to customer inquiries via phone, email, or chat, maintaining professionalism and empathy at all times</li><li>Resolve customer concerns and escalate complex issues as needed</li><li>Provide accurate information regarding products, services, and company policies</li><li>Document all customer interactions and follow up to ensure customer satisfaction</li><li>Collaborate with internal teams to streamline resolutions and enhance the customer experience</li><li>Perform data entry, maintain records, and generate reports using MS Office</li><li>Participate in team meetings and ongoing training sessions</li></ul>
We are looking for a dedicated Customer Service Representative to join our team in Rockland, Massachusetts. In this role, you will provide exceptional support to customers and internal teams, ensuring smooth communication and efficient handling of inquiries and orders. The ideal candidate thrives in a fast-paced environment and possesses strong organizational skills, technical aptitude, and a commitment to delivering excellent service.<br><br>Responsibilities:<br>• Engage directly with customers to understand their needs and provide tailored solutions.<br>• Prepare accurate quotations for new pumps, pump systems, and spare parts.<br>• Process customer orders promptly while verifying accuracy and required documentation.<br>• Manage purchase orders and coordinate expedited deliveries to meet customer expectations.<br>• Track shipments, provide schedules, and ensure timely delivery of goods.<br>• Organize and support trade shows and seminars as needed.<br>• Maintain detailed records and generate reports to support operational efficiency.<br>• Collaborate with sales representatives and management to address account activities.<br>• Provide technical insights and assistance to customers regarding product offerings.<br>• Execute administrative tasks to ensure seamless support for internal and external stakeholders.
<p>We are looking for a Client Service Representative to join our team in Boston, Massachusetts. This long-term contract position offers an exciting opportunity to deliver top-tier client service while utilizing your expertise in fund accounting and financial analysis. The role requires someone with strong attention to detail who can effectively manage client inquiries, produce accurate reports, and ensure seamless resolution of accounting-related issues.</p><p><br></p><p>Responsibilities:</p><p>• Respond promptly and accurately to client inquiries, ensuring exceptional service delivery.</p><p>• Calculate daily NAVs and prepare month-end and year-end financial reports.</p><p>• Generate and review various internal and external reports to meet client and organizational needs.</p><p>• Utilize internal technology platforms to manage client servicing tasks efficiently.</p><p>• Investigate and resolve accounting-related discrepancies and issues on a daily basis.</p><p>• Collaborate with internal teams to address client concerns and deliver customized solutions.</p><p>• Apply knowledge of corporate actions, equity, fixed income, and derivative investments to support client needs.</p><p>• Ensure compliance with deadlines and quality standards in a fast-paced environment.</p><p>• Leverage analytical skills to interpret data, workflows, and numeric information for problem-solving.</p><p>• Maintain proficiency in financial tools such as Excel, Bloomberg, and Reuters to optimize reporting and analysis.</p>
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.
We are looking for a detail-oriented Receptionist to join our team in Swansea, Massachusetts. In this Contract position, you will play a key role in ensuring smooth front desk operations while delivering excellent customer service to visitors and clients. This role requires strong organizational skills and the ability to manage multiple tasks efficiently.<br><br>Responsibilities:<br>• Welcome and assist visitors, ensuring their inquiries are addressed effectively.<br>• Schedule appointments and manage calendars using Microsoft Outlook.<br>• Distribute tax returns, provide instructions, and connect clients with tax preparers for further clarification.<br>• Process payments, including credit card transactions and checks, accurately and securely.<br>• Assemble and organize paper tax returns using UltraTax software.<br>• Scan and file documents systematically to maintain accurate records.<br>• Print financial reports as needed and ensure they are prepared for distribution.<br>• Handle shifting priorities and adapt to changes in workload effectively.<br>• Collect and organize client documents in preparation for tax processing.<br>• Provide exceptional customer service, maintaining a friendly and approachable demeanor.
We are looking for a detail-oriented and personable Receptionist to join our team on a contract basis in Cambridge, Massachusetts. This position is entirely onsite and requires exceptional organizational skills to manage daily operations effectively. As the face of our company, you will play a key role in ensuring smooth communication and welcoming experiences for all guests and visitors.<br><br>Responsibilities:<br>• Create and manage work orders to ensure operational efficiency.<br>• Serve as the primary contact for greeting and checking in guests attending events.<br>• Issue visitor badges and maintain accurate records of guest access.<br>• Provide parking passes to visitors as required.<br>• Answer and direct calls using a multi-line phone system.<br>• Maintain clear and timely email correspondence with clients and internal teams.<br>• Organize files and documents to ensure easy retrieval and secure storage.<br>• Schedule appointments and manage calendars to support team operations.<br>• Utilize Microsoft Office tools, including Excel, Outlook, and Word, for administrative tasks.<br>• Deliver excellent customer service by addressing inquiries and resolving concerns promptly.
We are partnering with a well-established distribution company in the MetroWest area that is looking to add a skilled and proactive Sales Support detail oriented to their team. This position is ideal for someone with experience supporting distributor networks and sales teams in a fast-paced, customer-focused environment. In this role, you will provide critical support to the sales organization by assisting with a wide range of activities that directly impact sales effectiveness and customer satisfaction. Responsibilities include coordinating and preparing materials for sales presentations and internal/external meetings, compiling sales reports and analytics, assisting with pricing and product information requests, and managing key project timelines in partnership with sales reps and leadership. You will also serve as a point of contact for vendors, customers, and internal stakeholders, ensuring timely follow-up, accurate communication, and excellent service. This role requires a high level of organization, attention to detail, and the ability to juggle multiple priorities and deadlines. For immediate consideration, please contact Dan Duggan at (508) 205-2126.
<p>Our client one of the oldest Credit Unions in the area is looking to add a new Business Development Officer to their team. As a Business Development Officer, you will play a key role in growing and retaining business banking deposit relationships and commercial lending portfolios. You’ll identify and convert new business opportunities, build strong relationships with local businesses, and serve as a trusted financial advisor—delivering solutions that help our members and strengthen our community.</p><p><br></p><p><strong><u>Key Responsibilities:</u></strong></p><ul><li>Develop and implement strategic plans for business deposit growth and market expansion.</li><li>Identify, pursue, and convert new business members through networking, outreach, and partnerships.</li><li>Actively cross-sell business banking products (deposits, merchant services, treasury management, commercial loans).</li><li>Manage a pipeline of prospective clients; provide ongoing relationship management for existing members.</li><li>Collaborate with retail banking and other departments to ensure a holistic relationship banking experience.</li><li>Handle commercial lending needs, ensuring efficient processing and follow-up.</li><li>Represent the Credit Union at business events, community activities, and network with local professionals.</li><li>Maintain up-to-date expertise on business banking products, market conditions, and emerging technologies.</li><li>Track and report on individual performance and market trends, ensuring alignment with departmental goals.</li></ul>
We are looking for a motivated Collections Specialist to join our team in Framingham, Massachusetts. This role involves engaging with customers to drive sales, resolve inquiries, and support marketing initiatives. The ideal candidate is proactive, organized, and skilled in customer communication and problem-solving.<br><br>Responsibilities:<br>• Conduct daily outbound calls to customers to secure orders, with call volumes ranging from 30 to 40+ calls per day, supporting weekly, quarterly, and annual sales objectives.<br>• Utilize product knowledge and sales expertise to upsell items, promote special offers, suggest alternatives for unavailable products, and address customer concerns effectively.<br>• Provide assistance to customers by resolving product-related inquiries, confirming orders, and coordinating with warehouse and purchasing teams to address delivery issues or special requests.<br>• Support the outside sales team by managing follow-up tasks, coordinating samples, and preparing marketing materials.<br>• Organize and ship product samples to both current and prospective customers, ensuring timely delivery.<br>• Submit sample requests to suppliers and facilitate receipt and organization in coordination with the warehouse team.<br>• Oversee the creation, updates, and distribution of marketing materials for the Retail Department using tools like Microsoft Publisher.<br>• Respond promptly to customer requests for product information, ensuring satisfaction.<br>• Assist in the planning and execution of trade shows, customer presentations, and new product or supplier rollouts.<br>• Occasionally visit local accounts to provide sampling and merchandising support and deliver products during emergencies.
<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>
<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>We are looking for a skilled Collector to join our team in Boston, Massachusetts on a contract basis. This is an onsite role, No remote. No Hybrid Option available. This role involves managing consumer collections, negotiating payment arrangements, and providing solutions tailored to individual circumstances. The ideal candidate will bring experience in banking or credit union environments, although candidates with consumer collections expertise outside of banking may also be considered.</p><p><br></p><p>Responsibilities:</p><p>• Negotiate payment plans and offer options such as loan modifications or hardship programs to assist members.</p><p>• Accurately document all collection activities within the bank's systems.</p><p>• Monitor payment commitments and ensure timely follow-ups.</p><p>• Evaluate accounts and recommend further action, such as repossession, legal proceedings, or charge-offs.</p><p>• Collaborate with internal teams to address member concerns and ensure adherence to policies.</p><p>• Stay informed about federal and state regulations governing collections.</p><p>• Deliver exceptional service while maintaining confidentiality and professionalism.</p><p>• Utilize software systems effectively to manage collection processes and member accounts.</p><p>• Ensure compliance with organizational standards and regulatory requirements.</p><p>• Provide insights and advice to improve collection strategies and member solutions.</p>
