<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>Robert Half’s marketing & creative client is looking for a Marketing Program Manager for a 6 – 12+ month contract in Boston. This is a hybrid, 40 hour-per-week opportunity; candidates must be willing to work onsite in Boston 2 days per week (other office locations include Raleigh, NC and Nashville, TN). The Marketing Programs Manager will oversee campaign strategy and activation, driving brand growth, generating leads, and boosting sales opportunities</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Design and execute integrated marketing campaigns for business, product, and channel priorities</li><li>Own campaign calendar, content needs, automation workflows, and event support</li><li>Build demand and lead nurturing programs to move prospects through the funnel</li><li>Collaborate with internal teams and external agencies for campaign delivery</li><li>Manage project timelines and creative resources for high-quality execution</li><li>Monitor campaign KPIs and optimize tactics for ROI</li><li>Manage budgets and align spend with performance goals</li><li>Report on program results and insights to refine future campaigns</li></ul>
<p>We are looking for an Investment Executive to join our team in Greater Boston. Reporting to the Senior Vice President Retail, you will guide clients through tailored investment solutions, helping them achieve their financial goals while maintaining compliance with industry standards. This position is ideal for a proactive and client-focused individual with a strong background in investment advisory and sales.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Provide clients with expert advice on non-deposit investment products, ensuring solutions align with their financial objectives.</p><p>• Analyze client portfolios and recommend investment strategies to optimize performance.</p><p>• Manage ongoing client relationships through regular financial plan reviews and responsive communication.</p><p>• Execute investment transactions in strict adherence to industry regulations and company policies.</p><p>• Resolve client issues effectively and ensure high levels of customer satisfaction.</p><p>• Develop and implement targeted sales strategies to meet organizational goals.</p><p>• Collaborate with Banking Center teams to enhance cross-functional performance and drive results.</p><p>• Oversee and support the training of a Financial Services Assistant to ensure operational excellence.</p><p>• Stay updated on regulatory changes and market trends to maintain expertise in the field.</p><p>• Participate in community engagement and marketing initiatives to promote investment services.</p>
We are looking for a Marketing Reporting Associate to join our team in Boston, Massachusetts. In this role, you will support a global investment management platform, focusing on institutional clients and consultants. This is an excellent opportunity to collaborate across teams, manage essential marketing content, and contribute to the success of a dynamic organization.<br><br>Responsibilities:<br>• Create and deliver high-quality RFPs, DDQs, and consultant reports that meet compliance standards and client expectations.<br>• Collaborate with client and consultant relations teams to ensure marketing content aligns with organizational goals.<br>• Maintain and update accurate marketing and strategy information across various asset classes.<br>• Partner with investment and product teams to gain insights and enhance reporting materials.<br>• Provide ongoing support for consultant relations, ensuring effective communication and engagement.<br>• Utilize tools such as Loopio to streamline the proposal and reporting processes.<br>• Ensure all written materials are thorough, precise, and tailored to client needs.<br>• Contribute to the development of initiatives that improve the efficiency of reporting and proposal workflows.<br>• Stay informed about financial market trends and integrate relevant insights into reporting.<br>• Assist in identifying opportunities for career growth within the organization.
<p>Robert Half's marketing & creative client is looking for a Content Writer for a 6+ month contract. This is a hybrid, 37.5-hour-per-week opportunity; candidates must be willing and able to work onsite 3 days per week. The Content Writer will be responsible for creating multi-channel copy that is engaging and audience-centric. Interested candidates should submit a portfolio of relevant B2B and B2C writing samples.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Develop brand-aligned content across print, digital, social, video, and ad channels</li><li>Translate complex information into clear, engaging copy</li><li>Drive audience engagement through insights and connection</li><li>Ensure consistent messaging across platforms and campaigns</li><li>Edit and refine content</li><li>Incorporate SEO best practices</li></ul>
<p><strong>Office Manager – Framingham, MA</strong></p><p>Our client is seeking a highly organized and proactive Office Manager to support daily operations and partner closely with ownership. This role will oversee administrative functions, assist with project coordination and invoicing, support customer and employee relations, and help keep multiple projects running smoothly. The Office Manager will also assist with scheduling, email management, light accounting tasks in QuickBooks, and provide operational support across the business.</p><p>This position offers on-the-job training in social media and marketing, including maintaining the company’s brand voice and assisting with outreach efforts. The ideal candidate thrives in a fast-paced environment, has strong communication and organizational skills, is comfortable with Microsoft Office and basic Excel, and brings a mix of administrative experience with an understanding of billing, budgeting, and office operations. Prior industry experience is a plus but not required.</p><p><br></p><p><strong>Immediate consideration please call Allison Brown at 508.205.2121</strong></p>
