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11 results for Registered Client Services Associate in Boston, MA

Sr. Client Service Associate

Framingham, MA
onsite
Permanent
85000 - 100000 USD / Yearly
We are looking for a dedicated Senior Client Service Associate to join a boutique wealth management firm located in Framingham, Massachusetts. This role provides an excellent opportunity to gain diverse experience in client service, operational processes, compliance, and financial planning support. Ideal for professionals seeking to advance their career in the wealth management sector, this position offers a collaborative environment to grow and thrive.
2026-03-17T00:00:00Z

IT Client Account Coordinator

Boston, MA
onsite
Permanent
70000 - 80000 USD / Yearly
We are looking for an experienced IT Client Account Coordinator to join our team in Boston, Massachusetts. In this role, you will play a crucial part in managing schedules, coordinating projects, and ensuring seamless communication between clients and internal teams. The ideal candidate will bring strong organizational skills and a deep understanding of IT systems and tools. Previous MSP experience is highly preferred. This role is hybrid, onsite in Boston 3-4 days a week. Responsibilities:• Coordinate and manage calendars for Client Leads, Consultants, and Technical Account Managers to ensure efficient scheduling and resource allocation.• Utilize Microsoft 365 tools and platforms such as ConnectWise or Autotask to track and maintain project workflows.• Prepare and deliver detailed reports using standardized templates while ensuring accuracy and clarity.• Foster strong communication with clients to address inquiries, resolve issues, and maintain positive relationships.• Oversee project timelines and ensure all deliverables are met within agreed-upon deadlines.• Collaborate with internal teams to facilitate seamless project execution and client satisfaction.• Monitor and analyze project performance metrics to identify opportunities for improvement.• Support document coding and ensure proper handling of client-related documentation.• Maintain and update relevant systems to ensure all client information is accurate and up-to-date.
2026-03-30T00:00:00Z

Accounting Associate

Boston, MA
onsite
Permanent
60000 - 80000 USD / Yearly
Our client, an investment management company, is seeking an Accounting Associate to join their accounting team. This individual will sit out of their Boston, MA office and be required to be in-office at least 3 days/week. Accounting Associate - Job Summary:This accounting professional will support our client's financial accounting, reporting, and corporate operations. This role works closely with teams across finance, investment operations, compliance, and HR, helping ensure accurate, timely reporting for a complex investment portfolio and internal corporate activities. Key Responsibilities:- Manage daily accounting and reporting for selected investment‑related accounts- Coordinate with external service providers to ensure accurate processing of transactions, valuations, and performance records- Support accounts payable processing and review employee travel & expense submissions- Maintain vendor records and resolve invoice‑related issues- Assist with month‑end and year‑end close activities, including general ledger reconciliations across investment and non‑investment accounts- Contribute to annual audits, fiscal year‑end close processes, and corporate budgeting efforts
2026-03-24T00:00:00Z

Accounting Associate

Marlborough, MA
onsite
Permanent
55000 - 65000 USD / Yearly
We are looking for an organized and detail-oriented Accounting Associate to join our team in Marlborough, Massachusetts. In this role, you will play a vital part in managing financial operations, ensuring accurate record-keeping, and supporting project-related accounting activities. This position requires a proactive individual with strong technical skills and the ability to collaborate effectively with multiple departments. For immediate considerations contact Thiago de Matos, (508) 213-1192. Responsibilities:• Oversee daily financial tasks, including tracking and managing accounts payable, accounts receivable, and expense reconciliations.• Prepare financial reports such as job cost summaries and account reconciliations to support decision-making processes.• Process incoming invoices from vendors and subcontractors, ensuring proper organization and distribution.• Monitor and reconcile spending across various accounts, including vendor and gas accounts, to maintain accurate records.• Compile and review Pay Application books for project managers prior to submission.• Assist in managing subcontractor change orders and ensuring compliance with lien waivers and insurance documentation.• Set up new projects in accounting systems and update cost codes in collaboration with project managers.• Maintain digital and physical filing systems to ensure efficient storage and retrieval of financial documents.• Input financial data into QuickBooks and assist with integration efforts to ensure consistent job cost tracking.• Support monthly billing processes by assembling required documentation and submitting to clients in a timely manner.
2026-04-09T00:00:00Z

Office Service Associate

Canton, MA
onsite
Temporary
20 - 21 USD / Hourly
We are looking for a Mailroom Clerk to join this office in Canton, MA. This coverage will be on call/as needed. Responsibilities:• Handle incoming and outgoing mail, ensuring timely and accurate delivery.• Maintain organization and efficiency in the mailroom.• Coordinate with team members to manage mail distribution schedules.• Track and record mail-related activities as required.• Communicate effectively with clients or team members regarding mail inquiries.• Ensure compliance with company policies and procedures in mail services.• Provide support during peak times or special projects related to mail services.
2026-03-19T00:00:00Z

Senior Associate

Boston, MA
onsite
Permanent
120000 - 140000 USD / Yearly
Our client is growing Private Equity firm continuing to grow their internal team to support the ongoing success and fundraising efforts.There are multiple roles here at various levels. If you are looking to gain access into the PE industry by leveraging your accounting background, this is one good way. This position is responsible for financial reporting and accounting for investment-related entities. You'll get into preparing and reviewing financial statements, ensuring compliance with accounting standards, and supporting various internal functions. Key Responsibilities:<ul><li>Prepare periodic financial statements and related reports.</li><li>Review work completed by third-party service providers.</li><li>Oversee accounting, reporting, and compliance for assigned entities.</li><li>Manage administrative tasks such as capital activity and distributions.</li><li>Assist with preparation of materials for stakeholders and respond to information requests.</li><li>Coordinate with external auditors for year-end audits.</li><li>Support tax-related processes and allocations.</li><li>Monitor cash activity and reconcile accounts.</li><li>Maintain and update investment records and related data.</li><li>Record daily transactions in accounting systems.</li></ul>
2026-04-02T00:00:00Z

Mail Svcs Associate

Westford, MA
onsite
Temporary
20 - 21 USD / Hourly
We are looking for a Mail Services Associate to join our team in Westford, Massachusetts. This is a contract position where you will oversee mailroom operations and ensure the smooth handling of incoming and outgoing mail, packages, and related services. The ideal candidate will have strong organizational skills, attention to detail, and the ability to deliver exceptional service in a fast-paced environment. Responsibilities: • Audit incoming deliveries and compare them against invoices to ensure accuracy. • Inspect deliveries for compliance and reject packages that do not meet standards. • Ensure timely delivery of mail and packages, notifying recipients of delays when necessary. • Handle outgoing shipments, applying postage and protecting items from damage during transit. • Manage inventory in copy rooms and replenish supplies as needed. • Respond to inquiries and resolve client or team concerns effectively. • Analyze data to address and resolve complex issues, offering recommendations to improve processes. • Coordinate shipping requests with vendors and communicate arrangements to package owners. • Suggest process improvements to enhance the efficiency of mailroom operations. • Maintain and utilize office equipment such as copiers and ensure their proper functioning.
2026-04-07T00:00:00Z

Customer Service Representative

Gardner, MA
onsite
Permanent
48000 - 52000 USD / Yearly
SUMMARY: 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. ESSENTIAL DUTIES: The requirements listed below are representative of the essential duties required of the Customer Service Representative: · Accurately enter and process orders, track order status, and expedite as necessary to ensure on time delivery.· 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. · 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.· Responsible to ensure customer retention and growth through strong relationship management metrics.· Present products effectively, up-sell and cross sell additional products as appropriate and generate referrals when possible.· Interact daily with Regional Sales Managers (RSM’s) and sales representatives regarding customer opportunities, orders and issues.· Follow up on lost business in an effort to reactivate dormant accounts.· Qualify customer RFQ’s to ensure accurate cross-referencing, UOM and prospective package is ready for hand off to shipping department.· Forwards quotations to customer as required.· Completes initial lead follow up and communicates results to RSM, Marketing and appropriate management.· Maintain customer information as needed for contacts, routing etc.· Assist in business development activities i.e., direct mailings, samples and follow up calls.· Quality is everyone’s responsibility.· Other duties as assigned. For immediate consideration please call me directly Eric Lebow 508-205-2127
2026-03-17T00:00:00Z

Customer Service Specialist

Hathorne, MA
onsite
Permanent
50000 - 62500 USD / Yearly
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. 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. For the right experience our client is looking for a starting salary up to $30/hour. Hours are 7:00-3:30. If interested and qualified please apply to this listing or send your resume direct to Bill.Nichols@roberthalf. Thanks!
2026-03-18T00:00:00Z

Customer Service Manager

Raynham, MA
onsite
Temporary
33 - 38 USD / Hourly
We are looking for a dedicated Customer Service Manager to join our team in Raynham, Massachusetts. In this long-term contract role, you will take charge of delivering exceptional customer experiences while overseeing daily operations in a residential service setting. This position is ideal for a motivated individual who thrives on building relationships and driving customer satisfaction. Responsibilities: • Manage inbound calls related to maintenance and repair inquiries, ensuring prompt and effective resolution. • Conduct outbound calls to follow up on quotes, solicit customer feedback, and promote maintenance programs. • Track and analyze performance metrics, providing regular reports to drive continuous improvement. • Utilize ServiceTitan software to schedule jobs and manage customer accounts efficiently. • Foster strong relationships with customers by addressing concerns and resolving conflicts effectively. • Implement strategies to enhance customer satisfaction and loyalty through superior service delivery. • Coordinate and optimize scheduling to ensure timely service and operational efficiency. • Promote upselling opportunities by identifying customer needs and offering relevant solutions. • Maintain a clear and precise communication style to effectively interact with customers and team members. • Provide leadership and support to the customer service team, ensuring alignment with organizational goals.
2026-04-01T00:00:00Z

Customer Service Rep

Worcester, MA
onsite
Permanent
52000 - 56000 USD / Yearly
We are looking for an experienced Customer Service Representative to join our team in the Greater Worcester County area. This role requires a detail-oriented individual who excels in managing customer interactions and ensuring seamless order processing to meet business needs. The ideal candidate will thrive in a fast-paced environment and demonstrate strong communication and organizational skills. Responsibilities:• Process customer orders accurately through data entry and maintain order records.• Communicate effectively with customers to address inquiries, resolve issues, and provide updates on orders.• Coordinate scheduling with transportation carriers to ensure timely shipping and delivery.• Monitor inventory levels and collaborate with relevant teams to manage substitutions and revisions.• Serve as a liaison between warehouse staff, sales teams, and management to address pricing, inventory, and customer concerns.• Interact with external carriers to confirm load availability and coordinate customer pickups.• Maintain and update customer databases to manage advanced shipping notices and routing requests.• Handle multiple tasks simultaneously while maintaining accuracy and efficiency in a fast-paced setting.• Facilitate customer satisfaction by responding to feedback and implementing solutions to improve processes. **For immediate consideration, please reach out to me ASAP. Eric Lebow 508-205-2127- we can do a quick resume review! **
2026-04-13T00:00:00Z