5 results for Registered Client Services Associate in Boston, MA

Senior Client Service Representative

Boston, MA
onsite
Temporary
25 - 26 USD / Hourly
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. Responsibilities: • Address client inquiries efficiently and ensure resolutions meet high service standards. • Calculate daily net asset values (NAVs) and prepare month-end and year-end financial reports. • Generate and manage various internal and external reports with accuracy. • Utilize internal technology platforms to support client service operations effectively. • Investigate and resolve accounting discrepancies or issues on a daily basis. • Collaborate with teams to ensure timely completion of deliverables and uphold service quality. • Apply analytical skills to assess data workflows and solve problems. • Stay informed about corporate actions, equity, fixed income, and derivative investments. • Leverage tools like Excel, Bloomberg, and Reuters to enhance reporting and analysis. • Maintain focus and accuracy while working under tight deadlines.
2026-03-13T00:00:00Z

Client Services Specialist

Boston, MA
onsite
Temporary
28 - 30 USD / Hourly
This position supports the Investment Consulting Services team with a blend of operational and administrative responsibilities. 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. 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.
2026-03-13T00:00:00Z

Service Partner Recruiting Associate

North Attleboro, MA
onsite
Contract / Temporary to Hire
18 - 21 USD / Hourly
We are looking for a Service Partner Recruiting Associate to join our team in North Attleboro, Massachusetts. In this role, you will engage with potential service partners and build lasting relationships to support our operations in the construction and contracting industry. This position requires excellent communication skills, a proactive approach, and the ability to thrive in a dynamic environment. Please note, this is a contract-to-permanent opportunity. Responsibilities: • Conduct cold calls to identify and engage potential service partners for seasonal work, including mowing, edging, and weeding for commercial projects. • Deliver clear and confident presentations that foster trust and encourage positive responses. • Follow up with service partners who have not yet responded to inquiries, ensuring their needs and interests are addressed. • Collaborate with subject matter experts to qualify service providers and verify their equipment and capabilities. • Build strong, detail-oriented relationships through consistent and meaningful interactions. • Utilize recruitment strategies tailored to outdoor trades to attract and retain skilled service partners. • Maintain detailed records of communications, appointments, and agreements using industry-standard tools. • Handle inbound and outbound calls effectively, ensuring a high level of customer service throughout. • Support sales efforts with a friendly and approachable demeanor, energizing conversations and driving results. • Schedule appointments and manage correspondence with service partners in a timely and organized manner.
2026-03-12T00:00:00Z

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>
2026-02-18T00:00:00Z

Customer Service Rep

Acton, MA
onsite
Permanent
52000 - 60000 USD / Yearly
Essential Functions  Respond to all customer inquiries, questions, and RFQ’s  Develop system for following up on quotes to identify likelihood of order  Understand customers’ needs and communicate to production team to ensure satisfaction  Setup and host customer and vendor visits via video, and/or in person  Daily meeting with production manager, operations manager, engineering to review any open quotes and/or order fulfillment concerns  Enter quotes and sales orders into ERP system (ProfitKey®), ensuring accuracy  Maintain major sales analysis spreadsheets, open quote log, and any custom report as requested  Prepare weekly posts for social media sites (LinkedIn etc.)  Attend trade shows as requested (US Locations)  Maintain database integrity within ProfitKey® ERP Software  Maintain a database of current and potential customers with CRM  Review technical drawings for manufacturability with the support of engineering as needed  Prepare customer reports and access customer portals as needed. Education - Associate’s degree in business administration, applied science or engineering Experience Details - Manufacturing technical sales support and/or officer administrator role – 1 year preferred - Customer service experience - High working knowledge of Microsoft Excel, Outlook, TEAMS, and other Office suite applications
2026-03-10T00:00:00Z