5 results for Customer Experience Specialist in Burlington, MA

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.
2026-03-12T00:00:00Z

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

Application Support Specialist

Chelmsford, MA
onsite
Contract / Temporary to Hire
38 - 50 USD / Hourly
We are looking for an experienced Application Support Specialist to manage and maintain a suite of Microsoft-based enterprise applications. This contract-to-permanent position is based in Lowell, Massachusetts, and offers the opportunity to work on diverse systems while collaborating with internal teams to enhance application performance. The ideal candidate will have a strong background in system integrations, troubleshooting, and user access management. Responsibilities: • Deliver Tier II support for a variety of Microsoft-based business applications, ensuring quick and effective resolution of issues. • Administer and troubleshoot user authentication and configurations within Okta, maintaining secure access across systems. • Facilitate integrations between internal platforms and third-party systems, ensuring seamless functionality. • Utilize SQL to query databases, troubleshoot issues, and validate data integrity without engaging in development activities. • Collaborate with internal stakeholders to identify and resolve application performance issues. • Monitor and support various software applications, ensuring they operate efficiently. • Maintain Active Directory configurations and permissions to support enterprise operations. • Provide technical guidance on Dell and Cisco technologies, ensuring hardware compatibility with supported applications. • Contribute to system upgrades and application enhancements to optimize user experience.
2026-02-25T00:00:00Z

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.
2026-03-12T00:00:00Z

Service Coordinator Specialist

Lowell, MA
onsite
Temporary
23.75 - 26.5 USD / Hourly
We are looking for a detail-oriented Renewal Coordinator Specialist to join our team in Lowell, Massachusetts. In this long-term contract position, you will manage customer retention activities, ensuring excellent service and high renewal rates while fostering strong client relationships. The role requires proactive communication, accurate pricing updates, and collaboration to meet customer needs and drive satisfaction. Responsibilities: • Oversee all retention efforts within an assigned customer base, ensuring timely and effective communication. • Initiate contact with customers 120 days prior to contract renewal to address concerns and confirm details. • Update and re-estimate contracts to reflect current labor rates and service needs. • Participate in monthly Service Contract Renewal meetings, providing updates and following through on assigned tasks. • Resolve customer issues and secure agreement before renewal deadlines. • Maintain an organized list of customers and track annual renewal dates. • Identify opportunities to expand services or cross-sell products based on customer needs. • Collaborate with internal teams to improve service delivery and address customer concerns. • Provide regular updates during sales meetings regarding the status of renewals. • Conduct in-person meetings with customers as required to strengthen relationships and address needs.
2026-02-27T00:00:00Z