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3 results for Call Center Specialist in Manchester, NH

Client Services Specialist

Boston, MA
onsite
Temporary / Contract
30 - 32 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.
2026-04-30T00:00:00Z

Service Coordinator Specialist

Lowell, MA
onsite
Temporary / Contract
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.
2026-04-03T00:00:00Z

Member Service Representative

Boston, MA
onsite
Temporary to Hire
20 - 22 USD / Hourly
We are looking for a Member Service Representative to support day-to-day branch operations and deliver attentive service to members in Boston, Massachusetts. This contract opportunity with potential for a permanent role is ideal for someone who enjoys working in a fast-paced banking environment, handling transactions accurately, and building strong member relationships. The person in this role will help members with routine account needs while also introducing relevant financial products and services that enhance their experience. Responsibilities: • Deliver courteous, detail-oriented support to members by answering questions and resolving routine account-related needs. • Process everyday financial transactions such as deposits, withdrawals, loan payments, and account inquiries with a high level of accuracy. • Set up new accounts for both prospective and existing members while ensuring all required documentation is completed properly. • Recommend and explain available credit union products and services, including electronic banking options and debit card solutions, based on member needs. • Accept and post loan and other payments correctly in the system and assist with consumer lending activities, including application intake, loan processing support, and funding of approved loans. • Manage cash drawer operations, complete daily balancing procedures, and perform vault-related teller duties in accordance with branch controls. • Handle debit card servicing tasks such as card orders, activity review through third-party providers, and member assistance with card-related issues or questions. • Follow all applicable banking regulations, federal and state compliance requirements, and internal policies, including Bank Secrecy Act and anti-money laundering standards. • Support additional branch and service activities as needed to help maintain efficient daily operations.
2026-05-04T00:00:00Z