<p>We are looking for multiple Customer Service Representative to support customers in a fast-paced environment. This long-term contract position is ideal for someone who enjoys resolving inquiries, handling account-related questions, and delivering dependable service through both phone and system-based interactions. The role begins with onsite training for approximately 4 to 6 weeks and then transitions to a hybrid schedule with office attendance on Tuesdays and Thursdays.</p><p><br></p><p>Responsibilities:</p><p>• Respond to incoming customer calls and provide accurate, attentive assistance for service and account inquiries.</p><p>• Use CRM tools to document interactions, update customer records, and track follow-up activities thoroughly.</p><p>• Support billing-related questions by reviewing account details, explaining charges, and helping customers understand available resolutions.</p><p>• Resolve routine service concerns efficiently while escalating more complex issues to the appropriate internal teams when needed.</p><p>• Maintain clear and detailed records of each customer interaction to ensure continuity and service quality.</p><p>• Deliver a high standard of customer care while meeting productivity, responsiveness, and accuracy expectations.</p><p>• Adapt work schedules as needed during emergency situations, including storm response periods that may require adjusted hours.</p><p>• Participate in onsite onboarding and training, then work effectively within a hybrid schedule that includes both remote and in-office responsibilities</p>
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.<br><br>Responsibilities:<br>• Deliver courteous, detail-oriented support to members by answering questions and resolving routine account-related needs.<br>• Process everyday financial transactions such as deposits, withdrawals, loan payments, and account inquiries with a high level of accuracy.<br>• Set up new accounts for both prospective and existing members while ensuring all required documentation is completed properly.<br>• Recommend and explain available credit union products and services, including electronic banking options and debit card solutions, based on member needs.<br>• 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.<br>• Manage cash drawer operations, complete daily balancing procedures, and perform vault-related teller duties in accordance with branch controls.<br>• Handle debit card servicing tasks such as card orders, activity review through third-party providers, and member assistance with card-related issues or questions.<br>• Follow all applicable banking regulations, federal and state compliance requirements, and internal policies, including Bank Secrecy Act and anti-money laundering standards.<br>• Support additional branch and service activities as needed to help maintain efficient daily operations.
<p>We are looking for a dedicated Senior Client Service Associate to join a boutique wealth management firm located in Framingham, Massachusetts. </p><p><br></p><p>This role provides an excellent opportunity to gain diverse experience in client service, operational processes, compliance, and financial planning support. </p><p><br></p><p>Ideal for professionals seeking to advance their career in the wealth management sector, this position offers a collaborative environment to grow and thrive.</p><p><br></p><p><br></p>
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.<br><br>Responsibilities:<br>• Oversee all retention efforts within an assigned customer base, ensuring timely and effective communication.<br>• Initiate contact with customers 120 days prior to contract renewal to address concerns and confirm details.<br>• Update and re-estimate contracts to reflect current labor rates and service needs.<br>• Participate in monthly Service Contract Renewal meetings, providing updates and following through on assigned tasks.<br>• Resolve customer issues and secure agreement before renewal deadlines.<br>• Maintain an organized list of customers and track annual renewal dates.<br>• Identify opportunities to expand services or cross-sell products based on customer needs.<br>• Collaborate with internal teams to improve service delivery and address customer concerns.<br>• Provide regular updates during sales meetings regarding the status of renewals.<br>• Conduct in-person meetings with customers as required to strengthen relationships and address needs.
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate and manage calendars for Client Leads, Consultants, and Technical Account Managers to ensure efficient scheduling and resource allocation.</p><p>• Utilize Microsoft 365 tools and platforms such as ConnectWise or Autotask to track and maintain project workflows.</p><p>• Prepare and deliver detailed reports using standardized templates while ensuring accuracy and clarity.</p><p>• Foster strong communication with clients to address inquiries, resolve issues, and maintain positive relationships.</p><p>• Oversee project timelines and ensure all deliverables are met within agreed-upon deadlines.</p><p>• Collaborate with internal teams to facilitate seamless project execution and client satisfaction.</p><p>• Monitor and analyze project performance metrics to identify opportunities for improvement.</p><p>• Support document coding and ensure proper handling of client-related documentation.</p><p>• Maintain and update relevant systems to ensure all client information is accurate and up-to-date.</p>
<p>We are looking for an Inside Sales Client Support specialist to join our team in Massachusetts. This position serves as a key connection point for customers, sales partners, and internal teams, helping ensure orders, quotes, and service requests are handled accurately and on time. The ideal candidate brings strong customer service experience in a business-to-business setting, excellent attention to detail, and the ability to manage multiple priorities while maintaining a high standard of communication.</p><p><br></p><p>Responsibilities:</p><p>• Manage day-to-day communication with customers, prospects, and sales representatives by responding to questions, resolving order-related concerns, and providing timely updates on service issues.</p><p>• Enter purchase orders into the company system promptly, review submitted information for completeness, and escalate discrepancies that could delay processing.</p><p>• Evaluate customer orders and related terms carefully to confirm requirements can be fulfilled before finalizing transactions, partnering with internal teams when clarification is needed.</p><p>• Prepare and update quotations, sales orders, and order revisions while maintaining a high level of accuracy and responsiveness.</p><p>• Maintain organized records of customer interactions, requests, and supporting documents in accordance with established document retention practices.</p><p>• Coordinate delivery activity by creating shipment records, supporting order fulfillment, and notifying customers of schedule changes such as delays or early releases.</p><p>• Work closely with sales representatives and pricing partners to support changes in volume, delivery commitments, rebate programs, and other account needs.</p><p>• Contribute to on-time delivery performance by tracking order progress, addressing issues quickly, and helping align customer expectations with operational capabilities.</p><p><br></p><p><strong><em><u>**For immediate consideration, please call me directly. Eric Lebow 508-205-2127 **</u></em></strong></p>