<p><strong>SUMMARY:</strong> 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. </p><p> </p><p>ESSENTIAL DUTIES:</p><p><br></p><p>The requirements listed below are representative of the essential duties required of the Customer Service Representative: </p><p> </p><p>· Accurately enter and process orders, track order status, and expedite as necessary to ensure on time delivery.</p><p>· 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. </p><p>· 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.</p><p>· Responsible to ensure customer retention and growth through strong relationship management metrics.</p><p>· Present products effectively, up-sell and cross sell additional products as appropriate and generate referrals when possible.</p><p>· Interact daily with Regional Sales Managers (RSM’s) and sales representatives regarding customer opportunities, orders and issues.</p><p>· Follow up on lost business in an effort to reactivate dormant accounts.</p><p>· Qualify customer RFQ’s to ensure accurate cross-referencing, UOM and prospective package is ready for hand off to shipping department.</p><p>· Forwards quotations to customer as required.</p><p>· Completes initial lead follow up and communicates results to RSM, Marketing and appropriate management.</p><p>· Maintain customer information as needed for contacts, routing etc.</p><p>· Assist in business development activities i.e., direct mailings, samples and follow up calls.</p><p>· Quality is everyone’s responsibility.</p><p>· Other duties as assigned.</p><p><br></p><p><strong><em><u>For immediate consideration please call me directly Eric Lebow 508-205-2127 </u></em></strong></p>
<p>Robert Half is currently seeking a service-oriented Marketing Specialist for a leading organization. This role offers the opportunity to work directly with business development and operations teams, supporting initiatives designed to secure new business and drive organizational growth. The role is 40 hours per week and hybrid on site 3 days a week!</p><p> </p><p>Key Responsibilities: </p><ul><li>Prepare and manage responses for RFPs and RFQs, ensuring proposals meet client specifications </li><li>Develop client-specific portfolio books and information packages to support outreach efforts </li><li>Maintain accurate project descriptions in internal databases </li><li>Create team and individual resumes as needed Identify and pursue opportunities for press releases and creative projects </li><li>Design and maintain marketing collateral templates Coordinate administrative, support, and production activities as required</li></ul>
<p>We are looking for an Investment Executive to join our team in Greater Boston. Reporting to the Senior Vice President Retail, you will guide clients through tailored investment solutions, helping them achieve their financial goals while maintaining compliance with industry standards. This position is ideal for a proactive and client-focused individual with a strong background in investment advisory and sales.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Provide clients with expert advice on non-deposit investment products, ensuring solutions align with their financial objectives.</p><p>• Analyze client portfolios and recommend investment strategies to optimize performance.</p><p>• Manage ongoing client relationships through regular financial plan reviews and responsive communication.</p><p>• Execute investment transactions in strict adherence to industry regulations and company policies.</p><p>• Resolve client issues effectively and ensure high levels of customer satisfaction.</p><p>• Develop and implement targeted sales strategies to meet organizational goals.</p><p>• Collaborate with Banking Center teams to enhance cross-functional performance and drive results.</p><p>• Oversee and support the training of a Financial Services Assistant to ensure operational excellence.</p><p>• Stay updated on regulatory changes and market trends to maintain expertise in the field.</p><p>• Participate in community engagement and marketing initiatives to promote investment services.</p>
We are looking for a Marketing Reporting Associate to join our team in Boston, Massachusetts. In this role, you will support a global investment management platform, focusing on institutional clients and consultants. This is an excellent opportunity to collaborate across teams, manage essential marketing content, and contribute to the success of a dynamic organization.<br><br>Responsibilities:<br>• Create and deliver high-quality RFPs, DDQs, and consultant reports that meet compliance standards and client expectations.<br>• Collaborate with client and consultant relations teams to ensure marketing content aligns with organizational goals.<br>• Maintain and update accurate marketing and strategy information across various asset classes.<br>• Partner with investment and product teams to gain insights and enhance reporting materials.<br>• Provide ongoing support for consultant relations, ensuring effective communication and engagement.<br>• Utilize tools such as Loopio to streamline the proposal and reporting processes.<br>• Ensure all written materials are thorough, precise, and tailored to client needs.<br>• Contribute to the development of initiatives that improve the efficiency of reporting and proposal workflows.<br>• Stay informed about financial market trends and integrate relevant insights into reporting.<br>• Assist in identifying opportunities for career growth within the organization.
<p>Our client one of the oldest Credit Unions in the area is looking to add a new Business Development Officer to their team. As a Business Development Officer, you will play a key role in growing and retaining business banking deposit relationships and commercial lending portfolios. You’ll identify and convert new business opportunities, build strong relationships with local businesses, and serve as a trusted financial advisor—delivering solutions that help our members and strengthen our community.</p><p><br></p><p><strong><u>Key Responsibilities:</u></strong></p><ul><li>Develop and implement strategic plans for business deposit growth and market expansion.</li><li>Identify, pursue, and convert new business members through networking, outreach, and partnerships.</li><li>Actively cross-sell business banking products (deposits, merchant services, treasury management, commercial loans).</li><li>Manage a pipeline of prospective clients; provide ongoing relationship management for existing members.</li><li>Collaborate with retail banking and other departments to ensure a holistic relationship banking experience.</li><li>Handle commercial lending needs, ensuring efficient processing and follow-up.</li><li>Represent the Credit Union at business events, community activities, and network with local professionals.</li><li>Maintain up-to-date expertise on business banking products, market conditions, and emerging technologies.</li><li>Track and report on individual performance and market trends, ensuring alignment with departmental goals.</li></ul>
<p><strong>Office Manager – Framingham, MA</strong></p><p>Our client is seeking a highly organized and proactive Office Manager to support daily operations and partner closely with ownership. This role will oversee administrative functions, assist with project coordination and invoicing, support customer and employee relations, and help keep multiple projects running smoothly. The Office Manager will also assist with scheduling, email management, light accounting tasks in QuickBooks, and provide operational support across the business.</p><p>This position offers on-the-job training in social media and marketing, including maintaining the company’s brand voice and assisting with outreach efforts. The ideal candidate thrives in a fast-paced environment, has strong communication and organizational skills, is comfortable with Microsoft Office and basic Excel, and brings a mix of administrative experience with an understanding of billing, budgeting, and office operations. Prior industry experience is a plus but not required.</p><p><br></p><p><strong>Immediate consideration please call Allison Brown at 508.205.2121</strong></p>
