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2 results for Customer Experience Specialist in Providence, RI

Client Services Specialist

Boston, MA
onsite
Temporary
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.
2026-04-20T00:00:00Z

Customer Service Rep

Worcester, MA
onsite
Permanent
52000 - 56000 USD / Yearly
We are looking for an experienced Customer Service Representative to join our team in the Greater Worcester County area. This role requires a detail-oriented individual who excels in managing customer interactions and ensuring seamless order processing to meet business needs. The ideal candidate will thrive in a fast-paced environment and demonstrate strong communication and organizational skills. Responsibilities:• Process customer orders accurately through data entry and maintain order records.• Communicate effectively with customers to address inquiries, resolve issues, and provide updates on orders.• Coordinate scheduling with transportation carriers to ensure timely shipping and delivery.• Monitor inventory levels and collaborate with relevant teams to manage substitutions and revisions.• Serve as a liaison between warehouse staff, sales teams, and management to address pricing, inventory, and customer concerns.• Interact with external carriers to confirm load availability and coordinate customer pickups.• Maintain and update customer databases to manage advanced shipping notices and routing requests.• Handle multiple tasks simultaneously while maintaining accuracy and efficiency in a fast-paced setting.• Facilitate customer satisfaction by responding to feedback and implementing solutions to improve processes. **For immediate consideration, please reach out to me ASAP. Eric Lebow 508-205-2127- we can do a quick resume review! **
2026-04-13T00:00:00Z