6 results for Customer Experience Specialist in Providence, RI

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.
2026-03-16T00:00:00Z

Customer Service Rep

Shrewsbury, MA
onsite
Permanent
52000 - 55000 USD / Yearly
We are looking for a dedicated Customer Service Representative to join our team in Shrewsbury, Massachusetts. In this role, you will play a pivotal part in ensuring smooth communication with customers, managing orders, and coordinating logistics. If you thrive in a fast-paced environment and have a strong background in customer service, we encourage you to apply. Responsibilities:• Process orders efficiently through accurate data entry.• Communicate with customers via verbal and written channels to address inquiries, requests, and concerns.• Coordinate schedules with transportation carriers to meet shipping deadlines.• Maintain and monitor inventory control processes to ensure accuracy.• Collaborate with various departments, including warehouse staff and sales teams, to address order revisions, pricing, inventory updates, and customer complaints.• Work with external carriers to confirm load availability for customer pickups.• Manage customer databases, including advanced shipping notices and routing details.• Handle multiple tasks simultaneously while maintaining attention to detail in a fast-paced environment. For immediate consideration please call me directly 508-205-2127 Eric Lebow
2026-03-17T00:00:00Z

Call Center Customer Service Representative

Acton, MA
onsite
Temporary
20 - 22 USD / Hourly
We are looking for a motivated Call Center Customer Service Representative to join our team on a contract basis in Acton, Massachusetts. In this role, you will be the first point of contact for incoming calls, ensuring smooth communication and directing inquiries to the appropriate team members. This position is ideal for someone who is organized, personable, and dedicated to delivering excellent customer experiences. Responsibilities: • Respond promptly to incoming calls and provide accurate information or direct inquiries to the relevant team member. • Maintain a friendly and attentive demeanor while interacting with customers. • Accurately document call details and ensure proper follow-up when necessary. • Collaborate with team members to resolve customer concerns efficiently. • Utilize basic office tools to manage call logs and organize information. • Ensure a positive experience for every caller by addressing their needs effectively. • Identify and escalate complex issues to the appropriate department or supervisor. • Stay informed about company services and policies to provide accurate assistance. • Uphold the company's standards for customer service and high-quality conduct.
2026-03-20T00:00:00Z

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.
2026-03-20T00:00:00Z

Order Entry Specialist

Taftville, CT
onsite
Permanent
21 - 24 USD / Hourly
Job Title: Order Entry ClerkLocation: Norwich, CT (Full-Time, Onsite)Pay Rate: $21–$24/hourJob Type: Permanent / Direct Hire Job Description:A growing company in the Norwich, CT area is seeking a detail-oriented Order Entry Clerk to join their team. This role is responsible for accurately entering and processing customer orders, maintaining data integrity, and supporting daily administrative operations within a fast-paced office environment. Key Responsibilities:<ul><li>Accurately enter and process customer orders into internal systems</li><li>Review orders for accuracy and completeness</li><li>Maintain and update customer and order records</li><li>Communicate with internal teams regarding order status and discrepancies</li><li>Perform general administrative and data entry tasks as needed</li><li>Ensure timely processing and documentation of orders</li></ul>Qualifications:<ul><li>1+ year of data entry experience required</li><li>Previous experience working in an office environment is required</li><li>Strong computer and system skills (ERP or order management systems a plus)</li><li>Excellent attention to detail and accuracy</li><li>Ability to manage multiple tasks in a fast-paced environment</li><li>Strong communication and organizational skills</li></ul> Interested candidates should submit their resume to:Daniele.zavarella@roberthalf(com)
2026-03-11T00:00:00Z

Sr. Client Service Associate

Framingham, MA
onsite
Permanent
85000 - 100000 USD / Yearly
We are looking for a dedicated Senior Client Service Associate to join a boutique wealth management firm located in Framingham, Massachusetts. This role provides an excellent opportunity to gain diverse experience in client service, operational processes, compliance, and financial planning support. Ideal for professionals seeking to advance their career in the wealth management sector, this position offers a collaborative environment to grow and thrive.
2026-03-17T00:00:00Z