<p>We are looking for a Member Services Supervisor to oversee a high-quality experience for members while guiding day-to-day service operations. This role combines team leadership, process improvement, and direct coordination of member programs to strengthen satisfaction, accuracy, and long-term engagement. The ideal candidate brings strong communication skills, sound judgment, and the ability to manage service activities in a fast-paced office environment.</p><p><br></p><p>Responsibilities:</p><p>• Direct membership lifecycle activities, ensuring smooth enrollment, account maintenance, and separation processes with careful attention to service quality and accuracy.</p><p>• Coordinate the planning and support of member-facing activities such as meetings, training sessions, and industry events, representing the organization in a thorough and attentive manner.</p><p>• Create and refine engagement initiatives that improve the member experience, encourage continued participation, and support retention goals.</p><p>• Review service metrics and member input to uncover patterns, identify gaps, and propose practical improvements to internal workflows.</p><p>• Manage projects focused on strengthening member service operations, working closely with internal departments and outside vendors to deliver effective solutions.</p><p>• Coach, train, and support team members on service procedures, systems usage, and performance expectations, including ongoing development and feedback.</p><p>• Keep member communications, website materials, and vendor-related documents current, accurate, and aligned with operational needs.</p><p>• Maintain precise member records in business systems and recommend upgrades or process changes that improve efficiency, including enhancements related to ticketing and member management platforms.</p><p><br></p><p><strong><em><u>For immediate consideration please call me directly, 508-205-2127 Eric Lebow</u></em></strong></p>
<p>We are looking for a Sales Support Manager to lead day-to-day support operations that strengthen retail sales execution and improve service for customers and internal teams in the Framingham, Massachusetts area. This role oversees a small support team, coordinates closely with sales partners, and helps keep pricing, item information, forecasts, and customer-facing materials organized and accurate. The ideal candidate brings leadership experience, strong communication skills, and a background in sales support within consumer products, brokerage, or specialty food environments.</p><p><br></p><p>Responsibilities:</p><p>• Guide and coach a team of sales support professionals, setting priorities and promoting consistent, high-quality execution.</p><p>• Work closely with the sales organization to align operational support with customer goals, promotional plans, and revenue objectives.</p><p>• Refine and manage core support activities such as deductions, rebate tracking, demand forecasting, item onboarding, and customer portal administration.</p><p>• Assemble customer presentations, coordinate product sample requests, and prepare materials that help the sales team present effectively.</p><p>• Oversee pricing updates, product record changes, and outbound communications to ensure customers receive timely and accurate information.</p><p>• Maintain dependable customer, manufacturer, and product data across business systems to support reporting and daily operations.</p><p>• Balance requests from clients, customers, and internal departments while keeping deadlines on track in a fast-moving business setting.</p><p>• Monitor support workflows and identify opportunities to improve efficiency, accuracy, and responsiveness across the team.</p><p><br></p><p><strong><em><u>For immediate consideration, please call me directly 508-205-2127 Eric Lebow</u></em></strong></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 customer-focused Contact Call Center Representative (5+ years of experience could be more lead or supervisor level) to support clients and internal branch teams. In this role, you will handle a mix of inbound and outbound communications, resolve account-related concerns, and deliver knowledgeable guidance on consumer banking products and services. The ideal candidate brings strong judgment, clear communication, and the ability to stay organized in a high-volume environment while maintaining service quality and customer satisfaction.</p><p><br></p><p>Responsibilities:</p><p>• Manage incoming and outgoing customer calls while delivering detail-oriented service that supports satisfaction, retention, and sales goals.</p><p>• Provide day-to-day assistance to branch employees through the branch support line, including help with system navigation, procedural questions, online banking resources, and approval follow-up.</p><p>• Investigate customer concerns thoroughly and take timely action to resolve issues, escalating complex matters when appropriate.</p><p>• Maintain up-to-date knowledge of deposit accounts, transaction services, internal procedures, and applicable regulatory guidelines to ensure accurate support.</p><p>• Identify opportunities to recommend relevant consumer banking products and services based on customer needs and current promotional initiatives.</p><p>• Meet established performance expectations for quality assurance, service levels, accuracy, and cross-selling results in a fast-paced call center setting.</p><p>• Support additional service operations by providing teller or switchboard coverage when business needs require it.</p><p>• Use active listening and thoughtful questioning to understand customer concerns, address objections, and guide conversations toward effective solutions.</p><p><br></p><p><strong><em><u>For immediate consideration, Please call me directly 508-205-2127 Eric Lebow </u></em></strong></p>
<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>