<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Process customer orders accurately through data entry and maintain order records.</p><p>• Communicate effectively with customers to address inquiries, resolve issues, and provide updates on orders.</p><p>• Coordinate scheduling with transportation carriers to ensure timely shipping and delivery.</p><p>• Monitor inventory levels and collaborate with relevant teams to manage substitutions and revisions.</p><p>• Serve as a liaison between warehouse staff, sales teams, and management to address pricing, inventory, and customer concerns.</p><p>• Interact with external carriers to confirm load availability and coordinate customer pickups.</p><p>• Maintain and update customer databases to manage advanced shipping notices and routing requests.</p><p>• Handle multiple tasks simultaneously while maintaining accuracy and efficiency in a fast-paced setting.</p><p>• Facilitate customer satisfaction by responding to feedback and implementing solutions to improve processes.</p><p><br></p><p><br></p><p><strong><em><u>**For immediate consideration, please reach out to me ASAP. Eric Lebow 508-205-2127- we can do a quick resume review! **</u></em></strong></p>
This position supports the Investment Consulting Services team with a blend of operational and administrative responsibilities. <br> 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. <br> 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.
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>