Client Services Salary at Avenu BETA

We are looking for a dedicated and proactive Client Services Representative to join our team. In this role, you will serve as the primary point of contact for clients and internal operational teams, providing timely and accurate resolution to client inquiries and supporting exceptional client service levels. You will primarily focus on Fund Accounting, Administration, and Custody disciplines and the applicable products offered for assigned client relationships. salary: $22 - $24 per hour shift: First work hours: 8 AM - 4 PM education: High School Responsibilities 1.Client Service Proactively respond to client inquiries on a daily basis Provide filtering and escalation for client inquiries Participate in scheduled client meetings as requested Assist in activities that support the measurement of Client Service Standards across the various products our client provides to our clients. Work effectively with internal departments or third party providers to prioritize client requests, deliver

Client Service Associate Location: Hybrid in Boston (3 days/week in-office) Compensation: $80,000 – $90,000 base + 25% performance bonus We are seeking a proactive and detail-oriented Client Service Associate to join our client's North America Client Service team. In this role, you’ll support Relationship Managers in delivering a best-in-class experience to institutional clients by coordinating client engagements, managing account data, and supporting communications across internal and external stakeholders. Key Responsibilities: Support Relationship Managers with client servicing and engagement Maintain and update client information and assist with account activity Coordinate client meetings, prepare materials, and document key takeaways Communicate across departments (Compliance, Operations, etc.) and with clients Tailor responses and follow-up based on client-specific needs Identify cross-sell opportunities and assist with proposal development Qualifications: Bachelor’s degree requi

Client Services Associate Salary up to 55K Location: Worcester MA Summary of responsibilities: This position provides administrative support to the senior-level registered and administrative assistants by completing operational functions efficiently. Principal responsibilities: Prepare and send correspondence and new account and service forms to clients. Review and process incoming paperwork and correspondence. Send documents to broker/dealer or fund companies. Follow up on forms sent to broker/dealer or fund companies. Document all client related activities in CRM and create follow-up actions to ensure all actions have been completed correctly and in a timely manner. Maintain CRM client data and activities. Maintain client relationships via email, phone, online and in-person meetings. Prepare meeting materials. Create and print various reports. Upload and file client correspondence and documents. Upload and update information from client statements. Perform client mailings utilizing m

Client Services Representative Contract: 6+ months Job location: Woburn, MA Onsite 5 days a week Must have: 2 years experience in a client service focused role (ideally banking, financial services or insurance) Excel Word Friendly, approachable and outgoing personality As a Client Services Representative, you'll be the primary point of contact for our clients, playing a key role in delivering an outstanding customer experience. Your focus will be on building strong, lasting relationships by providing knowledgeable, responsive, and solutions-oriented support. If you're passionate about helping others and committed to excellence, we’d love to have you as part of our team. Key Responsibilities: -Respond promptly and professionally to client inquiries, concerns, and complaints via phone and email. -Guide clients through policy-related questions, coverage details, and updates with accuracy and clarity. -Process client requests efficiently, ensuring a smooth and positive experience from star

Client Service Associate – Boston, MA A Boston-based wealth management firm specializing in sustainable investing is seeking a Client Service Associate to join its exciting team. This role will work closely with portfolio managers, the operations team, and other client service professionals to ensure seamless account management and an exceptional client experience. Key Responsibilities: Coordinate the opening and ongoing maintenance of client accounts, ensuring tasks are completed accurately and efficiently. Process client requests promptly, collaborating with portfolio managers to resolve open account issues. Facilitate disbursements and contributions, ensuring timely and secure transactions. Assist with charitable donations of cash and stock from client portfolios. Maintain strong internal coordination to update client accounts and records. Liaise with accountants and third parties to ensure proper submission of documents and payments. Document all communications in the firm's Client

About the job Client Service Associate Client Service Associate Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group. This is a great role for anybody looking to launch their career in Wealth Management - this position provides the opportunity to learn and grow alongside some of the best in the business. If you have, or are looking to obtain your Series 7 / 66 licenses and kickstart your career in Wealth Management, please apply here! Responsibilities: Work directly with the clients on Financial Planning as well as cash flow planning for retirement Assist clients with their accounts, including maintenance and creation of new accounts Manage and validate accounts transfers Assist with any distributions / checks / wire transfers Assist with file coordination for quarterly administrative and investment reviews Ad hoc projects when required Qualifications: Series 7 / 63 / 66, SIE highly preferred 1-3 years of experience in

BAYADA Home Health Care has an immediate opening for a **Client Services Manager!** BAYADA believes that our clients and their families deserve home health care delivered with compassion, excellence, and reliability. We want you to apply your energy and skills in this dynamic, entrepreneurial environment and become an integral part of a caring, professional team that is instrumental in providing the highest quality care to our clients. Come join our **Assistive Care State Programs office in Marlborough, MA!** **Why choose BAYADA?** + BAYADA offers the stability and structure of a national company with the values and culture of a family-owned business. + https://www.newsweek.com/rankings/americas-greatest-workplaces-diversity-2024/bayada + Newsweek'sBest Place to Work for Diversity 2023 + Newsweek Best Place to Work for Women 2023 + Newsweek Best Place to Work (overall) 2024 + Newsweek Best Place to Work for Women and Families 2023 + Glassdoor Best Places to Work 2018 and 2019 + Forbes

Client Services Representative Contract 6 months Onsite, 5 days a week Must have: 2 years experience in a client service focused role (ideally banking, financial services or insurance) Excel Word Friendly, approachable and outgoing personality As a Client Services Representative, you'll be the primary point of contact for our clients, playing a key role in delivering an outstanding customer experience. Your focus will be on building strong, lasting relationships by providing knowledgeable, responsive, and solutions-oriented support. If you're passionate about helping others and committed to excellence, we’d love to have you as part of our team. Key Responsibilities: -Respond promptly and professionally to client inquiries, concerns, and complaints via phone and email. -Guide clients through policy-related questions, coverage details, and updates with accuracy and clarity. -Process client requests efficiently, ensuring a smooth and positive experience from start to finish. -Manage appro