Customer Assistant Salary at Homesense BETA

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper. The Client Service Associate role is a valuable part of the overall level of service and communication provided to clients, Consultants, custodian firms and money managers, working on the clients’ behalf to help them achieve their investment goals, no matter how big or small. The position assumes responsibility for supporting the firm’s Institutional Investment Consultants in the areas of account administration, client servicing, trading and consulting projects. Responsibilities: Act as a liaison between custodians and clients by maintaining client records and authorized signers, managing recurring distributions, opening accounts, preparing Standing Letters of Authorization, et

Job Description Job Description Position open for a Customer Service/Operations person in the Freight Forwarding Industry. Willing to train the right person. Must posses excellent verbal skills and the ability to learn and adapt quickly. Also must be responsible and reliable! Excellent opportunity for the right person. Respond with resume and email. Company Description Freight Forwarding/Logistics Company Description Freight Forwarding/Logistics

SiteOne - 375 Harvard St [Sales Associate / Team Member] As a Sales Associate at SiteOne, you'll: Demonstrate exceptional customer service to all SiteOne customers; Assist customers with their questions and needs, either in person, via the phone or through online ordering; Pull and prepare inventory orders for customer pick up or delivery; Proactively identify and capitalize on opportunities to grow sales with current and potential customers; Assist with merchandising product and managing inventory...Hiring Immediately >>

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

Client Service Associate to $90K - Hybrid Work Model Offered! Our client, a successful insurance brokerage firm, is seeking a Client Service Associate to join their team! In this role, the Client Service Associate will be responsible for bringing top service to high-net-worth clients. The qualified candidate will have 3+ years of client service experience in the insurance industry preferred. Position Details: Location: Needham, MA Work Model: Hybrid Degree: Required Responsibilities include obtaining policy values and forms from insurance carriers; assisting clients and advisors with insurance portfolio questions; preparing invoices and policy summaries; preparing split dollar reporting; creating Excel templates; reviewing materials for teammates; and coordinating with the Financial Analysts when needed. Understanding of life insurance products and possessing industry licenses (Series 6, 63, Life, Accident & Health) is highly preferred but not required. Join this established firm offer

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

Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) Job Description JOB PURPOSE + Integral support for Senior Relationship Management team + Administrative support: telephone back-up, prepare correspondence and maintain files + Prepare materials for client meetings + Arrange new account packets and open new accounts + Research client inquiries and bring about timely resolution + Run client statements, tax reports and ad hoc reports + Provide documentation for clients annual reviews + Manage clients tax payments, annual IRA contributions/required minimum distributions **KEY ACCO

Client Services Associate – Wealth Management Firm (North of Boston) Our client is a well-established wealth management firm looking to bring on a Client Services Associate to their office. This is a great opportunity for someone who wants to develop on an advisor track while gaining valuable hands-on experience in client service and financial planning. Highlights: A Fantastic Culture – We foster a collaborative, inclusive, and supportive environment where team members feel valued. Flexibility & Work-Life Balance – Unlimited PTO, family-friendly policies, and an understanding approach to work schedules. Career Growth – We are invested in your development and offer mentorship, training, and exposure to key areas of financial advising. Client-Facing & Hands-On – Unlike larger firms, you’ll be directly involved in a variety of tasks, gaining experience beyond traditional client service roles. Key Responsibilities Serve as a primary point of contact for clients, ensuring excellent service