Client Services Administrator Salary at Kraematon Group Inc BETA

Company Description Bella Mano Spa offers a range of advanced skincare treatments to relaxing spa services including lash & nail treatments. Role Description This is a part-time on-site role as a Client Services Coordinator located in Wakefield, MA. The Client Services Coordinator will be responsible for providing client services, communicating with customers, assisting with administrative tasks, and supporting sales efforts. Qualifications Client Services and Customer Service skills Strong Communication skills Minimum 2 yrs experience in Spa and Salon Sales skills Excellent interpersonal and organizational skills Ability to work well in a team and independently High school diploma or equivalent

Harrison Gray Search has partnered with a stable insurance brokerage that is looking for an Employee Benefits Account Executive in the Massachusetts territory. This client has been around for almost 150 years, is owned by a Trust, and has the reputation of being one of the Best Places to Work in its respective territories. Position Summary: This role is responsible for obtaining new business. The Account Executive supports clients as the primary contact and provider of day-to-day service, meeting service and delivery standards for clients assigned. This position is responsible for account management from carrier & vendor application through renewal, marketing all renewals, and providing direction to Client Service Administrator and support to Producers. The Account Executive uses discretion and judgment in determining coverage needs for clients and in carrier and client negotiations. Job Functions: Markets renewals on a timely basis, along with Client Service Administrator by communica

Job Title: Client Service Associate Location: Boston, MA Job Type: Hybrid Company Overview: Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences through tailored solutions, comprehensive wealth strategies, and a focus on long-term financial success. Position Overview: We are seeking a motivated and detail-oriented Client Service Associate to join our wealth management team. The successful candidate will play a critical role in supporting financial advisors and ensuring a high level of service to our clients. This position involves direct interaction with clients, managing account-related activities, and ensuring smooth day-to-day operations. Key Responsibilities: Serve as the primary point of contact for clients, addressing inquiries and providing timely resolutions to account-r

BASIC FUNCTIONS: Promote company mission statement, vision and values in a professional and creative fashion and identification of potential clients to increase market share, sales and profitability, while also providing exceptional customer service. RESPONSIBILITIES/TASKS: Maintain, establish and grow relationships with plumbers, property managers, insurance agencies and agents Coordinate meetings, lunches and presentations to educate employees on company/industry news Host and hold promotions for continuing education classes for clients/potential clients Administrative responsibilities for Customer Relationship Manager (CRM) client software Coordinate and participate in industry tradeshows, client events, industry/marketing events, charity events and other community-based projects Maintain active membership in industry associations Develop and monitor social media sites Assist with commercial and residential emergency response marketing Track and record lead sources Maintain and orde

Job SummaryThe primary goal of the Service Desk Tech is to address and resolve client support requests via ticket, email, and phone. The goal of this role is to professionally and effectively resolve client technology issues/tickets as needed. This role from time to time may also assist with new client onboarding work. ResponsibilitiesAbility to handle diverse computing environments in a wide cross section of business clients in different verticals.Analyze and document an unfamiliar client / server network environment while assessing the quickest path to resolution on the given issue.Perform rapid analysis of workstation level incidents and consistently demonstrate the ability to determine the cause.Sets client expectations appropriately throughout the troubleshooting process.Communicate steps taken during troubleshooting and resolutions through clear non-technical communication.Document steps taken during troubleshooting and issue resolution. Demonstrate the correct level of urgency w

This is an excellent opportunity for someone who is looking to be an essential part of a team and gain valuable experience in a collaborative and flexible environment. Other benefits and opportunities related to this position include:Growth in a career that offers autonomy to excel in accordance with your strengths and skills, while affording freedom and flexibility of work-life balanceJoin an already successful team and have the opportunity to bring new and innovative ideas and thoughts to the tableParticipate in foundational areas of client serviceWe have developed a career path for those who really enjoy the back office work and want to be in the financial planning industry, but dont desire to be an advisor. As the business grows and you demonstrate aptitude, you may have an opportunity to adjust your position within Wrenne Financial Planning, eventually expanding your responsibilities & compensationResponsibilities:Assisting with onboarding new clients and inputting data into vario

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

Posting Description: Excellent career progression opportunities for someone looking to propel their career in insurance by servicing clients Hybrid role, work from home and our Parramatta office or Melbourne Tight knit and collaborative team environment Senior Client Executive Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like Handling a range of account management, servicing, sales and administration responsibilities Handling high volume of online/offline enquiries via phone and emails The first point of resolution for customer queries regarding their insurance needs. First point of resolution for team members, client escalations and complaints Investigating and resolving complex queries over the phone and/or via em