Top 334 Customer Support Associate Jobs in Boston, MA

Client Service Associate - Retirement (In-Office)
NFP Corp —Norwell, MA
- $59,000 - $78,000 a year
- Full-time
- Office
- Administrative experience
- Bachelor's degree
- Health savings account
- Paid holidays
Quick Apply
Client Service Associate
Winston Flowers —Boston, MA
- $25 - $28 an hour
- Full-time
- Background check
- Hospitality
- Sales
- Paid training
- Health savings account
Quick Apply
Customer Support Team Associate
Homans Associates II LLC —Wilmington, MA
- $20 - $22 an hour
- Monday to Friday
- Inventory management
- Computer literacy
- Office
- Wellness program
- Health savings account
Quick Apply
Customer Service Associate
Emerson Swan, Inc. —Randolph, MA
- $18 - $23 an hour
- 8 hour shift
- Customer service
- Writing skills
- Mid-level
- Health insurance
- Dental insurance
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Patient Support Associate - Part-time
SOUTH BOSTON COMMUNITY HEALTH —South Boston, MA
- $22.78 - $27.20 an hour
- Part-time
- Bilingual
- Background check
- Ability to walk for extended periods
- Paid holidays
- Health insurance
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Call Center Associate- Life Insurance
Accenture —Boston, MA
- $20.10 - $40.53 an hour
- Full-time
- Hybrid work
- Spanish
- English
- US work authorization
- Paid holidays
- Disability insurance
4d
Customer Service Associate
Walgreens —Boston, MA
- $16 - $18 an hour
- Weekends as needed
- Maintenance
- English
- Cleaning
- Health insurance
- Dental insurance
Pharmacy Customer Service Associate
Walgreens —Boston, MA
- $17 - $19 an hour
- Part-time
- Computer literacy
- Basic math
- Maintenance
- Continuing education credits
- Health insurance
5d
Patient Support Associate- Registration
SOUTH BOSTON COMMUNITY HEALTH —South Boston, MA
- $22.78 - $27.20 an hour
- Full-time
- Background check
- Spanish
- Computer literacy
- Paid holidays
- Health insurance
Quick Apply
12d
Customer Service Associate - Temporary
Walgreens —Boston, MA
- $16 - $18 an hour
- Part-time
- Maintenance
- English
- Cleaning
- Health insurance
- Dental insurance
5d
Sales Support Associate III
Coach —Somerville, MA
- $15.00 - $21.75 an hour
- Part-time
- English
- Ability to lift 50 pounds
- Organizational skills
- Commuter assistance
- Paid parental leave
PWM Client Service Associate
Morgan Stanley —Boston, MA
- $15.00 - $40.87 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Account Associate, Provider
Datavant —Boston, MA
- $65,000 - $73,000 a year
- Remote
- Microsoft Excel
- Microsoft Outlook
- HIPAA
10d
Associate, Service - Healthcare (September Start)
GLG —Boston, MA
- From $75,000 a year
- Extended hours
- Sales
- Bachelor's degree
- Team management
- Paid parental leave
- Health insurance
2d
Wealth Client Service Associate
M&T Bank —Boston, MA
- $26.23 - $43.71 an hour
- Full-time
- Hybrid work
- Word processing
- Office
- Bachelor's degree
5d
Client Service Associate
Beacon Bank —Boston, MA
- $52,000 - $90,498 a year
- Research
- Mid-level
- Office
Client Service Associate, The Wealth Office
Fiducient Advisors —Boston, MA
- $65,000 - $85,000 a year
- Hybrid work
- Mid-level
- Office
- Microsoft Office
- Paid time off
- Cell phone reimbursement
Customer Service Associate
High Street Cannabis Group —Boston, MA
- $16 - $18 an hour
- Weekends as needed
- Google Workspace
- Merchandising
- HIPAA
Client Services Associate, New Member Experience
Boston Red Sox —Boston, MA
- $19 an hour
- Extended hours
- Hospitality
- Marketing
- Research
Member Services Associate
American Ancestors —Boston, MA
- From $20 an hour
- Part-time
- Computer literacy
- Office
- Windows
- Health insurance
- Dental insurance

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Client Service Associate - Retirement (In-Office)

NFP Corp -
Norwell, MA

Quick Apply

Job Details

Full-time
$59,000 - $78,000 a year

Benefits

Health savings account
Paid holidays
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Employee discount
Volunteer time off

Qualifications

Teamwork
Interpersonal skills
Administrative experience
Attention to detail
Clerical experience

Full Job Description

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Summary of the Role: The Client Services Associate is responsible for maintaining the accuracy and integrity of client account data and providing ongoing support to advisory staff on data-related matters.

****Candidate selected, will be required to attend the office 5x per week****

Essential Duties and Responsibilities:

Performs administrative duties including data consistency, fielding phone calls, reviewing incoming mail, filing, and greeting clients.
Conduct daily transaction uploads/downloads for all systems.
Process new account openings in the system for new or existing clients.
Resolve any data maintenance/client account issues as needed.
Processes all insurance policy service requests, including address, beneficiary/ownership changes, premium mode changes, dividend option changes and fund allocation changes.
Provide the advisor with materials for upcoming meetings.
Maintain the firm's file sharing/document storage website to keep clients’ files up-to-date.
Print, package, stamp, and ship client materials and checks.
Assist with special projects as required.
Takes a proactive lead on conserving the Relationship Manager’s existing block of business by scheduling meetings, monthly client check-in calls, tracking all rollovers, and keeping the client updated on money in movement.
Keeping the Advisor informed of problematic cases.
Ensures data accuracy in company records by regularly and maintaining client files according to company compliant procedures.
Daily check-in with the Advisor on all outstanding activities.

Knowledge, Skills and/or Abilities:

Continuously exhibits personal integrity and professional initiative.
Reliable, follows through on commitments, does not shrink from new challenges.
Proficiency in Microsoft Office.
Must be organized, detail-oriented and able to manage and prioritize tasks.
Demonstrates a commitment to accuracy by delivering high quality work.
Excellent written and verbal communication.
Collaborative and able to work effectively with others.
Flexible team player who is highly adaptable to change and open to new ideas.
Demonstrated ability to work successfully in an entrepreneurial, small company environment.

Education and/or Experience:

Bachelor's degree preferred.
1-3 years prior experience, preferably within financial services

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $59,000 – $78,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

Pay: $59,000.00 - $78,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible spending account
Health insurance
Health savings account
Paid time off
Vision insurance
Volunteer time off

Work Location: In person

Quick Apply

Refine Your Search

Customer Support Associate jobs in Boston, MA

Client Service Associate - Retirement (In-Office)

Client Service Associate

Customer Support Team Associate

Customer Service Associate

Patient Support Associate - Part-time

Call Center Associate- Life Insurance

Customer Service Associate

Pharmacy Customer Service Associate

Patient Support Associate- Registration

Customer Service Associate - Temporary

Sales Support Associate III

PWM Client Service Associate

Account Associate, Provider

Associate, Service - Healthcare (September Start)

Wealth Client Service Associate

Client Service Associate

Client Service Associate, The Wealth Office

Customer Service Associate

Client Services Associate, New Member Experience

Member Services Associate

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