Top 44335 Member and visitor services representative, full time Jobs in Boston Ma

Senior Client Service Associate
TSW Wealth Management —Framingham, MA
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Writing skills
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
9d
Employment & Training Specialist 1
VIABILITY, INC —Medford, MA
- $23.84 an hour
- Full-time
- Spanish
- Clean driving record
- Experience working with individuals with disabilities
- Health savings account
- AD&D insurance
Quick Apply
14d
FedEx Delivery Driver
RUKK inc —Quincy, MA
- From $1,125 a week
- Online Application
- Background check
- Local
- Pass drug screening
- Paid training
- Health insurance
Quick Apply
Concierge
Palladion Services —Boston, MA
- $21 - $23 an hour
- Part-time
- Computer literacy
- Residential
- High school diploma or GED
- Free parking
- Paid training
Quick Apply
Robot Operator
A Fast Growing AI Robotics Company —Cambridge, MA
- $40 an hour
- Extended hours
- Computer science
- Computer literacy
- Mid-level
- Commuter assistance
- Disability insurance
Quick Apply
Front Desk Clerk
Marriott International, Inc —Boston, MA
- $31.42 an hour
- Full-time
- Hotel
- High school diploma or GED
- Entry level
Communications Assistant – Immediate Start
BrandNest —Boston, MA
- $21 - $31 an hour
- Urgently hiring
- Office
- High school diploma or GED
- Communication skills
- Paid training
- Opportunities for advancement
Quick Apply
7d
Guest Service Ambassador
The Newbury Boston —Boston, MA
- $28.22 - $33.20 an hour
- Full-time
- Hotel
- High school diploma or GED
- Computer skills
8d
Data Entry Representative
Property Management Services of Texas —Boston, MA
- $56,954 - $60,953 a year
- Full-time
- Office
- High school diploma or GED
- Typing
- Health insurance
- Dental insurance
Quick Apply
Clinical Researcher — Night Shift
Orbit Technologies, Inc. —Charlestown, MA
- $30 - $50 an hour
- 8 hour shift
- In-person
- Entry level
- Relocation assistance
Quick Apply
Peer Specialist (Mental Health Services)
Vinfen —Allston, MA
- $23.91 an hour
- Full-time
- Background check
- Clean driving record
- Psychiatry
- Paid training
- Referral program
Quick Apply
Customer Service Representative
L.A. Burdick Chocolates —Boston, MA
- $19 - $24 an hour
- Full-time
- Bilingual
- Computer literacy
- Office
- Health savings account
- Health insurance
Quick Apply
Cashier/Customer Service
CAMBRIDGE HONDA —Cambridge, MA
- $37,500 - $40,000 a year
- Weekends as needed
- Background check
- Dealership
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Luxury Security Concierge - $24.00- Full-time 2nd Shift
Northeast Security —Boston, MA
- $24 an hour
- Full-time
- Background check
- 18 years or older
- Writing skills
Quick Apply
Warehouse Associate
Best Key Supply —Waltham, MA
- From $21 an hour
- Full-time
- Ability to lift 50 pounds
- Warehouse
- Computer skills
- Health insurance
- Paid time off
Quick Apply
Inventory Specialist
Stavis Seafoods —Boston, MA
- $65,000 - $73,000 a year
- Full-time
- Mid-level
- Continuous improvement
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Direct Support Staff - Developmental Services
Advocates —Boston, MA
- From $19 an hour
- Full-time
- Computer literacy
- Maintenance
- Residential
- Opportunities for advancement
Customer Service & First Report Claims Associate
Plymouth Rock Assurance Corporation —Boston, MA
- $45,000 - $50,500 a year
- Full-time
- Associate's degree
- Communication skills
- Entry level
- Paid training
- Wellness program
Quick Apply
Customer Service Representative
E-ZPass MA/TransCore —Boston, MA
- $18 an hour
- Full-time
- Background check
- Computer literacy
- Pass drug screening
Quick Apply
3d
Program Monitor (FT-40hrs-Second Shift)
Community Resources For Justice —Boston, MA
- $18 - $22 an hour
- Full-time
- Background check
- Mid-level
- Residential
- Opportunities for advancement
Quick Apply

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member and visitor services representative, full time jobs near boston ma

Senior Client Service Associate

TSW Wealth Management
Framingham, MA

Quick Apply

Job Details

Full-time
$80,000 - $100,000 a year
9 days ago

Benefits

Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Work from home
Vision insurance
401(k) matching
Employee discount
Opportunities for advancement
Life insurance

Qualifications

Customer communication
Writing skills
Bachelor's degree
SaaS platforms
Financial services
CRM system proficiency
SaaS

Full Job Description

TSW Wealth Management is a boutique wealth management firm based just outside of Boston in Framingham, Massachusetts. Focusing on retirement planning, we have been providing independent financial advice to high net worth individuals and families throughout the country for over 30 years.

Our Client Service Team is continuing to grow. We are for looking someone to join our team full-time to help with client service, as well as assist with operations, compliance, and special firm projects. This is a great role for those who want to pivot within the financial services industry, or who are already in a similar role and want to expand their knowledge within the wealth management space. This is a support position, and for those individuals looking to take on a higher level of responsibility, there is the opportunity for advancement and specialization as the firm continues to expand.

The ideal candidate is someone who enjoys and is at ease interacting directly with clients, has strong critical thinking skills and attention to detail, and is eager to help tackle new initiatives for the Firm. We take pride in providing a highly personalized level of service, so even as an associate you will be a crucial part of the group working closely with clients, investment companies, and the firm’s financial advisors. The feel of a professional investment firm but without the corporate culture, we are searching for someone who is looking for a company to grow with.

Interested individuals should submit both a cover letter and a Resume/CV. Please no phone calls or walk-ins.

Job Description/Benefits

Full time, salaried
Hours: Monday through Friday from 8:30am to 4:30pm. Fridays early departure at 4:00pm.
Position has an in-office component. Potential for partial remote work and Summer Fridays
Annual bonus program
Health, Dental, Vision and Life Insurance
Company retirement plan with automatic firm contribution
Complimentary investment management services
Five weeks paid time off - (includes NYSE holidays and three weeks’ vacation)

Requirements

Bachelor’s Degree required
Previous direct experience within a Financial Advisor's office or a Broker/Dealer is preferred
Maintain strict attention to detail and accuracy throughout the course of the day
Ability to prioritize and switch between different types of assignments depending on the queue that day
An effective verbal communicator. Able to communicate professionally, clearly, and courteously to all clients and staff
Strong writing skills. Able to produce a high level of quality on all written correspondence
Comfortable working in a small office environment and the willingness to take initiative to help the team
Strong familiarity and comfort utilizing CRM and SaaS platforms for wealth management

Experience

Daily, communicate directly with clients over the phone, via email, and in-person to help with service requests, answer questions, and problem-solve across a wide variety of financial account types
Prepare and follow-up on required client paperwork, financial applications, and transactions
Assist in compiling portfolio reviews for clients
Assume the role of a paraplanner and assist with data entry for Financial Plans
Work directly with investment companies to help service client accounts, identify and resolve any potential issues, and obtain investment product information
Help manage and update critical applications including our CRM, reporting system, and other financial sites
Support our compliance program, assisting with compilation and documentation
Help work on and take the lead on special projects for the firm

Pay: $80,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Health insurance
Life insurance
Paid time off
Vision insurance
Work from home

Education:

Bachelor's (Required)

Experience:

Financial services: 3 years (Required)

Ability to Commute:

Framingham, MA 01701 (Required)

Work Location: Hybrid remote in Framingham, MA 01701

Quick Apply

Refine Your Search

member and visitor services representative, full time jobs in boston ma

Senior Client Service Associate

Employment & Training Specialist 1

FedEx Delivery Driver

Concierge

Robot Operator

Front Desk Clerk

Communications Assistant – Immediate Start

Guest Service Ambassador

Data Entry Representative

Clinical Researcher — Night Shift

Peer Specialist (Mental Health Services)

Customer Service Representative

Cashier/Customer Service

Luxury Security Concierge - $24.00- Full-time 2nd Shift

Warehouse Associate

Inventory Specialist

Direct Support Staff - Developmental Services

Customer Service & First Report Claims Associate

Customer Service Representative

Program Monitor (FT-40hrs-Second Shift)

I want to receive the latest job alert for member and visitor services representative, full time in boston ma

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