Top 308 Customer service representative Jobs in Leicester, Ma

Client Service Associate
TPM Placement —Worcester, MA
- $60,000 - $75,000 a year
- Full-time
- Hybrid work
- Background check
- Office
- Bachelor's degree
- Health insurance
- 401(k)
Quick Apply
Call Center Service Reps – Hybrid/Remote! Training! Benefits! Career Path! $22/hr
Fallon Health —Worcester, MA
- $22 an hour
- Call employer
- Hybrid work
- Microsoft Word
- High school diploma or GED
- Bachelor's degree
- Health insurance
- Paid time off
Customer Service Rep. In/Out Call Center
NATIONAL TRUCK E.R.S. —Auburn, MA
- $41,600 - $63,000 a year
- Full-time
- Mid-level
- US work authorization
- Typing
- Health insurance
- Dental insurance
Quick Apply
Customer Service Associate
National Grid —Northborough, MA
- $26.95 an hour
- Extended hours
- Research
- High school diploma or GED
- Analysis skills
- Paid training
Quick Apply
10h
Outbound Call Center - $20/hr - hybrid/remote
Fallon Health —Worcester, MA
- $20 an hour
- Full-time
- Hybrid work
- Computer literacy
- High school diploma or GED
- Bachelor's degree
Patient Service Representative
Optum —Worcester, MA
- $16 - $29 an hour
- Urgently hiring
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Medical office experience
- AD&D insurance
- Employee stock purchase plan
6d
Appointment Setting Call Center Rep
Rescom Exteriors —Auburn, MA
- $17 - $35 an hour
- Part-time
- Medical office experience
- Analysis skills
- In-person
- Health insurance
- Dental insurance
Quick Apply
7d
Customer Service Representative
TransCore, LP —Auburn, MA
- $16.50 - $20.00 an hour
- Full-time
- High school diploma or GED
- 1 year
- Entry level
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Patient Care Coordinator
Optum —Worcester, MA
- $18 - $32 an hour
- 8 hour shift
- Hybrid work
- 18 years or older
- Microsoft Outlook
- Pass drug screening
14d
Patient Service Representative – Immediate Hiring / Multiple Openings
Mass Lung & Allergy PC —Worcester, MA
- $20 - $22 an hour
- Urgently hiring
- Bilingual
- Medical office experience
- HIPAA
Quick Apply
Call Center Representative (Onsite)
Waste Connections —Westborough, MA
- $25 an hour
- Full-time
- Bilingual
- Microsoft Word
- Microsoft Excel
- Employee stock purchase plan
- Disability insurance
Quick Apply
9h
Customer Service/ Support Representative
Molex —South Grafton, MA
- $75,000 - $90,000 a year
- Oracle
- Pass drug screening
- Office
- Paid parental leave
- Health savings account
Service Appointment Coordinator
Harr Motor Group —Worcester, MA
- $20 - $35 an hour
- Full-time
- Dealership
- Communication skills
- Entry level
- Paid training
- Paid time off
Quick Apply
Customer Care Coordinator
Pulte Homes of New England LLC —Westborough, MA
- $32 - $36 an hour
- Overtime
- Computer literacy
- Mid-level
- High school diploma or GED
- Paid holidays
- Disability insurance
Customer Service Representative - Billing
Quest Diagnostics —Marlborough, MA
- $17.20 an hour
- 8 hour shift
- Remote
- 18 years or older
- Spanish
- Computer literacy
- Employee stock purchase plan
- Disability insurance
Quick Apply
Customer Care Consultant
Toll Brothers —Westborough, MA
- $28.00 - $37.14 an hour
- Online Application
- Mid-level
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
14d
Customer Service Representative Duva Distributors
Legacy Food Group —Worcester, MA
- $20 - $25 an hour
- Full-time
- Microsoft Excel
- Computer literacy
- Office
- Health savings account
- Paid holidays
Quick Apply
1d
Customer Support Specialist
Covenir —Worcester, MA
- Full-time
- Spanish
- English
- Mid-level
- Paid training
- Flexible schedule
Membership Support Associate
YMCA Of Central Massachusetts —Worcester, MA
- $15 an hour
- Part-time
- Remote
- High school diploma or GED
- Children
- Computer skills
- Employee assistance program
4d
Client Service Associate
Transcend Practice Management —Worcester, MA
- $60,000 - $75,000 a year
- Full-time
- Office
- Administrative experience
- Bachelor's degree
Quick Apply

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Client Service Associate

TPM Placement
Worcester, MA

Quick Apply

Job Details

Full-time
$60,000 - $75,000 a year

Benefits

Health insurance
401(k)
Paid time off
401(k) matching

Qualifications

Wealth management
Bachelor's degree
Attention to detail
Client services
Financial services
Assisting with digital banking services
Business
Client email correspondence
Client interaction via phone calls

Full Job Description

Client Service Associate

Location: Worcester, MA

Compensation: $60,000 - $75,000 + bonus (based on experience)

Status: Full time, hybrid

We are an independent, fee-based investment advisory firm that specializes in active management and capital preservation for high-net-worth individuals, families, and institutions. As a close-knit team, we foster a culture where our employee contributions matter, ideas are valued, and work directly supports the success of our clients and team. We’re not your ordinary firm. What sets us apart is our commitment to delivering honest, no-nonsense financial advice that empowers clients to protect and grow their wealth in a rapidly changing economic landscape. We challenge conventional financial systems, prioritize transparency, and reduce our clients’ fear and anxiety by incorporating financial therapy-like principles focused on safety, security, and growth.

We are seeking a highly motivated Client Service Associate to provide exceptional service to our clients and support our advisors in delivering a high-touch client experience. The ideal candidate will be personable, detail-oriented, organized, and thrive in a relationship-driven environment. This individual will serve as a key point of contact for clients, providing proactive communication, coordinating service needs, assisting with onboarding, and ensuring clients receive timely, accurate, and consistent support.

Some of the top qualities that we seek in new team members include:

· A sincere commitment to both client and team success

· Strong attention to detail and ability to follow through consistently

· Exceptional communication skills, both written and verbal

· Friendly, professional, and approachable demeanor

· Ability to build trust and make clients feel welcome and valued

· Strong organizational skills and ability to manage multiple priorities

· Autonomous self-starter who takes initiative and ownership

· Positive attitude and willingness to assist wherever needed

· Ability to anticipate client and advisor needs

· Strong problem-solving and troubleshooting skills

· High ethical standards and commitment to confidentiality

· Comfortable working in a fast-paced, collaborative environment

As a Client Service Associate, you will value building strong relationships, taking ownership of responsibilities, and contributing to a collaborative team environment. There is tremendous opportunity for growth for the right candidate as our firm continues to expand and create opportunities for team members to develop new skills and responsibilities.

In your new role, you can expect to:

· Serve as a primary point of contact for clients by phone and email, providing responsive and professional support

· Develop strong client relationships by delivering a personalized service experience

· Schedule client meetings, send reminders, provide updates, and assist with client follow-up communications

· Respond to client questions and service requests while ensuring a positive client experience

· Assist with onboarding new clients by gathering required documentation and coordinating account paperwork

· Support account transfers, account maintenance requests, and ongoing client service needs

· Track and communicate updates related to paperwork, transfers, and account changes

· Assist clients with online portal access, login support, and basic troubleshooting

· Maintain accurate client information, notes, and activity records within the CRM system

· Prepare standard client reports and assist with client communications

· Support advisors with meeting preparation, scheduling, and administrative needs

· Assist with technology-related questions from clients and internal team members, including portal access and navigation issues

· Maintain and support CRM systems and assist with process improvements

· Help train team members on new technology tools, updates, and best practices

Qualifications for this role include:

· Bachelor’s degree from an accredited college or university

· 2+ years of experience in financial services support, preferably in a Client Service Associate role

· Strong written and verbal communication skills

· Experience working with CRM systems, Microsoft Office, and online client portals

· Familiarity with wealth management platforms such as Schwab and Advyzon is a plus

· Ability to manage multiple projects and deadlines with strong attention to detail

· Excellent interpersonal skills and a professional, client-focused approach

· Ability to work independently while collaborating effectively with advisors and team members

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit. We look forward to meeting you!

Job Type: Full-time

Pay: $60,000.00 - $75,000.00 per year

Benefits:

401(k)
401(k) matching
Health insurance
Paid time off

Compensation Package:

Bonus opportunities

Education:

Bachelor's (Required)

Experience:

Wealth management: 2 years (Required)
Financial services: 2 years (Required)
Client services: 2 years (Preferred)

Ability to Commute:

Worcester, MA 01608 (Required)

Work Location: Hybrid remote in Worcester, MA 01608

Quick Apply

Refine Your Search

customer service representative jobs in leicester, ma

Client Service Associate

Call Center Service Reps – Hybrid/Remote! Training! Benefits! Career Path! $22/hr

Customer Service Rep. In/Out Call Center

Customer Service Associate

Outbound Call Center - $20/hr - hybrid/remote

Patient Service Representative

Appointment Setting Call Center Rep

Customer Service Representative

Patient Care Coordinator

Patient Service Representative – Immediate Hiring / Multiple Openings

Call Center Representative (Onsite)

Customer Service/ Support Representative

Service Appointment Coordinator

Customer Care Coordinator

Customer Service Representative - Billing

Customer Care Consultant

Customer Service Representative Duva Distributors

Customer Support Specialist

Membership Support Associate

Client Service Associate

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