Top 1788 Client advisor Jobs in Lexington, Ma

Client Services Representative
Trane Technologies —Wilmington, MA
- $66,056.66 - $96,039.99 a year
- Full-time
- Pass drug screening
- Mid-level
- Office
- Paid holidays
- Health insurance
Associate Director of Career Champions Network, CENTER FOR CAREER DEVELOPMENT
Boston University —Boston, MA
- Weekends as needed
- Hybrid work
- Doctoral degree
- 5 years
- University
Join Our Elite Real Estate Team | Full-Time Agents
The Lucci Witte Team - William Raveis Real Estate —Andover, MA
- $80,000 - $350,000 a year
- Full-time
- Hybrid work
- Real Estate License
- Driver's License
- Entry level
- Professional development assistance
Quick Apply
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
11d
Account Engineer, Fire & Natural Hazards
FM —Norwood, MA
- $98,000 - $141,000 a year
- Urgently hiring
- Office
- Travel
- Computer skills
- Disability insurance
- Health insurance
Account Engineer, Boiler & Machinery
FM —Norwood, MA
- $98,000 - $141,000 a year
- Urgently hiring
- Engineering
- Mid-level
- Office
- Disability insurance
- Health insurance
Financial Advisor
Armstrong Advisory Group —Needham Heights, MA
- $70,000 - $110,000 a year
- 8 hour shift
- Background check
- Mid-level
- Office
- Profit sharing
- Health insurance
Quick Apply
Manager - Licensed Insurance Agent
Commercial Street Insurance Advisors —Lowell, MA
- Up to $100,000 a year
- Full-time
- Management
- Mid-level
- Office
- Relocation assistance
- Health insurance
Quick Apply
Senior Tax Manager / Tax Director
Stone & Company, LLC —Lexington, MA
- Full-time
- Hybrid work
- 6 years
- CPA
- Research
- Health insurance
- Dental insurance
Quick Apply
3d
Personal Lines Insurance Account Manager
Carroll Steele Insurance Agency —Topsfield, MA
- $60,000 - $75,000 a year
- Full-time
- Office
- In-person
- Entry level
- Disability insurance
- Health insurance
Quick Apply
14h
Service Advisor
Methuen CDJR —Methuen, MA
- $75,000 - $125,000 a year
- Full-time
- Background check
- Clean driving record
- Dealership
- Health insurance
- Dental insurance
Quick Apply
Express Automotive Technician
MetroWest Hyundai —Framingham, MA
- $41,600 - $54,080 a year
- Urgently hiring
- Background check
- Clean driving record
- Dealership
- Health insurance
- 401(k)
Quick Apply
Financial Advisor (Flexible Hybrid Work Environment)
New York Life Insurance Company/NYLIFE Securities, LLC. —Westborough, MA
- Up to $300,000 a year
- Full-time
- Hybrid work
- Hospitality
- English
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Tax Expert - Expert Center (Northeast)
Intuit —Nashua, NH
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
3d
Financial Advisor - Greater Boston, MA
Thrivent —Boston, MA
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Client Services Administrator (Wealth Management)
Precision Private Wealth —Wellesley Hills, MA
- $32 - $35 an hour
- Part-time
- Hybrid work
- Mid-level
- Bachelor's degree
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Virtual Financial Advisor - Boston, MA
Thrivent —Boston, MA
- $25.96 - $28.85 an hour
- Full-time
- Background check
- Bachelor's degree
- Military encouraged
- Health insurance
- Dental insurance
Quick Apply
Senior Placement Case Manager
Provital Inc. —Burlington, MA
- From $20 an hour
- Email
- Hybrid work
- Background check
- Customer service
- Mid-level
- Paid training
- Paid orientation
Quick Apply
Client Advisor (Full Time)
CH Carolina Herrera —Boston, MA
- From $21 an hour
- Full-time
- Spanish
- Merchandising
- Children
- Commuter assistance
- Health insurance
Quick Apply
4d
Financial Advisor / Registered Representative / Agent
New York Life Insurance Company —Waltham, MA
- $90,000 - $300,000 a year
- Full-time
- Hybrid work
- Spanish
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply

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client advisor jobs near lexington, ma

Client Services Representative

Trane Technologies -
Wilmington, MA

Apply Now

Job Details

Full-time
$66,056.66 - $96,039.99 a year

Benefits

Paid holidays
Health insurance
Tuition reimbursement
Paid time off
Adoption assistance
Parental leave
401(k) 6% Match
401(k) matching

Qualifications

Customer communication
Customer relationship building
Client relationship development
High school diploma or GED
Productivity software

Full Job Description

Be a part of our mission! As a world leader in creating comfortable, sustainable, and efficient climate solutions for buildings, homes and transportation, it's our responsibility to put the planet first. For us at Trane Technologies, and through our businesses including Trane® and Thermo King, sustainability is not just how we do business—it is our business. Do you dare to look at the world's challenges and see impactful possibilities? Do you want to contribute to making a better future? If the answer is yes, we invite you to consider joining us in boldly challenging what's possible for a sustainable world.

Learn about our benefits designed for you to Thrive at work and at home.

We boldly go.

Where is the work:

Prioritize engaging with customers. When not directly interacting with customers; collaborate with colleagues in your office.

What’s In It For You:

The Client Services Representative serves as a trusted advisor to customers and provides sales and service support across the district. This role focuses on processing quotes and orders, responding to customer inquiries by phone and email, and supporting Account Managers and multiple store locations. The position requires regular on-site presence and strong customer service skills to help drive store productivity and sales growth.

What You Will Do:

Respond to customer inquiries via phone and email, identify needs, and provide effective solutions.
Process quotes and orders for Account Managers, maintaining high volume and accuracy.
Provide technical support, promote product offerings, and identify additional sales opportunities.
Make outbound calls, resolve customer issues within policy, and visit customers as needed.
Support store operations through event assistance, in-store coverage, inventory tasks, and adherence to safety and standard work.
Collaborate with teams, mentor new associates, engage in community activities, and model strong customer-facing behavior.

What You Will Bring:

High school diploma or GED required; 2+ years of inside sales, retail, or related experience.
HVAC or mechanical background preferred.
Strong customer service, sales, and relationship-building skills.
High energy, teamwork orientation, and comfort with Microsoft Office tools.

Annual Base Salary Range or Hourly Base Pay Range:

$66,056.66 - $96,039.99

Compensation Type:

Salary

Incentive Eligible:

Sales Commission Eligible:

Disclaimer: We strive to provide competitive compensation for this position, tailored to a variety of factors. The actual compensation will depend on elements such as seniority, merit, geographic location, education, experience, travel requirements, and union designation. Our compensation range is generally based on the national average for the country. Additionally, benefits may vary depending on the region, business alignment, union involvement, and employee status.

Thrive at work and at home:

Benefits kick in on DAY ONE for you and your family, including health insurance and holistic wellness programs that include generous incentives – WE DARE TO CARE!
Family building benefits include fertility coverage and adoption/surrogacy assistance.
401K match up to 6%, plus an additional 2% core contribution = up to 8% company contribution.
Paid time off includes 15 vacation days, 9 paid holidays, 3 floating holidays, sick leave, and additional options to support volunteer and parental leave.
Educational and training opportunities through company programs along with tuition assistance and student debt support.

Disclaimer: Benefit offerings may vary depending on Collective Bargaining Agreements and local/state regulations.

Safety Sensitive Role:

Yes

The company designates certain roles as Safety Sensitive. Safety Sensitive roles may require that you pass additional drug screening.

We offer competitive compensation and comprehensive benefits and programs. We are an equal opportunity employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, age, marital status, disability, status as a protected veteran, or any legally protected status.

Apply Now

Refine Your Search

client advisor jobs in lexington, ma

Client Services Representative

Associate Director of Career Champions Network, CENTER FOR CAREER DEVELOPMENT

Join Our Elite Real Estate Team | Full-Time Agents

Senior Client Service Associate

Account Engineer, Fire & Natural Hazards

Account Engineer, Boiler & Machinery

Financial Advisor

Manager - Licensed Insurance Agent

Senior Tax Manager / Tax Director

Personal Lines Insurance Account Manager

Service Advisor

Express Automotive Technician

Financial Advisor (Flexible Hybrid Work Environment)

Tax Expert - Expert Center (Northeast)

Financial Advisor - Greater Boston, MA

Client Services Administrator (Wealth Management)

Virtual Financial Advisor - Boston, MA

Senior Placement Case Manager

Client Advisor (Full Time)

Financial Advisor / Registered Representative / Agent

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