Top 8 Account login Jobs in Worcester, Ma

Client Service Associate
TPM Placement —Worcester, MA
- $70,000 - $85,000 a year
- Full-time
- Hybrid work
- Background check
- Office
- Bachelor's degree
- Health insurance
- 401(k)
Quick Apply
Client Service Associate
Transcend Practice Management —Worcester, MA
- $60,000 - $85,000 a year
- Full-time
- Office
- Administrative experience
- Bachelor's degree
Quick Apply
Onsite Technical Coordinator
IntelliSource —Worcester, MA
- $30 - $33 an hour
- Overtime
- 18 years or older
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
1d
Office Support/Sample Login Specialist
EET —Ayer, MA
- From $20 an hour
- Full-time
- Background check
- Customer service
- Laboratory experience
- Health insurance
- Dental insurance
Quick Apply
9d
Courier - Drinking Water and Wastewater Northeast, Ayer, MA
EET —Ayer, MA
- $18 - $20 an hour
- Full-time
- Background check
- Clean driving record
- English
- Health insurance
- Dental insurance
Quick Apply
Social Worker
US Bureau of Prisons/Federal Prison System —Ayer, MA
- $72,236 - $93,213 a year
- Online Application
- Master of Social Work
- Hospital
- Customer service
4d

More jobs to discover

Find similar jobs that you might be interested in.

Client Service Associate
G9 Financial —Millbury, MA
Answer and direct incoming communications and visitors both in person and via a multi-line phone system. Understanding and proficiency are required in regards…
$55,000 - $65,000 a year
Quick Apply
Client Service Associate
TPM Placement —Worcester, MA
Help train team members on new technology tools, updates, and best practices. Bachelor’s degree from an accredited college or university.
$70,000 - $85,000 a year
Quick Apply

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Medical RCM Client Account Manager
Accountable Revenue Cycle Solutions —Westerville, OH
Bachelor's degree in Business Administration, Healthcare Administration, or a related field preferred. The Client Account Manager, is responsible for developing…
$35 - $40 an hour
Quick Apply
Medical Support Assistant
US Veterans Health Administration —Columbus, OH
Responsible for answering phones, greeting patients, relaying messages to appropriate staff inside or outside of the unit, scheduling appointments, including…
$36,962 - $60,349 a year
7d

Show more jobs in cities nearby

I want to receive the latest job alert for account login in worcester, ma

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

account login jobs near worcester, ma

Customer Service Representative jobs in Worcester, MA

Administrative Assistant jobs in Ayer, MA

Client Services Associate jobs in Chicago, IL

Five Horizons Health Services jobs in Alabama

Client Services Associate jobs in Orwigsburg, PA

Client Success Manager jobs in San Diego, CA

Client Services Associate jobs in Minneapolis, MN

Client Services Associate jobs in Merrillville, IN

Animal Social Worker jobs in Pennsylvania

Social Worker jobs in Jackson, TN

Social Worker jobs in Tucson, AZ

Social Worker jobs in Tyler, TX

Social Work jobs in Poughkeepsie, NY

Social Worker jobs in Grand Rapids, MI

Social Worker jobs in Louisiana

Construction Worker jobs in Tallahassee, FL

Medical Courier jobs in Greenfield, IN

Medical Courier jobs in Wentzville, MO

Medical Courier jobs in Parker, CO

Medical Courier jobs in Spring, TX

Client Service Associate

TPM Placement
Worcester, MA

Quick Apply

Job Details

Full-time
$70,000 - $85,000 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: $70,000 - $85,000 + 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: $70,000.00 - $85,000.00 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

account login jobs in worcester, ma

Client Service Associate

Client Service Associate

Onsite Technical Coordinator

Office Support/Sample Login Specialist

Courier - Drinking Water and Wastewater Northeast, Ayer, MA

Social Worker

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for account login in worcester, ma

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected