Top 15 Clerical associate Jobs in Worcester, Ma

Client Service Associate
G9 Financial —Millbury, MA
- $55,000 - $65,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Basic math
- 401(k)
- Paid time off
Quick Apply
8d
Administrative Associate
Worcester Polytechnic Institute —Worcester, MA
- $21.25 - $25.00 an hour
- Full-time
- Mid-level
- Office
- University
12d
Part-Time (On-Call) Office Services Associate - Law Firm
IST Management Services —Worcester, MA
- $18 - $20 an hour
- Part-time
- Computer literacy
- High school diploma or GED
- Ability to lift 50 pounds
Seasonal Retail Sales Associate - The Hound Store B2380
Follett —Worcester, MA
- $17.25 an hour
- Weekends as needed
- Background check
- 18 years or older
- Computer literacy
- Flexible schedule
Clients Service Associate Admin
Boston Wealth Management —Wayland, MA
- $55,000 - $65,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
Welcome Center Associate (Part-Time)
YMCA Of Central Massachusetts —Westborough, MA
- $15 an hour
- Part-time
- CPR Certification
- Computer literacy
- BLS Certification
- Employee assistance program
Associate
Evviva Trattoria —Marlborough, MA
- Full-time
- Word processing
- Computer literacy
- Basic math
Quick Apply
Front Desk Associate
Beltone New England —Woonsocket, RI
- $19 an hour
- 8 hour shift
- Microsoft Word
- Microsoft Outlook
- Inventory management
- Paid holidays
- Disability insurance
Quick Apply
Communications & Engagement Associate
BINA Farm Center —Sudbury, MA
- $20 an hour
- Weekends as needed
- Office
- Children
- SharePoint
- Paid time off
- Employee discount
Quick Apply
11d
Front Desk Associates
True North Hotel Group Inc —Marlborough, MA
- $17 an hour
- Full-time
- Hotel
- High school diploma or GED
- Ability to stand for extended periods
Quick Apply
2d
Secretary, Medical Admin Sr (Bellingham Med Associates) - 40 hours, days
UMass Memorial Health —Bellingham, MA
- $16.60 - $31.37 an hour
- 8 hour shift
- HIPAA
- Mid-level
- High school diploma or GED
Program Administration Associate (Mandarin Speaking)
MENTOR Adult Day Health —Marlborough, MA
- $16 an hour
- Full-time
- Computer literacy
- English
- Office
- Paid holidays
- Health insurance
Administrative Support Team Associate, Solomon Pond - Part Time
Macy’s —Marlborough, MA
- $17.00 - $22.59 an hour
- Part-time
- English
- Office
- 1 year
- Store discount
- Paid holidays

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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
8d
Administrative Associate
Worcester Polytechnic Institute —Worcester, MA
Provide reception and customer service for School of Engineering by greeting students, visitors and faculty; handling routine contacts, answering questions…
$21.25 - $25.00 an hour
12d

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Client Service Associate

G9 Financial -
Millbury, MA

Quick Apply

Job Details

Full-time
$55,000 - $65,000 a year
8 days ago

Benefits

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

Qualifications

Customer relationship building
Microsoft Outlook
Basic math
Filing
Administrative experience
Managing clients in a customer support role
Client database systems
Attention to detail
Newsletters (communication methods)
Financial services
Quality data entry
Customer data entry

Full Job Description

Are you a self-starter with a positive attitude who strives for excellence, manages multiple tasks, takes initiative, and works well with all types of people? We are looking for someone to grow with our office!

Job Description

Job Title: Client Service Associate

Report To: Financial Advisor

Job Status: Full-time

Job Summary

G9 Financial is seeking the right person to complement our wealth management firm in Millbury, MA. This Client Service Associate position and requires an articulate, hard-working candidate who desires a challenge. Applicant must have a strong capacity to handle varying work tasks always with a proactive, driven, and energetic approach. We desire someone who is self-sufficient, detail-oriented, organized and efficient, willing to exceed expectations at any level of task, and driven to develop a strong working relationship with our clients.

The individual to fill this role will be supporting all areas of the office including investment and insurance.

Essential Duties and Responsibilities

Administer all areas of the client process including but not limited to:
Schedule and confirm client appointments via phone and email
Answer and direct incoming communications and visitors both in person and via a multi-line phone system
Prepare, organize, coordinate, and maintain client paperwork
Generate new account and client servicing paperwork
Set up client files and obtain necessary information
Communicate necessary follow up with clients
Update and maintain relationship management system
Assist Financial Advisor with marketing efforts such as newsletters, and mailings
Cross-train in all areas of business
Maintain a clean and orderly office environment
Interact with a wide variety of companies to obtain needed information or request that certain actions be taken and follow up to ensure processes are completed in a timely manner
Obtain working industry knowledge and overall familiarity with relevant internal and Broker-Dealer resources
Cross train with other teams in order to backup other operational duties as needed

Skills Required

Understanding and proficiency are required in regards to customer relationships, customer service, data entry, confidentiality, and MS Office products such as Word, Excel, Outlook, CRM, and Financial Databases.

Abilities Required

Ability to follow verbal and written communications
Ability to communicate effectively with clients, prospects, public and coworkers in a professional and courteous manner and maintain confidentiality
Ability to express ideas clearly in both written and oral communications
Ability to self-motivate and work independently
Ability to organize and prioritize multiple tasks (time management)
Ability to work well under pressure
Ability to pay close attention to detail
Language Ability: Ability to read and interpret documents such as rules, instructions and manuals. Ability to write routine reports and correspondence.
Mathematical Ability: Ability to add, subtract, multiply and divide. Ability to understand and apply percentages.
Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form

Education and Experience

Experience in the financial services industry and/or administrative support is preferred.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor. Cambridge and G9 Financial are not affiliated.

Pay: $55,000.00 - $65,000.00 per year

Benefits:

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

Ability to Commute:

Millbury, MA 01527 (Required)

Work Location: In person

Quick Apply

Refine Your Search

clerical associate jobs in worcester, ma

Client Service Associate

Administrative Associate

Part-Time (On-Call) Office Services Associate - Law Firm

Seasonal Retail Sales Associate - The Hound Store B2380

Clients Service Associate Admin

Welcome Center Associate (Part-Time)

Associate

Front Desk Associate

Communications & Engagement Associate

Front Desk Associates

Secretary, Medical Admin Sr (Bellingham Med Associates) - 40 hours, days

Program Administration Associate (Mandarin Speaking)

Administrative Support Team Associate, Solomon Pond - Part Time

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