Top 2307 Office 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
Summit Eldercare Service Coordinator
Fallon Health —Worcester, MA
- Full-time
- Basic math
- Mid-level
- Office
14d
Front Desk Receptionist (Grafton)
DENTAL DREAMS —Worcester, MA
- $16 - $18 an hour
- Full-time
- Spanish
- Dental office
- 1 year
- Health insurance
- Dental insurance
Quick Apply
Administrative Secretary/Receptionist
General Wire Products —Worcester, MA
- $22 - $27 an hour
- Full-time
- Data entry
- In-person
- Entry level
- Health insurance
- Dental insurance
Quick Apply
2d
CUSTOMER SERVICE REPRESENTATIVE
City of Worcester —Worcester, MA
- $19.97 - $24.14 an hour
- Overtime
- Bilingual
- Background check
- 18 years or older
2d
Receptionist / Office Coordinator-Grove St., Worcester, MA - Great Schedule, Great Pay & benefits!
Fallon Health —Worcester, MA
- $21 - $23 an hour
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
9d
Administrative Assistant - CBHC
BEHAVIORAL HEALTH NETWORK INC —Worcester, MA
- $22 - $25 an hour
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Health insurance
- Dental insurance
3d
Administrative Assistant II
Fitchburg State University —Fitchburg, MA
- $2,405.69 a week
- Part-time
- Background check
- Word processing
- English
- Paid holidays
- Disability insurance
7d
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
Mental Health Associate, PTRC, 40 Hours, Evenings
UMass Memorial Health —Worcester, MA
- $20.60 - $28.59 an hour
- 8 hour shift
- Inpatient
- English
- Outpatient experience
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
Administrative Office Support - Guidance, Marlborough High School
Marlborough Public Schools —Marlborough, MA
- $30.03 an hour
- Full-time
- School experience
- Spanish
- High school
4d
Front Desk Specialist-WHCH
Family Health Center —Worcester, MA
- $20.19 - $23.55 an hour
- Full-time
- Spanish
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Legal Administrative Assistant
Law Office of Polly Tatum —Worcester, MA
- $60,000 - $75,000 a year
- Administrative experience
- High school diploma or GED
- Organizational skills
- Paid holidays
- Health insurance
Quick Apply
Customer Service Representative
TransCore, LP —Auburn, MA
- $16.50 - $20.00 an hour
- Full-time
- High school diploma or GED
- 1 year
- Entry level
Quick Apply
Administrative Assistant
Associa —Shrewsbury, MA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
4d
Library Services Coordinator Part Time
Assumption University —Worcester, MA
- $18 - $20 an hour
- Part-time
- Mid-level
- University
- Experience equivalent to degree accepted
Administrative Assistant- ACCS
BEHAVIORAL HEALTH NETWORK INC —Worcester, MA
- $22 - $25 an hour
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Health insurance
- Dental insurance
3d
Patient Care Coordinator
Optum —Worcester, MA
- $18 - $32 an hour
- 8 hour shift
- Hybrid work
- 18 years or older
- Microsoft Outlook
- Pass drug screening
Office Administrator/Receptionist
Donahue Industries —Shrewsbury, MA
- $25 - $32 an hour
- Part-time
- Office
- Administrative experience
- Organizational skills
- Paid time off
- Flexible schedule
Quick Apply
2d

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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

office associate jobs in worcester ma

Client Service Associate

Summit Eldercare Service Coordinator

Front Desk Receptionist (Grafton)

Administrative Secretary/Receptionist

CUSTOMER SERVICE REPRESENTATIVE

Receptionist / Office Coordinator-Grove St., Worcester, MA - Great Schedule, Great Pay & benefits!

Administrative Assistant - CBHC

Administrative Assistant II

Customer Service/ Support Representative

Mental Health Associate, PTRC, 40 Hours, Evenings

Patient Service Representative – Immediate Hiring / Multiple Openings

Administrative Office Support - Guidance, Marlborough High School

Front Desk Specialist-WHCH

Legal Administrative Assistant

Customer Service Representative

Administrative Assistant

Library Services Coordinator Part Time

Administrative Assistant- ACCS

Patient Care Coordinator

Office Administrator/Receptionist

I want to receive the latest job alert for office associate in worcester ma

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