Provides customer service, manages client accounts, answers product and service questions, resolves issues with internal teams, maintains accurate client records, and supports customer satisfaction. Requires strong communication, organization, multitasking, and proficiency with Microsoft Office and CRM software.
We are seeking a dedicated Client Service Associate to join our team. The ideal candidate will be responsible for providing exceptional customer service, managing client accounts, and ensuring customer satisfaction. This role requires a proactive individual who can effectively communicate with clients and internal teams to achieve business objectives.
Responsibilities:
- Provide exceptional customer service by addressing client inquiries and concerns promptly and professionally.
- Manage client accounts, including account setup, maintenance, and follow-up.
- Assist clients with product/service-related questions and provide accurate and timely information.
- Collaborate with internal teams to resolve client issues and ensure customer satisfaction.
- Maintain accurate records of client interactions and transactions.
Qualifications
- High school diploma or equivalent required; bachelor's degree in business or related field preferred.
- Proven experience in customer service, client management, or a related field.
- Strong communication skills, both verbal and written.
- Ability to handle multiple tasks and prioritize workload effectively.
- Proficiency in MS Office and customer relationship management (CRM) software.
Similar Jobs
Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
Leads operational delivery and client performance for retrospective chart review programs supporting Medicare Advantage, ACA, and Medicaid clients. Oversees program execution, risk mitigation, escalations, reporting, continuous improvement, stakeholder relationships, and vendor partnerships. Manages and develops a team of 2–3 professionals while driving service quality, client satisfaction, and business outcomes across multiple programs.
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Supports private banking clients throughout mortgage loan origination and post-closing servicing. Responsibilities include prequalification, documentation analysis, loan pipeline coordination, closing and escrow coordination, deposit account requests, online banking support, client inquiries, and preparation of approval and loan-related documents. The role also assists relationship managers with meetings, events, gifts, and client communications while maintaining discretion and accurate records.
Top Skills:
Microsoft Office SuiteOnline Banking Tools
Artificial Intelligence • Software
The Client Services Associate will provide support to clients, ensuring their needs are met and fostering positive relationships with them.
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories



