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Quality Service Associate Jobs in Massachusetts (NOW HIRING)

Allworth Financial

Service Associate

Waltham, MA · On-site

$60K - $65K/yr

The Service Associate will collaborate closely with senior team members to deliver high-quality service and contribute to the smooth operation of client services. This is a full-time, non-exempt ...

Allworth Financial

Service Associate

Waltham, MA · On-site

$60K - $65K/yr

The Service Associate will collaborate closely with senior team members to deliver high-quality service and contribute to the smooth operation of client services. This is a full-time, non-exempt ...

Morgan Stanley

Service Associate

Boston, MA · On-site

$34K/yr

POSITION SUMMARY Service Associates perform operational support and oversight on behalf of the ... OPERATIONAL SUPPORT: • Manage documents, including quality reviews for accuracy and completeness ...

Morgan Stanley

Service Associate

Boston, MA · On-site

$34K/yr

POSITION SUMMARY Service Associates perform operational support and oversight on behalf of the ... OPERATIONAL SUPPORT: • Manage documents, including quality reviews for accuracy and completeness ...

Morgan Stanley

Service Associate

Boston, MA · On-site

$34K/yr

POSITION SUMMARY Service Associates perform operational support and oversight on behalf of the ... Manage documents, including quality reviews for accuracy and completeness, scanning and electronic ...

Atlantic Group

Client Service Associate

Boston, MA · On-site

$65K/yr

... a high-quality client experience. * Investment Execution: Prepare and review investment ... Qualifications for the Client Service Associate: * Education: Bachelor's degree is required.

Raising Cane's

Customer Service Associate

Saugus, MA · On-site

$17/hr

Qualities of awesome Canes Customer Service Associate: * Team player * Excellent communicator * Happy, Courteous and Enthusiastic * Hard working and attentive * Responsible and dependable * Authentic ...

Raising Cane's

Customer Service Associate

Boston, MA · On-site

$17/hr

Qualities of awesome Canes Customer Service Associate: * Team player * Excellent communicator * Happy, Courteous and Enthusiastic * Hard working and attentive * Responsible and dependable * Authentic ...

Raising Cane's

Customer Service Associate

Boston, MA · On-site

$17/hr

Qualities of awesome Canes Customer Service Associate: * Team player * Excellent communicator * Happy, Courteous and Enthusiastic * Hard working and attentive * Responsible and dependable * Authentic ...

Raising Cane's

Customer Service Associate

Methuen, MA · On-site

$17/hr

Qualities of awesome Canes Customer Service Associate: * Team player * Excellent communicator * Happy, Courteous and Enthusiastic * Hard working and attentive * Responsible and dependable * Authentic ...

Raising Cane's

Customer Service Associate

Saugus, MA · On-site

$17/hr

Qualities of awesome Canes Customer Service Associate: * Team player * Excellent communicator * Happy, Courteous and Enthusiastic * Hard working and attentive * Responsible and dependable * Authentic ...

Raising Cane's

Customer Service Associate

Boston, MA · On-site

$17/hr

Qualities of awesome Canes Customer Service Associate: * Team player * Excellent communicator * Happy, Courteous and Enthusiastic * Hard working and attentive * Responsible and dependable * Authentic ...

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Quality Service Associate information

What does a quality service associate do?

A quality service associate monitors and evaluates customer service interactions to ensure they meet company standards. They analyze data, provide feedback, and may assist in training staff to improve service quality, often using tools like quality assurance software. Strong communication skills and attention to detail are essential for this role.

What cities in Massachusetts are hiring for Quality Service Associate jobs?

Cities in Massachusetts with the most Quality Service Associate job openings:

Quality Service Associate jobs near you

Service Associate

Allworth Financial

Waltham, MA • On-site

$60K - $65K/yr

Full-time

Posted 28 days ago

Job description

SUMMARY:

Our Service Team consistently strives for service excellence. The Service Associate - Client Support is responsible for providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience. This role will focus on assisting with day-to-day client service requests, processing transactions, handling client inquiries, and managing account-related documentation. The Service Associate will collaborate closely with senior team members to deliver high-quality service and contribute to the smooth operation of client services.

This is a full-time, non-exempt position based in our Waltham, MA office and requires five days per week on-site. This position has an expected base salary ranging from $60k-$65k, with the potential for an annual bonus based on the employees' performance and the companies.

DUTIES AND RESPONSIBILITIES

  • Serve as an initial point of contact for clients, addressing inquiries and providing timely responses to their needs via phone and email
  • Assist with scheduling and coordinating client appointments, ensuring all logistics are handled efficiently and accurately
  • Process client requests, including transactions and paperwork, in line with firm policies and procedures
  • Assist in the onboarding process for new clients, ensuring a smooth and positive experience
  • Collaborate with custodians and internal teams to resolve client account issues, transfers, and general service requests
  • Support advisors with client-related documentation, ensuring all forms are complete, accurate, and submitted on time
  • Provide notary services for client transactions as required
  • Maintain up-to-date client records and help ensure accuracy and consistency across internal systems

QUALIFICATIONS

  • 2-5 years of experience in a client-facing administrative role within the financial services or related industry
  • BS/BA degree preferred; high school diploma or GED required
  • Strong communication skills with the ability to establish rapport with clients and colleagues
  • Experience with CRM systems and basic financial software (experience with custodial platforms is a plus)
  • Knowledge of financial services industry practices, with familiarity in processing account transactions or client service inquiries
  • Strong attention to detail and accuracy in handling client records and transaction-related documents
  • Ability to multitask and manage competing priorities in a fast-paced environment
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook)

PHYSICAL REQUIREMENTS

  • Works in an office environment
  • Requires extended periods of sitting or standing at a desk, talking on the phone, and typing
  • Use hands, fingers to constantly operate a computer and office equipment, such as copy machine and printer
  • Occasionally move about inside the office to access file cabinets, office equipment, etc.
  • May carry or lift weight up to 10 lbs. in very limited occurrences

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