Talent.com
Clients Registration Specialist
Clients Registration SpecialistGraham • Boston, Massachusetts
Clients Registration Specialist

Clients Registration Specialist

Graham • Boston, Massachusetts
30+ days ago
Job type
  • Full-time
  • Permanent
  • Quick Apply
Job description

Position : REMOTE – Registration Specialist

Status : Full-Time Hourly (40 hours)

Hours : Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch

ABOUT THE ORGANIZATION :

This is a temporary, REMOTE – Registration Specialist opportunity with the possibility of becoming a permanent position based on business needs.

The Registration Specialist plays a crucial role in providing support for clients as they transition from client intake (clients in onboarding) to the support pipeline (active clients). This position is responsible for maintaining client loyalty, upselling existing clients to new services, fostering long-term relationships, facilitating overall client service, and ensuring clients achieve their goals. The Registration Specialist. serves as a trusted partner to assigned clients and must have a strong background in achieving key performance indicators (KPIs) and service level agreements (SLAs) as an account manager, client success manager, or similar role.

COMPENSATION & BENEFITS :

  • Temporary job opportunity in a very reputable organization
  • Paid Sick Time
  • Paid Vacation
  • Health insurance, medical and dental
  • Free FinFit Financial Wellness Benefit
  • Free Personal Financial Training Library Benefit
  • Shopping Discount Program, Workplace Advantage
  • Employee Assistance Program
  • Counseling
  • Legal & Financial Consultations
  • Pharmacy Discount Card

ESSENTIAL FUNCTIONS and RESPONSIBILITIES :

  • Provide support to clients transitioning from client intake to the support pipeline, ensuring a smooth onboarding process and continued satisfaction.
  • Maintain client loyalty and foster long-term relationships by understanding clients' needs and goals and providing tailored solutions.
  • Upsell existing clients to new services, driving revenue generation and enhancing client satisfaction.
  • Facilitate overall client service, addressing inquiries and resolving issues promptly and effectively.
  • Monitor client progress and ensure they are achieving their goals and objectives.
  • Demonstrate strong computer literacy and familiarity with various software applications, including email, word processing, CRM, and online research tools.
  • Drive client retention and revenue generation through successful relationship management and proactive engagement.
  • Utilize patience, empathy, and de-escalation techniques to address client concerns and maintain positive client relationships.
  • Exhibit key attributes such as customer focus, judgment / decision-making, prioritization, adaptability, conflict management, written and oral communication skills, pragmatism / problem-solving, resourcefulness / initiative, and active listening.
  • EXPERIENCE AND REQUIRED QUALIFICATIONS

  • Strong organizational skills with a keen attention to detail
  • Ability to prioritize tasks and manage time efficiently in a fast-paced environment.
  • Ability to maintain confidentiality and handle sensitive information with discretion.
  • Proven experience in achieving KPIs and SLAs as an account manager, client success manager, or similar role.
  • Excellent communication skills, both written and verbal, with a keen eye for syntax, grammar, and vocabulary.
  • Demonstrated success in driving client retention and generating revenue through relationship management and upselling.
  • Strong computer literacy, including proficiency in email, word processing, CRM, and software navigation.
  • Experience teaching or demonstrating software functionality and driving adoption internally or externally.
  • Ability to prioritize tasks effectively, adapt to changing circumstances, and manage conflicts professionally.
  • Patience, empathy, and strong client de-escalation skills to address client concerns and maintain positive relationships.
  • PHYSICAL DEMANDS

  • This position routinely utilizes standard office equipment such as laptops, computers, phones, photocopiers, and filing cabinets, in a home office as well as an in-person office environment.
  • Ability to lift / move up to 20 pounds.
  • This position is generally performed in a professional office setting; 70% sitting, 20% standing, and 10% walking.
  • The physical requirements described are representative of those that must be met to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with a qualifying disability to perform the essential functions.
  • GENERAL INFORMATION : Applicants are assured of equal consideration regardless of race, age, color, religion, national origin, gender, GINA, political affiliation, membership or non-membership in employee organization, marital status, physical handicap which has no bearing on the ability to perform the duties of the position.

    Create a job alert for this search

    Registration Specialist • Boston, Massachusetts

    Similar jobs
    Client Services - Funds Operations Analyst

    Client Services - Funds Operations Analyst

    G MASS • Andover, MA, US
    Full-time
    We’re supporting a leading financial services organisation in hiring a.This role sits within a specialist team responsible for managing client engagements, enhancing operational processes and...Show more
    Last updated: 30+ days ago • Promoted
    Client Services Associate

    Client Services Associate

    RapidRatings • Quincy, MA, US
    Full-time
    Salary : $55,000 base plus OT and incentive.Client Support Associates work with global clients to facilitate program operations of the FHR (Financial Health Rating) Exchange.Associates manage and ad...Show more
    Last updated: 9 hours ago • Promoted • New!
    Client Partner - Financial Services

    Client Partner - Financial Services

    Slalom • Boston, MA, United States
    Full-time
    Slalom Greater New England is seeking a Client Partner to join the team to expand the Slalom brand within our Boston Financial Services / Capital Markets line of business.You will work closely with...Show more
    Last updated: 30+ days ago • Promoted
    Broker-Dealer Submissions Specialist

    Broker-Dealer Submissions Specialist

    Voya Financial, Inc. • Boston, MA, United States
    Full-time
    A financial services firm in Boston is looking for a Customer Service Specialist.In this role, you will support registered representatives and clients with submissions-related inquiries.You will en...Show more
    Last updated: 30+ days ago • Promoted
    Funds Associate, UCITS & Client Services - London

    Funds Associate, UCITS & Client Services - London

    Acadian Asset Management • Boston, MA, United States
    Full-time
    A global investment management firm located in Boston is seeking a Funds Associate.This role involves managing client service for UCITS investors and ensuring smooth fund operations.The ideal candi...Show more
    Last updated: 30+ days ago • Promoted
    Operations Client Service, Senior Associate

    Operations Client Service, Senior Associate

    State Street Corporation • Quincy, MA, United States
    Full-time
    The Business Onboarding and Transitions team ("BOaT"), a sub-set of Global Business Integration within Global Delivery, is seeking a talented, detail-oriented individual to join a growing team dedi...Show more
    Last updated: 30+ days ago • Promoted
    Client Services Associate

    Client Services Associate

    Action for Boston Community Development • Boston, MA, US
    Full-time
    The Statewide Client Services center is the centralized branch of our Low-income Energy Affordability Network (LEAN).Through the LEAN Network, we provide phone & online communication services f...Show more
    Last updated: 30+ days ago • Promoted
    Tax Senior - Private Client Services

    Tax Senior - Private Client Services

    Baker Newman Noyes LLC • Boston, MA, US
    Full-time
    Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.Best of Accounting™ recognition for superior client service. BNN was founded to create opportunity for our empl...Show more
    Last updated: 19 days ago • Promoted
    Reimbursement Specialist

    Reimbursement Specialist

    3B Healthcare, Inc. • Beverly, MA, United States
    Full-time
    Ideal candidate - Performed Accounts Receivable (AR) follow-up on.Explanation of Benefits (EOB), claim edits, and secondary billing. THIS IS A FULLY REMOTE POSITION!.The Billing & Reimbursement Spec...Show more
    Last updated: 1 day ago • Promoted
    Client Manager

    Client Manager

    Trucordia • Stoughton, MA, US
    Full-time
    Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful b...Show more
    Last updated: 30+ days ago • Promoted
    Sr. Client Service Specialist (Boston)

    Sr. Client Service Specialist (Boston)

    Mercer Advisors • Boston, MA, US
    Full-time
    For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives.How? By integrating financial planning, investment management, tax, estate, insurance,...Show more
    Last updated: 8 days ago • Promoted
    Client Relations Manager

    Client Relations Manager

    Talent Find Professional • Beverly, MA, US
    Full-time
    A New Path for People Who Know They’re Meant for More.Every now and then, a person realizes they’ve outgrown their current environment. They’re capable, dependable, hardworking &md...Show more
    Last updated: 11 days ago • Promoted
    Registered Client Service Associate (Boston, MA)

    Registered Client Service Associate (Boston, MA)

    Oppenheimer & Co. • Boston, MA, United States
    Full-time
    Oppenheimer") is a leading middle-market investment bank and full service broker-dealer.With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial servi...Show more
    Last updated: 23 days ago • Promoted
    Client Support Specialist

    Client Support Specialist

    Barrett Distribution • Bridgewater, MA, United States
    Full-time
    Barrett Distribution Centers is a leader in providing customized third-party logistics, omni-channel distribution, and direct-to-consumer fulfillment services for customers in a variety of industri...Show more
    Last updated: 30+ days ago • Promoted
    Remote Client Account Specialist

    Remote Client Account Specialist

    Professional Careers • Lynn, Massachusetts
    Remote
    Full-time +1
    We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time / Part time hours with flexibility.We are r...Show more
    Last updated: 6 days ago • Promoted
    Client Service Specialist

    Client Service Specialist

    CCG Business Solutions, LLC • Boston, MA, US
    Full-time
    CCG Talent Management is a business solutions company.We provide business consulting and talent placement services.Our team understands the principles of connecting purpose to business and career p...Show more
    Last updated: 14 hours ago • Promoted • New!
    Client Solutions Specialist — FinTech

    Client Solutions Specialist — FinTech

    FactSet • Boston, MA, United States
    Full-time
    A leading financial analytics company is seeking a Client Solutions Associate in Boston, MA.The role focuses on building client relationships, providing product support, and leading training sessio...Show more
    Last updated: 29 days ago • Promoted
    Client Service Specialist

    Client Service Specialist

    Blank Label • Boston, MA, United States
    Full-time
    Blank Label is an award-winning custom menswear brand with the mission of making custom the new standard for every male shopper - taking guys from ill-fitting work and casual wear to being a guy pe...Show more
    Last updated: 23 days ago • Promoted