Talent.com
Client Services Associate

Client Services Associate

Action for Boston Community DevelopmentBoston, MA, US
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

Description

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 for residents in Massachusetts interested in our Energy Conservation Programs. The Client Services Associate supports the Statewide LEAN website and call center by responding to client inquiries, assisting with application processes, and supporting overall call center operations.

Key Responsibilities

  • Transfer new applications into the database.
  • Connect clients and make referrals to appropriate agencies or programs.
  • Maintain and update application records in the database.
  • Run queries and generate reports as requested.

Engage LEAN Single Family Website including :

  • Live chat functions engagement with clients.
  • Case study updates for website and public dissemination
  • Lead origination, outreach, and outbound marketing calls.
  • Monitor Google Analytics dashboard.

    • Communicate with single-family and multifamily applicants and potential applicants :

  • Field phone calls and inquiries.
  • Notify new applicants when an application is received.
  • Request more information as needed.
  • Request affordability documentation.
  • Notify applicants when approved / denied.
  • Perform past service checks on new applications.
  • Coordinate statewide outreach efforts in Lead Vendor capacity.
  • Communicate with vendors and utilities as needed.
  • Track client process through marketing lifecycle.
  • Coordinate Cap engagement on follow-up and completion of client referrals.
  • Review affordability / individual client income documentation.
  • Take notes during meetings if requested.
  • Maintain electronic and paper files.
  • Coordinate with the Program Director on all of the above.
  • Perform other related duties as assigned from time to time.

    • Skills, Knowledge and Expertise

  • A minimum of a high school diploma or equivalent and up to 12 months of work experience required.
  • Experience in energy efficiency and / or multi-family low-income housing helpful
  • Experience in grant program management and / or customer service a plus
  • Experience with Microsoft Access and Excel or at least a high degree of comfort with databases and spreadsheets required
  • Must have good communication skills by phone and email
  • Flexibility, initiative, and ability to work in a team
  • Ability to deal sensitively and effectively with individuals of diverse economic and cultural backgrounds
  • Bilingual skills are preferred but not required.

    • Why Work Here

  • Make a Difference : Every day, your work directly impacts the lives of thousands in the Greater Boston community, empowering them and making positive, lasting change.
  • Inclusive Environment : ABCD values the diversity of its workforce, with an inclusive culture that respects individuality and promotes collaboration.
  • Continuous Learning : We offer numerous training and development opportunities, ensuring our staff remain at the forefront of community action methodologies and strategies.
  • Comprehensive Benefits : At ABCD, we take care of our own, providing a competitive benefits package, including health coverage and retirement plans.
  • A Legacy of Impact : Join an organization that boasts a legacy spanning over half a century, consistently championing the rights and needs of our community's most vulnerable.
  • Teamwork & Camaraderie : Be a part of a passionate team, united in their mission to combat poverty, and ensure every individual can reach their fullest potential.

    • ABCD is the shortest distance between two points — from where you are to where you want to be. Discover the tools and resources you need to move from poverty to stability and from stability to success.

    Create a job alert for this search

    Client Service Associate • Boston, MA, US

    Related jobs
    • Promoted
    Client Service Associate

    Client Service Associate

    Stifel FinancialBoston, MA, US
    Full-time
    Stifel strives for a culture that puts its clients and associates first : a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers...Show moreLast updated: 30+ days ago
    • Promoted
    Client Service Associate

    Client Service Associate

    GW&K Investment Management, LLCBoston, MA, US
    Permanent
    The Client Service Associate acts as a liaison between the client, portfolio manager, custodian and the operations department. This role is based in our Boston, MA office with a hybrid schedule.Resp...Show moreLast updated: 30+ days ago
    • Promoted
    Alternate Investment Services, Associate 2

    Alternate Investment Services, Associate 2

    State StreetBoston, MA, US
    Full-time
    Salary Range : $41,600 - $66,560 Annual.The range quoted above applies to the role in the primary location specified.If the candidate would ultimately work outside of the primary location above, the...Show moreLast updated: 30+ days ago
    • Promoted
    Associate, Treasury

    Associate, Treasury

    Fresenius Medical CareLexington, MA, US
    Full-time
    Corporate Finance And Global Treasury Associate.The Associate, in this Corporate Finance and Global Treasury analytical role, will support the Senior Associate and Director of Treasury Centers.The ...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Associate, Transaction Services

    Senior Associate, Transaction Services

    JobotBoston, MA, US
    Full-time
    Hybrid opportunity up to $130k base + Bonuses + Commission on new client referrals!.This Jobot Job is hosted by : Zach Allison. Are you a fit? Easy Apply now by clicking the "Apply Now" but...Show moreLast updated: 30+ days ago
    • Promoted
    Client Service Associate

    Client Service Associate

    Morgan StanleyWellesley, MA, US
    Full-time
    Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis. Through regular interactions with...Show moreLast updated: 30+ days ago
    • Promoted
    Associate, Client Management

    Associate, Client Management

    Veterans StaffingNeedham, MA, US
    Full-time
    Hybrid role- 3 days a week in office.From helping to invent the affiliate industry, to performance marketing and what comes next, we've earned a reputation for maintaining the largest, most reliabl...Show moreLast updated: 8 days ago
    • Promoted
    Wealth Management Client Associate (FP)

    Wealth Management Client Associate (FP)

    Bank of AmericaWellesley, MA, US
    Full-time
    Job Opportunity At Merrill Wealth Management.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ...Show moreLast updated: 30+ days ago
    • Promoted
    Client Implementation & Service, SA

    Client Implementation & Service, SA

    State StreetQuincy, MA, US
    Full-time
    Responsible for corporate action instruction processing.Will need to manage high risk processes that span international markets. Focus will mainly be around voluntary corporate action activity and c...Show moreLast updated: 3 days ago
    • Promoted
    Associate, Transaction Advisory Services

    Associate, Transaction Advisory Services

    JobotBoston, MA, US
    Full-time
    Associate, Transaction Advisory Services - Financial Due Diligence!.This Jobot Job is hosted by : Jacob Vane.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us ...Show moreLast updated: 3 days ago
    • Promoted
    Registered Client Service Associate • •

    Registered Client Service Associate • •

    Morgan StanleyWellesley, MA, US
    Full-time
    Registered Client Service Associate.Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care.The Regist...Show moreLast updated: 30+ days ago
    • Promoted
    Client Partner - Financial Services

    Client Partner - Financial Services

    MojoTechBrighton, MA, US
    Full-time
    Client Partner : Financial Services (Greater Boston).MojoTech, established in 2008, is a forward-thinking and fast-growing software consulting firm that integrates strategy, engineering, and design ...Show moreLast updated: 30+ days ago
    • Promoted
    Associate, Transaction Services - Liberty Mutual Investments

    Associate, Transaction Services - Liberty Mutual Investments

    Liberty Mutual Insurance GroupBoston, MA, US
    Full-time
    Associate In Transaction Services Group.Liberty Mutual Investments (LMI) manages Liberty Mutual Insurance Group's (LMIG) global financial assets across global markets and private domains to build c...Show moreLast updated: 30+ days ago
    • Promoted
    Client Specialist

    Client Specialist

    KnitWell GroupNatick, MA, US
    Full-time +1
    Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories.Established in 1947, we are known for modern classic style that's both timeless and timely, fine qual...Show moreLast updated: 30+ days ago
    • Promoted
    Commercial Lines Associate Client Representative

    Commercial Lines Associate Client Representative

    World InsuranceNeedham, MA, US
    Full-time
    Associate Client Representative.The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the direction of a lead servicer, t...Show moreLast updated: 2 days ago
    • Promoted
    Accounting Services Associate

    Accounting Services Associate

    VirtualVocationsDorchester, Massachusetts, United States
    Full-time
    A company is looking for an Accounting Services Associate to support financial operations.Key Responsibilities Perform daily and monthly payment operations and monitor cash balances Manage Finan...Show moreLast updated: 23 hours ago
    Associate

    Associate

    WS DevelopmentChestnut Hill, MA, US
    Full-time
    Quick Apply
    Partnering with the Asset Strategy & Development Lead on a wide variety of tasks related to the day-to-day operation of the Company’s centers including development and implementation of the cen...Show moreLast updated: 13 days ago
    • Promoted
    Wealth Management Client Associate

    Wealth Management Client Associate

    Bank of AmericaBoston, MA, US
    Full-time
    Merrill Wealth Management Client Service Support.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ...Show moreLast updated: 30+ days ago
    • Promoted
    Client Services Executive

    Client Services Executive

    World Wide TechnologyBoston, MA, US
    Full-time
    Candidates must already be living in the Greater Boston or Metro NYC area.Bachelor's or Master's degree or equivalent experience. Minimum 5 years of experience selling complex Consulting Services en...Show moreLast updated: 30+ days ago
    • Promoted
    Client Services Assistant

    Client Services Assistant

    Winged Keel GroupBoston, MA, US
    Full-time
    Client Services Representative.Winged Keel Group's Client Services department focuses on delivering best in class service to our ultra-high net worth clients. We offer a suite of services that inclu...Show moreLast updated: 2 days ago