Talent.com
Client Services Associate
Client Services AssociateAction for Boston Community Development • Boston, MA, US
Client Services Associate

Client Services Associate

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

Job Description

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.

    • Expected Salary : $44,000 USD. Due to funding restrictions, team parity, and our strong focus on equity, this salary is thoughtfully aligned with the duties expected for this role and cannot be negotiated. Because salary ranges are small and the internal parity review is thorough, offers are firm.

    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.

    • Expected Salary :   $44,900 USD. Due to funding restrictions, team parity, and our strong focus on equity, this salary is thoughtfully aligned with the duties expected for this role and cannot be negotiated.

    Create a job alert for this search

    Client Service Associate • Boston, MA, US

    Related jobs
    Client Services Associate

    Client Services Associate

    Action for Boston Community Development • Boston, MA, US
    Full-time
    Quick Apply
    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 r...Show more
    Last updated: 30+ days ago
    Client Relationship Associate - Wealth Management

    Client Relationship Associate - Wealth Management

    Voya Financial • Boston, MA, US
    Part-time
    Customer Relationship Associate.Together we fight for everyone's opportunity for a better financial future.We will do this together with customers, partners, and colleagues.We will fight for other...Show more
    Last updated: 30+ days ago • Promoted
    Client Partner - Financial Services

    Client Partner - Financial Services

    MojoTech • Boston, MA, US
    Full-time
    Quick Apply
    Financial Services (Greater Boston) Company Overview : MojoTech, established in 2008, is a forward-thinking and fast-growing software consulting firm that integrates strategy, engineering, an...Show more
    Last updated: 30+ days ago
    Client Services Specialist (Remote)

    Client Services Specialist (Remote)

    CBIZ • USA, Massachusetts, Boston
    Remote
    Full-time
    With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients a...Show more
    Last updated: 30+ days ago
    Client Solutions Associate - Boston, MA (June 2026)

    Client Solutions Associate - Boston, MA (June 2026)

    FactSet • Boston, MA, US
    Full-time
    FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make c...Show more
    Last updated: 30+ days ago • Promoted
    Private Client Senior Relationship Associate

    Private Client Senior Relationship Associate

    Brown Advisory • Dorchester Center, MA, US
    Full-time
    Private Client Service provides highly customized and comprehensive service and solutions to our clients.As a key member of this team the Senior Relationship Associate engages directly with clients...Show more
    Last updated: 30+ days ago • Promoted
    Senior Registered Client Service Associate - Boston, MA

    Senior Registered Client Service Associate - Boston, MA

    Massachusetts Staffing • Boston, MA, US
    Full-time
    Raymond James Registered Client Service Associate.Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seek...Show more
    Last updated: 3 days ago • Promoted
    Client Solutions Associate

    Client Solutions Associate

    VirtualVocations • Dorchester, Massachusetts, United States
    Full-time
    A company is looking for a Client Solutions Associate to support internal and external stakeholders throughout the benefit implementation process. Key Responsibilities Lead and manage a sub-group ...Show more
    Last updated: 2 days ago • Promoted
    Client Service Associate

    Client Service Associate

    Morgan Stanley • Wellesley, 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 more
    Last updated: 30+ days ago • Promoted
    Registered Client Service Associate • •

    Registered Client Service Associate • •

    Morgan Stanley • Wellesley, 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 more
    Last updated: 30+ days ago • Promoted
    Client Services Representative

    Client Services Representative

    VirtualVocations • Lowell, Massachusetts, United States
    Full-time
    A company is looking for a Client Services Representative to support their lab operations.Key Responsibilities Act as a liaison between the company, customers, and patients Investigate and resol...Show more
    Last updated: 30+ days ago • Promoted
    Client Services Specialist

    Client Services Specialist

    VirtualVocations • Lowell, Massachusetts, United States
    Full-time
    A company is looking for a Client Services Representative who will support the Sales and Operations teams by managing client case assignments and communications. Key Responsibilities Accurately en...Show more
    Last updated: 30+ days ago • Promoted
    Client Support BPO Associate

    Client Support BPO Associate

    VirtualVocations • Lowell, Massachusetts, United States
    Full-time
    A company is looking for a Client Support BPO Associate.Key Responsibilities Identify and analyze trends to drive continuous improvement among external agents and provide coaching Lead initiativ...Show more
    Last updated: 1 day ago • Promoted
    Client Service - Senior Associate

    Client Service - Senior Associate

    State Street • Quincy, MA, US
    Full-time
    A client-focused contributor with 2-4 years of experience (preferably in financial services) to manage client relationships, oversee operational teams, and drive process improvements.The ideal cand...Show more
    Last updated: 23 days ago • Promoted
    Client Implementation & Service, Senior Associate

    Client Implementation & Service, Senior Associate

    State Street • Quincy, Massachusetts, United States
    Full-time
    This job is with State Street, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.Who we are ...Show more
    Last updated: 23 days ago • Promoted
    Associate Client Partner

    Associate Client Partner

    VirtualVocations • Lowell, Massachusetts, United States
    Full-time
    A company is looking for an Associate Client Partner - Quality Engineering.Key Responsibilities Manage client relationships and oversee the opportunity management cycle Collaborate with delivery...Show more
    Last updated: 30+ days ago • Promoted
    Private Markets - Treasury Services, Senior Associate

    Private Markets - Treasury Services, Senior Associate

    State Street • Boston, MA, US
    Full-time
    Senior Associate, Treasury Services.We are looking for an experienced professional that will be responsible for preparing / reviewing Treasury Services tasks associated with client deliverables relat...Show more
    Last updated: 30+ days ago • Promoted
    Account Services Associate I

    Account Services Associate I

    Rockland Federal Credit Union • Canton, MA, USA
    Full-time
    Quick Apply
    Under the general supervision of the Account Services AVP, the.Account Services in conformance with the established policies and procedures of Rockland Federal Credit Union.If you're ready to build...Show more
    Last updated: 28 days ago