<p>3rd Shift (Night Shift) Patient Access Specialist! 11:00pm-7:00am - Multiple Openings! </p><p><br></p><p>We are offering a contract to permanent employment opportunity for a Patient Access Specialist in Nashua, New Hampshire. In this role, you will be fundamental in providing quality services to patients by managing their admission processes and ensuring regulatory compliance within the healthcare industry.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Ensure precise assignment of MRNs and carry out medical necessity and compliance checks.</p><p>• Efficiently handle incoming, outgoing, and inter-office calls via the telephone switchboard.</p><p>• Adhere to organizational policies while delivering exceptional customer service with compassion.</p><p>• Conduct pre-registration of patients' accounts prior to their visits, which may involve both inbound and outbound communication to gather demographic, insurance, and other patient information.</p><p>• Inform patients, guarantors, or legal guardians about general consent for treatment forms, obtain necessary signatures, and distribute patient education documents.</p><p>• Review responses in the insurance verification system, select the applicable insurance plan code, and enter benefit data to support Point of Service Collections and billing processes.</p><p>• Use the Advance Beneficiary Notice (ABN) software to accurately screen medical necessity, inform Medicare patients of potential non-payment of tests, and distribute the ABN as needed.</p><p>• Utilize auditing and reporting systems for quality assurance to correct accounts, including those from other employees, departments, and facilities.</p><p>• Conduct account audits to ensure all forms are completed accurately and timely, meeting audit standards, and provide statistical data to Patient Access leadership.</p>
We are looking for a detail-oriented Renewal Coordinator Specialist to join our team in Lowell, Massachusetts. In this long-term contract position, you will manage customer retention activities, ensuring excellent service and high renewal rates while fostering strong client relationships. The role requires proactive communication, accurate pricing updates, and collaboration to meet customer needs and drive satisfaction.<br><br>Responsibilities:<br>• Oversee all retention efforts within an assigned customer base, ensuring timely and effective communication.<br>• Initiate contact with customers 120 days prior to contract renewal to address concerns and confirm details.<br>• Update and re-estimate contracts to reflect current labor rates and service needs.<br>• Participate in monthly Service Contract Renewal meetings, providing updates and following through on assigned tasks.<br>• Resolve customer issues and secure agreement before renewal deadlines.<br>• Maintain an organized list of customers and track annual renewal dates.<br>• Identify opportunities to expand services or cross-sell products based on customer needs.<br>• Collaborate with internal teams to improve service delivery and address customer concerns.<br>• Provide regular updates during sales meetings regarding the status of renewals.<br>• Conduct in-person meetings with customers as required to strengthen relationships and address needs.
<p><strong>SUMMARY:</strong> The Customer Service Representative is the first line of contact for customers and is key to representing the company in an efficient, knowledgeable, and professional manner. This role supports the sales team by providing product information, accurately entering orders, assisting with any order issues and building and maintaining customer relationships. </p><p> </p><p>ESSENTIAL DUTIES:</p><p><br></p><p>The requirements listed below are representative of the essential duties required of the Customer Service Representative: </p><p> </p><p>· Accurately enter and process orders, track order status, and expedite as necessary to ensure on time delivery.</p><p>· Service existing accounts by regularly communicating with specified contacts and checking with them for any potential needs, so as to build and maintain loyal customer relationships. </p><p>· Help establish new accounts by planning and organizing daily work schedule to allow for opportunity to call on past or prospective new customers for current or future needs.</p><p>· Responsible to ensure customer retention and growth through strong relationship management metrics.</p><p>· Present products effectively, up-sell and cross sell additional products as appropriate and generate referrals when possible.</p><p>· Interact daily with Regional Sales Managers (RSM’s) and sales representatives regarding customer opportunities, orders and issues.</p><p>· Follow up on lost business in an effort to reactivate dormant accounts.</p><p>· Qualify customer RFQ’s to ensure accurate cross-referencing, UOM and prospective package is ready for hand off to shipping department.</p><p>· Forwards quotations to customer as required.</p><p>· Completes initial lead follow up and communicates results to RSM, Marketing and appropriate management.</p><p>· Maintain customer information as needed for contacts, routing etc.</p><p>· Assist in business development activities i.e., direct mailings, samples and follow up calls.</p><p>· Quality is everyone’s responsibility.</p><p>· Other duties as assigned.</p><p><br></p><p><strong><em><u>For immediate consideration please call me directly Eric Lebow 508-205-2127 </u></em></strong></p>
<p>Nashua, NH - ON-SITE - Patient Access Specialist - 3rd Shift Position</p><p>Hours 11:00am-7:00pm - Multiple Openings </p><p><br></p><p>We are looking for a dedicated Patient Access Specialist to join our team in Nashua, New Hampshire. This Contract to permanent position focuses on ensuring seamless patient admissions and delivering exceptional service while adhering to organizational policies and regulatory standards. As part of the healthcare industry, this role plays a vital part in supporting patients and maintaining efficient processes.</p><p><br></p><p>Responsibilities:</p><p>• Accurately assign medical record numbers (MRNs) and verify medical necessity to ensure compliance with regulations.</p><p>• Deliver clear instructions to patients, collect insurance details, and process physician orders while maintaining a high level of customer service.</p><p>• Meet point-of-service collection targets and pre-register patient accounts by gathering demographic, insurance, and financial information through inbound and outbound calls.</p><p>• Explain and obtain signatures for consent and treatment forms, ensuring patients understand their rights and responsibilities.</p><p>• Verify insurance eligibility and input benefit data to support billing processes and enhance claims accuracy.</p><p>• Utilize software tools to identify potential non-payment issues for Medicare patients, distribute required forms, and provide necessary documentation.</p><p>• Conduct audits on patient accounts to ensure accuracy and compliance with quality standards, offering feedback to leadership as needed.</p><p>• Maintain a compassionate and detail-oriented approach in all patient interactions, aligning with organizational goals and customer service expectations.</p><p>• Provide patient education materials and ensure all required documentation is completed promptly and correctly.</p>
We are looking for a dedicated Customer Service Representative to join our team in Burlington, Massachusetts. In this role, you will handle inbound calls, assist customers with their inquiries, and ensure a seamless experience through accurate data entry and order processing. This is a long-term contract position offering an excellent opportunity to develop your skills in a dynamic environment.<br><br>Responsibilities:<br>• Manage inbound customer calls with professionalism and efficiency.<br>• Address customer inquiries and provide accurate information about products and services.<br>• Process customer orders with precision and attention to detail.<br>• Perform data entry tasks to maintain accurate records and documentation.<br>• Resolve customer issues promptly and escalate complex cases as needed.<br>• Collaborate with team members to ensure consistent and high-quality service delivery.<br>• Maintain a positive and empathetic approach when interacting with customers.<br>• Follow company policies and guidelines to ensure compliance.<br>• Identify opportunities to improve customer service processes and contribute to team goals.
We are looking for a dedicated Part-Time Customer Service Representative to join our team in Middleton, Massachusetts. In this role, you will serve as a vital link between customers and our organization, ensuring satisfaction through exceptional support and efficient service. This is a long-term contract position offering an excellent opportunity to build your skills in a detail-oriented environment.<br><br>Responsibilities:<br>• Respond promptly to customer inquiries via phone, email, or other communication channels.<br>• Manage order entry and ensure accuracy in processing requests.<br>• Handle both inbound and outbound calls to address customer needs effectively.<br>• Collaborate with internal teams to resolve issues and provide timely solutions.<br>• Maintain detailed records of customer interactions and transactions.<br>• Deliver excellent customer service by understanding and addressing concerns.<br>• Assist with administrative tasks related to customer service operations.<br>• Adapt to evolving processes and systems to enhance service delivery.<br>• Provide product or service information to customers as needed.<br>• Uphold company standards in all customer interactions.
We are looking for a dedicated Collections Specialist to join our team in Marlboro, Massachusetts. In this role, you will focus on managing accounts and ensuring timely resolution of billing and payment issues. This is a long-term contract position offering the opportunity to contribute to a dynamic company within the waste management industry.<br><br>Responsibilities:<br>• Manage commercial accounts to ensure timely collection of outstanding balances.<br>• Communicate with clients professionally to resolve payment disputes and billing inquiries.<br>• Process and monitor billing transactions to maintain accurate records.<br>• Utilize Microsoft Excel to organize and analyze account data effectively.<br>• Collaborate with internal teams to address discrepancies and improve collection processes.<br>• Provide exceptional customer service to maintain positive relationships with clients.<br>• Identify trends in payment delays and propose actionable solutions.<br>• Prepare reports detailing collection activities and account statuses.<br>• Stay informed about company policies and industry regulations related to collections.
Essential Functions <br> Respond to all customer inquiries, questions, and RFQ’s <br> Develop system for following up on quotes to identify likelihood of order <br> Understand customers’ needs and communicate to production team to ensure satisfaction <br> Setup and host customer and vendor visits via video, and/or in person <br> Daily meeting with production manager, operations manager, engineering to review any open quotes and/or <br>order fulfillment concerns <br> Enter quotes and sales orders into ERP system (ProfitKey®), ensuring accuracy <br> Maintain major sales analysis spreadsheets, open quote log, and any custom report as requested <br> Prepare weekly posts for social media sites (LinkedIn etc.) <br> Attend trade shows as requested (US Locations) <br> Maintain database integrity within ProfitKey® ERP Software <br> Maintain a database of current and potential customers with CRM <br> Review technical drawings for manufacturability with the support of engineering as needed <br> Prepare customer reports and access customer portals as needed. <br>Education <br>- Associate’s degree in business administration, applied science or engineering <br> <br>Experience Details <br> <br>- Manufacturing technical sales support and/or officer administrator role – 1 year preferred <br>- Customer service experience <br>- High working knowledge of Microsoft Excel, Outlook, TEAMS, and other Office suite applications
<p>We are looking for a dedicated and customer-oriented Senior Banking Specialist to join our team in Billerica, Massachusetts. In this role, you will play a vital part in providing exceptional financial services, assisting customers with their banking needs, and ensuring smooth branch operations. This position offers a collaborative environment with opportunities for growth and competitive compensation.</p><p><br></p><p>Responsibilities:</p><p>• Deliver excellent customer service by addressing individual financial needs and recommending suitable banking solutions.</p><p>• Process various transactions, including deposits, withdrawals, check cashing, and account inquiries, with accuracy and efficiency.</p><p>• Assist in the training and mentorship of branch staff to promote teamwork and enhance overall performance.</p><p>• Open new customer accounts, support existing customers with digital banking tools, and assist in loan application processes.</p><p>• Ensure adherence to banking regulations, organizational policies, and security protocols.</p><p>• Contribute to achieving sales and performance targets through proactive engagement and service.</p><p>• Participate in community events and outreach programs to strengthen the bank's local presence.</p>
<p><strong> </strong>We are looking for a dedicated Receptionist Lead/Front Office Coordinator to join our team on a contract basis in Boston, MA. In this contract role role, you will be a core asset in completing the following responsabilities: </p><p><br></p><p><strong><u>Job duties</u></strong> </p><p><em> Front Desk Guest Experience </em></p><p> - Ensure a professional welcoming and seamless guest experience at all times. </p><p> - Welcome visitors clients and guests manage visitor check-in building security requirements and access badges. </p><p> - Escort guests to meeting rooms and notify hosts of arrival. </p><p> - Understand client expectations and deliver consistent 5-star service. </p><p> - Respond to guest needs and requests promptly and professionally. </p><p> - Answer and direct calls manage messages and meeting room inquiries. </p><p> - Monitor reception inbox ensuring timely responses. </p><p><em> Meeting Hospitality Support </em></p><p> - Book meeting rooms accurately using approved systems ensure A/V room setup and food and beverage needs are captured. </p><p> - Assist with hospitality setup including beverages and food service. </p><p> - Coordinate internal and external catering as needed. </p><p><em> Office Operations Facilities Support </em></p><p> - Manage office supplies and kitchen inventory including weekly food orders. </p><p> - Manage incoming and outgoing mail packages and deliveries. </p><p> - Coordinate with building management and vendors cleaning maintenance IT. </p><p> - Coordinate equipment maintenance and vendor support escalate unresolved issues when needed. </p><p> - Maintain workplace tidiness and readiness across shared spaces. </p><p> - Support staff events team-building activities and onsite functions. </p><p><em> Budget and Invoice Support </em></p><p> - Manage office budgets and allocate invoicMes accurately to the correct Line of Business and opportunity numbers. </p><p> - Process invoices ensuring accurate coding. </p><p> - Review monthly budget reports to ensure spending compliance and proper allocation. </p><p><em> Onboarding Employee Support </em></p><p> - Assist with new-hire onboarding including desk setup...</p>
<p>We are seeking a Benefits & HRIS Specialist in Boston on a remote basis. This position will focus on employee benefits administration and HRIS management, ensuring data accuracy, compliance, and strong employee support in a fast-paced environment.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Administer employee benefits programs and serve as the point of contact for benefit inquiries.</li><li>Ensure compliance with all policies and regulations.</li><li>Maintain and update employee data in UKG Pro (HRIS).</li><li>Pull and analyze information to create metric reports for leadership.</li><li>Conduct regular data audits and ensure information accuracy.</li><li>Utilize Excel (pivot tables, VLOOKUP) for reporting and analysis.</li></ul><p><br></p>
<p>We are partnering with a growing and dynamic organization seeking a hands-on Accounts Receivable Specialist to support the full order-to-cash cycle and play a key role in the company’s financial operations. This position is responsible for generating and processing accurate customer invoices, maintaining customer account records, monitoring aging reports, and proactively managing collections to ensure timely payment. The A/R Specialist will reconcile customer accounts, process billing adjustments, assist with monthly journal entries, support commission calculations, and prepare reports related to receivables and cash flow. This role works closely with sales, operations, and finance teams to ensure accurate order processing, proper pricing, and smooth resolution of customer inquiries related to invoices and payments. The ideal candidate holds a bachelor’s degree in Accounting or Finance, has at least 2 years of A/R experience, and possesses a strong understanding of general accounting principles beyond just receivables. Proficiency in accounting systems (QuickBooks preferred) and strong Excel skills are required. We are looking for someone highly organized, detail-oriented, reliable, and proactive—an individual who takes ownership, understands the full sales lifecycle, and has a “get it done” attitude in a fast-paced environment.</p><p><br></p><p>For immediate consideration please call Allison Brown at 508.205.2121</p>
We’re looking for a friendly and detail oriented Receptionist in Hampton, NH to be the first point of contact for our office. This is an ongoing post. <br> Responsibilities: Greet and welcome visitors in a detail oriented, friendly manner Answer and route incoming phone calls Manage front desk operations and maintain a clean reception area Schedule appointments and update calendars Handle incoming/outgoing mail and deliveries Perform light administrative tasks (data entry, filing, email support)
<p>Our client, a successful civil litigation law firm, is seeking an experienced Legal Billing Specialist to join their team in Boston, Massachusetts. In this role, you will play a crucial part in managing all aspects of legal billing and invoice processing, ensuring compliance and accuracy across various client platforms. </p><p><br></p><p><strong>Location: </strong>Boston, MA</p><p><strong>Schedule: </strong>Hybrid (3 or 4 days in office, other days remote)</p><p><strong>Salary: </strong>$80,000 - $105,000 (depending on experience)</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Prepare, generate, and manage attorney pre-bills for review and submission</li><li>Maintain and manage attorney time entries and billing data</li><li>Must be conversant in LEDES (Legal Electronic Data Exchange Standard)</li><li>Submit invoices and manage billing through client e-billing platforms, including but not limited to: TimeSlips, Tymetrix, Legal Tracker, Legal X, SimpleLegal, TeamConnect, Acuity, and Brightflag. </li><li>Ensure compliance with client billing guidelines and resolve billing rejections or issues</li><li>Track billing status and follow up on outstanding invoices</li><li>Coordinate vendor payments and ensure expenses are properly invoiced and billed</li><li>Work closely with the firm’s external bookkeeper during monthly visits</li><li>Assist with check requests and internal financial coordination</li><li>Interface with outsourced payroll and HR vendors as needed</li><li>Provide general administrative and billing support to attorneys and managing partners</li></ul>
We are looking for a detail-oriented Receptionist to join our team in Cambridge, Massachusetts. In this role, you will act as the first point of contact for visitors and provide essential administrative support to ensure smooth daily operations. This is a long-term contract position offering an excellent opportunity to grow within a dynamic and supportive environment.<br><br>Responsibilities:<br>• Greet visitors and ensure proper check-in procedures are followed, including issuing visitor badges.<br>• Serve as the primary contact for event guests, managing check-ins and providing assistance as needed.<br>• Create and manage work orders to support operational needs.<br>• Issue parking passes to visitors and employees in accordance with procedures.<br>• Answer and direct calls using a multi-line phone system, ensuring clear and effective communication.<br>• Organize and maintain files for easy access and retrieval.<br>• Schedule and coordinate appointments to support business activities.<br>• Handle email correspondence promptly and efficiently.<br>• Utilize Microsoft Office tools, including Word, Excel, and Outlook, to perform administrative tasks effectively.
<p>Robert Half’s marketing & creative client is looking for a Social Media Channel Specialist for a 6-month contract in the Boston area beginning in April. This is a hybrid, 40-hour-per-week opportunity; candidates must be able to work 1 - 2 days per week onsite. The Social Media Channel Specialist will drive strategy, content creation, and day-to-day community engagement across multiple social platforms, working closely with cross-functional teams to amplify company initiatives and grow audience engagement. Prior experience with community management and social media management platforms (Hootsuite, Sprout Social, Zoho, or similar) is required.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Create, produce, and curate social media content across a variety of channels</li><li>Support strategies for channel growth and audience engagement</li><li>Monitor and moderate online communities</li><li>Execute integrated campaigns and ensure brand consistency</li><li>Manage editorial calendars and campaign deliverables</li><li>Capture and post live and event-based content</li><li>Analyze social media performance and report results</li><li>Maintain social guidelines and stay updated on industry trends</li></ul><p><br></p>
<p>Our client, a world-renowned biotechnology research company, is looking for a skilled Contracts Administrator/Specialist to join their team in Milford, Massachusetts. You will serve as a key business partner to the field sales organization, supporting the review of customer sales and service agreements, NDAs, and formal bid responses, while collaborating with Legal, senior management, strategic accounts, Risk Management, Finance, Order Services, and Sales. </p><p><br></p><p><strong>Role: </strong>Contracts Administrator/Specialist</p><p><strong>Salary:</strong> $74,000 - $125,000 (depending on experience) + amazing benefits</p><p><strong>Schedule: </strong>Hybrid (3 days in office, 2 days remote)</p><p><br></p><p><strong>Responsibilities: </strong></p><ul><li>Draft, review, propose, and negotiate contract terms that balance customer needs with corporate objectives while minimizing business risk.</li><li>Lead negotiations with customer contracts and procurement teams, incorporating input from Legal and other internal stakeholders to ensure timely contract review, approval, and execution.</li><li>Partner with Finance and Order Services to ensure compliance with revenue recognition requirements, pricing and discounting policies, and internal control standards.</li></ul>
We are looking for an experienced Collections Specialist to join our team in Peabody, Massachusetts. In this long-term contract role, you will play a key part in managing and improving the collections process for both commercial and consumer accounts. Your expertise in credit and billing collections will help ensure timely payments and maintain strong relationships with our clients.<br><br>Responsibilities:<br>• Manage collection efforts for commercial and consumer accounts to ensure timely payments.<br>• Monitor outstanding balances and proactively reach out to clients to resolve overdue invoices.<br>• Develop and implement strategies to streamline collection processes and improve efficiency.<br>• Collaborate with internal teams to address billing discrepancies and resolve client concerns.<br>• Maintain accurate records of collection activities and payment histories.<br>• Analyze account data to identify trends and recommend solutions to mitigate risks.<br>• Communicate effectively with clients, providing clear guidance on payment requirements.<br>• Ensure compliance with company policies and regulatory guidelines during collection activities.<br>• Prepare regular reports on collection outcomes and account statuses for management review.<br>• Build and maintain strong client relationships to foster trust and ongoing cooperation.
<p>Position Summary</p><p><br></p><p>Our exclusive client, a national organization in the healthcare industry is seeking a detail-oriented Cash Application Specialist to join a growing finance team. This role is responsible for accurately applying customer payments, reconciling cash receipts, and ensuring the integrity of accounts receivable records. The ideal candidate thrives in a fast-paced environment, enjoys problem-solving, and understands how accurate cash posting supports overall financial operations.</p><p><br></p><p><br></p><p><br></p><p>For immediate consideration as a Cash Application Specialist, candidates can reach out directly to Thiago de Matos (508) 213-1192</p><p><br></p><p><br></p><p><br></p><p>Key Responsibilities</p><p><br></p><p>Post daily customer payments (ACH, wire transfers, checks, credit cards, and lockbox transactions) to the appropriate customer accounts and invoices.</p><p>Review remittance information and research discrepancies to ensure accurate application of funds.</p><p>Reconcile bank deposits to the accounts receivable subledger and investigate variances.</p><p>Resolve unapplied cash, short payments, deductions, and overpayments in a timely manner.</p><p>Partner with Billing, Collections, and Customer Service teams to clarify payment details and resolve account issues.</p><p>Maintain accurate customer account balances to support effective collections and reporting.</p><p>Prepare daily and monthly cash posting reports and assist with AR aging analysis.</p><p>Support month-end close by ensuring all cash activity is recorded and reconciled.</p><p>Assist with audit requests and documentation related to cash receipts and AR transactions.</p><p>Identify opportunities to improve processes, accuracy, and efficiency within the cash application function.</p><p><br></p><p><br></p><p>Qualifications</p><p><br></p><p>Associate’s or Bachelor’s degree in Accounting, Finance, or related field preferred.</p><p>2+ years of experience in cash application, accounts receivable, or transactional accounting.</p><p>Strong understanding of AR processes and basic accounting principles.</p><p>Experience working with ERP systems (e.g., SAP, Oracle, NetSuite, Microsoft Dynamics, etc.).</p>
<p>We are looking for a detail-oriented Accounting Specialist to join our team on a long-term contract basis. This position offers the flexibility on hours, yet requires a part-time commitment of 20 hours per week between Monday- Friday 9am-5pm EST. </p><p>The ideal candidate will bring strong organizational skills and a solid understanding of accounting principles to support various financial operations.</p><p><br></p><p>Responsibilities:</p><p>• Manage accounts receivable processes, including tracking payments and resolving discrepancies.</p><p>• Prepare and run client expense reports to ensure accuracy and compliance.</p><p>• Assist in monthly financial statement closings by organizing and reviewing necessary documentation.</p><p>• Handle credit card documentation and perform thorough reviews for proper record-keeping.</p><p>• Support audit preparation by organizing relevant files and reports.</p><p>• Create and maintain detailed Excel reports for financial tracking and analysis.</p><p>• Contribute to routine accounting tasks, ensuring accuracy and timeliness.</p><p>• Collaborate with team members to streamline and improve accounting procedures.</p><p>• Provide assistance in Workday-related tasks, if applicable, to support ongoing processes.</p>
We are looking for a detail-oriented and personable Receptionist to join our team on a contract basis in Concord, New Hampshire. In this role, you will serve as the first point of contact for visitors and callers, ensuring smooth daily operations and providing exceptional administrative support. This position offers an excellent opportunity to work in a dynamic environment and contribute to the overall efficiency of the office.<br><br>Responsibilities:<br>• Welcome guests, clients, and vendors with a friendly and detail-oriented demeanor, ensuring a positive experience.<br>• Coordinate the scheduling and preparation of conference rooms for meetings and events.<br>• Answer and manage incoming calls through a multi-line phone system, directing inquiries and taking detailed messages when necessary.<br>• Maintain the reception area, ensuring it is clean, organized, and presentable at all times.<br>• Provide administrative support, including filing, data entry, and handling correspondence.<br>• Assist office staff with various tasks, ensuring seamless operations.<br>• Safeguard confidential information and adhere to privacy protocols.<br>• Handle inbound calls efficiently, offering assistance and transferring calls appropriately.<br>• Collaborate with team members to address office needs and improve workflows.
<p>We are looking for an Investment Executive to join our team in Greater Boston. Reporting to the Senior Vice President Retail, you will guide clients through tailored investment solutions, helping them achieve their financial goals while maintaining compliance with industry standards. This position is ideal for a proactive and client-focused individual with a strong background in investment advisory and sales.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Provide clients with expert advice on non-deposit investment products, ensuring solutions align with their financial objectives.</p><p>• Analyze client portfolios and recommend investment strategies to optimize performance.</p><p>• Manage ongoing client relationships through regular financial plan reviews and responsive communication.</p><p>• Execute investment transactions in strict adherence to industry regulations and company policies.</p><p>• Resolve client issues effectively and ensure high levels of customer satisfaction.</p><p>• Develop and implement targeted sales strategies to meet organizational goals.</p><p>• Collaborate with Banking Center teams to enhance cross-functional performance and drive results.</p><p>• Oversee and support the training of a Financial Services Assistant to ensure operational excellence.</p><p>• Stay updated on regulatory changes and market trends to maintain expertise in the field.</p><p>• Participate in community engagement and marketing initiatives to promote investment services.</p>
<p>We are looking for an experienced Financial Advisor to join our dynamic team in Portsmouth, New Hampshire. This role offers an exciting opportunity for professionals with an established client base who are eager to deliver exceptional financial services while leveraging cutting-edge technology and resources. The ideal candidate will thrive in a collaborative environment focused on providing tailored solutions and fostering long-term client relationships.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Build and maintain strong relationships with clients, ensuring their financial needs are met effectively.</li><li>Develop customized financial plans and investment strategies aligned with clients' goals and risk tolerance.</li><li>Provide expert advice on wealth management, retirement planning, and asset allocation.</li><li>Utilize advanced technology tools to enhance client engagement and streamline service delivery.</li><li>Identify and pursue new business opportunities to grow the client base.</li><li>Collaborate with internal teams to ensure seamless execution of financial strategies.</li><li>Manage client portfolios with precision, ensuring optimal performance and risk management.</li><li>Conduct regular reviews of financial plans to adapt to changing circumstances and objectives.</li></ul>
<p>We are looking for a dedicated Estate Planning Attorney to join a dynamic Trust & Estate firm based in the Greater Worcester area. In this role, you will provide expert guidance and legal support to clients, helping them navigate estate planning, tax matters, and probate processes. This position is ideal for an individual who is passionate about delivering exceptional service and fostering long-term client relationships.</p><p><br></p><p>Responsibilities:</p><p>• Draft and review comprehensive estate planning documents, including wills, trusts, and powers of attorney.</p><p>• Provide legal advice to clients regarding estate tax strategies and asset protection.</p><p>• Oversee probate and estate administration processes, ensuring compliance with all relevant regulations.</p><p>• Collaborate with clients to identify their needs and develop tailored estate planning solutions.</p><p>• Conduct legal research to stay updated on changes in estate planning and tax laws.</p><p>• Represent clients in probate court proceedings and other related legal matters.</p><p>• Manage client cases from inception to resolution, ensuring timely and effective communication.</p><p>• Work closely with financial advisors and other professionals to create integrated estate plans.</p><p>• Help clients navigate complex trust and estate tax issues with precision and clarity.</p>
<p>Our client is a reputable and world-renowned Asset Management firm is looking to bring onboard a Finance Associate to the team.</p><p>The Finance team manages and reports on a diverse investment portfolio while collaborating with internal and external stakeholders. This role focuses on private equity investments, with exposure to other asset classes like hedge funds, public equity, and real estate. Key responsibilities include managing valuation and accounting, overseeing fund administrators, collaborating on investment closings, and conducting financial analysis.</p>
