Client Success & Accounts Specialist

GetJobSmart; Boston (MA); On-site; USD 50,000 - 69,000; Full time

Job summary

Cascade Prime Partners in Boston, MA is hiring a Customer Service Representative for a full-time role. You will be the primary contact for client inquiries, resolve issues, and ensure client satisfaction while maintaining accurate records and processing transactions.

You will work in a professional office with a collaborative culture, supporting account management, monitoring activity, updating information, and collaborating with sales and marketing to support client acquisition and retention.

Qualifications

• Minimum 1–2 years of customer service experience.
• Strong communication and interpersonal skills.
• Proficiency in English is required.
• Basic knowledge of financial services is a plus.

Responsibilities

• Provide exceptional customer service to clients, addressing inquiries, resolving issues, and offering solutions.
• Assist clients with account management, including opening, closing, and maintaining accounts.
• Process transactions accurately and efficiently, ensuring all documentation is completed and submitted correctly.
• Maintain a thorough understanding of Cascade Prime Partners' products and services to provide informed advice and support.
• Monitor client accounts for any irregularities or potential issues, and elevate concerns as necessary.
• Collaborate with the sales and marketing teams to support client acquisition and retention efforts.

Skills

Strong communication

Attention to detail

Problem solving

Customer-centric mindset

Education

High school diploma or equivalent

Tools

Microsoft Office

Excel

Outlook

Job description

Cascade Prime Partners in Boston, MA is hiring a Customer Service Representative for a full-time role. You will be the primary contact for client inquiries, resolve issues, and ensure client satisfaction while maintaining accurate records and processing transactions.

You will work in a professional office with a collaborative culture, supporting account management, monitoring activity, updating information, and collaborating with sales and marketing to support client acquisition and retention.