Outside Sales Representative: Greater Springfield, MA Metro Area (Western MA & Northern CT)

🌟 Exciting New Opportunity Alert

Inside Sales Representative

Location: Schenectady, NY

Schedule: M-F; On Site

About the Company

Our client is in the industrial manufacturing sector, serving customers across a variety of industries. This small company values responsive service, practical solutions, and strong customer relationships.

Position Summary

The Inside Sales Representative supports customers and field sales by managing quotes, orders, follow-up, and daily communication. This role helps ensure customers receive timely, accurate, and professional service while contributing to sales growth and lasting relationships.

Strong organization, attention to detail, and a customer-first mindset are essential. The position also includes purchasing parts and materials and requires flexibility and a willingness to assist where needed.

Key Responsibilities

• Prepare and manage customer quotes, orders, and follow-ups accurately and promptly

• Serve as a primary contact for customers by phone and email

• Support field sales representatives with pricing, product information, order status, and customer communication

• Proactively follow up on open quotes, backorders, and customer requests

• Maintain accurate customer and order information in company systems

• Purchase parts and materials as needed

• Coordinate with purchasing, warehouse, and operations to support smooth order fulfillment

• Identify opportunities to add value through product knowledge and thoughtful communication

• Suggest improvements to processes, customer experience, and internal communication

Professional Expectations

• Demonstrate professionalism, accountability, and respect for others

• Communicate clearly, honestly, and constructively with customers and teammates

• Take ownership of work and follow through on commitments

• Contribute to a positive, collaborative working environment

• Support the overall success of the company, including assisting with tasks outside the formal job description

Qualifications & Skills

• Previous inside sales or customer service experience in a B2B or industrial environment preferred

• Strong written and verbal communication skills

• High attention to detail and strong organizational skills

• Ability to manage multiple priorities in a fast-paced environment

• Comfortable using ERP systems, CRM tools, and Microsoft Office

• Positive attitude, willingness to learn, and a team-oriented mindset

What the Company Offers

• A close-knit, supportive team environment

• Competitive compensation based on experience, along with insurance and a 401(k)-retirement plan

• Opportunity to grow with a company that values initiative, accountability, and meaningful contribution

• A hands-on role with direct impact on customers, daily operations, and company performance

• A culture that encourages professionalism, collaboration, and continuous improvement

Interested? Apply Today!

🌟 Exciting New Opportunity Alert

Client Services & Operations Associate

Location: Greater New Haven Area, CT

Schedule: Monday through Friday

Work Arrangement: On site

Employment Type: Full time

About the Role

Our exceptional client is seeking a detail-oriented professional to support client service and account administration. This person will process documentation, maintain accurate records, respond to inquiries, and coordinate with internal teams. The ideal candidate is organized, communicates clearly, and handles sensitive information with care.

Key Responsibilities

• Manage the full administrative lifecycle of individual client accounts, including new account opening, updates, transfers, and closures

• Process and review client paperwork (applications, forms, beneficiary designations, KYC/AML documentation) for accuracy and completeness

• Serve as a primary point of contact for client service inquiries related to account status, transactions, and documentation

• Coordinate with advisors, compliance, and operations teams to resolve account issues and ensure timely processing

• Maintain accurate and up-to-date client records in the firm's CRM and account management systems

• Monitor account activity for exceptions, discrepancies, or compliance flags and escalate as needed

• Prepare account-related correspondence, reports, and statements for clients and internal stakeholders

• Support audits and regulatory reporting by maintaining organized, retrievable documentation

• Identify opportunities to improve administrative workflows and reduce processing errors or delays

Qualifications

• 3–5 years of experience in client service, operations, or account administration; financial services experience preferred
• Working knowledge of account opening procedures, KYC/AML requirements, and general regulatory documentation standards.
• Strong attention to detail and ability to handle confidential information
• Clear written and verbal communication skills
• Proficiency with CRM systems, account management platforms, Microsoft Office, particularly Excel, and comfort learning new systems
• Ability to manage multiple priorities and deadlines
• Bachelor’s degree preferred, or equivalent professional experience
• Experience with regulated documentation or financial account processes is a plus.

Preferred (Not required):

• Familiarity with custodial platforms or similar industry systems
• Series 6/7 or other relevant financial licensing (or willingness to obtain)
• Experience supporting financial advisors or relationship managers directly
• Familiarity with annuities and insurance products is a plus
• Experience with investment operations (trade processing, account reconciliation, asset transfers) is a plus

Additional Information

This job description describes the general nature and level of work associated with the position. Employment may be subject to applicable background checks, regulatory requirements, and licensing or registration requirements, as appropriate for the role.

Interested? Apply Today!!

🌟 Exciting New Opportunity Alert

Office Administrative Assistant

Location: Springfield, MA Metro Area
Schedule: Full Time: Monday through Friday | 8:00 AM – 4:00 PM
 

Why You'll Love This Opportunity

A well-established and growing business in the Springfield, MA metro area is seeking an experienced Office Administrative Assistant to join its team. This is an excellent opportunity for someone who enjoys working in a fast-paced office, thrives in a hands-on role, and takes pride in keeping daily operations running smoothly.

As the company continues to grow, you'll play a key role supporting both the administrative and accounting functions while working alongside a collaborative team in a professional office environment.

Responsibilities

• Answer and direct incoming phone calls while providing exceptional customer service
• Perform a variety of general administrative and office support duties
• Process Accounts Receivable and Accounts Payable transactions
• Utilize QuickBooks Desktop for daily accounting functions, with a planned transition to QuickBooks Online
• Prepare payroll 
• Maintain accurate financial and office records
• Assist with insurance-related documentation and administrative processing
• Support day-to-day office operations in a high-volume, fast-paced environment
• Partner with leadership to help ensure the efficient operation of the business

Qualifications

• Previous experience in an Office Administrative Assistant, Bookkeeper, Office Manager, or similar administrative/accounting role
• Strong proficiency with QuickBooks (QuickBooks Desktop experience required; QuickBooks Online experience is a plus)
• Must have autobody/collision experience.
• Experience processing payroll using a payroll system
• Solid understanding of Accounts Receivable and Accounts Payable
• Excellent organizational skills with strong attention to detail
• Ability to prioritize multiple responsibilities and meet deadlines in a busy office
• Strong communication and customer service skills

Benefits

• Health Insurance
• Dental Insurance
• 401(k) with Employer Match
• Paid Holidays
• Vacation Time
• Sick Time

Join a strong, growing organization — apply today!

🌟 Exciting New Opportunity Alert

🏡 Senior Audit Associate

📍 Western Massachusetts Area
🕒 Full-Time | On-Site During Initial Training, then hybrid

Compensation: Competitive Salary + Comprehensive Benefits 

Why Consider This Opportunity? 

Join a well-established regional public accounting firm that values collaboration, professional development, and long-term career growth. As a Senior Audit Associate, you'll work with a diverse client base, including privately held businesses and nonprofit organizations, while gaining valuable experience across a variety of industries. This is an outstanding opportunity for an accounting professional looking to expand technical expertise, work alongside experienced mentors, and build a rewarding career in public accounting. 

Responsibilities 

Audit & Assurance 

• Perform audit and assurance engagements for privately held businesses and nonprofit organizations. 
• Execute audit testing, prepare workpapers, and document audit findings. 
• Apply GAAP principles and auditing standards throughout engagements. 
• Identify and communicate accounting and auditing matters to senior team members, managers, and partners. 
• Assist in preparing financial statements and supporting documentation. 

Client Service 

• Build strong client relationships through responsive communication and exceptional service. 
• Collaborate with clients to gather information and resolve audit-related questions. 
• Deliver high-quality work while meeting engagement deadlines. 

Tax & Professional Development 

• Assist in the preparation of corporate, partnership, individual, and other tax returns during tax season. 
• Continue developing technical accounting and auditing knowledge through ongoing training and mentorship. 
• Collaborate with team members while contributing to a positive, professional work environment. 

Qualifications 

Required 

• Bachelor's degree in Accounting. 
• CPA eligible (150 credit hours completed or actively pursuing). 
• Strong analytical, organizational, and problem-solving skills. 
• Excellent written and verbal communication abilities. 
• Ability to manage multiple priorities in a deadline-driven environment. 
• Strong work ethic with a desire to learn and grow professionally. 

Preferred 

• 0–4 years of public accounting experience. 
• Experience working with nonprofit organizations or nonprofit audits is a strong plus. 
• Experience preparing business and individual tax returns. 
• Proficiency with Microsoft Office and accounting software. 

Why You'll Love This Opportunity 

This position offers the opportunity to work with a diverse client portfolio while receiving mentorship from experienced accounting professionals in a collaborative environment. You'll gain exposure to both audit and tax engagements, continue building your technical skills, and enjoy a clear path for professional growth within a respected public accounting firm. 

Benefits include: 

• Competitive salary 
• Hybrid work flexibility after initial training period 
• Comprehensive Medical, Dental & Vision Insurance 
• Health Savings Account (HSA) 
• Flexible Spending Account (FSA) 
• Dependent Care Account (DCA) 
• 401(k) Retirement Plan 
• Life Insurance 
• Long-Term & Short-Term Disability Coverage 
• Graduate School Tuition Assistance 
• Employee Referral Bonus Program 
• Performance Bonus Opportunities 
• Paid Holidays 
• Summer Half-Day Fridays 
• Professional Development & Continuing Education 
• Collaborative, team-oriented culture 

Join a strong, stable financial institution — apply today!