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Client Service Associate
2 weeks ago
Location:
Newburyport, MA
(in-office with possible hybrid after 6 months)
Salary = $70,000 to $80,000
Experience Required: Must have experience in the financial services industry.
Are you ready to join a dynamic team that values hard work, humility, and optimism? We are looking for a Client Service Associate to join our close-knit group dedicated to delivering high-quality experiences to our clients. If you are passionate about exceeding client expectations and enjoy working collaboratively, this opportunity might be perfect for you.
Responsibilities:
- Coordinate the advisors' calendar and commitments
- Service client accounts/portfolios
- Assist with client paperwork and maintain client information
- Schedule client meetings and manage follow-ups
- Support marketing initiatives and social media efforts
Qualifications:
- Minimum of 3 years' experience in an administrative role in the financial services industry
- Experience in a client-facing role
- Excellent communication and relationship management skills
- Proficiency in Microsoft Office Suite
- Strong organizational and multitasking abilities
- Fast learner with high attention to detail
If you are ready to make an impact, be proactive, and contribute to a vibrant team, we would love to hear from you. Join us in delivering exceptional service and growing together. Get in touch today to explore this exciting opportunity with us
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