Client Service Associate

2 weeks ago


Newburyport, Massachusetts, United States Transcend Practice Management Full time
Client Service Associate - Financial Services Position

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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