Client Service Specialist
4 weeks ago
with clients daily? Are you driven, self-motivated and customer-focused? If you enjoy
developing long-term relationships, constantly challenging yourself, and providing superior
client support, then we would like to talk to you Our dynamic, fast-paced wealth management
firm in Needham, MA is looking to expand our team. We have the tools and resources to help
you build a great future while sharing your expertise
This Client Service Specialist will be expected to have consistent follow-through with all efforts,
build relationships with prospects and clients, and help prepare the Advisor for client
appointments.
Other daily, weekly, and/or monthly tasks may include:
- Receive incoming client service calls in a friendly manner
- Complete each service request and resolve client issues
- Input notes into CRM and keep updated records
- Coordinate and follow up on each client transfer
- Review application prior to submission
- Prepare client review summary for upcoming appointments
- Assist with New Business processing
- A team player that must be flexible, enthusiastic and possess an energetic personality
- Financial Industry experience
- College Degree preferred
- 2 + years working alongside a Financial Advisor in a fast-paced office environment
- Insurance licensed preferred
- Experience with MS Office Suite and the ability to learn new software quickly
- Strong organizational skills
- Excellent communication both written and verbal
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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