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Client Service Associate
2 months ago
The Client Service Associate will work with an established team at FleetStar Financial in our Boston (Charlestown) office. The key responsibilities include, but are not limited to, providing client service and support, managing client relationships, CRM software, and assisting with marketing campaigns. Provide new business, administrative, operations and compliance support.
Qualifications
· Bachelor’s Degree
· Minimum of 2 years of office experience in financial services
· Excellent phone, verbal and written communications skills
· Ability to work independently
· Motivated
· Self Starter
· Detail Oriented
· Experience with CRM software
