Client Service Associate
3 weeks ago
**Responsibilities Include**:
- In collaboration with multiple Financial Advisors, lead all operational aspects of a pre-sale client experience, including preparing administrative paperwork, assisting in processing financial transactions, document requests, data management, on-going assistance of client accounts, as well as, ad-hoc projects while collaborating with multiple departments and carriers to ensure the progression of sales
- Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving in a timely and professional manner
- Act as primary contact for day-to-day pre-sale client service needs and independently resolve service requests
- Prepare materials for client meetings, including presentations, analysis, and reports
- Develop and maintain positive working relationships with other internal departments, as well as, outside service professionals such financial advisors, attorneys, and product carrier’s relationship managers
- Utilize CRM and other platforms to track client interactions and maintain accurate records.
- Collaborate with internal teams to ensure client needs are met and expectations are exceeded
**Qualifications**
- Bachelor’s degree, preferably in Finance, Accounting, or a related field
- Ability to work a flexible schedule, including Mountain or Pacific business hours at times
- Advanced Proficiency with MS Office, especially PowerPoint and Excel
- Outstanding written and verbal communication skills
- Excellent customer service skills and prior experience in Client Services
- 1 - 3 years of relevant work experience
- Ability to maintain highest level of professionalism
- Excellent organizational, interpersonal and time management skills.
- Ability to work in a team environment with a positive and professional attitude
**Preferred Skills**
- Prior experience as a Client Service Associate or in Operations in the Financial Services industry
- Possession of or progression towards a Series 7, 63/65, or 66 License
- Experience with CRMs and financial planning software
**Please submit resumes in PDF format**.
Pay: From $65,000.00 per year
**Benefits**:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
- Volunteer time off
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: Hybrid remote in Boston, MA 02210
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