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Client Support Specialist
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Sales & Customer Service
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Second Chair Associate Wealth Advisor
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Westborough, United States Lead Advisor Full timeLead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our clients. Visit other wealth management focused roles at jobs.lead-advisor.comSecond Chair Associate Private Wealth AdvisorOur client has an immediate opening for a key role on their team that will ensure clients' interest come first, and their most complex...
Client Services Associate
2 months ago
Lead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our clients. Visit other wealth management focused roles at
Job description
Our client, a wealth management practice in Westborough, MA is looking for a Client Services Associate. This role is hybrid.
Core Responsibilities:
- Support the team by developing leads, scheduling appointments, arranging meetings with potential clients, and providing information about the company's products or services.
- Manage and update the advisor's calendar
- Think creatively and execute on various marketing projects in the practice
- Continue to learn about the financial planning and advisory field.
Qualifications:
- Bachelor's Degree
- Exceptional communication skills
- Engaging phone presence
- Naturally proactive
- Someone who can work independently and execute on priorities
- Candidates will be expected to get their Life/Health Insurance license
