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Financial Associate Liaison

3 weeks ago

Boston, Massachusetts, United States Moors & Cabot Inc Full time
About the Role

We are seeking a Financial Associate Liaison to join our team at Moors & Cabot Inc. In this role, you will be responsible for providing exceptional support to our financial professionals, ensuring seamless communication and coordination with clients.

As a Financial Associate Liaison, you will be the primary point of contact for clients, responding to inquiries, resolving issues, and maintaining accurate records. You will also work closely with our marketing team to develop strategies to attract and retain clients.

This is an excellent opportunity for someone who is passionate about finance, customer service, and teamwork.

Key Responsibilities
  • Client Communication: Respond to client inquiries, resolve issues, and provide personalized support to ensure client satisfaction.
  • Record Keeping: Maintain accurate and up-to-date records of client interactions, transactions, and correspondence.
  • Marketing: Collaborate with our marketing team to develop strategies to attract and retain clients.
Requirements
  • Experience: 0-3 years of relevant experience in customer service or a related field.
  • Education: Associate degree in Business, Finance, or a related field.
  • Certifications: SIE licensed or able to attain within first year of employment.
Salary and Benefits

The salary for this role is commensurate with experience, ranging from $50,000 to $70,000 annually. We also offer a comprehensive benefits package, including medical, dental, and vision coverage, short-term disability, long-term disability, life insurance, and optional supplemental life insurance.